Agency Account Snapshot Tool Overview

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Agency Account Snapshot Tool Overview

The Agency Account Snapshot Tool is an essential feature designed for legacy Resellers and Agency Commission partners using ActiveCampaign. This tool allows users to create a time-stamped copy of a sandbox account, which can be utilized to set up new client accounts quickly and efficiently. By using this feature, agencies can save substantial time and avoid potential errors that may arise from manually configuring new accounts from scratch.

Why It Matters

The ability to create snapshots of sandbox accounts means agencies can standardize the setup process for their clients, ensuring that essential settings, automations, and templates are replicated accurately. This not only enhances productivity but also assures quality and consistency in client onboarding.

How to Access This Feature

To access the Agency Account Snapshot Tool: 1. **Log in** to your Partner Portal. 2. Navigate to the Resold tab, where you will find options related to sandbox accounts and snapshots.

Step-by-Step Instructions

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.

Step 2: Create a Snapshot of a Sandbox Account

1. In the Resold tab, select Account Snapshots. 2. In the Create an Account Snapshot box, select the sandbox account you want to snapshot from the dropdown menu. 3. Assign a name to the snapshot for identification later. 4. Press the Create a snapshot button. 5. A confirmation message will appear. Click Ok to finalize the snapshot creation.

The snapshot will be created and listed under My Snapshots. You'll receive an **Account Snapshot ID** which can be referenced via the ActiveCampaign API to create new accounts.

How to Create a New Client Account from a Snapshot

You can create a new client account directly from the snapshot page: 1. In the Resold tab, click Account Snapshots and find the desired snapshot. 2. Click Create Account. 3. You'll be directed to the Add New Account page, where the selected snapshot will already be noted. 4. Complete the necessary fields and click the Add & Pay Now button.

Alternatively, you can create an account through the Your Accounts list page: 1. Click the Add New Account button. 2. Select the suitable snapshot under Account Snapshot. 3. Fill in the remaining fields and click Add Paid Account.

After processing, the new account will be ready, mirroring the snapshot's configurations.

Configuration Options and Settings

When setting up agency sandbox accounts, consider the following configurations available for duplication through the snapshot tool: - Campaigns - Templates - Automations - Forms - Custom fields - Tags - Segment conditions (with noted limitations) - Scoring rules - Pipelines

Be aware that while the tool captures most details from the sandbox, images, campaign reports, and the entire data landscape must be manually managed.

Best Practices and Tips

- **Regularly Maintain Sandbox Accounts**: Keep your sandbox accounts updated to ensure that snapshots reflect current settings and templates. - **Verify Segments Post-Clone**: After creating new accounts from snapshots, verify any Segments as some may not copy correctly. - **Unique Snapshot Naming**: Each snapshot must have a unique name to avoid conflicts. Be descriptive for better identification in the future.

Troubleshooting

Common errors and their solutions include:

- **Snapshot Name Conflict**: If you see an error stating "Unable to create snapshot: a snapshot with this name already exists," try using a different name for your snapshot. - **Timeout Error**: If the system times out while creating a snapshot, the system will prompt you to retry. If the issue continues, contact support at partners@activecampaign.com for assistance.

Related Features

- For more details on managing accounts created from snapshots, refer to the Account section. - See additional information on Agency tools for comprehensive agency management features.

FAQ

1. Can I create multiple snapshots from one sandbox account? Yes, there is no limit to the number of snapshots you can create from a single sandbox account.

2. What happens when I remove a snapshot? Removing a snapshot does not affect accounts already created from it, and once removed, the snapshot cannot be restored.

3. Are images copied over when creating accounts from snapshots? No, images from templates, campaigns, and automation emails must be added manually for each new account.

4. Can I edit a snapshot after it is created? No, snapshots cannot be edited once created.

5. Are segments guaranteed to copy over with the snapshot tool? No, some segments may not copy correctly, and you'll need to verify them after creation.

6. What data types can be captured in a snapshot? Most elements such as campaigns, automations, templates, tags, and custom fields can be captured, but not images.

7. Can I create EU accounts from US snapshots? Yes, you can create EU accounts from US snapshots.

By understanding and effectively using the Agency Account Snapshot Tool, agencies can streamline their workflows and enhance service delivery for their clients. Ensure to revisit this documentation regularly for updates and best practices.