Staying informed on critical updates is key to managing agency workflows efficiently. The Snapshot Notification Preferences feature enables Agency Admins to configure automated email notifications whenever a snapshot push is completed. This eliminates the need for manual status checks and ensures the right team members are promptly notified of any successes or issues.
What Are Snapshot Notifications? #
When a snapshot is pushed to one or more sub-accounts, an automated email notification can be sent upon completion. This email includes the number of successful and failed sub-account pushes, as well as a direct link to view the full push history.
These notifications help teams remain aligned, quickly troubleshoot failures, and reduce the need for manual follow-ups.
Who Can Configure Snapshot Notifications? #
- Agency Admins: Full access to configure and update notification preferences.
- Agency Users: View-only access; cannot make changes.
How to Configure Snapshot Notifications #
Follow the steps below to set up or update notification preferences for a snapshot:
Navigate to Snapshots #
In your agency dashboard, go to Account Snapshots from the top navigation bar.
Access Notification Settings #
Click the three-dot menu next to the snapshot you wish to configure and select Settings.
Next, open the Notification Preferences Tab. This panel allows you to customize notification settings for that specific snapshot. Currently, the Push Complete Email is the only notification type that can be sent, so it will be selected by default.
Set Notification Recipients #
You can choose to notify the user who initiated the snapshot push and optionally add additional Agency Admins by enabling the option to select up to five other agency admins, then using the search field to quickly find and select users. A message will appear once the recipient limit is reached.
Save Changes #
Once you are satisfied, click Save in the upper-right corner to apply your updated settings.
Snapshot Notification Preferences are designed to streamline communication and improve oversight during snapshot deployments. By ensuring the right stakeholders receive timely updates, your agency can stay proactive, reduce errors, and maintain a more coordinated workflow across teams.
Important Notes #
- Only Agency Admins can configure or update notification settings.
- Preferences are snapshot-specific—each one can have its own notification rules.
- Notifications are sent only upon completion of the push (not at initiation or mid-process failures).
Frequently Asked Questions #
What does a snapshot notification contain? #
The Push Complete Email reports the number of successful and failed sub-account pushes and includes a direct link to view the full push history.
Who can configure snapshot notifications? #
Only Agency Admins can configure or update notification preferences; Agency Users have view-only access.
Where do I edit notification preferences? #
Go to Account Snapshots, click the three-dot menu next to the snapshot, select Settings, and open the Notification Preferences tab.
How many recipients can I add? #
You can notify the user who initiated the push and add up to five additional Agency Admins; a message appears once the limit is reached.
Are notification preferences shared across all snapshots? #
No. Preferences are snapshot-specific, so each snapshot can have its own notification rules.
When are the notifications sent? #
Notifications are sent only upon completion of the push, not at initiation or for mid-process failures.
