The Ultimate Guide on Pushing and Loading Snapshot Updates to Client Accounts
Introduction
In this article, I will demonstrate how to push and load snapshot updates to client accounts on the agency level. This process is crucial for keeping client accounts up to date and ensuring that the right information is delivered to the right people at the right time. So, let’s dive into the steps involved in this ultimate guide!
Step 1: Accessing the Account Snapshots
By accessing the account snapshots on the left-hand side, you can select the snapshot you want to update. Account snapshots provide a detailed overview of each client’s account, including all the relevant information such as campaigns, ad groups, keywords, and performance metrics. These snapshots act as a mirror image of the client’s account at a specific point in time.
Step 2: Selecting the Updates
Once you have selected the desired snapshot, the next step is to choose the updates you wish to push. You have the option to choose which accounts and assets to push the updates to and resolve conflicts if needed. This step allows you to customize the updates according to the specific requirements of each client. Whether it is tweaking the bidding strategy or modifying ad copy, you have complete control over the updates.
Step 3: Pushing the Updates
Now comes the fun part – pushing the updates to the client accounts! By clicking on the “Push Updates” button, you initiate the process of syncing the snapshot updates with the actual client accounts. This ensures that the latest changes are reflected in the live campaigns and that your clients receive the most up-to-date information.
Step 4: Loading the Updates
Once the updates have been pushed, it’s time to load them into the client accounts. This step verifies the compatibility of the updates with the existing account structure and resolves any conflicts that may arise. The loading process ensures that the updates are implemented smoothly and without any disruptions to the client’s advertising campaigns.
Conclusion
Pushing and loading snapshot updates to client accounts is an essential task for agencies. It allows for efficient management of multiple accounts, ensuring that clients receive the latest information and optimizations. By following the steps outlined in this ultimate guide, you can confidently handle snapshot updates and provide top-notch service to your clients.
Remember, staying up-to-date with the latest changes is key to success in the digital advertising world. So, go ahead and master the art of pushing and loading snapshot updates to client accounts!
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