Snapshots

24 guides covering snapshots on the Sparkforge platform.

• A Complete Guide to WordPress Support in Sparkforge Snapshots WordPress Support in Snapshot bundles a WordPress site (pages, themes, plugins, settings) into a Sparkforge Snapshot so it restores automatically when the Snaps
• Assets Protected Snapshots ( Called "IP Protected" Earlier ) Assets Protected Snapshots flag specific assets so they can't be re-shared or duplicated when a downstream sub-account creates a new snapshot. Enable the option
• Create New Sub-Account Using a Snapshot in Sparkforge Pick a snapshot from the Account Snapshots page, click Create New Account, and Sparkforge spins up the sub-account with funnels, workflows, calendars, and setti
• Creating Custom Objects using Snapshots Sparkforge snapshots can include custom objects with all their custom fields and associations, letting you replicate object structures across sub-accounts. A sn
• Delete & Edit the Name of Snapshots From Settings > Account Snapshot in Agency View, use the trash icon to delete a snapshot or the pencil icon to rename it. Works across the My, Imported, and Def
• Granular Permissions for Snapshots Sparkforge breaks snapshot access into seven granular permissions — view, create, edit, share/import, push, refresh, and delete — that you assign per team membe
• How to Create New Snapshots in Sparkforge Snapshots clone a sub-account's configuration so you can reuse it across other accounts. Build the sub-account first, then capture it as a snapshot from the Acc
• How to Easily Replicate Documents and Contracts Setup Across Different Accounts Snapshots now include document and contract templates, so agencies can replicate the same setup across multiple sub-accounts in a few clicks.
• How to Import Snapshots in Sparkforge Open the share link or email while logged into Sparkforge to import a snapshot at the agency level. Then load it into a specific sub-account from Agency View >
• How to import snapshots into an existing sub-account Loading a snapshot into a live sub-account adds prebuilt workflows, funnels, and forms without deleting existing data. Conflicts only override when you choose O
• How to share Snapshots in Sparkforge: Links, Options, Setup Sparkforge snapshots can be shared via permanent, one-time, email, agency-restricted, or sub-account restricted links. Toggle Assets Protected to stop recipient
• How to view Snapshot assets | Snapshot Asset Viewer The Snapshot Asset Viewer in Sparkforge opens any snapshot from the Account Snapshots page and lists every asset it contains, so you can audit contents before l
• Integrated Onboarding for Snapshots in Sparkforge Sparkforge surfaces in-app guidance the first time you open Account Snapshots so you can create or import a Snapshot quickly and reopen the tips later from any
• Manage Linked Assets in Snapshots Snapshot Asset Linking lets you choose which assets push with a Sparkforge snapshot instead of taking everything by default. Open Account Snapshots → My Snapsho
• Manage Snapshot Push Settings for Individual Sub-Accounts Sparkforge now lets you edit which sub-account locations receive a snapshot push. The updated UI displays enabled and disabled locations clearly, replacing the
• Pushing & Loading Snapshot Updates to Client Accounts Push Updates syncs refreshed snapshot changes to sub-accounts that previously loaded that snapshot. Load Snapshot adds items to an existing sub-account without
• Refresh or Update Snapshots in Sparkforge Sparkforge snapshots let you clone sub-account configurations across accounts. Pick exactly which assets to include, refresh only what changed, and force-create
• Refresh or Update Snapshots in Sparkforge Snapshots don't auto-update. Click Refresh next to the snapshot to capture new changes from the source sub-account, then use Push Updates to sync the changes to
• Rolling Notifications for Snapshot Push When you push a snapshot to more than 10 sub-accounts, Sparkforge consolidates in-app notifications into rolling milestones at 10%, 30%, 70%, and 100% progress.
• Snapshot Load Retry in Sparkforge: Fix Failed Loads Snapshot Load Retry lets you re-run failed sub-account imports from the same load attempt instead of rebuilding a full push. Open Snapshots, Load History, then
• Snapshot Notification Preferences Snapshot Notification Preferences let Sparkforge agency admins choose whether the user who initiated a snapshot push gets emailed and add up to five additional
• Snapshot Push Update History Open Account Snapshots, choose a snapshot, and click View History to see every push, its status per subaccount, and the asset-level details for each.
• Snapshots - Overview Sparkforge snapshots can carry Custom Reports so reporting templates move between sub-accounts without rebuilding. Loaded reports appear under Reporting > Custo
• Voice AI Configuration Support for Snapshots Voice AI Snapshots clone agents, prompts, and Voice AI workflows from one Sparkforge sub-account to another. Phone numbers do not transfer and must be reassigne