GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it straightforward and effective to duplicate campaigns, funnels and more across jobs. Agencies make use of snapshots to onboard customers much faster and ensure uniformity throughout projects.
Each snapshot consists of an integrated collection of marketing campaigns, sales funnels, internet sites, automation series, page templates and various other assets.
Replicate entire funnels and automations in secs
Snapshots are complete back-ups of your HighLevel arrangement, including automations, funnels, web pages, touchdown forms, contact checklists, e-mail campaigns and CRM pipelines. Snapshots make transferring total systems in between clients easy without the requirement to recreate every little thing from the ground up; 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”. Supply a clear name for your snapshot before picking which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots category; once shared it can additionally be shared using sending web links produced. Any type of imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have an advantage because they’re totally modular; that permits you to use just specific components while leaving others out – making modification and adjustments a lot simpler than with more stiff snapshots.
Automating essential procedures with these snapshots not just automates them however likewise streamlines lead generation process and boosts customer relationship management (CRM) to increase scalability and performance for much better scalability and performance enabling customers to develop reliable marketing techniques focused on transforming possible customers right into paying clients.
HighLevel snapshots supply an additional substantial advantage – their flexibility in conference details sector demands. For example, dental snapshots could come pre-loaded with lead capture forms and campaigns using complimentary teeth lightening to brand-new patients. This offers agencies with the flexibility to tailor solutions specifically tailored for each and every customer while still continuing to be regular in brand name image and message.
GoHighLevel’s snapshots are very configurable and can help your company boost performance and expand. By duplicating existing workflows, simplifying complex automations, onboarding new customers easily and being centrally located with basic guidelines they are an important possession in accomplishing development faster and better than ever before.
Accelerate customer onboarding
Are You a Company Owner or Administrator? HighLevel snapshots make scaling easy, making it feasible to replicate funnels and automations for multiple customers concurrently, hence accelerating outcomes for clients while conserving you time on setup! Snapshots make sure success for every person entailed – company and customers alike.
Snapshots provide an extensive backup of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas etc. When imported right into one more client account making use of Snapshot ImporterTM they automatically setup because account, making onboarding much faster. This decrease in hand-operated setup time makes onboarding much more effective!
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, start picking which parts of its system you would certainly like saved as part of this snapshot prior to clicking “Save”; HighLevel will create a portable copy that you can then release comparable systems in other places GoHighLevel Divorce Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an important feature for agencies transferring systems in between customers. Once exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes producing snapshots easier than ever before, providing pre-equipped snapshot templates for various markets from real estate to e-commerce. By rapidly onboarding brand-new clients while helping them fulfill their business goals, these industry-specific snapshot templates make onboarding customers much faster than ever and offering them with extensive marketing systems faster than ever before.
Keep brand consistency
Hand-operated configurations might leave variances that endanger brand uniformity, while snapshots enable you to reproduce an account setup across multiple new accounts without manually recreating all settings each. This aids deploy totally configured client accounts swiftly and precisely while conserving addons such as triggers or e-mail templates in snapshots make preserving constant procedures across your client base much simpler.
Snapshots can be an invaluable property to firms managing numerous accounts all at once. By establishing the ideal account framework once and saving it as a snapshot for use later with brand-new customers, snapshots aid companies decrease onboarding times by up to half faster. A 2025 study shows how snapshots help speed the onboarding procedure substantially.
To create a Snapshot, browse to your Agency Dashboard and select the sub-account you desire to capture. From there, choose what aspects need to be consisted of (funnels, calendars, workflows, website templates, customized worths and so on) before providing it a name and clicking “Save”.
When your snapshot prepares to make use of, browse to the Account Supervisor of the account or sub-account in which it requires to be used and choose it there (either simultaneously or element by component).
As a GoHighLevel reseller or marketing firm, making use of snapshots can considerably boost productivity and ensure a much more standard account arrangement procedure. By making it easier to reproduce campaigns, funnels and automation plans swiftly, snapshots aid scale faster while enhancing earnings streams.
Carrying out and utilizing snapshots has lots of benefits that are vital to service success:.
Remove recurring setup jobs
Snapshots make it easy and effective to clone and reuse existing funnels, automations and configurations that have actually verified themselves beneficial to various other customers – conserving you time, assisting in quicker customer onboarding times and producing an even more productive workplace by getting rid of the need to reinvent the wheel each time a new client shows up.
Snapshots make sharing setups and campaigns with others within your firm simpler than ever before, whether using single web link sent out via e-mail to employee or completely shared with account gain access to. In addition, snapshots additionally permit you to restrict their import into certain subaccounts if desired.
Begin by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Here, you can produce a snapshot by clicking the eco-friendly “Create New Snapshot” button, entering a name for it, selecting its source account( s) and choosing just how it will certainly be duplicated; make sure to select something detailed yet easy-to-recall so it will certainly enter into your portfolio of information gradually.
Tailor the setups for the snapshot by choosing alternatives that finest satisfy the requirements of your customer, for example if they are property clients you might want to include:
Finally, you can tailor personalized fields to gather information that’s special to each client. When satisfied with the result, merely push the “Save” switch to conserve changes and apply them throughout all customers.
As snapshots are an essential device for the success of GoHighLevel users, making them important for marketing firms and SaaS resellers alike. If you haven’t used them currently, give it a try and see just how it can improve workflows while producing much more excellent outcomes for clients.