How to Import Snapshots

This guide explains how to import snapshots in Enrollio so you can quickly apply pre-built configurations to new client accounts without starting from scratch.

What You'll Learn

• How to import a snapshot from a share link
• How to import a snapshot from an email
• How to load a snapshot into a client account

Import Snapshot from Share Link

1. Log into Enrollio in your web browser
2. Open a new tab in your browser
3. Paste the snapshot share link into the address bar and press Enter
4. Click Yes! Import Now

Import Snapshot from Email

1. Log into Enrollio in your web browser
2. Open the snapshot share email
3. Click Click here in the email
4. Click Yes! Import Now

Load Snapshot into a Client Account

Once you've imported a snapshot, here's how to apply it to a specific client account.

Step 1: Navigate to Client Account Management

1. Click Client Accounts from your Enrollio menu
2. Find the client account where you want to load the snapshot
3. Click the three dots next to the Switch to Client Account button
4. Click Manage Client

Step 2: Load the Snapshot

1. Click Actions on the client account management page
2. Select Load Snapshot from the dropdown
3. Choose a snapshot from your imported list
4. Click Proceed

Step 3: Select Assets

1. Review the snapshot assets (enrollment pages, automations, email templates, etc.)
2. Select the assets you want to push to this client account, or skip any you don't need
3. Click Proceed

Step 4: Review Conflicts

1. Click the + icon to check for any conflicts with existing assets
2. Review any conflicts and decide how to handle them
3. Click Proceed

Step 5: Confirm Loading

1. Type Confirm in the confirmation box
2. The snapshot will begin loading into your client account

Related Articles

• Snapshots Overview
• How to Create New Snapshots
• How to Share Snapshots
• Load Snapshots Into Existing Client Accounts
• Refresh or Update Snapshots