What Can be Cloned into Your FG Funnels Subaccount Using a Snapshot

A snapshot is a template of a particular subaccount that is used to clone items such as Funnels, Calendars, Workflows, Websites, Custom Values, Trigger Links, Message templates, etc., to another subaccount. Only the FG Funnels support team can create snapshots.


Here is a full list of what can be delivered through a snapshot:

  1. Tags
  2. Forms
  3. Folders
  4. Surveys
  5. Pipelines
  6. Teams *11
  7. Funnels *10
  8. Trigger Links
  9. Calendars *8
  10. Workflows *9
  11. Custom Fields
  12. Calendar Groups
  13. Custom Values *0
  14. Membership Offers
  15. Membership Products
  16. Custom Dashboard Layouts
  17. Document and Contract Templates
  18. Marketplace actions and triggers *12
  19. Internally created actions and triggers
  20. Custom Communications Settings for Reputation Management *5
  21. SMS Templates [ including the SMS Template for Reputation Management *3 ]
  22. Email Templates *2 [ Including the Email Template for Reputation Management *4 ]
  23. Campaigns + Campaign Triggers ( located under Automation > Campaigns - and - Automation > Triggers ). These are the much older version of workflows.

*Notes

*0 - The Values of the Custom Values do not get copied, only the Key does.

*1 - Triggers copied over from a Snapshot will start in Draft mode

*2 - There are three types of emails that get saved in Snapshots: Emails built-in Marketing > Emails, emails built-in Marketing > Text & Email Templates, and emails built-in Marketing > HTML builder

*3 - This is the SMS template for Reputation Management (Settings -> SMS)

*4 - This is the Email template for Reputation Management (Settings -> Email)

*5 - These are the Custom Communications settings for Reputation Management (Settings -> Custom Communications)

*6 - Campaigns copied over from a Snapshot will start as Published

*7 - Users ( a feature in Campaign Configurations ) is not copied over as we do not copy Users within Snapshots as we assume the users for each account will be different

*8 - Includes calendar settings for each calendar

*9 - Workflows saved in Snapshots do not include: Facebook add to custom Aud., Facebook remove from customer Aud., Add to Google Analytics, Add to Google Adwords, and FB Conversion API, action steps.

*10 - Products created in Funnels do not get saved to Snapshots. Tracking codes also do not get included in Snapshots.

*11 - Teams in Snapshots are not active by default and must be manually activated by a team member

*12 - App must be installed to use the marketplace actions and triggers




List of subaccount items that do NOT copy over when using a Snapshot ( none of these items can be transferred using a snapshot )


  • Blogs
  • Users
  • Orders
  • Invoices
  • Reviews
  • Coupons
  • Contacts
  • QR Codes
  • Audit Logs
  • Smart Lists
  • Integrations
  • Chat Widgets
  • Appointments
  • URL Redirects
  • Conversations
  • Reporting Data
  • Bulk Action Logs
  • Course Analytics
  • Email Campaigns
  • Affiliate Campaigns
  • Community Groups
  • Course Certificates
  • Client Portal Settings
  • Data from Content AI
  • Form Submission Data
  • Survey Submission Data
  • Funnel Stats + Analytics
  • Documents and Contracts
  • Reputation Data and Settings
  • The data within a custom value
  • Transactions ( under Payments )
  • Existing tasks or manual actions
  • Subscriptions ( under Payments )
  • Payment Links ( under Payments )
  • Opportunity Card ( in the pipelines )
  • Settings Under Payments > Settings
  • Products Under Payments > Products
  • Data from the affiliate manager section
  • Settings Under Payments > Integrations
  • Social Plan Data, settings, and integrations
  • Settings Under Payments > Products > Inventory
  • Any customization that is done to the chat widget
  • Any domains connected to the original subaccount
  • Company settings inside the companies settings tab
  • Course Quiz / Assessment / Assignment Submissions From Students
  • Documents and Contracts Completed / Signed / Summited by a Contact
  • Tracking codes that you have set up on the backend on websites and or funnels
  • Media Storage ( items not included / used in a funnel, website, or email template )
  • Membership Area Settings ( site details settings, email settings, app settings, custom domain settings )
  • None of the data under Settings ( located at the bottom of the left side menu - which can be viewed from the subaccount dashboard ). The only exceptions are: Tags, Individual Calendars, Custom Fields, and Custom Values.

Important Note: FG Funnels does not provide snapshots for transferring outside of the FG Funnels agency.