Send Snapshot Reports

You can send Snapshot Reports a few different ways:

Snapshot Report URL

You can send a Snapshot Report by providing a link to the URL.

To send the Snapshot Report:

Go to Partner Center > Sales > Prospects, or Partner Center > Businesses > Accounts.
Search for the account you want to send the Snapshot Report to. Click the View Snapshot Report icon beside the account name.
Copy the URL at the top of the page.
Send the URL to your prospect.

Your prospect can view the Snapshot Report when they click on the URL link.

To send a Snapshot Report through an email campaign:

Create an email marketing campaign with a Snapshot Creation Event. This event creates a Snapshot Report for each prospect on the campaign.
- You can use one of our pre-built campaigns that contain a Snapshot Report (such as the Local Marketing Snapshot or the Local Marketing Snapshot w/ Listing Distribution), or you can create your own campaign. Learn more
Publish the campaign.
Send the campaign to your prospects. Learn more

The Snapshot Report will be delivered to your prospects through the email campaign.

To email the Snapshot Report:

Go to Sales & Success Center > Accounts.
Search for the account you want to send the Snapshot Report to. Click the View Snapshot Report icon below the account name.
Click Email Report at the top of the Snapshot Report.
Choose the email address you want to send the Snapshot Report to.
Customize the subject line.
Enter a message to appear in the email.
Once you are satisfied with the options you’ve chosen, click Submit.