Overview

If you need assets copied (snapshotted) from your GROW template site to one or more subaccounts—or between subaccounts—this must be submitted as a request through the support team.

This article outlines which assets are included and excluded in a standard GROW snapshot.

Included in GROW Snapshots

The following assets are transferred when performing a snapshot:

• Custom Fields

• Custom Value Keys (Note: values inside the keys do not get copied)

• Triggers (All triggers will appear in draft mode in the new location)

• Trigger Links

• Surveys

• Forms

• SMS Templates

• Email Templates

• Reputation SMS

• Reputation Email

• Custom Communication Settings for Reputation Management

• Pipelines

• Calendars

• Tags

• Folders

• Funnels

• Review Settings

• Workflows

Not Included in GROW Snapshots

The following items are not transferred during the snapshot process:

• Contacts (including smartlists, tasks, and manual actions)

• Conversations

• Tracking Codes added to websites or funnels

• Integrations

• Users

• Reporting Data

• Reputation

• Brand Boards

• Custom Value Data (only the keys are copied)

• Chat Widget Customization

• Integrated Domains

• Company Settings inside the Companies Settings tab

Expected Outcome
✅ All supported assets listed under "Included" are successfully copied into the target account(s) in their configured form.
🚫 Any unsupported or excluded data must be manually recreated in the new location.

Need Help?
To request a snapshot or get additional assistance, please contact [email protected].