Training Snapshots - MEGAVISION

Snapshots – What They Are & How You Can Use Them

MEGAVISION lets you manage several clients and marketing tasks with ease. Snapshots in MEGAVISION simplify this even more.

These tools help you duplicate your MEGAVISION setups to new sub-accounts or share them with other agencies and users. Whether new or experienced with this platform, MEGAVISION Snapshots can greatly help.

Let’s talk more about it, its benefits, and how you can use them effectively in this post.

What are MEGAVISION Snapshots?

Snapshots are pre-made templates. They remove the need to build everything from the ground up for each new client account.

As a radio station, you deal with all sorts of local businesses. You’ve developed a successful marketing strategy for local business and want to apply it to others.

With MEGAVISION Snapshots, you can easily replicate this strategy. This process saves significant time and ensures consistency on your part.

There are three ways to obtain an account snapshot. You can create your own, import one already available within MEGAVISION, or purchase a new snapshot from a marketplace. Each option offers a convenient way to adapt to your client’s needs quickly.

Why Use a MEGAVISION Snapshot?

We all know how time-consuming it can be to set up a CRM, campaigns, create funnels, and implement automation for each new client.

These processes often involve repeating the same steps for marketers and agency owners, which can delay business growth.

Rather than getting caught up in this cycle, you can create or import a MEGAVISION Snapshot.

You can duplicate the following items with this feature:

Campaigns (duplicates in “published” mode and don’t include user configuration)
Funnels, Landing Pages, Websites
Pipelines
Workflows (except third-party integrations, i.e., Google Analytics, Google Ads, or Facebook API)
Teams
Surveys and Forms
SMS and Email Templates (for reputation management)
Trigger and Trigger Links (starts in “draft” mode)
Custom Values and Custom Fields
Custom Communication Settings
Courses and Communities
Products and Offers
Calendar Settings
Tags and Folders

However, there are some parts that your snapshots can’t copy.

These include contacts, conversations, tracking codes, third-party integrations, users, reporting data, feedback, chat widget customizations, integrated domains, company settings, and existing tasks or manual actions.

While the structure and tools get copied, specific client data and customizations do not.

How to Make a Snapshot?

Creating your own Snapshot is a great way to capture and replicate the most effective strategies and setups you’ve developed.

Here’s what you can do to create a new snapshot to use for a client account:

From Your Account

First, go to “Settings” in the Agency View.

Then, choose “Snapshot.”

Next, click on “Create New Snapshot.”

Name your snapshot in the field provided. Pick the client account you want to use from the dropdown menu.

Click “Save.”

From Snapshots

If you’re starting with MEGAVISION and don’t have any custom setups yet, don’t worry. The platform offers free, ready-to-use templates. These are available within the platform and cater to various industries.

Some MEGAVISION snapshot templates are CrossFit, Day Spas, Auto Dealers, Attorneys, Hair Salons, and Marketing Agencies.

You may follow these steps to apply these templates:

In the Agency view, select the “Account Snapshots” tab.

Then, look through the “Vertical Snapshots.” Here, you can pick from over 15 templates offered by MEGAVISION.

If you want more information on a template, click “Know More.” This gives you an overview of the snapshot and a detailed setup guide.

Once you’re okay with the template, choose “Select and Create New Account.”

That’s it. You can customize the snapshot and start working on the new client account.

How to Add a Snapshot to an Existing Account

It’s not just new client accounts that can benefit from MEGAVISION Snapshots. You can also add them to existing linked accounts. Here’s how:

In the Agency View, click on “Sub-Accounts.”

Find the account you want to update, then click the ellipsis on the right side. You can see it next to “Switch to Sub-Account.”

Click “Manage Clients.”

From the “Actions” dropdown menu, select “Load Snapshot.”

In the Snapshot field dropdown, pick the snapshot you want to use and select “Proceed.”

Choose all the items or assets you want to add to your sub-account.

Select “Okay” once everything is good and there’s no conflict with all the assets you added.

How Do You Share Snapshots

MEGAVISION also allows you to sell or share snapshots with other users.

This is beneficial for creating an additional revenue stream, especially if you’ve developed a highly effective marketing setup that could be valuable to others in your industry. Or you can offer them for free as lead magnets.

MEGAVISION provides this feature in all paid plans, and there are three main ways to share your snapshots:

Share Link. Creates a one-time use link. It becomes invalid after someone uses it to import the snapshot into an agency account. You’ll need to generate a new link for each share.
Email Share Link. You can send the share link directly via email. Enter the email addresses, and the recipients will receive a clickable link in their email to import the snapshot.
Provide Permanent Link. This link can be used multiple times. So it’s more suitable for broader sharing.

For those on higher plans, like the $497 SaaS plan, additional sharing features are available:

Agency Restricted. This feature allows you to share snapshots securely with specific agencies. They provide unique relationship numbers, and a secure link is generated for their exclusive use.
Sub-account Restricted. You can share snapshots for specific sub-accounts only. It makes your sharing more personalized, as only those specific sub-accounts can use the snapshot.

Here’s how you can share MEGAVISION Snapshots from your agency tab:

Click the “Settings” tab. You’ll find it at the bottom left of the menu.

Choose the “Snapshot” tab.

Find the snapshot you want to share. Click the “Share” button on its right side.

A dropdown menu will appear. Here, select your preferred sharing method. You can choose a one-time link, email, or permanent link.

Select “Get Link,” then copy and share it.

How Do You Import Snapshots

If you’re on the receiving end of a MEGAVISION Snapshot, importing it into your account is super easy. You just need the Snapshot share link.

If the snapshot comes via email, click the link in the email. Make sure you are logged into your MEGAVISION account.

After securing the snapshot URL, you can follow these steps:

Log into MEGAVISION in your web browser.
Open a new tab.
Paste the snapshot share link into the address bar and press enter.
Click “Yes! Import Now.”

You can find the snapshot under the ‘Imported Snapshots’ tab. This is in your Agency View’s Settings under “Account Snapshot.”

Conclusion

What do you think about MEGAVISION Snapshots?

These tools help you save time, keep your work consistent, and are easy to use. Applying it together with other features of MEGAVISION can streamline your marketing agency tasks.

Try using a snapshot today in your MEGAVISION account. It could change how you work and help your business grow. Learn more about their free trial below.

Detailed Features

Automation

CRM

Dashboard

Digital

Marketing

Payment Systems

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