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Agency Account Snapshot Tool Overview
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==== Step 1: Create an Agency Sandbox Account ==== A sandbox account serves as a template for new client accounts. Follow these instructions to create one: 1. Click the '''Add New''' button under the '''Resold''' tab. 2. Fill out the fields on the '''Add New Account''' page. 3. In the '''Plan''' section, choose '''Em''' from the '''Product''' dropdown, then select '''Sandbox''' from the '''Tier''' dropdown. 4. Click the '''Add Sandbox''' button. The sandbox account will take a few moments to prepare. Once ready, the system will show your sandbox account's **Login URL**, **Username**, and **Password**. Click the '''Login''' button to access the sandbox and begin configuring properties like '''automations''', '''templates''', '''campaigns''', and more.
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