GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it straightforward and reliable to clone campaigns, funnels and more across tasks. Agencies use snapshots to onboard customers much faster and guarantee uniformity throughout projects.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, websites, automation sequences, web page templates and various other assets.
Duplicate whole funnels and automations in secs
Snapshots are full backups of your HighLevel configuration, consisting of automations, funnels, web pages, landing kinds, call checklists, email campaigns and CRM pipelines. Snapshots make transferring complete systems between clients easy without the demand to recreate everything from square one; agencies can save hours by utilizing snapshots as templates across customer accounts.
To produce a snapshot, log into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot before selecting which account or subaccount it puts on. When completed, the snapshot can be seen under Snapshots group; as soon as shared it can also be shared using sending out links produced. Any type of imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have an advantage because they’re totally modular; that allows you to make use of just certain components while leaving others out – making personalization and changes much easier than with more rigid snapshots.
Automating crucial processes with these snapshots not just automates them but additionally enhances list building process and enhances customer relationship management (CRM) to increase scalability and efficiency for better scalability and productivity allowing customers to produce effective marketing methods focused on turning possible clients into paying clients.
HighLevel snapshots supply one more significant benefit – their adaptability in meeting particular industry demands. As an example, dental snapshots might come pre-loaded with lead capture forms and campaigns offering totally free teeth bleaching to brand-new clients. This gives agencies with the freedom to tailor solutions specifically customized for each customer while still continuing to be consistent in brand picture and message.
GoHighLevel’s snapshots are very configurable and can assist your firm boost efficiency and broaden. By replicating existing workflows, simplifying complicated automations, onboarding brand-new clients quickly and being centrally located with basic guidelines they are an essential asset in attaining growth faster and more effectively than ever before.
Accelerate customer onboarding
Are You a Company Proprietor or Manager? HighLevel snapshots make scaling simple, making it feasible to duplicate funnels and automations for numerous clients at the same time, hence accelerating results for clients while conserving you time on arrangement! Snapshots make sure success for everyone included – firm and clients alike.
Snapshots offer a detailed back-up of an account’s arrangement, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported into one more customer account utilizing Snapshot ImporterTM they instantly configuration in that account, making onboarding much faster. This decrease in manual setup time makes onboarding much more effective!
To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, start choosing which elements of its system you would such as saved as part of this snapshot prior to clicking “Conserve”; HighLevel will create a mobile copy that you can then release similar systems in other places GoHighLevel Med Spa Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this an indispensable feature for companies moving systems in between customers. When exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes creating snapshots less complicated than ever before, supplying pre-equipped snapshot templates for numerous markets from real estate to e-commerce. By swiftly onboarding brand-new customers while helping them fulfill their company objectives, these industry-specific snapshot templates make onboarding clients much faster than ever and supplying them with comprehensive marketing systems faster than ever.
Keep brand uniformity
Hands-on setups might leave inconsistencies that endanger brand name uniformity, while snapshots enable you to duplicate an account arrangement across several brand-new accounts without by hand recreating all setups each. This helps release fully set up client accounts quickly and accurately while conserving addons such as triggers or e-mail templates in snapshots make preserving constant procedures throughout your client base much easier.
Snapshots can be an invaluable property to firms managing numerous accounts at the same time. By setting up the ideal account structure once and saving it as a snapshot for use later on with brand-new clients, snapshots help companies decrease onboarding times by up to 50 percent faster. A 2025 research study demonstrates how snapshots assist speed the onboarding process substantially.
To develop a Snapshot, navigate to your Firm Control panel and pick the sub-account you desire to record. From there, select what aspects need to be consisted of (funnels, calendars, workflows, internet site templates, personalized worths and so forth) before giving it a name and clicking “Save”.
Once your snapshot is ready to utilize, navigate to the Account Supervisor of the account or sub-account in which it requires to be used and pick it there (either simultaneously or element by element).
As a GoHighLevel reseller or marketing agency, using snapshots can dramatically boost productivity and make certain a much more standardized account arrangement procedure. By making it less complicated to reproduce campaigns, funnels and automation plans promptly, snapshots help range much faster while increasing earnings streams.
Applying and utilizing snapshots has several benefits that are necessary to service success:.
Eliminate repetitive setup tasks
Snapshots make it easy and efficient to clone and reuse existing funnels, automations and configurations that have verified themselves beneficial to various other customers – conserving you time, promoting much faster customer onboarding times and creating a more effective workplace by removing the need to reinvent the wheel each time a new client arrives.
Snapshots make sharing arrangements and campaigns with others within your agency much easier than ever, whether through single link sent out via e-mail to staff member or completely shared through account gain access to. Moreover, snapshots likewise allow you to limit their import into certain subaccounts if desired.
Start by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Below, you can produce a snapshot by clicking the green “Create New Snapshot” button, entering a name for it, choosing its resource account( s) and choosing how it will be duplicated; make sure to choose something descriptive yet easy-to-recall so it will certainly become part of your profile of info over time.
Customize the setups for the snapshot by choosing choices that ideal fulfill the requirements of your customer, as an example if they are property clients you may want to include:
Ultimately, you can tailor custom areas to accumulate details that’s special to every client. When pleased with the result, simply press the “Conserve” switch to save changes and use them across all clients.
As snapshots are a crucial tool for the success of GoHighLevel customers, making them vital for marketing firms and SaaS resellers alike. If you haven’t utilized them currently, give it a try and see exactly how it can enhance workflows while producing extra outstanding outcomes for clients.