Preview funnels, workflows, emails & more in any GHL Customer Care snapshot with Snapshot Asset Viewer. Search, verify, and manage assets before loading or sharing
2 min read532 words2 explained imagesUpdated Fri, 24 Jul at 2:45 PM
Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
GHL Customer Care’s Snapshot Asset Viewer—You can now easily view the contents of a snapshot directly from the Account Snapshots page. Simply click on a snapshot to see a list of all the assets it contains.
Snapshot Asset Viewer lets you open any snapshot from the Account Snapshots page and immediately see a structured list of every asset it contains. By being able to view snapshot contents up front, the viewer eliminates guesswork and prevents surprise overwrites when you load, refresh, or share snapshots.
Understanding a snapshot’s contents before loading or sharing prevents accidental overwrites and incomplete migrations. The Viewer brings that insight forward, eliminating the need to download or load a snapshot just to see what’s inside.
Key Benefits of Snapshot Asset Viewer
Enhanced Transparency: Instantly audit all assets before loading or sharing a snapshot.
Improved Efficiency: Search by keyword to locate specific assets without manual scrolling.
Error Prevention: Verify contents to avoid overwriting the wrong funnels, emails, or automations.
Streamlined Management: verify contents before loading, sharing, or refreshing, reducing costly mistakes.
Faster Troubleshooting: Identify missing components when a snapshot fails to behave as expected.
Audit Readiness: keep a clear inventory of assets for compliance or internal reviews.
Viewing Assets
A clear asset list ensures you know exactly what you are working with before you import or refresh.
Navigate to Settings → Account Snapshots.
Choose My Snapshots, Shared Snapshots, or Imported Snapshots.
Click any snapshot’s name and instantly view all assets without additional navigation.
Viewing Assets (image 1 of 2)What this shows Navigate to Settings → Account Snapshots.What this showsIllustrates the "Viewing Assets" section of "How to View Snapshot Assets".This animation appears in the "Viewing Assets" section of "How to View Snapshot Assets". The text alongside this image reads: Navigate to Settings → Account Snapshots. Choose My Snapshots, Shared Snapshots, or Imported Snapshots. Click any snapshot’s name and instantly view all assets without additional navigation. Immediately after, the guide continues: The live search bar filters the asset list as you type, letting you pinpoint a single email, workflow, or funnel step within seconds.Image 1 of 2Where to goNavigate to Settings → Account Snapshots. Choose My Snapshots, Shared Snapshots, or Imported Snapshots. Click any snapshot’s name and instantly view all assets without additional navigation.
Buttons and menus referencedSettings → Account SnapshotsMy SnapshotsShared SnapshotsImported Snapshots
Next stepThe live search bar filters the asset list as you type, letting you pinpoint a single email, workflow, or funnel step within seconds.All 3 steps in this procedure
Navigate to Settings → Account Snapshots.
Choose My Snapshots, Shared Snapshots, or Imported Snapshots.
Click any snapshot’s name and instantly view all assets without additional navigation.
Search Functionality
The live search bar filters the asset list as you type, letting you pinpoint a single email, workflow, or funnel step within seconds.
Click the Searchassets field at the top right of the asset list.
Enter any keyword—the list narrows in real time.
Clear the field to return to the full inventory.
Search Functionality (image 2 of 2)What this shows Click the Search assets field at the top right of the asset list.What this showsIllustrates the "Search Functionality" section of "How to View Snapshot Assets".This animation appears in the "Search Functionality" section of "How to View Snapshot Assets". The text alongside this image reads: Click the Search assets field at the top right of the asset list. Enter any keyword—the list narrows in real time. Clear the field to return to the full inventory. Immediately after, the guide continues: Snapshot Asset Viewer displays every asset category GHL Customer Care supports in snapshots, giving you complete visibility.Image 2 of 2What to fill inClick the Search assets field at the top right of the asset list. Enter any keyword—the list narrows in real time. Clear the field to return to the full inventory.Next stepSnapshot Asset Viewer displays every asset category GHL Customer Care supports in snapshots, giving you complete visibility.
Supported Asset Types
Snapshot Asset Viewer displays every asset category GHL Customer Care supports in snapshots, giving you complete visibility.
Q: How do I access Snapshot Asset Viewer? From Agency view → Account Snapshots and click any snapshot name.
Q: Can I search for specific assets? Yes—type a keyword in the search bar above the asset list to filter instantly.
Q: Which snapshot categories support the Viewer? The Viewer works inside My Snapshots, Shared Snapshots, and Imported Snapshots.
Q: Will the asset list update when I create a new snapshot? Absolutely. New snapshots appear immediately and can be inspected with one click.
Q: What asset types are displayed? Funnels, websites, workflows, email/SMS templates, forms, calendars, products, AI Studio projects and more—everything supported by GHL Customer Care snapshots.
