GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it straightforward and efficient to clone campaigns, funnels and more throughout tasks. Agencies use snapshots to onboard customers faster and ensure uniformity throughout tasks.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, internet sites, automation sequences, page templates and various other properties.
Duplicate entire funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel configuration, including automations, funnels, pages, touchdown forms, call lists, e-mail campaigns and CRM pipelines. Snapshots make moving full systems between customers easy without the need to recreate everything 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 before choosing which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots category; once shared it can additionally be shared using sending out links generated. Any kind of imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have a benefit in that they’re totally modular; that enables you to use just specific parts while leaving others out – making customization and adjustments a lot simpler than with even more stiff snapshots.
Automating vital processes with these snapshots not just automates them but likewise improves list building process and enhances customer relationship management (CRM) to increase scalability and performance for better scalability and performance enabling individuals to develop efficient marketing approaches focused on turning possible customers right into paying clients.
HighLevel snapshots offer an additional significant benefit – their convenience in conference certain market demands. As an example, oral snapshots might come pre-loaded with lead capture forms and campaigns offering free teeth bleaching to brand-new patients. This offers companies with the flexibility to customize remedies particularly tailored for each client while still remaining consistent in brand picture and message.
GoHighLevel’s snapshots are highly configurable and can help your company increase effectiveness and expand. By duplicating existing workflows, simplifying complicated automations, onboarding brand-new clients easily and being centrally located with easy instructions they are a vital possession in achieving development quicker and more effectively than in the past.
Quicken customer onboarding
Are You a Firm Proprietor or Manager? HighLevel snapshots make scaling simple, making it feasible to replicate funnels and automations for several clients at the same time, therefore accelerating outcomes for clients while conserving you time on configuration! Snapshots guarantee success for every person included – company and customers alike.
Snapshots offer a detailed back-up of an account’s configuration, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported right into another customer account utilizing Snapshot ImporterTM they automatically arrangement in that account, making onboarding much faster. This reduction in manual configuration time makes onboarding even more effective!
To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing 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 prior to clicking “Conserve”; HighLevel will develop a mobile copy that you can after that release similar systems somewhere else GoHighLevel Dance Studio Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an indispensable feature for companies moving systems in between customers. As soon as exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes creating snapshots less complicated than ever before, providing pre-equipped snapshot templates for different industries from realty to ecommerce. By rapidly onboarding new clients while helping them meet their organization objectives, these industry-specific snapshot templates make onboarding clients faster than ever before and giving them with extensive marketing systems much faster than ever.
Maintain brand uniformity
Manual configurations may leave incongruities that endanger brand consistency, while snapshots enable you to duplicate an account arrangement across multiple new accounts without by hand recreating all setups for each one. This aids deploy fully configured client accounts quickly and accurately while conserving addons such as triggers or email templates in snapshots make maintaining regular procedures across your client base much less complex.
Snapshots can be a vital asset to firms taking care of multiple accounts concurrently. By establishing the excellent account framework once and waiting as a snapshot for use later with brand-new clients, snapshots assist firms minimize onboarding times by up to 50 percent quicker. A 2025 study demonstrates how snapshots assist speed up the onboarding process dramatically.
To produce a Snapshot, browse to your Company Control panel and pick the sub-account you wish to capture. From there, select what aspects need to be included (funnels, schedules, workflows, web site templates, customized worths and so forth) prior to providing it a name and clicking “Conserve”.
As soon as your snapshot is ready to make use of, browse to the Account Supervisor of the account or sub-account in which it needs to be applied and pick it there (either simultaneously or component by component).
As a GoHighLevel reseller or marketing company, using snapshots can considerably boost performance and guarantee a more standardized account arrangement procedure. By making it less complicated to replicate campaigns, funnels and automation plans swiftly, snapshots aid scale faster while boosting revenue streams.
Executing and utilizing snapshots has lots of advantages that are important to company success:.
Eliminate recurring configuration tasks
Snapshots make it easy and effective to duplicate and reuse existing funnels, automations and setups that have verified themselves beneficial to various other customers – saving you time, assisting in faster client onboarding times and developing an even more efficient workplace by removing the demand to change the wheel each time a brand-new customer gets here.
Snapshots make sharing configurations and campaigns with others within your company easier than ever before, whether by means of one-time web link sent out using e-mail to employee or completely shared via account access. Furthermore, snapshots likewise allow you to restrict their import into certain subaccounts if wanted.
Begin by logging right into your HighLevel agency view and navigating to the “Account Snapshots” area. Below, you can produce a snapshot by clicking the green “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 pick something descriptive yet easy-to-recall so it will certainly become part of your portfolio of details with time.
Customize the setups for the snapshot by selecting options that ideal fulfill the demands of your customer, as an example if they are realty customers you might desire to include:
Finally, you can customize customized fields to collect information that’s one-of-a-kind per client. When pleased with the outcome, just push the “Conserve” button to conserve changes and use them throughout all customers.
As snapshots are a crucial device for the success of GoHighLevel individuals, making them crucial for marketing companies and SaaS resellers alike. If you haven’t used them currently, give it a try and see just how it can streamline workflows while creating a lot more remarkable results for clients.