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Snapshot Notification Preferences

Snapshot Notification Preferences is a High-Level feature that empowers Agency Admins with enhanced control over email notifications for snapshot pushes. This feature streamlines communication by ensuring the right team members receive timely updates on snapshot outcomes while reducing manual checks.


TABLE OF CONTENTS


What are Snapshot Notification Preferences?


Snapshot Notification Preferences is a high-level enhancement that enables comprehensive control over email notifications associated with snapshot deployments. By leveraging this feature, Agency Admins can determine if the initiating user and up to five other Admins receive an email notification after a snapshot push is completed. This targeted approach ensures that critical updates, including details on completed and failed sub-accounts as well as a direct link to the push history, reach the team members who need them most.


IMPORTANT: 
1. You must be an Agency Admin to make any changes to these settings.
2. This feature works per snapshot, so you can customize preferences for each one.
3. Notifications will only be sent when a push completes, not when it starts or fails midway.

Key Benefits and Features of Snapshot Notification Preferences


Snapshot Notification Preferences delivers several key benefits designed to improve operational efficiency and team collaboration:



How To Set Up Snapshot Notification Preferences


Setting up Snapshot Notification Preferences is a straightforward process that ensures your team receives the timely updates you need:


Step 1: Navigate to Snapshots

In the agency view, navigate to Snapshots → My Snapshots and select the three dots icon next to the snapshot whose notification settings you wish to adjust.




Step 2: Click on Edit Snapshots

Once you choose your desired snapshot, open the Notification Preference tab to configure who should receive snapshot push notifications and review the set email content.




The Snapshot Push Report would look something like-

 


Frequently Asked Questions


Q: Who can configure Snapshot Notification Preferences?

Only Agency Admins can modify the notification settings, while Agency Users are limited to view-only access.

 

Q: What details are included in the snapshot notification email?

The email outlines the number of completed and failed sub-accounts and includes a direct link to view the full push history.

 

Q: Can I add additional recipients for snapshot notifications?

Yes, Agency Admins can add up to five extra Admins to receive email notifications for snapshot pushes.

 

Q: How do I access the Snapshot Notification Preferences settings?

Access the settings by navigating to My Snapshots, clicking on the three dots for the desired snapshot, selecting Snapshot Settings (formerly Edit Snapshots), and then opening the Notification Preference tab.

 

Q: What if I don’t want to receive notifications even if I initiated the snapshot push?

As an Agency Admin, you can opt out of receiving the notification email, ensuring you receive updates only when they align with your preferences.


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Last updated Fri, 25 Jul, 2025 at 8:03 AM