GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it straightforward and reliable to duplicate campaigns, funnels and more across jobs. Agencies use snapshots to onboard customers quicker and ensure consistency throughout projects.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, sites, automation sequences, page templates and other possessions.
Replicate entire funnels and automations in secs
Snapshots are total backups of your HighLevel setup, including automations, funnels, pages, touchdown types, get in touch with lists, e-mail campaigns and CRM pipes. Snapshots make transferring complete systems in between customers easy without the demand to recreate every little thing from scratch; agencies can conserve hours by using snapshots as templates across client accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot prior to picking which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots category; once shared it can also be shared by means of sending links generated. Any kind of imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have an advantage because they’re totally modular; that enables you to utilize simply certain parts while leaving others out – making personalization and changes a lot easier than with even more stiff snapshots.
Automating crucial processes with these snapshots not just automates them yet also enhances list building process and enhances customer relationship management (CRM) to enhance scalability and performance for far better scalability and efficiency making it possible for individuals to create reliable marketing strategies concentrated on transforming possible customers into paying customers.
HighLevel snapshots offer one more significant advantage – their flexibility in meeting certain market needs. As an example, dental snapshots can come pre-loaded with lead capture forms and campaigns providing cost-free teeth bleaching to new clients. This provides firms with the liberty to tailor solutions particularly customized for each and every customer while still staying regular in brand picture and message.
GoHighLevel’s snapshots are highly configurable and can help your agency rise efficiency and increase. By replicating existing workflows, simplifying complex automations, onboarding brand-new customers easily and being centrally located with simple guidelines they are an important asset in accomplishing development quicker and more effectively than ever before.
Accelerate customer onboarding
Are You a Firm Owner or Administrator? HighLevel snapshots make scaling easy, making it possible to replicate funnels and automations for several clients concurrently, thus quickening outcomes for clients while conserving you time on arrangement! Snapshots guarantee success for everyone included – firm and clients alike.
Snapshots provide an extensive back-up of an account’s configuration, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported into one more customer account using Snapshot ImporterTM they instantly configuration in that account, making onboarding much quicker. This reduction in hands-on configuration time makes onboarding far more efficient!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, begin picking which components of its system you would like saved as part of this snapshot before clicking “Conserve”; HighLevel will develop a mobile copy that you can then release comparable systems elsewhere GoHighLevel Attorney Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an indispensable feature for companies moving systems in between clients. As soon as exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes creating snapshots simpler than ever, providing pre-equipped snapshot templates for different industries from realty to shopping. By rapidly onboarding new clients while helping them fulfill their business goals, these industry-specific snapshot templates make onboarding customers faster than ever before and providing them with comprehensive marketing systems quicker than ever.
Maintain brand uniformity
Hands-on configurations may leave disparities that compromise brand consistency, while snapshots enable you to duplicate an account configuration throughout numerous brand-new accounts without by hand recreating all settings each. This assists release completely configured client accounts quickly and accurately while saving addons such as triggers or email templates in snapshots make maintaining consistent procedures throughout your client base much less complex.
Snapshots can be an important asset to agencies handling numerous accounts at the same time. By setting up the optimal account framework as soon as and saving it as a snapshot for usage later on with brand-new clients, snapshots help companies lower onboarding times by up to 50 percent faster. A 2025 study shows how snapshots aid speed up the onboarding process substantially.
To create a Snapshot, navigate to your Company Control panel and pick the sub-account you want to catch. From there, pick what components must be included (funnels, schedules, workflows, site templates, customized worths and so forth) prior to giving it a name and clicking “Save”.
As soon as your snapshot prepares to make use of, browse to the Account Supervisor of the account or sub-account in which it needs to be used and choose it there (either simultaneously or part by component).
As a GoHighLevel reseller or marketing firm, using snapshots can dramatically boost efficiency and make certain a much more standard account setup process. By making it less complicated to reproduce campaigns, funnels and automation systems swiftly, snapshots assist scale quicker while raising income streams.
Applying and making use of snapshots has several advantages that are necessary to company success:.
Get rid of recurring arrangement jobs
Snapshots make it basic and efficient to clone and reuse existing funnels, automations and setups that have shown themselves beneficial to other customers – conserving you time, facilitating much faster client onboarding times and producing an even more productive workplace by eliminating the demand to reinvent the wheel each time a brand-new customer gets here.
Snapshots make sharing configurations and campaigns with others within your company less complicated than ever, whether using single link sent out via e-mail to staff member or completely shared with account gain access to. In addition, snapshots additionally permit you to limit their import into details subaccounts if wanted.
Beginning by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Here, you can produce a snapshot by clicking the eco-friendly “Create New Snapshot” button, getting in a name for it, picking its source account( s) and picking exactly how it will certainly be replicated; make sure to choose something detailed yet easy-to-recall so it will enter into your portfolio of details over time.
Tailor the settings for the snapshot by choosing alternatives that ideal satisfy the needs of your client, for example if they are realty customers you might want to consist of:
Ultimately, you can tailor personalized fields to accumulate information that’s special to each customer. When satisfied with the result, simply push the “Conserve” switch to save adjustments and apply them across all customers.
As snapshots are a vital tool for the success of GoHighLevel individuals, making them important for marketing agencies and SaaS resellers alike. If you haven’t used them already, give it a try and see exactly how it can improve workflows while producing a lot more remarkable outcomes for clients.