# Snapshot Version Management > Track snapshot changes with Version History in GHL Customer Care. See added, removed, and synced assets, reference versions across lists, and streamline audits. - Source: https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/snapshot-version-management - Section: Settings / Agency Settings - Reading time: 5 min - Images: 8, each explained below - Modified on Tue, 14 Oct, 2025 at 10:35 AM --- Snapshots Version Management lets agencies see exactly what changed in a snapshot after every refresh. Use Version History to review added, removed, and synced assets, and rely on version references in Account Snapshots to keep teams aligned. This article explains how to view versions, interpret changes, and adopt best practices for cleaner, faster audits. --- **TABLE OF CONTENTS** - [What is Snapshots Version Management?](#what-is-snapshots-version-management) - [Key Benefits of Snapshots Version Management](#key-benefits-of-snapshots-version-management) - [Version History Panel](#version-history-panel) - [Version History Details (Added, Removed, Synced)](#version-history-details-added-removed-synced) - [Version Reference in Snapshots Lists](#version-reference-in-snapshots-lists) - [How To Use Snapshots Version Management](#how-to-use-snapshots-version-management) - [Example Use Cases](#example-use-cases) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **What is Snapshots Version Management?** Snapshots Version Management is an enhancement to the Snapshot asset viewer in GHL Customer Care that records a new version each time you successfully refresh a snapshot. Teams can browse a chronological Version History and open details for any version to understand what changed compared to the previous version. This brings precise change visibility to the templates you use to copy assets across sub-accounts. With Version Management, you can see a clear history of updates each time you refresh a snapshot. Every update shows what was added, what was removed, and what stayed the same compared with last time. The version is shown wherever you manage or share the snapshot so your team and clients are always on the same page. Each item also notes where it lives in your account, making it easy to find and edit later. --- ## **Key Benefits of Snapshots Version Management** Understanding change over time is critical for collaboration and troubleshooting. Version Management centralizes this visibility so you can audit snapshot contents quickly and coordinate with clients and teammates. - **Audit trail:** Review a chronological list of versions with high-level change summaries. - **Faster troubleshooting:** Compare versions to verify what changed between a share and an import. - **Team alignment:** Keep everyone in sync by confirming you’re all on the same version. - **Operational accuracy:** Product category labels guide you to the right area in the sub-account to locate assets. - **Less busywork:** Replace manual spreadsheets with built-in, source-of-truth history. --- ## **Version History Panel** The Version History panel provides a dated list of every version that was created by a successful refresh. It makes it easy to scan who refreshed the snapshot and what changed at a glance. What you’ll see: - A **chronological list** of versions with **creation date/time** - A **concise change summary** per version indicating **Added**, **Removed**, and **Synced** counts relative to the previous version - The ability to **select a version** to open its detailed summary ![Version History Panel (image 1 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055599954/original/C8q_9Rc1Tp9HqqUXbrB9PHzt28zsy__fXg.png) **Version History Panel (image 1 of 8)** This screenshot appears in the "Version History Panel" section of "Snapshot Version Management". The text alongside this image reads: A chronological list of versions with creation date/time A concise change summary per version indicating Added, Removed, and Synced counts relative to the previous version The ability to select a version to open its detailed summary. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Opening a version displays a grouped summary of assets to help you understand the delta from the previous version. This view reduces guesswork when confirming whether a particular funnel, workflow, or other asset changed. - What to choose: A chronological list of versions with creation date/time A concise change summary per version indicating Added, Removed, and Synced counts relative to the previous version The ability to select a version to open its detailed summary - Fields: A chronological list of versions with creation date/time, The ability to select a version to open its detailed summary - Controls: chronological list, creation date/time, concise change summary, Added, Removed, Synced, select a version - Next: Opening a version displays a grouped summary of assets to help you understand the delta from the previous version. This view reduces guesswork when confirming whether a particular funnel, workflow, or other asset changed. Full procedure: 1. A chronological list of versions with creation date/time 2. A concise change summary per version indicating Added, Removed, and Synced counts relative to the previous version 3. The ability to select a version to open its detailed summary --- ## **Version History Details (Added, Removed, Synced)** Opening a version displays a grouped summary of assets to help you understand the delta from the previous version. This view reduces guesswork when confirming whether a particular funnel, workflow, or other asset changed. In the details view you can: - See assets grouped by type (for example: **Funnels**, **Workflows**, **Emails**, and more) - Review which assets were **Added**, **Removed**, or **Synced** compared to the immediate prior version - Use this information to confirm the exact contents of a version before sharing or importing ![Version History Details (Added, Removed, Synced) (image 2 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055600025/original/6ilCqeuOnHL6MNThsdctQFZ2_vE1LorX5g.png) **Version History Details (Added, Removed, Synced) (image 2 of 8)** This screenshot appears in the "Version History Details (Added, Removed, Synced)" section of "Snapshot Version Management". The text alongside this image reads: See assets grouped by type (for example: Funnels, Workflows, Emails, and more) Review which assets were Added, Removed, or Synced compared to the immediate prior version Use this information to confirm the exact contents of a version before sharing or importing. Immediately after, the guide continues: Version references appear across key snapshot lists so you can quickly confirm which version was shared or imported during collaboration with partners or clients. - What to fill in: See assets grouped by type (for example: Funnels, Workflows, Emails, and more) Review which assets were Added, Removed, or Synced compared to the immediate prior version Use this information to confirm the exact contents of a version before sharing or importing - Controls: Funnels, Workflows, Emails, Added, Removed, Synced - Next: Version references appear across key snapshot lists so you can quickly confirm which version was shared or imported during collaboration with partners or clients. Full procedure: 1. See assets grouped by type (for example: Funnels, Workflows, Emails, and more) 2. Review which assets were Added, Removed, or Synced compared to the immediate prior version 3. Use this information to confirm the exact contents of a version before sharing or importing --- ## **Version Reference in Snapshots Lists** Version references appear across key snapshot lists so you can quickly confirm which version was shared or imported during collaboration with partners or clients. Where version references appear: - **My Snapshots** - **Imported Snapshots** - **Shared Snapshots** ![Version Reference in Snapshots Lists (image 3 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055599606/original/So-UQwCFZv2OQYOym3NbD-8An7lz0edoUQ.gif) **Version Reference in Snapshots Lists (image 3 of 8)** This animation appears in the "Version Reference in Snapshots Lists" section of "Snapshot Version Management". The text alongside this image reads: My Snapshots Imported Snapshots Shared Snapshots. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Proper setup ensures your team records versions consistently and can rely on Version History during reviews. Follow these steps to begin using Version Management in day-to-day work. - What this covers: My Snapshots Imported Snapshots Shared Snapshots - Fields: My Snapshots, Imported Snapshots, Shared Snapshots - Controls: My Snapshots, Imported Snapshots, Shared Snapshots - Next: Proper setup ensures your team records versions consistently and can rely on Version History during reviews. Follow these steps to begin using Version Management in day-to-day work. Full procedure: 1. My Snapshots 2. Imported Snapshots 3. Shared Snapshots --- ## **How To Use Snapshots Version Management** Proper setup ensures your team records versions consistently and can rely on Version History during reviews. Follow these steps to begin using Version Management in day-to-day work. 1. Go to **Agency view** → **Account Snapshots** → **My Snapshots**. ![Step 1 of 6: Go to Agency view → Account Snapshots → My Snapshots](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055597317/original/rEXKDKbkUDdJPI-CvIy21q9JyNFSssGO8w.png) **Step 1 of 6: Go to Agency view → Account Snapshots → My Snapshots** This screenshot accompanies step 1 of 6 in the "How To Use Snapshots Version Management" section of "Snapshot Version Management". At this point in the walkthrough you go to Agency view → Account Snapshots → My Snapshots. The next step is to click a snapshot name to open the Snapshot asset viewer. - Where to go: Go to Agency view → Account Snapshots → My Snapshots. - Controls: Agency view, Account Snapshots, My Snapshots, Snapshot asset viewer, Version History, Version Details, Refresh Snapshot, new version, refresh. - Next: Click a snapshot name to open the Snapshot asset viewer. Full procedure: 1. Go to Agency view → Account Snapshots → My Snapshots. <- this image 2. Click a snapshot name to open the Snapshot asset viewer. 3. Switch to the Version History tab to see all recorded versions. 4. In Version History, click any version row to open the Version Details summary (Added/Removed/Synced). 5. When you’ve added or updated assets, from the My Snapshots list view click on Refresh Snapshot. A new version is created after a successful refresh. 6. When sharing or importing, use the version reference in My Snapshots/Imported Snapshots/Shared Snapshots to confirm alignment with collaborators. 2. Click a snapshot name to open the **Snapshot asset viewer**. ![Step 2 of 6: Click a snapshot name to open the Snapshot asset viewer](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055597565/original/uNsdQ3in6y80bpvNF74F1FAzrkQevGcw2Q.png) **Step 2 of 6: Click a snapshot name to open the Snapshot asset viewer** This screenshot accompanies step 2 of 6 in the "How To Use Snapshots Version Management" section of "Snapshot Version Management". At this point in the walkthrough you click a snapshot name to open the Snapshot asset viewer. The next step is to switch to the Version History tab to see all recorded versions. - What to click: Click a snapshot name to open the Snapshot asset viewer. - Controls: Snapshot asset viewer, Agency view, Account Snapshots, My Snapshots, Version History, Version Details, Refresh Snapshot, new version, refresh. - Next: Switch to the Version History tab to see all recorded versions. Full procedure: 1. Go to Agency view → Account Snapshots → My Snapshots. 2. Click a snapshot name to open the Snapshot asset viewer. <- this image 3. Switch to the Version History tab to see all recorded versions. 4. In Version History, click any version row to open the Version Details summary (Added/Removed/Synced). 5. When you’ve added or updated assets, from the My Snapshots list view click on Refresh Snapshot. A new version is created after a successful refresh. 6. When sharing or importing, use the version reference in My Snapshots/Imported Snapshots/Shared Snapshots to confirm alignment with collaborators. 3. Switch to the **Version History** tab to see all recorded versions. ![Step 3 of 6: Switch to the Version History tab to see all recorded versions](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055597936/original/hKfQ6SXM8gBmu4iSd3md-PHuhhos9mMYfA.png) **Step 3 of 6: Switch to the Version History tab to see all recorded versions** This screenshot accompanies step 3 of 6 in the "How To Use Snapshots Version Management" section of "Snapshot Version Management". At this point in the walkthrough you switch to the Version History tab to see all recorded versions. The next step is to in Version History, click any version row to open the Version Details summary (Added/Removed/Synced). - What this covers: Switch to the Version History tab to see all recorded versions. - Controls: Version History, Agency view, Account Snapshots, My Snapshots, Snapshot asset viewer, Version Details, Refresh Snapshot, new version, refresh. - Next: In Version History, click any version row to open the Version Details summary (Added/Removed/Synced). Full procedure: 1. Go to Agency view → Account Snapshots → My Snapshots. 2. Click a snapshot name to open the Snapshot asset viewer. 3. Switch to the Version History tab to see all recorded versions. <- this image 4. In Version History, click any version row to open the Version Details summary (Added/Removed/Synced). 5. When you’ve added or updated assets, from the My Snapshots list view click on Refresh Snapshot. A new version is created after a successful refresh. 6. When sharing or importing, use the version reference in My Snapshots/Imported Snapshots/Shared Snapshots to confirm alignment with collaborators. 4. In **Version History**, click any version row to open the **Version Details** summary (Added/Removed/Synced). ![Step 4 of 6: In Version History, click any version row to open the Version Details…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055598205/original/ud2H4r-SGSmiS3b1aH2o075k5HieRugoLQ.png) **Step 4 of 6: In Version History, click any version row to open the Version Details…** This screenshot accompanies step 4 of 6 in the "How To Use Snapshots Version Management" section of "Snapshot Version Management". At this point in the walkthrough you in Version History, click any version row to open the Version Details summary (Added/Removed/Synced). The next step is to when you’ve added or updated assets, from the My Snapshots list view click on Refresh Snapshot. A new version is created after a successful refresh. - What to click: In Version History, click any version row to open the Version Details summary (Added/Removed/Synced). - Controls: Version History, Version Details, Agency view, Account Snapshots, My Snapshots, Snapshot asset viewer, Refresh Snapshot, new version, refresh. - Next: When you’ve added or updated assets, from the My Snapshots list view click on Refresh Snapshot. A new version is created after a successful refresh. Full procedure: 1. Go to Agency view → Account Snapshots → My Snapshots. 2. Click a snapshot name to open the Snapshot asset viewer. 3. Switch to the Version History tab to see all recorded versions. 4. In Version History, click any version row to open the Version Details summary (Added/Removed/Synced). <- this image 5. When you’ve added or updated assets, from the My Snapshots list view click on Refresh Snapshot. A new version is created after a successful refresh. 6. When sharing or importing, use the version reference in My Snapshots/Imported Snapshots/Shared Snapshots to confirm alignment with collaborators. 5. When you’ve added or updated assets, from the **My Snapshots** list view click on **Refresh Snapshot**. A **new version** is created after a successful **refresh.** ![Step 5 of 6: When you’ve added or updated assets, from the My Snapshots list view…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055598717/original/jecfRzO9tbE-1i1455jJMqLIUzBrV5I6fQ.png) **Step 5 of 6: When you’ve added or updated assets, from the My Snapshots list view…** This screenshot accompanies step 5 of 6 in the "How To Use Snapshots Version Management" section of "Snapshot Version Management". At this point in the walkthrough you when you’ve added or updated assets, from the My Snapshots list view click on Refresh Snapshot. A new version is created after a successful refresh. The next step is to when sharing or importing, use the version reference in My Snapshots/Imported Snapshots/Shared Snapshots to confirm alignment with collaborators. - What to click: When you’ve added or updated assets, from the My Snapshots list view click on Refresh Snapshot. A new version is created after a successful refresh. - Controls: My Snapshots, Refresh Snapshot, new version, refresh., Agency view, Account Snapshots, Snapshot asset viewer, Version History, Version Details - Next: When sharing or importing, use the version reference in My Snapshots/Imported Snapshots/Shared Snapshots to confirm alignment with collaborators. Full procedure: 1. Go to Agency view → Account Snapshots → My Snapshots. 2. Click a snapshot name to open the Snapshot asset viewer. 3. Switch to the Version History tab to see all recorded versions. 4. In Version History, click any version row to open the Version Details summary (Added/Removed/Synced). 5. When you’ve added or updated assets, from the My Snapshots list view click on Refresh Snapshot. A new version is created after a successful refresh. <- this image 6. When sharing or importing, use the version reference in My Snapshots/Imported Snapshots/Shared Snapshots to confirm alignment with collaborators. 6. When sharing or importing, use the version reference in **My Snapshots/Imported Snapshots/Shared Snapshots** to confirm alignment with collaborators. --- ## **Example Use Cases** These scenarios illustrate practical ways to apply Version History and version references so teams can coordinate releases, reduce back-and-forth with clients, and resolve “what changed?” questions quickly. - **Decide what to push at scale:** Before pushing updates to many locations, confirm the intended version in **Version History** and scan the delta to avoid pushing incomplete changes. Then proceed with your push workflow. See **Pushing & Loading Snapshot Updates to Client Accounts** and [**Snapshot Push Update History**](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshot-push-update-history). - **Pre-share QA of a refresh:** After updating assets, open **Version History** and review the latest version’s **Added/Removed/Synced** summary to confirm only the intended changes are included before you share the snapshot. See [**How to Share Snapshots**](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/how-to-share-snapshots). - **Align with partners/clients on the exact build:** When collaborating with another agency or location, compare the **version reference** in **My Snapshots** with what they see in **Imported/Shared Snapshots** so everyone works from the same version. - **Troubleshoot missing or unexpected assets after import:** If a location reports that a funnel/workflow is missing, open the **Version Details** for the version they imported to verify whether the asset was **Removed** or **Synced**. Then guide the user to the correct area using **product category labels**. Related: **How to Import Snapshots**. - **Verify deprecations during clean-up:** If you’re retiring assets from a template, refresh the snapshot and check that those items appear under **Removed** in the latest version—use this as your confirmation that the clean-up is reflected in the snapshot. --- ## **Frequently Asked Questions** **Q: When is a version created?** A new version is created **after a successful snapshot refresh**. Opening or editing the snapshot without refreshing will not create a version. **Q: Can I revert a snapshot to a previous version?** Version Management provides visibility and references for auditing; it does not include a built-in revert/restore action. **Q: Does a failed refresh create a version?** No. Versions are created for successful refreshes only. **Q: Where can I see the version reference?** Version references appear in **My Snapshots**, **Imported Snapshots**, and **Shared Snapshots** lists. **Q: Who can view Version History and Version Details?** Access depends on user roles and permissions. See **[Granular Permissions for Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/granular-permissions-for-snapshots)** for guidance. **Q: What does “Synced” mean in the Version Details?** “Synced” indicates the asset was included in both the previous and current version without being added or removed. **Q: Does Version Management automatically update my client sub-accounts?** No. Version Management is informational. Pushing/loading updates to locations is a separate workflow. **Q: How should I use Version History before pushing to many locations?** Confirm the intended snapshot version in **Version History** first, then proceed with your push. For notification behavior during pushes, see **[Rolling Notifications for Snapshot Push](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/rolling-notifications-for-snapshot-push)**. --- ## **Related Articles** - **[](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshots-overview)**[](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshots-overview)[Snapshots - Overview](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshots-overview) - [Refresh/Update Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/refresh-or-update-snapshots) - [How to Share Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/how-to-share-snapshots) - How to Import Snapshots - [Manage Linked Assets in Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/manage-linked-assets-in-snapshots) - [Snapshot Push Update History](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshot-push-update-history) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com