GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it straightforward and effective to clone campaigns, funnels and even more throughout projects. Agencies utilize snapshots to onboard customers quicker and make certain uniformity across jobs.
Each snapshot includes an integrated set of marketing campaigns, sales funnels, web sites, automation series, web page templates and various other properties.
Duplicate entire funnels and automations in seconds
Snapshots are total back-ups of your HighLevel arrangement, consisting of automations, funnels, pages, touchdown kinds, get in touch with checklists, e-mail campaigns and CRM pipes. Snapshots make transferring complete systems in between clients easy without the need to recreate everything from scratch; agencies can save hours by using snapshots as templates across customer accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot before selecting which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots classification; as soon as shared it can also be shared using sending out links created. Any type of imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have a benefit in that they’re completely modular; that allows you to make use of simply certain components while leaving others out – making modification and modifications a lot less complex than with even more inflexible snapshots.
Automating crucial processes with these snapshots not only automates them however additionally improves list building process and enhances customer relationship management (CRM) to boost scalability and efficiency for better scalability and efficiency allowing customers to create effective marketing techniques focused on transforming prospective clients into paying customers.
HighLevel snapshots use one more significant benefit – their versatility in meeting details sector requirements. As an example, dental snapshots could come pre-loaded with lead capture kinds and campaigns using totally free teeth whitening to brand-new clients. This provides companies with the freedom to tailor remedies particularly customized for every client while still staying regular in brand name picture and message.
GoHighLevel’s snapshots are extremely configurable and can aid your agency increase performance and increase. By replicating existing workflows, streamlining complicated automations, onboarding brand-new clients conveniently and being centrally located with easy instructions they are a vital possession in attaining development quicker and more effectively than ever.
Speed up customer onboarding
Are You a Company Owner or Manager? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for multiple clients at the same time, therefore quickening outcomes for customers while conserving you time on configuration! Snapshots make certain success for everyone entailed – agency and clients alike.
Snapshots provide a thorough back-up of an account’s setup, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported right into another customer account using Snapshot ImporterTM they automatically setup in that account, making onboarding much quicker. This reduction in hands-on arrangement time makes onboarding even more reliable!
To create a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, begin selecting which elements of its system you would certainly such as conserved as part of this snapshot before clicking “Conserve”; HighLevel will certainly produce a portable copy that you can after that release comparable systems in other places Buy GoHighLevel Snapshots.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an important feature for firms moving systems between clients. When exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes developing snapshots less complicated than ever before, using pre-equipped snapshot templates for different industries from property to ecommerce. By quickly onboarding new clients while helping them satisfy their company objectives, these industry-specific snapshot templates make onboarding clients quicker than ever and giving them with comprehensive marketing systems quicker than ever.
Maintain brand uniformity
Hands-on arrangements may leave variances that compromise brand name uniformity, while snapshots allow you to reproduce an account arrangement across several new accounts without manually recreating all setups for each one. This assists release fully set up customer accounts rapidly and accurately while saving addons such as triggers or email templates in snapshots make keeping consistent processes across your customer base much less complex.
Snapshots can be an important possession to companies handling numerous accounts simultaneously. By establishing the excellent account framework as soon as and waiting as a snapshot for use later on with new customers, snapshots aid companies lower onboarding times by up to half much faster. A 2025 study demonstrates how snapshots aid speed up the onboarding procedure considerably.
To produce a Snapshot, navigate to your Agency Control panel and choose the sub-account you wish to catch. From there, pick what elements should be included (funnels, schedules, workflows, internet site templates, customized worths and so on) prior to giving it a name and clicking “Conserve”.
When your snapshot is ready to use, browse to the Account Supervisor of the account or sub-account in which it needs to be used and choose it there (either at one time or component by component).
As a GoHighLevel reseller or marketing firm, using snapshots can considerably boost efficiency and ensure an extra standardized account arrangement procedure. By making it easier to replicate campaigns, funnels and automation plans promptly, snapshots aid range much faster while increasing profits streams.
Applying and making use of snapshots has many benefits that are essential to service success:.
Get rid of recurring setup tasks
Snapshots make it simple and effective to duplicate and reuse existing funnels, automations and configurations that have actually shown themselves beneficial to various other clients – saving you time, assisting in quicker client onboarding times and creating a more effective workplace by getting rid of the demand to reinvent the wheel each time a brand-new client gets here.
Snapshots make sharing configurations and campaigns with others within your firm much easier than ever, whether through one-time link sent out via email to team members or completely shared with account accessibility. Moreover, snapshots also permit you to restrict their import right into specific subaccounts if preferred.
Begin by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Below, you can develop a snapshot by clicking the environment-friendly “Create New Snapshot” switch, going into a name for it, choosing its source account( s) and selecting how it will be replicated; make certain to pick something detailed yet easy-to-recall so it will certainly become part of your portfolio of information gradually.
Tailor the settings for the snapshot by picking choices that finest fulfill the requirements of your client, as an example if they are real estate clients you may desire to include:
Finally, you can tailor custom-made fields to collect details that’s one-of-a-kind to every customer. When satisfied with the result, merely push the “Conserve” button to conserve modifications and apply them across all clients.
As snapshots are an essential device for the success of GoHighLevel customers, making them crucial for marketing firms and SaaS resellers alike. If you haven’t used them already, give it a try and see exactly how it can streamline workflows while producing more excellent outcomes for clients.