GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it straightforward and effective to clone campaigns, funnels and more across jobs. Agencies use snapshots to onboard customers much faster and guarantee uniformity throughout jobs.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, websites, automation sequences, web page templates and other properties.
Replicate entire funnels and automations in secs
Snapshots are complete back-ups of your HighLevel setup, including automations, funnels, pages, landing forms, call listings, e-mail campaigns and CRM pipes. Snapshots make transferring full systems between customers easy without the need to recreate everything from scratch; firms can conserve hours by utilizing snapshots as templates across customer accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot before picking which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots category; when shared it can also be shared using sending web links generated. Any kind of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit in that they’re completely modular; that allows you to make use of just certain components while leaving others out – making customization and adjustments much less complex than with even more inflexible snapshots.
Automating crucial processes with these snapshots not just automates them but likewise improves list building process and enhances customer relationship management (CRM) to boost scalability and efficiency for far better scalability and efficiency allowing customers to create effective marketing methods concentrated on transforming possible clients into paying customers.
HighLevel snapshots supply one more significant benefit – their adaptability in meeting certain market requirements. For instance, oral snapshots might come pre-loaded with lead capture forms and campaigns providing complimentary teeth whitening to brand-new individuals. This gives firms with the flexibility to tailor remedies specifically customized for every client while still staying consistent in brand name photo and message.
GoHighLevel’s snapshots are very configurable and can help your firm rise effectiveness and broaden. By replicating existing workflows, streamlining intricate automations, onboarding brand-new clients quickly and being centrally located with simple directions they are a crucial possession in accomplishing development much faster and more effectively than ever before.
Speed up client onboarding
Are You an Agency Proprietor or Administrator? HighLevel snapshots make scaling easy, making it feasible to replicate funnels and automations for several clients simultaneously, therefore speeding up outcomes for clients while conserving you time on arrangement! Snapshots make sure success for everybody entailed – firm and clients alike.
Snapshots provide a thorough back-up of an account’s setup, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported right into an additional customer account making use of Snapshot ImporterTM they instantly arrangement in that account, making onboarding much faster. This decrease in hands-on arrangement time makes onboarding even more efficient!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, begin choosing which elements of its system you would like saved as part of this snapshot before clicking “Conserve”; HighLevel will certainly develop a portable duplicate that you can after that deploy comparable systems in other places GoHighLevel A2P Compliance Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this an important feature for companies transferring systems in between customers. Once exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes creating snapshots easier than ever before, supplying pre-equipped snapshot templates for numerous sectors from real estate to ecommerce. By quickly onboarding brand-new clients while helping them satisfy their company objectives, these industry-specific snapshot templates make onboarding customers quicker than ever before and providing them with comprehensive marketing systems quicker than ever.
Maintain brand uniformity
Hand-operated setups may leave inconsistencies that jeopardize brand name uniformity, while snapshots permit you to replicate an account arrangement across several new accounts without by hand recreating all setups for each one. This helps release fully set up client accounts swiftly and accurately while conserving addons such as triggers or e-mail templates in snapshots make keeping constant processes throughout your customer base much less complex.
Snapshots can be an important possession to companies handling numerous accounts all at once. By setting up the ideal account structure once and waiting as a snapshot for usage later on with new clients, snapshots aid firms minimize onboarding times by as much as half quicker. A 2025 study shows how snapshots help speed up the onboarding procedure dramatically.
To create a Snapshot, browse to your Agency Control panel and pick the sub-account you desire to record. From there, choose what elements should be included (funnels, schedules, workflows, website templates, custom-made values and so forth) prior to offering it a name and clicking “Conserve”.
As soon as your snapshot is ready to make use of, navigate to the Account Supervisor of the account or sub-account in which it requires to be applied and choose it there (either at one time or component by part).
As a GoHighLevel reseller or marketing agency, using snapshots can dramatically boost performance and make sure a more standardized account configuration process. By making it much easier to replicate campaigns, funnels and automation schemes rapidly, snapshots assist scale faster while raising revenue streams.
Applying and making use of snapshots has many benefits that are vital to organization success:.
Remove repeated arrangement jobs
Snapshots make it simple and effective to clone and reuse existing funnels, automations and configurations that have confirmed themselves beneficial to other customers – saving you time, promoting faster customer onboarding times and creating an even more productive working environment by removing the need to reinvent the wheel each time a brand-new customer gets here.
Snapshots make sharing setups and campaigns with others within your firm simpler than ever, whether using single web link sent out using e-mail to team members or completely shared with account gain access to. Additionally, snapshots also enable you to restrict their import into particular subaccounts if wanted.
Begin by logging right into your HighLevel agency view and navigating to the “Account Snapshots” area. Right here, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” button, going into a name for it, choosing its source account( s) and choosing how it will be duplicated; make certain to select something detailed yet easy-to-recall so it will enter into your profile of details in time.
Personalize the settings for the snapshot by picking options that best meet the needs of your customer, as an example if they are real estate clients you may want to consist of:
Ultimately, you can personalize personalized areas to collect information that’s one-of-a-kind to every customer. When satisfied with the result, just push the “Conserve” switch to save adjustments and apply them across all customers.
As snapshots are a vital device for the success of GoHighLevel individuals, making them important for marketing firms and SaaS resellers alike. If you haven’t utilized them already, give it a try and see just how it can improve workflows while generating extra impressive results for customers.