GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it easy and reliable to clone campaigns, funnels and more across jobs. Agencies use snapshots to onboard clients much faster and make sure consistency across tasks.
Each snapshot includes an integrated set of marketing campaigns, sales funnels, sites, automation sequences, web page templates and other possessions.
Duplicate whole funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel setup, including automations, funnels, pages, touchdown forms, get in touch with checklists, e-mail campaigns and CRM pipelines. Snapshots make transferring complete systems between customers easy without the requirement to recreate whatever from scratch; companies can conserve hours by utilizing snapshots as templates across customer accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Supply 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; as soon as shared it can also be shared by means of sending out links produced. Any imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage in that they’re totally modular; that enables you to utilize simply certain parts while leaving others out – making modification and modifications much less complex than with more stiff snapshots.
Automating vital procedures with these snapshots not only automates them but additionally improves list building procedure and enhances customer relationship management (CRM) to enhance scalability and performance for much better scalability and productivity allowing users to develop reliable marketing techniques concentrated on turning potential clients right into paying customers.
HighLevel snapshots supply an additional significant advantage – their adaptability in conference specific market requirements. As an example, dental snapshots could come pre-loaded with lead capture kinds and campaigns offering totally free teeth bleaching to brand-new clients. This provides firms with the liberty to tailor services particularly customized for each and every customer while still continuing to be regular in brand name photo and message.
GoHighLevel’s snapshots are extremely configurable and can assist your company increase effectiveness and expand. By replicating existing workflows, simplifying complicated automations, onboarding brand-new customers easily and being centrally located with straightforward directions they are a vital possession in attaining growth quicker and more effectively than ever.
Speed up client onboarding
Are You a Firm Owner or Administrator? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for numerous clients simultaneously, hence accelerating results for customers while saving you time on configuration! Snapshots guarantee success for everyone involved – firm and clients alike.
Snapshots give a thorough back-up of an account’s configuration, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported into one more client account using Snapshot ImporterTM they automatically arrangement in that account, making onboarding much faster. This decrease in hand-operated setup time makes onboarding much more efficient!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, begin selecting which elements of its system you would certainly such as saved as part of this snapshot prior to clicking “Save”; HighLevel will create a portable duplicate that you can after that deploy comparable systems in other places GoHighLevel Music Teacher Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an important feature for agencies moving systems between clients. Once exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes producing snapshots less complicated than ever, providing pre-equipped snapshot templates for various markets from real estate to e-commerce. By quickly onboarding brand-new clients while helping them fulfill their company objectives, these industry-specific snapshot templates make onboarding customers quicker than ever and offering them with detailed marketing systems faster than ever before.
Keep brand consistency
Hands-on arrangements may leave inconsistencies that endanger brand name consistency, while snapshots permit you to reproduce an account arrangement throughout several new accounts without manually recreating all setups for each one. This aids deploy fully configured customer accounts swiftly and properly while saving addons such as triggers or email templates in snapshots make maintaining regular processes throughout your client base much easier.
Snapshots can be an important asset to agencies taking care of numerous accounts simultaneously. By establishing the excellent account structure once and waiting as a snapshot for use later on with new clients, snapshots aid firms minimize onboarding times by as much as half faster. A 2025 research demonstrates how snapshots aid speed up the onboarding process substantially.
To produce a Snapshot, navigate to your Company Dashboard and select the sub-account you want to catch. From there, select what components should be included (funnels, calendars, workflows, site templates, custom values and so on) prior to offering it a name and clicking “Save”.
When your snapshot prepares to utilize, navigate to the Account Supervisor of the account or sub-account in which it requires to be used and select it there (either at one time or element by component).
As a GoHighLevel reseller or marketing agency, making use of snapshots can considerably boost performance and make sure an extra standard account arrangement process. By making it much easier to duplicate campaigns, funnels and automation systems promptly, snapshots assist range quicker while enhancing earnings streams.
Implementing and making use of snapshots has numerous advantages that are important to organization success:.
Remove recurring arrangement jobs
Snapshots make it easy and efficient to duplicate and reuse existing funnels, automations and configurations that have shown themselves beneficial to other customers – saving you time, assisting in much faster client onboarding times and producing an even more efficient workplace by eliminating the demand to reinvent the wheel each time a brand-new client shows up.
Snapshots make sharing setups and campaigns with others within your company easier than ever before, whether through single link sent out using email to employee or permanently shared through account gain access to. In addition, snapshots additionally permit you to limit their import into details subaccounts if desired.
Begin by logging right into your HighLevel agency view and navigating to the “Account Snapshots” area. Right here, you can develop a snapshot by clicking the environment-friendly “Create New Snapshot” switch, entering a name for it, choosing its source account( s) and choosing exactly how it will certainly be duplicated; make certain to pick something detailed yet easy-to-recall so it will become part of your profile of information gradually.
Personalize the settings for the snapshot by selecting choices that ideal fulfill the demands of your customer, for example if they are real estate customers you may want to include:
Lastly, you can tailor custom areas to collect details that’s special per customer. When satisfied with the outcome, just push the “Save” switch to save changes 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 have not used them currently, give it a try and see exactly how it can simplify workflows while producing much more outstanding results for customers.