Share a canvas snapshot

Who can use this feature?

  • Global admins, SuccessBLOC owners, and collaborators
  • Users have view access to SuccessBLOCs that are published to a team; additional view access permissions to individual SuccessPlays, campaigns, canvas, and objective templates vary.
  • Available on all plans and license types

Building world-class customer journeys is a team effort. Share canvas snapshots with your teams to get feedback and collaborate on your customer journeys at each iteration.

Canvas makes answering questions simple and visual—such as, "What does our customer onboarding program look like?" or, "What are we doing to convert more freemium users to paying customers?" Simply open the canvas for the related SuccessBLOC, and share with anyone.

Filter cards by label or status prior to sharing snapshots to show current view of program (active status) or new revisions (draft status).

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Share via email 

  1. Open the canvas you want to share.
  2. Click Share a link.
  3. In the Share Canvas Snapshot window, edit the snapshot name and description to make them pop!
  4. Optionally add a password to protect the snapshot.

    If you choose to protect, do so prior to sharing via email. You can add a password after sharing (Assets tab), but emailed participants won't be re-notified.

  5. Click Share.
  6. In the Share via Email window, choose the team member(s) that you want to send the snapshot to, and enter an optional message.
  7. Click Send.

The email is sent to selected participants.

Share via link

  1. Open the canvas you want to share.
  2. Click Share a link.
  3. In the Share Canvas Snapshot window, edit the snapshot name and description to make them pop!
  4. Optionally add a password to protect the snapshot.
  5. Click Link Only.
  6. Click Copy.

The link is copied to your clipboard. Paste it into a new email message, Slack message, or other communication channel.

Manage snapshot links

All snapshot shares are saved as links under the Assets tab of the SuccessBLOC in a new Canvas Snapshots folder.

  1. Click the Assets tab of the SuccessBLOC, and open the Canvas Snapshots folder.
  2. Hover over the shared link, and click the Ellipses (...) for for options:
    • Share/edit to rename, add/remove password protection
    • Download (as jpeg)
    • Copy link
    • Delete

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