GoHighLevel snapshots are mobile, pre-configured templates of an account arrangement that make it basic and reliable to duplicate campaigns, funnels and more across tasks. Agencies make use of snapshots to onboard customers much faster and make sure uniformity throughout jobs.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, sites, automation sequences, web page templates and other assets.
Replicate whole funnels and automations in seconds
Snapshots are total backups of your HighLevel setup, including automations, funnels, web pages, touchdown types, call checklists, e-mail campaigns and CRM pipes. Snapshots make transferring total systems in between clients easy without the need to recreate everything from square one; firms can conserve hours by utilizing snapshots as templates throughout customer accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot before selecting which account or subaccount it relates to. When completed, the snapshot can be seen under Snapshots group; once shared it can additionally be shared through sending out web links generated. Any kind of imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re fully modular; that permits you to utilize just certain parts while leaving others out – making customization and adjustments much simpler than with even more inflexible snapshots.
Automating key processes with these snapshots not only automates them yet likewise streamlines list building process and boosts customer relationship management (CRM) to boost scalability and performance for much better scalability and efficiency making it possible for customers to produce reliable marketing approaches concentrated on turning possible clients into paying clients.
HighLevel snapshots supply an additional considerable benefit – their convenience in meeting certain sector requirements. As an example, oral snapshots can come pre-loaded with lead capture types and campaigns offering complimentary teeth bleaching to brand-new patients. This offers companies with the freedom to customize options specifically customized for each client while still staying constant in brand name image and message.
GoHighLevel’s snapshots are very configurable and can assist your company increase efficiency and expand. By duplicating existing workflows, streamlining complicated automations, onboarding brand-new customers quickly and being centrally located with straightforward instructions they are a crucial asset in achieving development much faster and more effectively than in the past.
Speed up customer onboarding
Are You a Firm Proprietor or Administrator? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for numerous customers all at once, hence accelerating outcomes for customers while conserving you time on setup! Snapshots make sure success for every person entailed – firm and customers alike.
Snapshots offer a detailed backup of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas etc. When imported into one more customer account making use of Snapshot ImporterTM they automatically configuration because account, making onboarding much quicker. This decrease in hands-on setup time makes onboarding even more effective!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, begin choosing which components of its system you would certainly like saved as part of this snapshot prior to clicking “Conserve”; HighLevel will certainly produce a mobile copy that you can after that deploy similar systems elsewhere GoHighLevel Mattress Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an indispensable feature for firms transferring systems between customers. Once exported, just import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes developing snapshots much easier than ever, offering pre-equipped snapshot templates for various markets from realty to e-commerce. By swiftly onboarding new clients while helping them meet their business goals, these industry-specific snapshot templates make onboarding customers much faster than ever and giving them with detailed marketing systems much faster than ever.
Maintain brand consistency
Hand-operated setups might leave incongruities that compromise brand name consistency, while snapshots permit you to replicate an account arrangement throughout multiple new accounts without by hand recreating all settings each. This assists release completely set up customer accounts swiftly and precisely while conserving addons such as triggers or email templates in snapshots make preserving regular processes across your client base much less complex.
Snapshots can be an indispensable property to companies taking care of multiple accounts concurrently. By setting up the suitable account structure once and waiting as a snapshot for use later on with new clients, snapshots help agencies decrease onboarding times by up to half quicker. A 2025 research study shows how snapshots assist speed the onboarding process significantly.
To develop a Snapshot, browse to your Agency Dashboard and select the sub-account you desire to capture. From there, select what aspects should be consisted of (funnels, schedules, workflows, internet site templates, personalized values and more) before offering it a name and clicking “Conserve”.
As soon as your snapshot is ready to utilize, browse to the Account Supervisor of the account or sub-account in which it requires to be used and pick it there (either at one time or part by part).
As a GoHighLevel reseller or marketing agency, utilizing snapshots can considerably boost productivity and make certain a much more standard account arrangement procedure. By making it much easier to replicate campaigns, funnels and automation schemes promptly, snapshots aid range much faster while boosting earnings streams.
Executing and utilizing snapshots has many advantages that are important to service success:.
Remove repetitive configuration jobs
Snapshots make it easy and reliable to clone and reuse existing funnels, automations and arrangements that have actually verified themselves beneficial to various other customers – saving you time, assisting in faster customer onboarding times and producing an even more effective working environment by getting rid of the demand to transform the wheel each time a brand-new customer shows up.
Snapshots make sharing setups and campaigns with others within your company easier than ever, whether through single link sent out using e-mail to staff member or completely shared via account accessibility. Additionally, snapshots also permit you to restrict their import right into specific subaccounts if wanted.
Start by logging into your HighLevel agency view and navigating to the “Account Snapshots” area. Here, you can produce a snapshot by clicking the environment-friendly “Create New Snapshot” button, entering a name for it, selecting its source account( s) and choosing how it will be copied; make sure to pick something detailed yet easy-to-recall so it will certainly enter into your portfolio of info in time.
Customize the settings for the snapshot by picking options that best satisfy the requirements of your customer, for instance if they are real estate customers you may want to include:
Finally, you can tailor custom areas to gather info that’s one-of-a-kind to each customer. When pleased with the result, merely push the “Save” switch to save modifications and apply them across all customers.
As snapshots are an important device for the success of GoHighLevel individuals, making them important for marketing agencies and SaaS resellers alike. If you haven’t used them already, give it a try and see how it can improve workflows while generating much more impressive outcomes for clients.