How is Success Snapshot 2.0 different from Success Snapshots 1.0?
Success Snapshot 2.0 allows you to upload and configure your own fully customized business review decks. The earlier version of the Success Snapshot had a limited control over the templates.
When will I no longer be able to create templates using the old version of Success Snapshots?
With v6.13 release, you will no longer be able to create new 1.0 Snapshots. Existing 1.0 Snapshots can still be exported and edited. We have improved the functionality in Success Snapshots 2.0, including enhanced control over the template layouts, better support for your branding elements, and support for slides with multiple content types. For more information on Success Snapshots 2.0, refer to Overview Success Snapshots 2.0 article.
Do I have to convert my existing version of Success Snapshots templates to the newer version?
"Success Snapshots and Success Snapshots 2.0 are two entirely different approaches to solving the "business review deck" use case, with 2.0 being a lot more powerful than earlier version. It won’t be reasonable to do a 1-to-1 migration of success snapshot templates from the earlier version to 2.0, hence Gainsight do not plan to provide any migration tools. Instead, Gainsight recommends you to start building all your new Success Snapshot templates in 2.0 version and rebuild the old Success Snapshot templates in 2.0 at your own pace.
When should I use Success Snapshots 2.0?
Success Snapshots 2.0 can be used during your business review meetings like: EBRs, QBRs, MBRs, etc. For more information, on Success Snapshots 2.0, refer Overview of Success Snapshots 2.0.
Can I create Success Snapshot for Accounts and Relationships?
Yes. You can create Success Snapshots for both Accounts and Relationships.
Can I insert tabular reports and visualizations from Report Builder to my Success Snapshot template?
Yes. You can insert both tabular and chart visualizations in the Report Builder to Success Snapshots template.
Can I insert my own customized images to Success Snapshots template?
Yes. You can upload your own customized image to the Success Snapshots 2.0 template and re-use it while configuring other templates as well.
Can I export my Success Snapshots 2.0 template?
Yes. You can export Success Snapshots from the Customer/Relationship 360 page. For more information, refer Export Success Snapshots 2.0 Presentations.
How long is the Success Snapshot download link valid for?
The download link received via email, for the exported business review deck will be valid only for 7 days.
How can end users open Success Snapshot 2.0 templates?
You can view the downloaded Success Snapshot 2.0 templates in Microsoft PowerPoint, Google Slides, and Apple Keynote.
Can I delete a Success Snapshot, if I think I no longer want to use it?
Yes. You can delete, edit and clone a Success Snapshot 2.0 template from the Repository page. For more information on how to delete a template, refer Configure Success Snapshots 2.0 Template.
What will be the text format which I have newly added in the Success Snapshot template?
The newly added token/text will be honored with the format available on the first word of the text in the existing element (Default), if you didn’t modify the style formatting of the token/text.