GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it simple and efficient to duplicate campaigns, funnels and more throughout tasks. Agencies utilize snapshots to onboard clients quicker and ensure uniformity across tasks.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, web sites, automation sequences, web page templates and various other assets.
Duplicate whole funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel arrangement, consisting of automations, funnels, web pages, touchdown types, get in touch with listings, e-mail campaigns and CRM pipelines. Snapshots make transferring complete systems between customers easy without the demand to recreate whatever from scratch; companies can conserve hours by using snapshots as templates across client accounts.
To develop a snapshot, log right into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to choosing which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots group; when shared it can also be shared by means of sending out web links generated. Any kind of imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have an advantage in that they’re fully modular; that allows you to utilize simply specific components while leaving others out – making personalization and changes much simpler than with more stiff snapshots.
Automating crucial processes with these snapshots not only automates them but also streamlines lead generation process and improves customer relationship management (CRM) to enhance scalability and productivity for much better scalability and efficiency making it possible for individuals to produce reliable marketing methods concentrated on turning possible clients right into paying clients.
HighLevel snapshots supply another significant benefit – their flexibility in conference particular industry needs. For instance, oral snapshots could come pre-loaded with lead capture types and campaigns offering totally free teeth lightening to brand-new patients. This offers agencies with the freedom to customize remedies particularly tailored for each and every client while still staying regular in brand picture and message.
GoHighLevel’s snapshots are very configurable and can aid your company increase performance and increase. By duplicating existing workflows, streamlining complicated automations, onboarding new clients easily and being centrally located with straightforward instructions they are a crucial property in achieving growth faster and more effectively than ever.
Accelerate client onboarding
Are You a Company Proprietor or Manager? HighLevel snapshots make scaling easy, making it feasible to duplicate funnels and automations for multiple customers all at once, therefore speeding up outcomes for clients while saving you time on setup! Snapshots make certain success for everybody entailed – company and customers alike.
Snapshots provide a detailed back-up of an account’s setup, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported right into another customer account making use of Snapshot ImporterTM they instantly arrangement in that account, making onboarding much quicker. This decrease in hand-operated arrangement time makes onboarding even more efficient!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, begin picking which parts of its system you would such as saved as part of this snapshot prior to clicking “Save”; HighLevel will certainly develop a portable copy that you can then deploy comparable systems in other places GoHighLevel IV Therapy Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an invaluable feature for companies moving systems in between clients. When exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes developing snapshots less complicated than ever before, offering pre-equipped snapshot templates for different sectors from realty to e-commerce. By quickly onboarding new customers while helping them meet their company objectives, these industry-specific snapshot templates make onboarding clients faster than ever before and giving them with extensive marketing systems much faster than ever.
Preserve brand consistency
Manual configurations may leave variances that compromise brand consistency, while snapshots enable you to replicate an account setup across several new accounts without by hand recreating all settings each. This assists release totally set up client accounts swiftly and accurately while conserving addons such as triggers or email templates in snapshots make preserving constant processes throughout your customer base much simpler.
Snapshots can be an important asset to agencies taking care of numerous accounts concurrently. By establishing the suitable account structure when and saving it as a snapshot for use later on with brand-new customers, snapshots assist agencies decrease onboarding times by approximately 50 percent much faster. A 2025 research study demonstrates how snapshots assist speed up the onboarding process significantly.
To produce a Snapshot, navigate to your Agency Dashboard and choose the sub-account you desire to record. From there, choose what aspects ought to be included (funnels, schedules, workflows, web site templates, custom-made values and so forth) prior to giving it a name and clicking “Conserve”.
When your snapshot prepares to utilize, navigate to the Account Manager of the account or sub-account in which it requires to be used and pick it there (either all at once or element by part).
As a GoHighLevel reseller or marketing firm, using snapshots can substantially boost performance and make certain a much more standard account arrangement process. By making it simpler to duplicate campaigns, funnels and automation plans swiftly, snapshots help range faster while raising revenue streams.
Carrying out and making use of snapshots has several advantages that are important to organization success:.
Eliminate repetitive configuration tasks
Snapshots make it simple and effective to clone and reuse existing funnels, automations and setups that have verified themselves beneficial to various other clients – conserving you time, facilitating much faster customer onboarding times and developing an even more productive working environment by removing the requirement to reinvent the wheel each time a new customer gets here.
Snapshots make sharing configurations and campaigns with others within your agency less complicated than ever before, whether through single web link sent through e-mail to employee or permanently shared through account access. Moreover, snapshots also permit you to limit their import right into particular subaccounts if desired.
Start by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Right here, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” button, getting in a name for it, selecting its resource account( s) and selecting how it will certainly be replicated; be sure to choose something descriptive yet easy-to-recall so it will become part of your profile of info over time.
Personalize the settings for the snapshot by choosing options that ideal meet the demands of your customer, for example if they are property clients you may want to include:
Finally, you can personalize custom-made fields to collect details that’s special to every customer. When pleased with the result, simply push the “Conserve” switch to save adjustments and use them across all customers.
As snapshots are a crucial device for the success of GoHighLevel individuals, making them indispensable for marketing companies and SaaS resellers alike. If you haven’t utilized them already, give it a try and see how it can enhance workflows while generating a lot more impressive results for clients.