May 23, 2024
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Below is an overview list of inclusions and exclusions for GROW Snapshots.
INCLUSIONS
- Custom Fields
- Custom Value Keys | the values of the Custom Values do not get copied
- Triggers | these will start in draft mode within the new location
- Surveys
- Forms
- SMS Templates
- Email Templates
- Reputation SMS
- Reputation Email
- Custom Communications settings for Reputation Management
- Pipelines
- Calendars
- Tags
- Folders
- Funnels
- Workflows
EXCLUSIONS
- Contacts (including smartlists, tasks and manual actions)
- Conversations
- Tracking codes that you have set up on the backend on websites and or funnels will not transfer.
- Integrations
- Users
- Reporting data
- Reputation
- The data within a custom value.
- Chat Widget Customization
- Any integrated domains
- Company settings inside the companies settings tab