Send Snapshot Reports

You can send Snapshot Reports a few different ways:

• Snapshot Report URL
• Email campaigns
• Email from Snapshot Report

Snapshot Report URL

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

To send the Snapshot Report:

1. Go to Partner Center > Sales > Prospects, or Partner Center > Businesses > Accounts.
2. Search for the account you want to send the Snapshot Report to. Click the View Snapshot Report icon  beside the account name.

   

3. Copy the URL at the top of the page.

   

4. Send the URL to your prospect.

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

Send Snapshot Reports

Email campaigns

To send a Snapshot Report through an email campaign:

1. 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
2. Publish the campaign.
3. Send the campaign to your prospects. Learn more

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

Email from Snapshot Report

 To email the Snapshot Report:

1. Go to Sales & Success Center > Accounts.
2. Search for the account you want to send the Snapshot Report to. Click the View Snapshot Report icon  below the account name.

   

3. Click Email Report icon in the top right of the Snapshot Report.

   

4. Add a contact email, you can either enter it manually or select it from the list of account contacts. 
5. Customize the subject line or choose the default. 
6. Customize the email copy or choose the default. 
7. Once you are satisfied with the options you’ve chosen, click Send.