Transfer Snapshot

  • Transfer snapshots between sub-accounts

  • Keep all of your workflows

  • Keep all of your websites

  • Keep all of your AIs

What is a Snapshot?

Transfer you information between sub accounts.

Have your new sub account operational instantaneously.

Simply copy and paste your current sub-account into your new sub account

Keeps all workflows, email templates, websites, funnels, ect.

What is a Custom Transfer?

Instead of transferring all aspects of one sub-account into a new sub-account, you can elect to import only certain items. This means you could choose to import a special automation or workflow that you created without having to import everything else. This will create a one-on-one call.

Prepare your Information

Please prepare all necessary information so we can complete the custom transfer properly.

Current Sub-Account Location ID

New Sub Account Location ID

Websites / Funnels / Surveys / Email Templates

Workflows
Other

Please prepare a Loom video describing exactly what you want transferred