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Account Snapshots

Refresh or Update Snapshots

Learn how to refresh or update snapshots in GHL Customer Care so your latest workflows, funnels, and assets are included. See how to use the Refresh icon and Push Update to sync changes to your client sub-accounts.

2 min read450 words5 explained imagesUpdated Thu, 27 Aug at 12:32 PM
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On this page
  1. Handling Failed Assets during Refresh
  2. Workflow Contact Cleanup After Snapshot Refresh
  3. What Happens When You Click “Push Updates”?
  4. Quick Tips

When you make changes to a client sub-account (like new workflows, forms, or funnels), your existing snapshot does not update automatically. To capture these new changes and make them available for future imports or updates, you need to manually refresh the snapshot.

TABLE OF CONTENTS

How to Refresh a Snapshot

  1. Go to your Agency View and click the Account Snapshots tab from the left-hand menu
  2. Find the snapshot you want to update and click the Refresh icon next to that snapshot
  3. Select which new or modified assets you want to include
  4. Click Refresh to finalize the update.
How to Refresh a Snapshot (image 1 of 5) What this shows Go to your Agency View and click the Account Snapshots tab from the left-hand menu Find the snapshot you want to update and click the… What this shows Illustrates the "How to Refresh a Snapshot" section of "Refresh or Update Snapshots". This animation appears in the "How to Refresh a Snapshot" section of "Refresh or Update Snapshots". The text alongside this image reads: Go to your Agency View and click the Account Snapshots tab from the left-hand menu Find the snapshot you want to update and click the Refresh icon next to that snapshot Select which new or modified assets you want to include Click Refresh to finalize the update. Immediately after, the guide continues: Note: After you click Refresh, GHL Customer Care loads the selected assets from the source sub-account. You’ll see a progress indicator showing how many assets have been loaded. If some assets fail to load, the refresh will still continue…. Image 1 of 5 Where to goGo to your Agency View and click the Account Snapshots tab from the left-hand menu Find the snapshot you want to update and click the Refresh icon next to that snapshot Select which new or modified assets you want to include Click Refresh to finalize the update.
Buttons and menus referenced Account SnapshotsRefresh
Next stepNote: After you click Refresh, GHL Customer Care loads the selected assets from the source sub-account. You’ll see a progress indicator showing how many assets have been loaded. If some assets fail to load, the refresh will still continue for the others instead of stopping the entire process.
All 4 steps in this procedure
  1. Go to your Agency View and click the Account Snapshots tab from the left-hand menu
  2. Find the snapshot you want to update and click the Refresh icon next to that snapshot
  3. Select which new or modified assets you want to include
  4. Click Refresh to finalize the update.
 
Note: After you click Refresh, GHL Customer Care loads the selected assets from the source sub-account. You’ll see a progress indicator showing how many assets have been loaded. If some assets fail to load, the refresh will still continue for the others instead of stopping the entire process.
How to Refresh a Snapshot (image 2 of 5) What this shows Note: After you click Refresh, GHL Customer Care loads the selected assets from the source sub-account. What this shows Illustrates the "How to Refresh a Snapshot" section of "Refresh or Update Snapshots". This screenshot appears in the "How to Refresh a Snapshot" section of "Refresh or Update Snapshots". The text alongside this image reads: Note: After you click Refresh, GHL Customer Care loads the selected assets from the source sub-account. You’ll see a progress indicator showing how many assets have been loaded. If some assets fail to load, the refresh will still continue for the others instead of stopping the entire process. Immediately after, the guide continues: If one or more assets fail to load during a refresh, they will be marked as failed while the rest of the selected assets continue processing. Image 2 of 5 What to clickNote: After you click Refresh, GHL Customer Care loads the selected assets from the source sub-account. You’ll see a progress indicator showing how many assets have been loaded. If some assets fail to load, the refresh will still continue for the others instead of stopping the entire process.
Buttons and menus referenced Account SnapshotsRefresh
Next stepIf one or more assets fail to load during a refresh, they will be marked as failed while the rest of the selected assets continue processing.
All 4 steps in this procedure
  1. Go to your Agency View and click the Account Snapshots tab from the left-hand menu
  2. Find the snapshot you want to update and click the Refresh icon next to that snapshot
  3. Select which new or modified assets you want to include
  4. Click Refresh to finalize the update.

Handling Failed Assets during Refresh

If one or more assets fail to load during a refresh, they will be marked as failed while the rest of the selected assets continue processing.

You can retry loading only the failed assets instead of restarting the entire refresh. This helps you fix temporary issues (like intermittent timeouts) without blocking the overall snapshot update.

Handling Failed Assets during Refresh (image 3 of 5) What this shows You can retry loading only the failed assets instead of restarting the entire refresh. What this shows Illustrates the "Handling Failed Assets during Refresh" section of "Refresh or Update Snapshots". This screenshot appears in the "Handling Failed Assets during Refresh" section of "Refresh or Update Snapshots". The text alongside this image reads: You can retry loading only the failed assets instead of restarting the entire refresh. This helps you fix temporary issues (like intermittent timeouts) without blocking the overall snapshot update. Immediately after, the guide continues: If a snapshot refresh removes steps inside workflows that were created from the snapshot (for example, deleting a wait step), GHL Customer Care automatically removes any contacts that were waiting on the deleted step so they don’t get stuck. Image 3 of 5 What this coversYou can retry loading only the failed assets instead of restarting the entire refresh. This helps you fix temporary issues (like intermittent timeouts) without blocking the overall snapshot update. Next stepIf a snapshot refresh removes steps inside workflows that were created from the snapshot (for example, deleting a wait step), GHL Customer Care automatically removes any contacts that were waiting on the deleted step so they don’t get stuck.

Workflow Contact Cleanup After Snapshot Refresh

If a snapshot refresh removes steps inside workflows that were created from the snapshot (for example, deleting a wait step), GHL Customer Care automatically removes any contacts that were waiting on the deleted step so they don’t get stuck.

What you’ll see:

  1. A one-time heads-up appears the next time you open an affected workflow (shown only when it applies).

    Step 1 of 2: A one-time heads-up appears the next time you open an affected… What this shows Step 1 of 2: A one-time heads-up appears the next time you open an affected workflow (shown only when it applies). What this shows Shows what this covers for step 1 of 2 in the "Workflow Contact Cleanup After Snapshot Refresh" section of "Refresh or Update Snapshots". This screenshot accompanies step 1 of 2 in the "Workflow Contact Cleanup After Snapshot Refresh" section of "Refresh or Update Snapshots". At this point in the walkthrough you a one-time heads-up appears the next time you open an affected workflow (shown only when it applies). The next step is to in Execution Logs, the workflow records an entry labeled “Removed by - Snapshot Refresh” with more details in the side panel. Step 1 of 2Image 4 of 5 What this coversA one-time heads-up appears the next time you open an affected workflow (shown only when it applies).
    Buttons and menus referenced Execution Logs
    Next stepIn Execution Logs, the workflow records an entry labeled “Removed by - Snapshot Refresh” with more details in the side panel.
    All 2 steps in this procedure
    1. A one-time heads-up appears the next time you open an affected workflow (shown only when it applies). this image
    2. In Execution Logs, the workflow records an entry labeled “Removed by - Snapshot Refresh” with more details in the side panel.
  2. In Execution Logs, the workflow records an entry labeled “Removed by - Snapshot Refresh” with more details in the side panel.
    Step 2 of 2: In Execution Logs, the workflow records an entry labeled “Removed by -… What this shows Step 2 of 2: In Execution Logs, the workflow records an entry labeled “Removed by - Snapshot Refresh” with more details in the side panel. What this shows Shows what this covers for step 2 of 2 in the "Workflow Contact Cleanup After Snapshot Refresh" section of "Refresh or Update Snapshots". This screenshot accompanies step 2 of 2 in the "Workflow Contact Cleanup After Snapshot Refresh" section of "Refresh or Update Snapshots". At this point in the walkthrough you in Execution Logs, the workflow records an entry labeled “Removed by - Snapshot Refresh” with more details in the side panel. Step 2 of 2Image 5 of 5 What this coversIn Execution Logs, the workflow records an entry labeled “Removed by - Snapshot Refresh” with more details in the side panel.
    Buttons and menus referenced Execution Logs
    All 2 steps in this procedure
    1. A one-time heads-up appears the next time you open an affected workflow (shown only when it applies).
    2. In Execution Logs, the workflow records an entry labeled “Removed by - Snapshot Refresh” with more details in the side panel. this image
     
Note: This applies only to workflows created from snapshots when a refresh deletes steps. Directly deleting a step in a workflow already removes waiting contacts.

What Happens When You Click “Push Updates”?

After refreshing a snapshot, you’ll see the “Push Update” button available for that snapshot. Clicking it lets you:

  1. Select which sub-accounts (that previously imported this snapshot) should receive the update
  2. Choose the assets to push (e.g., only workflows, or specific forms)
  3. Manually sync updates into those sub-accounts without reloading the entire snapshot
    What Happens When You Click “Push Updates”? (video 1) Open in a new tab 
Note: Updates only push to sub-accounts inside your own agency. External agencies must re-import using a new link.

Quick Tips

  • Always refresh your snapshot before sharing or pushing updates
  • Use the Push Update feature to sync selected changes to client accounts
  • Pushed updates are selective, not destructive - existing data stays safe

Frequently asked questions

What Happens When You Click “Push Updates”?
After refreshing a snapshot, you’ll see the “Push Update” button available for that snapshot. Clicking it lets you: Select which sub-accounts (that previously imported this snapshot) should receive the update Choose the assets to push (e.g., only workflows, or specific forms) Manually sync updates into those sub-accounts without reloading the entire snapshot Note: Updates only push to sub-accounts inside your own agency. External agencies must re-import using a new link.

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