GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it simple and reliable to clone campaigns, funnels and even more across projects. Agencies utilize snapshots to onboard customers faster and ensure uniformity throughout tasks.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, websites, automation sequences, web page templates and various other properties.
Replicate entire funnels and automations in seconds
Snapshots are total back-ups of your HighLevel arrangement, including automations, funnels, web pages, touchdown kinds, call listings, email campaigns and CRM pipelines. Snapshots make moving total systems in between customers easy without the need to recreate every little thing from scratch; agencies can conserve hours by utilizing snapshots as templates across client accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot prior to choosing which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots category; once shared it can also be shared by means of sending out web links produced. Any type of imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have an advantage in that they’re totally modular; that allows you to make use of just certain components while leaving others out – making personalization and adjustments a lot less complex than with more rigid snapshots.
Automating vital processes with these snapshots not only automates them yet additionally improves lead generation procedure and boosts customer relationship management (CRM) to enhance scalability and performance for far better scalability and performance allowing individuals to create reliable marketing techniques focused on turning possible customers right into paying customers.
HighLevel snapshots supply an additional considerable advantage – their flexibility in meeting particular sector needs. For instance, dental snapshots can come pre-loaded with lead capture kinds and campaigns supplying free teeth whitening to new patients. This gives agencies with the freedom to customize services especially tailored for every client while still staying regular in brand photo and message.
GoHighLevel’s snapshots are very configurable and can aid your company increase efficiency and increase. By replicating existing workflows, simplifying complicated automations, onboarding brand-new customers conveniently and being centrally located with straightforward instructions they are a crucial possession in attaining growth faster and better than ever.
Accelerate customer onboarding
Are You a Firm Proprietor or Manager? HighLevel snapshots make scaling very easy, making it possible to replicate funnels and automations for numerous clients concurrently, therefore accelerating outcomes for customers while conserving you time on setup! Snapshots make sure success for everyone entailed – agency and customers alike.
Snapshots give a detailed backup of an account’s setup, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported into an additional customer account using Snapshot ImporterTM they instantly configuration in that account, making onboarding much faster. This decrease in hands-on configuration time makes onboarding far more reliable!
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 selecting which components of its system you would like saved as part of this snapshot before clicking “Save”; HighLevel will certainly produce a portable copy that you can then release comparable systems elsewhere GoHighLevel Functional Medicine Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an important feature for companies moving systems between customers. When exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes developing snapshots less complicated than ever before, supplying pre-equipped snapshot templates for numerous sectors from realty to shopping. By promptly onboarding new clients while helping them satisfy their business objectives, these industry-specific snapshot templates make onboarding customers quicker than ever before and offering them with extensive marketing systems faster than ever.
Maintain brand name consistency
Manual arrangements might leave inconsistencies that jeopardize brand uniformity, while snapshots allow you to reproduce an account arrangement throughout numerous brand-new accounts without manually recreating all setups each. This assists deploy totally set up client accounts swiftly and properly while conserving addons such as triggers or email templates in snapshots make maintaining consistent procedures across your client base much easier.
Snapshots can be an important property to agencies managing multiple accounts all at once. By setting up the optimal account structure when and saving it as a snapshot for usage later on with new customers, snapshots assist firms minimize onboarding times by as much as 50 percent faster. A 2025 research demonstrates how snapshots aid speed the onboarding process dramatically.
To create a Snapshot, navigate to your Company Dashboard and pick the sub-account you want to record. From there, select what components ought to be included (funnels, calendars, workflows, site templates, personalized values and so on) prior to providing it a name and clicking “Conserve”.
When your snapshot prepares to use, browse to the Account Supervisor of the account or sub-account in which it needs to be used and select it there (either at one time or part by component).
As a GoHighLevel reseller or marketing firm, making use of snapshots can substantially boost efficiency and guarantee a more standardized account arrangement process. By making it less complicated to replicate campaigns, funnels and automation schemes swiftly, snapshots assist scale quicker while boosting earnings streams.
Implementing and making use of snapshots has several benefits that are essential to business success:.
Eliminate repetitive configuration tasks
Snapshots make it basic and effective to duplicate and reuse existing funnels, automations and arrangements that have actually verified themselves beneficial to various other customers – saving you time, promoting faster client onboarding times and developing a more productive workplace by getting rid of the demand to reinvent the wheel each time a brand-new customer arrives.
Snapshots make sharing arrangements and campaigns with others within your firm less complicated than ever before, whether by means of single link sent by means of email to team members or permanently shared with account access. Additionally, snapshots also enable you to restrict their import into specific subaccounts if desired.
Begin by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” switch, getting in a name for it, choosing its resource account( s) and selecting exactly how it will certainly be duplicated; make certain to choose something detailed yet easy-to-recall so it will enter into your profile of info with time.
Customize the setups for the snapshot by choosing alternatives that ideal fulfill the demands of your client, for instance if they are realty clients you might wish to include:
Ultimately, you can tailor personalized areas to gather info that’s unique per customer. When pleased with the result, simply push the “Save” switch to conserve changes and use them across all clients.
As snapshots are an indispensable device for the success of GoHighLevel customers, making them indispensable for marketing agencies and SaaS resellers alike. If you haven’t utilized them already, give it a try and see how it can improve workflows while creating more outstanding results for customers.