GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it easy and efficient to duplicate campaigns, funnels and even more across jobs. Agencies use snapshots to onboard clients faster and make certain uniformity throughout projects.
Each snapshot consists of an integrated set of marketing campaigns, sales funnels, sites, automation sequences, page templates and various other assets.
Replicate whole funnels and automations in secs
Snapshots are complete back-ups of your HighLevel arrangement, consisting of automations, funnels, web pages, landing kinds, get in touch with listings, e-mail campaigns and CRM pipelines. Snapshots make moving full systems between customers easy without the need to recreate every little thing from square one; companies can save hours by using snapshots as templates throughout client accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot before picking which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots category; as soon as shared it can likewise be shared using sending out web links created. Any kind of imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have an advantage in that they’re fully modular; that permits you to utilize just certain components while leaving others out – making customization and changes much simpler than with more stiff snapshots.
Automating key procedures with these snapshots not only automates them but likewise streamlines list building process and boosts customer relationship management (CRM) to raise scalability and efficiency for far better scalability and efficiency allowing customers to develop reliable marketing techniques focused on turning possible clients into paying clients.
HighLevel snapshots provide another substantial advantage – their convenience in meeting details sector needs. For instance, oral snapshots can come pre-loaded with lead capture kinds and campaigns providing complimentary teeth whitening to brand-new people. This offers companies with the liberty to tailor remedies especially customized for each customer while still remaining regular in brand image and message.
GoHighLevel’s snapshots are very configurable and can aid your company boost efficiency and broaden. By replicating existing workflows, simplifying intricate automations, onboarding brand-new customers conveniently and being centrally located with straightforward directions they are a crucial property in achieving development faster and more effectively than ever before.
Speed up client onboarding
Are You an Agency Proprietor or Administrator? HighLevel snapshots make scaling easy, making it possible to duplicate funnels and automations for multiple clients simultaneously, thus accelerating results for customers while saving you time on arrangement! Snapshots make certain success for everybody entailed – company and customers alike.
Snapshots provide an extensive back-up of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported into one more customer account using Snapshot ImporterTM they immediately configuration because account, making onboarding much faster. This decrease in hands-on configuration time makes onboarding even more efficient!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, begin picking which components of its system you would certainly such as conserved as part of this snapshot before clicking “Conserve”; HighLevel will certainly develop a mobile copy that you can after that deploy similar systems somewhere else GoHighLevel Hospitality Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an indispensable feature for firms transferring systems between customers. When exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots much easier than ever before, supplying pre-equipped snapshot templates for various industries from realty to e-commerce. By promptly onboarding brand-new customers while helping them satisfy their company objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and supplying them with thorough marketing systems faster than ever.
Preserve brand name consistency
Hands-on configurations may leave variances that compromise brand name consistency, while snapshots permit you to duplicate an account configuration throughout multiple brand-new accounts without by hand recreating all settings each. This aids release fully configured customer accounts promptly and precisely while conserving addons such as triggers or e-mail templates in snapshots make maintaining regular processes across your client base much easier.
Snapshots can be a very useful possession to firms taking care of several accounts concurrently. By setting up the suitable account framework when and saving it as a snapshot for usage later on with brand-new customers, snapshots help companies lower onboarding times by up to 50 percent quicker. A 2025 research shows how snapshots assist speed the onboarding procedure considerably.
To create a Snapshot, browse to your Company Control panel and pick the sub-account you wish to capture. From there, pick what aspects must be consisted of (funnels, schedules, workflows, internet site templates, customized values and so forth) before providing it a name and clicking “Conserve”.
As soon as your snapshot prepares to make use of, browse to the Account Manager of the account or sub-account in which it requires to be used and choose it there (either all at once or component by component).
As a GoHighLevel reseller or marketing agency, utilizing snapshots can substantially boost efficiency and guarantee a much more standardized account configuration procedure. By making it less complicated to duplicate campaigns, funnels and automation schemes swiftly, snapshots aid scale much faster while boosting profits streams.
Executing and utilizing snapshots has many advantages that are vital to service success:.
Eliminate recurring setup jobs
Snapshots make it basic and efficient to clone and reuse existing funnels, automations and arrangements that have actually shown themselves beneficial to various other clients – saving you time, facilitating faster client onboarding times and developing an even more productive workplace by removing the demand to reinvent the wheel each time a new client gets here.
Snapshots make sharing setups and campaigns with others within your company easier than ever before, whether by means of single link sent using email to team members or permanently shared with account access. Moreover, snapshots likewise permit you to limit their import into certain subaccounts if desired.
Start by logging into your HighLevel agency view and browsing to the “Account Snapshots” section. Right here, you can produce a snapshot by clicking the green “Create New Snapshot” button, entering a name for it, selecting its source account( s) and picking exactly how it will be duplicated; make sure to select something detailed yet easy-to-recall so it will certainly become part of your profile of details over time.
Tailor the setups for the snapshot by picking alternatives that best fulfill the needs of your customer, for example if they are property customers you may want to consist of:
Lastly, you can customize customized areas to collect information that’s distinct to each client. When satisfied with the outcome, just press the “Conserve” switch to save changes and use them across all clients.
As snapshots are an important device for the success of GoHighLevel users, making them crucial for marketing agencies and SaaS resellers alike. If you haven’t used them already, give it a try and see just how it can improve workflows while generating a lot more excellent outcomes for clients.