GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it simple and effective to clone campaigns, funnels and even more throughout jobs. Agencies use snapshots to onboard customers much faster and guarantee consistency across tasks.
Each snapshot consists of an integrated collection of marketing campaigns, sales funnels, web sites, automation sequences, page templates and various other assets.
Replicate whole funnels and automations in secs
Snapshots are full back-ups of your HighLevel configuration, including automations, funnels, web pages, landing kinds, call listings, e-mail campaigns and CRM pipes. Snapshots make moving complete systems in between customers easy without the requirement to recreate whatever from the ground up; firms can conserve hours by using snapshots as templates throughout client accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot before picking which account or subaccount it relates to. When completed, the snapshot can be seen under Snapshots category; when shared it can likewise be shared through sending web links generated. Any type of imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have a benefit because they’re totally modular; that allows you to make use of just certain parts while leaving others out – making personalization and changes a lot easier than with more stiff snapshots.
Automating crucial processes with these snapshots not only automates them yet also improves list building procedure and enhances customer relationship management (CRM) to enhance scalability and productivity for better scalability and performance allowing customers to produce efficient marketing methods focused on transforming potential customers into paying customers.
HighLevel snapshots supply an additional considerable benefit – their adaptability in conference details market demands. For example, oral snapshots might come pre-loaded with lead capture forms and campaigns providing totally free teeth whitening to brand-new people. This supplies companies with the flexibility to customize options specifically customized for every customer while still continuing to be consistent in brand picture and message.
GoHighLevel’s snapshots are extremely configurable and can assist your firm rise efficiency and increase. By duplicating existing workflows, streamlining intricate automations, onboarding brand-new customers conveniently and being centrally located with straightforward guidelines they are an important asset in accomplishing development much faster and better than in the past.
Quicken client onboarding
Are You a Firm Proprietor or Manager? HighLevel snapshots make scaling very easy, making it possible to duplicate funnels and automations for several clients at the same time, hence quickening results for clients while conserving you time on arrangement! Snapshots make sure success for every person included – company and clients alike.
Snapshots give a thorough back-up of an account’s configuration, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas etc. When imported into an additional customer account utilizing Snapshot ImporterTM they automatically setup because account, making onboarding much faster. This reduction in hands-on configuration time makes onboarding far more reliable!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the source for your snapshot, start choosing which components of its system you would like conserved as part of this snapshot prior to clicking “Save”; HighLevel will certainly produce a mobile copy that you can then release similar systems elsewhere GoHighLevel Gym Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an indispensable feature for agencies moving systems between clients. When exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes producing snapshots simpler than ever, offering pre-equipped snapshot templates for different sectors from realty to e-commerce. By rapidly onboarding new clients while helping them meet their company objectives, these industry-specific snapshot templates make onboarding clients quicker than ever before and providing them with comprehensive marketing systems quicker than ever.
Maintain brand name uniformity
Manual setups might leave inconsistencies that endanger brand name consistency, while snapshots allow you to duplicate an account setup throughout multiple new accounts without manually recreating all setups each. This helps release completely configured client accounts quickly and properly while saving addons such as triggers or e-mail templates in snapshots make keeping constant procedures throughout your customer base much simpler.
Snapshots can be an important asset to agencies taking care of several accounts concurrently. By setting up the ideal account framework as soon as and saving it as a snapshot for usage later on with new clients, snapshots help agencies minimize onboarding times by up to 50 percent quicker. A 2025 research demonstrates how snapshots aid speed the onboarding process significantly.
To produce a Snapshot, browse to your Firm Control panel and choose the sub-account you wish to catch. From there, select what aspects should be consisted of (funnels, calendars, workflows, website templates, customized values and so on) before giving it a name and clicking “Save”.
As soon as your snapshot is ready to utilize, navigate to the Account Manager of the account or sub-account in which it requires to be applied and choose it there (either all at once or component by component).
As a GoHighLevel reseller or marketing agency, making use of snapshots can dramatically boost efficiency and make sure a more standardized account configuration procedure. By making it less complicated to duplicate campaigns, funnels and automation schemes promptly, snapshots assist range quicker while enhancing revenue streams.
Implementing and utilizing snapshots has numerous benefits that are vital to business success:.
Eliminate repeated arrangement tasks
Snapshots make it basic and efficient to clone and reuse existing funnels, automations and arrangements that have verified themselves beneficial to various other clients – saving you time, assisting in much faster client onboarding times and developing a more productive working environment by getting rid of the need to change the wheel each time a brand-new customer arrives.
Snapshots make sharing configurations and campaigns with others within your firm easier than ever, whether using one-time web link sent via e-mail to team members or permanently shared via account gain access to. In addition, snapshots also allow you to restrict their import into details subaccounts if preferred.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Below, you can create a snapshot by clicking the green “Create New Snapshot” button, entering a name for it, picking its source account( s) and choosing just how it will certainly be replicated; make certain to choose something detailed yet easy-to-recall so it will certainly enter into your profile of details in time.
Tailor the setups for the snapshot by choosing alternatives that best satisfy the demands of your client, for example if they are realty clients you may wish to include:
Finally, you can personalize customized areas to accumulate information that’s unique per customer. When pleased with the outcome, just push the “Save” button to conserve adjustments and apply them throughout all customers.
As snapshots are an important device for the success of GoHighLevel users, making them crucial for marketing firms and SaaS resellers alike. If you have not utilized them already, give it a try and see how it can streamline workflows while generating a lot more impressive results for clients.