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📄 SOP: Partner Snapshot Deployment via Agency Actions
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🎯 Objective:
Set up and deploy partner snapshots into user accounts automatically using Agency Actions, ensuring a clean install (override) for new accounts.
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🛠️ Required Tools:
• Agency Actions module (inside OS account)
• Partner Snapshot ready to deploy
• Sub-Account Location ID (grabbed automatically by email)
• Spreadsheet for navigation menu tracking
• Agency Actions module (inside OS account)
• Partner Snapshot ready to deploy
• Sub-Account Location ID (grabbed automatically by email)
• Spreadsheet for navigation menu tracking
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🧩 Step-by-Step Process:
- Trigger Setup
• Goal: Trigger action based on a user email submission or form fill.
• How: Create a new Agency Action to find user by email.
• It will grab the user’s location (first associated sub-account).
- Contact Update
• Update the user’s contact details in the OS system with the correct Location ID.
• (This ensures the system knows where to drop the snapshot.)
- Snapshot Deployment
• Push the partner snapshot into the user’s account.
• Important:
• Set the Override option to ON during the push.
• Override is safe because new accounts = no critical data loss risk.
• (For users in multiple sub-accounts, only the first matched location will be targeted.)
- Spreadsheet Row Update
• Update the tracking spreadsheet to log:
• User Email
• Location ID
• Snapshot pushed
• (Optional) Navigation Menu info for easy tracking.
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🧪 Testing Process:
Test Walkthrough
• Use a test email (like your personal account).
• Walk through the trigger manually:
• Settings → Allow Re-entry (for repeat testing)
• Select Contact → Confirm snapshot push.
• Check that the snapshot:
• Overrode correctly
• Populated the spreadsheet
• (Note: If the Navigation Menu doesn’t appear, it may require manual validation or a small update.)
• Use a test email (like your personal account).
• Walk through the trigger manually:
• Settings → Allow Re-entry (for repeat testing)
• Select Contact → Confirm snapshot push.
• Check that the snapshot:
• Overrode correctly
• Populated the spreadsheet
• (Note: If the Navigation Menu doesn’t appear, it may require manual validation or a small update.)
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⚠️ Known Limitations:
• If a user is tied to multiple sub-accounts, only the first location will pull.
• Nav Menu might not always update automatically — double-check via refresh and save manually if needed.
• Publishing settings may vary — verify if snapshots require manual publishing post-install.
• If a user is tied to multiple sub-accounts, only the first location will pull.
• Nav Menu might not always update automatically — double-check via refresh and save manually if needed.
• Publishing settings may vary — verify if snapshots require manual publishing post-install.
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🪄 Bonus: Future Expansion
• IGOS Snapshot Add-on:
• Allow users to submit a form requesting an IGOS-only snapshot.
• Auto-push these smaller, modular snapshots directly based on form response.
• IGOS Snapshot Add-on:
• Allow users to submit a form requesting an IGOS-only snapshot.
• Auto-push these smaller, modular snapshots directly based on form response.
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✅ Quick Checklist
Step Action Status
1 Find user by email ⬜
2 Update Contact Location ID ⬜
3 Push Snapshot (Override ON) ⬜
4 Update Tracking Spreadsheet ⬜
5 Verify Nav Menu (optional manual check) ⬜
6 Confirm snapshot successful (test workflow) ⬜
1 Find user by email ⬜
2 Update Contact Location ID ⬜
3 Push Snapshot (Override ON) ⬜
4 Update Tracking Spreadsheet ⬜
5 Verify Nav Menu (optional manual check) ⬜
6 Confirm snapshot successful (test workflow) ⬜
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✨ SOP Motto:
“Override with confidence. Track with love. Deploy with swagger.” 😎🚀
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Would you like me to also whip this into a quick template version (where you or your team can literally fill it out for each project)? 🎨📋
It would make it even easier to hand off to a VA or partner!
Want me to? 👀✨
It would make it even easier to hand off to a VA or partner!
Want me to? 👀✨
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