GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it easy and reliable to duplicate campaigns, funnels and even more across tasks. Agencies utilize snapshots to onboard customers much faster and ensure consistency across jobs.
Each snapshot consists of an incorporated set of marketing campaigns, sales funnels, sites, automation series, page templates and other possessions.
Duplicate entire funnels and automations in secs
Snapshots are total back-ups of your HighLevel configuration, including automations, funnels, pages, touchdown types, call listings, e-mail campaigns and CRM pipelines. Snapshots make transferring total systems between clients easy without the need to recreate every little thing from scratch; agencies can conserve hours by using snapshots as templates throughout customer accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot before picking which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots category; when shared it can also be shared using sending web links created. Any type of imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage because they’re totally modular; that allows you to make use of simply certain components while leaving others out – making modification and adjustments a lot less complex than with more rigid snapshots.
Automating crucial processes with these snapshots not only automates them yet additionally improves lead generation process and enhances customer relationship management (CRM) to increase scalability and productivity for much better scalability and performance enabling customers to create effective marketing strategies focused on turning potential customers right into paying clients.
HighLevel snapshots provide an additional considerable benefit – their convenience in conference details industry requirements. For example, oral snapshots can come pre-loaded with lead capture types and campaigns providing free teeth bleaching to new individuals. This provides firms with the liberty to customize remedies specifically customized for each and every customer while still staying constant in brand name image and message.
GoHighLevel’s snapshots are highly configurable and can aid your agency boost performance and broaden. By replicating existing workflows, simplifying complicated automations, onboarding brand-new customers easily and being centrally located with simple guidelines they are an indispensable possession in achieving growth faster and more effectively than ever.
Quicken customer onboarding
Are You a Company Owner or Administrator? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for multiple customers simultaneously, hence quickening results for customers while conserving you time on setup! Snapshots make certain success for everybody included – agency and customers alike.
Snapshots offer a detailed backup of an account’s arrangement, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported right into another client account utilizing Snapshot ImporterTM they instantly setup in that account, making onboarding much quicker. This decrease in hands-on configuration time makes onboarding even more effective!
To create a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the source for your snapshot, begin choosing which elements of its system you would certainly such as saved as part of this snapshot prior to clicking “Save”; HighLevel will develop a portable duplicate that you can then release comparable systems somewhere else GoHighLevel Insurance Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this a vital feature for firms transferring systems in between clients. Once exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes developing snapshots much easier than ever before, providing pre-equipped snapshot templates for different industries from property to ecommerce. By swiftly onboarding brand-new customers while helping them fulfill their business objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and providing them with thorough marketing systems much faster than ever.
Preserve brand name uniformity
Manual configurations might leave variances that jeopardize brand name consistency, while snapshots allow you to replicate an account arrangement throughout multiple brand-new accounts without manually recreating all setups for each one. This helps deploy fully set up customer accounts rapidly and precisely while conserving addons such as triggers or email templates in snapshots make keeping regular processes across your customer base much less complex.
Snapshots can be an important possession to companies handling numerous accounts at the same time. By setting up the optimal account framework when and saving it as a snapshot for use later with brand-new clients, snapshots assist agencies lower onboarding times by as much as 50 percent faster. A 2025 research study shows how snapshots assist speed up the onboarding process dramatically.
To create a Snapshot, navigate to your Company Dashboard and choose the sub-account you wish to record. From there, pick what components must be consisted of (funnels, calendars, workflows, website templates, customized worths and so forth) prior to offering it a name and clicking “Conserve”.
When your snapshot is ready to utilize, browse to the Account Manager of the account or sub-account in which it requires to be applied and select it there (either all at once or part by component).
As a GoHighLevel reseller or marketing agency, making use of snapshots can substantially boost performance and make sure a more standard account configuration process. By making it simpler to replicate campaigns, funnels and automation plans rapidly, snapshots help scale faster while increasing income streams.
Executing and utilizing snapshots has lots of advantages that are vital to service success:.
Eliminate repetitive configuration jobs
Snapshots make it simple and reliable to duplicate and reuse existing funnels, automations and arrangements that have actually shown themselves beneficial to various other clients – saving you time, facilitating quicker customer onboarding times and creating an even more efficient workplace by removing the demand to change the wheel each time a brand-new customer gets here.
Snapshots make sharing arrangements and campaigns with others within your agency simpler than ever, whether using single link sent through e-mail to staff member or permanently shared with account gain access to. Furthermore, snapshots additionally allow you to restrict their import into details subaccounts if desired.
Start by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can produce a snapshot by clicking the eco-friendly “Create New Snapshot” button, getting in a name for it, selecting its source account( s) and selecting exactly how it will be copied; be sure to pick something detailed yet easy-to-recall so it will become part of your portfolio of information with time.
Personalize the setups for the snapshot by selecting choices that ideal fulfill the requirements of your customer, for example if they are property customers you might wish to consist of:
Ultimately, you can customize custom-made areas to gather information that’s one-of-a-kind to each customer. When pleased with the outcome, simply push the “Conserve” switch to save modifications and use them across all clients.
As snapshots are an essential device for the success of GoHighLevel individuals, making them indispensable for marketing companies and SaaS resellers alike. If you haven’t utilized them currently, give it a try and see just how it can enhance workflows while producing extra remarkable outcomes for customers.