GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it simple and efficient to clone campaigns, funnels and even more throughout projects. Agencies use snapshots to onboard clients faster and guarantee consistency throughout jobs.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, sites, automation series, web page templates and other properties.
Duplicate whole funnels and automations in seconds
Snapshots are full back-ups of your HighLevel setup, including automations, funnels, web pages, touchdown types, contact lists, e-mail campaigns and CRM pipelines. Snapshots make moving full systems in between customers easy without the demand to recreate every little thing from the ground up; companies can conserve hours by using snapshots as templates throughout client accounts.
To produce a snapshot, log into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot prior to selecting which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots classification; once shared it can also be shared by means of sending web links created. Any kind of imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have a benefit in that they’re totally modular; that allows you to use just particular parts while leaving others out – making modification and modifications a lot simpler than with even more stiff snapshots.
Automating vital processes with these snapshots not only automates them however additionally simplifies list building procedure and boosts customer relationship management (CRM) to raise scalability and performance for much better scalability and performance allowing customers to produce effective marketing strategies focused on transforming potential clients right into paying customers.
HighLevel snapshots supply another substantial benefit – their convenience in meeting specific industry needs. For instance, dental snapshots might come pre-loaded with lead capture types and campaigns providing complimentary teeth bleaching to new patients. This provides companies with the flexibility to customize remedies especially customized for every customer while still staying regular in brand name picture and message.
GoHighLevel’s snapshots are highly configurable and can assist your company increase efficiency and expand. By replicating existing workflows, streamlining complicated automations, onboarding new clients easily and being centrally located with straightforward directions they are an essential property in accomplishing development much faster and better than ever before.
Accelerate customer onboarding
Are You an Agency Owner or Manager? HighLevel snapshots make scaling easy, making it feasible to duplicate funnels and automations for several customers at the same time, thus accelerating outcomes for customers while saving you time on setup! Snapshots ensure success for everybody included – firm and customers alike.
Snapshots give a thorough back-up of an account’s setup, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported right into one more client account using Snapshot ImporterTM they instantly arrangement in that account, making onboarding much faster. This reduction in hand-operated setup time makes onboarding even more effective!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, start selecting which components of its system you would such as saved as part of this snapshot before clicking “Save”; HighLevel will certainly develop a portable duplicate that you can then release comparable systems in other places GoHighLevel Landscaping Snapshot.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this an important feature for agencies transferring systems between customers. As soon as exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes producing snapshots much easier than ever before, supplying pre-equipped snapshot templates for various industries from property to ecommerce. By quickly onboarding new customers while helping them meet their company objectives, these industry-specific snapshot templates make onboarding customers quicker than ever and giving them with thorough marketing systems faster than ever before.
Maintain brand consistency
Hand-operated setups may leave inconsistencies that jeopardize brand name consistency, while snapshots permit you to reproduce an account arrangement across numerous new accounts without by hand recreating all setups each. This assists release totally set up customer accounts rapidly and properly while conserving addons such as triggers or email templates in snapshots make keeping consistent procedures across your client base much less complex.
Snapshots can be an invaluable asset to agencies managing several accounts simultaneously. By setting up the ideal account framework when and waiting as a snapshot for usage later with brand-new clients, snapshots help agencies minimize onboarding times by approximately 50 percent quicker. A 2025 research study shows how snapshots assist speed up the onboarding process dramatically.
To develop a Snapshot, navigate to your Firm Dashboard and choose the sub-account you want to catch. From there, select what elements need to be included (funnels, calendars, workflows, web site templates, custom-made worths and so forth) before providing it a name and clicking “Conserve”.
When your snapshot prepares to make use of, browse 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 element by part).
As a GoHighLevel reseller or marketing agency, making use of snapshots can substantially boost productivity and ensure a much more standard account configuration process. By making it simpler to replicate campaigns, funnels and automation plans swiftly, snapshots help range quicker while enhancing earnings streams.
Applying and making use of snapshots has many advantages that are important to company success:.
Remove repetitive configuration jobs
Snapshots make it basic and efficient to duplicate and reuse existing funnels, automations and arrangements that have verified themselves beneficial to other clients – conserving you time, assisting in quicker client onboarding times and producing an even more productive workplace by eliminating the requirement to transform the wheel each time a brand-new client gets here.
Snapshots make sharing arrangements and campaigns with others within your firm much easier than ever before, whether by means of single web link sent via e-mail to employee or permanently shared with account access. In addition, snapshots also permit you to restrict their import into particular subaccounts if desired.
Start by logging into your HighLevel agency view and browsing to the “Account Snapshots” section. Below, you can create a snapshot by clicking the green “Create New Snapshot” switch, entering a name for it, picking its resource account( s) and choosing just how it will be copied; make sure to pick something descriptive yet easy-to-recall so it will certainly enter into your portfolio of info gradually.
Customize the settings for the snapshot by choosing alternatives that finest satisfy the requirements of your client, for example if they are realty customers you may desire to include:
Lastly, you can customize custom-made fields to collect information that’s unique per client. When pleased with the result, simply press the “Conserve” button to conserve changes and use them across all clients.
As snapshots are an indispensable device for the success of GoHighLevel customers, making them essential for marketing companies and SaaS resellers alike. If you have not used them currently, give it a try and see exactly how it can enhance workflows while producing a lot more remarkable results for clients.