> ## Documentation Index
> Fetch the complete documentation index at: https://docs.markifact.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Select Accounts

> Select Snapchat Ads accounts to use in other nodes

The **Select Accounts** node lets you define which Snapchat Ads accounts to use in downstream nodes. You can select them manually, fetch all available, or use filters. This is an **AI-powered node** that can understand natural language instructions.

This node simplifies workflows with multiple Snapchat Ads steps by centralizing account selection.

***

## When to Use It

Use this node when:

* You want to avoid selecting the same Snapchat Ads accounts in every report node
* You're building larger workflows and want to manage account selection dynamically
* You need to reuse a filtered group of accounts based on naming or ID
* Building an AI agent that needs to list accounts before running reports
* Managing multiple client accounts or business units
* Creating scalable reporting workflows

***

## Inputs

| Field              | Type            | Required             | Description                                                    |
| ------------------ | --------------- | -------------------- | -------------------------------------------------------------- |
| **Selection Mode** | Select dropdown | Yes                  | Choose how to define your accounts: manual, all, or filtered   |
| **Accounts**       | Multi-select    | Yes (manual)         | Manually select Snapchat Ads accounts to use in later nodes    |
| **Filters**        | Text filter     | Yes (if filter mode) | Filter accounts by name or ID using text conditions            |
| **Limit**          | Number          | No                   | Max number of accounts to return in **filter** or **all** mode |

***

## Selection Modes

### Manual Selection

Pick specific accounts one by one from a dropdown list. Best for:

* Small, known account sets
* Specific campaign analysis
* One-off reports

### Select All Available

Automatically includes all Snapchat Ads accounts tied to the authenticated connection. Best for:

* Agency reporting across all clients
* Comprehensive performance analysis
* When account structure changes frequently

### Filter by Name/ID

Define rules (e.g., "Name contains 'brand'") to select accounts dynamically. Best for:

* Large account portfolios
* Accounts following naming conventions
* Automated workflows that adapt to new accounts

The **Accounts**, **Filters**, and **Limit** fields will appear or hide automatically based on your selection mode.

***

## Output

The node returns the selected **account IDs** and **account information** under a `data` key. You can reference this in any downstream Snapchat Ads node.

**Account Selection Output:**

* **Account IDs**: Unique identifiers for selected accounts
* **Account Names**: Human-readable names for each account
* **Account Status**: Active/inactive status information
* **Account Type**: Business account classification
* **Permissions**: Available operations for each account
* **Currency**: Account currency settings

**Example Output:**

```json theme={"dark"}
{
  "data": [
    {
      "id": "12345678-1234-1234-1234-123456789012",
      "name": "Brand Campaign Account",
      "status": "ACTIVE",
      "type": "BUSINESS",
      "currency": "USD",
      "permissions": ["READ", "WRITE"]
    }
  ]
}
```

***

## Credit Cost

* **Cost per run**: Free to use (0 credits)

***

## Example Use Cases

### Scenario 1: Daily Multi-Account Reporting

```plaintext theme={"dark"}
[Recurring Schedule] → [Select Accounts] → [Get Report A]
                                        → [Get Report B]
                                        → [Analyze Data]
```

Now you only have to define the account list once. Each report node can reference it via:

```plaintext theme={"dark"}
Insert Dynamic Data → Select Accounts → Accounts
```

### Scenario 2: Client-Specific Reporting

Use filters to automatically select accounts for specific clients:

```plaintext theme={"dark"}
Filter: "Name contains 'ClientA'"
```

This will automatically include all accounts with "ClientA" in the name, making it easy to scale as you add new accounts for that client.

### Scenario 3: Performance-Based Account Selection

Combine with conditional logic to select accounts based on performance criteria or account characteristics.

***

## Configuration Tips

### Effective Filtering

**Name-based Filtering:**

* Use consistent naming conventions across accounts
* Filter by client name, campaign type, or business unit
* Examples: "Contains 'Q4'", "Contains 'Retail'", "Contains 'TestAccount'"

**ID-based Filtering:**

* Useful when you have specific account IDs to include/exclude
* More precise than name-based filtering
* Examples: "Contains '1234'", "StartsWith 'snap'"

**Combination Strategies:**

* Use multiple Select Accounts nodes for complex logic
* Combine "all" mode with downstream filtering in report nodes
* Create reusable account groups for different purposes

### Workflow Optimization

**Single Source of Truth:**

* Use one Select Accounts node per logical account grouping
* Reference the same selection across multiple downstream nodes
* Update account selection in one place when needed

**Scalability:**

* Design filters that automatically include new accounts
* Use naming conventions that support automated selection
* Test filters with edge cases and account changes

**Performance:**

* Limit large account selections when appropriate
* Consider the downstream impact of account count on report performance
* Use caching for frequently accessed account lists

***

## FAQs

<Accordion title="When should I use Select Accounts vs selecting accounts directly in Get Report?">
  **Use Select Accounts when:**

  * **Multiple report nodes**: You have several Snapchat Ads nodes in your workflow
  * **Complex filtering**: You need dynamic account selection based on naming or criteria
  * **Reusability**: You want to reuse the same account set across different workflows
  * **Automation**: Building AI agents or automated workflows that need to discover accounts
  * **Large account sets**: Managing many accounts where manual selection is impractical

  **Use direct selection in Get Report when:**

  * **Single report**: You only have one Snapchat Ads report node
  * **Simple selection**: You know exactly which accounts you want
  * **One-off analysis**: Ad-hoc reporting that won't be repeated
  * **Small account count**: Only a few accounts to select

  **Pro tip**: Select Accounts is particularly valuable for agencies managing multiple client accounts or businesses with complex account structures.
</Accordion>

<Accordion title="How do I set up effective account filtering?">
  **Best Practices for Account Filtering:**

  **Naming Convention Strategy:**

  * **Client-based**: "ClientName\_CampaignType\_Region"
  * **Business unit**: "BU\_Finance\_2024", "BU\_Marketing\_Q4"
  * **Campaign type**: "Brand\_Awareness", "Performance\_Sales"
  * **Testing**: "Test\_", "Draft\_", "Staging\_"

  **Filter Examples:**

  ```
  Name contains "2024" - Current year campaigns
  Name contains "Brand" - Brand awareness accounts
  Name contains "Performance" - Performance marketing accounts
  Name not contains "Test" - Exclude testing accounts
  ```

  **Advanced Filtering:**

  * **Regex patterns**: For complex naming structures
  * **Multiple criteria**: Combine inclusion and exclusion rules
  * **ID patterns**: Use account ID patterns when available

  **Maintenance Tips:**

  * Document your naming conventions
  * Test filters when adding new accounts
  * Regular audits to ensure filters capture intended accounts
  * Consider account lifecycle and naming changes
</Accordion>

<Accordion title="Can I use multiple Select Accounts nodes in one workflow?">
  **Yes!** Multiple Select Accounts nodes enable sophisticated account management:

  **Common Patterns:**

  **Different Account Types:**

  ```
  [Select Accounts: Brand Campaigns] → [Brand Performance Report]
  [Select Accounts: Performance Campaigns] → [Performance Report]
  [Combine Reports] → [Unified Analysis]
  ```

  **Geographic Segmentation:**

  ```
  [Select Accounts: US Accounts] → [US Report]
  [Select Accounts: EMEA Accounts] → [EMEA Report]
  [Select Accounts: APAC Accounts] → [APAC Report]
  ```

  **Client Separation:**

  ```
  [Select Accounts: Client A] → [Client A Dashboard]
  [Select Accounts: Client B] → [Client B Dashboard]
  ```

  **Benefits:**

  * **Parallel processing**: Run reports simultaneously for different account groups
  * **Organized workflows**: Clear separation of account types and purposes
  * **Flexible analysis**: Different metrics or date ranges for different account types
  * **Scalable architecture**: Easy to add new account groups or clients

  **Considerations:**

  * Each Select Accounts node runs independently
  * No credit cost for multiple selections
  * Outputs can be combined downstream if needed
</Accordion>

<Accordion title="What happens if my account selection returns no accounts?">
  **Scenarios and Solutions:**

  **Empty Results Causes:**

  * **Restrictive filters**: Filters that don't match any account names
  * **Typos in filters**: Misspelled account names or criteria
  * **Account changes**: Accounts renamed or removed since filter creation
  * **Permission issues**: Accounts you no longer have access to

  **Handling Empty Results:**

  * **Workflow stops**: Downstream nodes won't execute without account data
  * **Error prevention**: Test your filters with known account names first
  * **Fallback strategies**: Use broader filters or "all" mode as backup

  **Best Practices:**

  * **Test filters regularly**: Especially in automated workflows
  * **Monitor account changes**: Set up alerts for account additions/removals
  * **Flexible filtering**: Use partial matches rather than exact matches
  * **Documentation**: Keep track of account naming patterns and changes

  **Troubleshooting Steps:**

  1. **Check account access**: Verify you can see accounts in the Snapchat Ads interface
  2. **Test with "all" mode**: See all available accounts first
  3. **Simplify filters**: Start broad and narrow down gradually
  4. **Verify spelling**: Check filter text against actual account names
  5. **Check permissions**: Ensure you have read access to target accounts
</Accordion>

<Accordion title="How do I manage accounts across different business managers?">
  **Business Manager Considerations:**

  **Connection Setup:**

  * Each Snapchat Ads connection is tied to specific business manager access
  * You may need multiple connections for different business managers
  * Account access depends on your permissions in each business manager

  **Multi-Business Manager Strategy:**

  * **Separate workflows**: Create different workflows for each business manager
  * **Multiple connections**: Use different Snapchat Ads connections for each business manager
  * **Consolidated reporting**: Combine data from multiple business managers downstream

  **Account Organization:**

  * **Clear naming**: Include business manager or client identifiers in account names
  * **Consistent structure**: Use similar naming patterns across business managers
  * **Access documentation**: Maintain records of which accounts belong to which business managers

  **Workflow Design:**

  ```
  [Connection A: Business Manager 1] → [Select Accounts A] → [Report A]
  [Connection B: Business Manager 2] → [Select Accounts B] → [Report B]
  [Combine Data] → [Unified Analysis]
  ```

  **Best Practices:**

  * **Regular access audits**: Verify account access across business managers
  * **Consistent processes**: Use similar account selection patterns across business managers
  * **Error handling**: Plan for account access changes or business manager modifications
  * **Documentation**: Maintain clear mapping of accounts to business managers
</Accordion>