GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it easy and reliable to clone campaigns, funnels and more throughout tasks. Agencies utilize snapshots to onboard clients faster and make sure uniformity throughout tasks.
Each snapshot consists of an incorporated set of marketing campaigns, sales funnels, internet sites, automation series, web page templates and other properties.
Duplicate whole funnels and automations in secs
Snapshots are full back-ups of your HighLevel setup, consisting of automations, funnels, pages, landing kinds, get in touch with listings, email campaigns and CRM pipelines. Snapshots make transferring total systems in between clients easy without the requirement to recreate every little thing from scratch; agencies can save hours by using snapshots as templates across client accounts.
To produce a snapshot, log right 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 group; when shared it can additionally be shared through sending links produced. Any imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re totally modular; that permits you to make use of just certain parts while leaving others out – making customization and modifications a lot simpler than with even more inflexible snapshots.
Automating essential processes with these snapshots not just automates them but additionally enhances lead generation process and enhances customer relationship management (CRM) to boost scalability and performance for better scalability and efficiency allowing customers to produce efficient marketing techniques focused on turning possible clients into paying clients.
HighLevel snapshots use an additional substantial benefit – their flexibility in meeting certain market needs. As an example, oral snapshots could come pre-loaded with lead capture forms and campaigns using totally free teeth bleaching to new clients. This supplies firms with the freedom to customize solutions especially tailored for each customer while still staying constant in brand image and message.
GoHighLevel’s snapshots are highly configurable and can help your agency rise efficiency and broaden. By replicating existing workflows, streamlining complex automations, onboarding new clients easily and being centrally located with simple instructions they are a vital property in accomplishing growth quicker and better than ever.
Speed up customer onboarding
Are You a Firm Owner or Administrator? HighLevel snapshots make scaling simple, making it feasible to replicate funnels and automations for numerous customers at the same time, thus quickening results for clients while saving you time on configuration! Snapshots make certain success for everybody involved – agency and clients alike.
Snapshots give a thorough backup of an account’s configuration, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported right into one more customer account utilizing Snapshot ImporterTM they immediately configuration in that account, making onboarding much faster. This decrease in hand-operated configuration time makes onboarding even more efficient!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, begin choosing which components of its system you would certainly such as saved as part of this snapshot before clicking “Conserve”; HighLevel will develop a mobile copy that you can after that deploy comparable systems elsewhere GoHighLevel Child Dentistry Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an invaluable feature for companies transferring systems in between clients. When exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots easier than ever before, providing pre-equipped snapshot templates for numerous sectors from property to e-commerce. By rapidly onboarding new customers while helping them meet their organization goals, these industry-specific snapshot templates make onboarding clients much faster than ever before and supplying them with comprehensive marketing systems faster than ever.
Keep brand uniformity
Hand-operated setups might leave variances that endanger brand name consistency, while snapshots allow you to replicate an account setup throughout numerous brand-new accounts without manually recreating all setups each. This aids deploy fully configured client accounts rapidly and properly while conserving addons such as triggers or e-mail templates in snapshots make preserving regular processes throughout your client base much simpler.
Snapshots can be an indispensable property to firms managing numerous accounts at the same time. By establishing the suitable account framework once and saving it as a snapshot for usage later with new customers, snapshots assist agencies reduce onboarding times by approximately half faster. A 2025 research shows how snapshots assist speed up the onboarding process substantially.
To develop a Snapshot, navigate to your Firm Dashboard and select the sub-account you desire to catch. From there, choose what components need to be consisted of (funnels, schedules, workflows, website templates, customized worths and more) prior to offering 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 applied and choose it there (either all at once or component by element).
As a GoHighLevel reseller or marketing company, making use of snapshots can dramatically boost efficiency and make sure a more standardized account configuration process. By making it less complicated to replicate campaigns, funnels and automation systems promptly, snapshots assist range quicker while boosting income streams.
Executing and making use of snapshots has numerous benefits that are necessary to organization success:.
Remove repeated setup jobs
Snapshots make it basic and reliable to duplicate and reuse existing funnels, automations and arrangements that have shown themselves beneficial to various other clients – conserving you time, promoting faster client onboarding times and creating an even more effective working environment by eliminating the need to change the wheel each time a new customer gets here.
Snapshots make sharing configurations and campaigns with others within your firm simpler than ever before, whether via single link sent out through email to staff member or permanently shared through account access. In addition, snapshots also allow you to limit their import right into specific subaccounts if wanted.
Beginning by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Below, you can develop a snapshot by clicking the green “Create New Snapshot” button, getting in a name for it, selecting its source account( s) and choosing just how it will certainly be duplicated; be sure to choose something descriptive yet easy-to-recall so it will enter into your portfolio of info with time.
Tailor the setups for the snapshot by picking options that finest satisfy the requirements of your customer, as an example if they are realty customers you might wish to consist of:
Finally, you can personalize custom-made fields to accumulate information that’s distinct to each customer. When pleased with the result, simply push the “Save” switch to conserve adjustments and use them across all clients.
As snapshots are a crucial device for the success of GoHighLevel users, making them crucial for marketing companies and SaaS resellers alike. If you haven’t used them currently, give it a try and see exactly how it can enhance workflows while creating much more outstanding outcomes for clients.