List of client account items copied using Snapshots:

  1. Custom Fields
  2. Custom Values *0
  3. Triggers *1
  4. Trigger Links
  5. Surveys
  6. Forms
  7. SMS Templates
  8. Email Templates *2
  9. SMS *3
  10. Email *4
  11. Custom Communications *5
  12. Campaigns *6*7
  13. Pipelines
  14. Calendars *8
  15. Tags

*Notes

*0 - The Values of the Custom Values do not get copied, only the Key does. To learn why we do this, and how to use Custom Values to maximize the Snapshot experience please see this article: 

*1 - Triggers copied over from a Snapshot will start in Draft mode

*2 - These are the email templates created in Email Builder

*3 - This is the SMS template for Reputation Management (Settings -> SMS)

*4 - This is the Email template for Reputation Management (Settings -> Email)

*5 - These are the Custom Communications settings for Reputation Management (Settings -> Custom Communications)

*6 - Campaigns copied over from a Snapshot will start as Published

*7 - Users (a feature in Campaign Configurations) is not copied over as we do not copy Users within Snapshots as we assume the users for each account will be different

*8 - Includes calendar settings for each calendar