Customize Snapshot Emails

  • Updated

Context

Snapshots are created automatically when you set up an Auto-Create Account List. But you can reconfigure them. For each type of snapshot email, you can customize:

  • Sections to display
  • Order in which they appear
  • Show or Hide empty sections
  • Whether to include reports or not

Here are the snapshot sections that each account owner receives by default. Each section is filtered by what the SDR, AE, or Marketing owns. If you reconfigure them and change your mind, you can Reset to Default at any time.

Sections Account List Sales Development Representative Account Executive Marketing

Highlights this Week

X X X X

Most Engaged Accounts

X X X X

Pipeline Predict

X X X X

Top Intent Keywords

X X X X

Account Journey

X     X

Open Opportunity Engagement

X   X  

Web Traffic

X     X

Most Engaged People

X X    
Most Engaged Executives X X X  

Strictly speaking, a snapshot is a collection of reports that that are represented visually, as opposed to reports, which are presented as tables. However, you can also add reports to snapshot emails, to make them even more relevant and useful for your recipients. (See step 3 below.)

Here is an example of Account List options at SettingsCropped.png Settings > Analytics > Snapshot Settings:

SnapshotSettings.png

Prerequisites

You can set these up at any time, but you'll see the benefits of them once you subscribe to email snapshots. To set up subscriptions, see Create Report or Snapshot Subscriptions.

Steps

  1. From the left navigation bar, go to SettingsCropped.png Settings > Analytics > Snapshot Settings.
  2. In the Type drop-down menu, select the type of Snapshot you want to customize: Account List, SDR, AE, or Marketing.
  3. From the Sections to Include drop-down menu, select the sections you want to include in the snapshot email. This is where you have the option to include reports in addition to snapshots. (See Create Reports, if you haven't created any yet.)
  4. To change the order the sections appear in the snapshot email, drag and drop them.  
  5. To indicate whether to show or hide each section, click the toggle next to it. 
  6. Click Save Snapshot

Outcome

You'll get a customized set of snapshots that users can subscribe to. This image gives you an idea of a few sections with company information blurred out. In the actual email, you’ll be able to scroll through all the sections.

HighIntentAccountsCropped.png MostEngagedAccountsCropped.png
AccountJourneyCropped.png TopIntentKeywords.png

Next Step

Create an email subscription. To manage snapshot subscriptions, select Personalized Subscriptions at the top of the Snapshot Settings page, 

SanpshotSettingsSubscriptionLink.png

or

SettingsCropped.png Settings > Analytics > Subscriptions

or

SettingsCropped.png Settings > Analytics > Auto-Create Account Lists > Configure Snapshot Subscriptions > Create or Manage workflow and follow the steps at Create Report or Snapshot Subscription.

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