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Take Snapshot

Learn how you can create your own customized Home Page Insights

Luna avatar
Written by Luna
Updated over 10 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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