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Take Snapshot

Learn how you can create your own customized Home Page Insights

Luna avatar
Written by Luna
Updated over 9 months ago

Dynamic Snapshots help you detect entities that require your attention within your activity. to create a Snapshot:

1. Open Campaign Manager from the Main Navigation Bar:

2. Filter for entities you'd like to be notified about and click on Snapshot


3. Give your Snapshot a title and a description

4. On the Home Page, you'll see all present and future entities associated with your set filters

5. Each Snapshot can be used to do the following:

  • Open Relevant Entities in Campaign Manager

  • Use the Snapshot for Monitoring

  • Use the Snapshot for Automation

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