GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it basic and effective to clone campaigns, funnels and even more across jobs. Agencies make use of snapshots to onboard clients faster and ensure consistency throughout projects.
Each snapshot includes an integrated collection of marketing campaigns, sales funnels, websites, automation series, web page templates and other properties.
Replicate whole funnels and automations in seconds
Snapshots are full backups of your HighLevel setup, including automations, funnels, pages, touchdown types, call checklists, e-mail campaigns and CRM pipes. Snapshots make moving total systems in between customers easy without the requirement to recreate every little thing from square one; firms can conserve hours by using snapshots as templates throughout customer accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to choosing which account or subaccount it relates to. When completed, the snapshot can be seen under Snapshots group; when shared it can likewise be shared through sending web links produced. Any type of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re totally modular; that permits you to make use of just particular components while leaving others out – making customization and changes a lot simpler than with even more rigid snapshots.
Automating key processes with these snapshots not only automates them yet also enhances list building procedure and enhances customer relationship management (CRM) to increase scalability and efficiency for far better scalability and efficiency enabling users to develop effective marketing approaches focused on turning possible customers right into paying clients.
HighLevel snapshots offer an additional considerable benefit – their flexibility in conference details sector needs. As an example, oral snapshots could come pre-loaded with lead capture types and campaigns offering totally free teeth whitening to new clients. This supplies firms with the freedom to tailor solutions specifically tailored for each and every client while still continuing to be consistent in brand name picture and message.
GoHighLevel’s snapshots are very configurable and can help your company increase effectiveness and broaden. By duplicating existing workflows, simplifying intricate automations, onboarding brand-new customers easily and being centrally located with simple directions they are an indispensable property in achieving development quicker and better than ever.
Speed up client onboarding
Are You an Agency Owner or Administrator? HighLevel snapshots make scaling easy, making it possible to duplicate funnels and automations for numerous customers simultaneously, therefore speeding up results for customers while conserving you time on setup! Snapshots make sure success for everybody entailed – firm and clients alike.
Snapshots offer a comprehensive backup of an account’s configuration, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas etc. When imported into one more client account using Snapshot ImporterTM they automatically setup because account, making onboarding much quicker. This reduction in manual configuration time makes onboarding even more effective!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, start choosing which elements of its system you would certainly like conserved as part of this snapshot prior to clicking “Conserve”; HighLevel will certainly create a mobile copy that you can then deploy comparable systems elsewhere GoHighLevel Plumber Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an invaluable feature for companies transferring systems in between clients. When exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes producing snapshots easier than ever, providing pre-equipped snapshot templates for numerous industries from property to shopping. By quickly onboarding brand-new customers while helping them fulfill their company objectives, these industry-specific snapshot templates make onboarding customers quicker than ever and supplying them with comprehensive marketing systems quicker than ever.
Maintain brand consistency
Hands-on configurations may leave inconsistencies that endanger brand name consistency, while snapshots allow you to reproduce an account configuration across multiple new accounts without manually recreating all setups each. This aids release completely set up client accounts quickly and properly while conserving addons such as triggers or email templates in snapshots make keeping regular processes across your customer base much simpler.
Snapshots can be an important asset to companies handling several accounts all at once. By establishing the perfect account structure when and saving it as a snapshot for use later with brand-new customers, snapshots help firms lower onboarding times by as much as half faster. A 2025 research demonstrates how snapshots assist speed up the onboarding process substantially.
To produce a Snapshot, browse to your Company Control panel and select the sub-account you want to record. From there, choose what aspects should be included (funnels, schedules, workflows, site templates, custom-made worths and so on) prior to offering it a name and clicking “Conserve”.
When your snapshot is ready to use, browse to the Account Supervisor of the account or sub-account in which it needs to be applied and choose it there (either all at once or part by element).
As a GoHighLevel reseller or marketing firm, making use of snapshots can considerably boost efficiency and guarantee a much more standardized account arrangement procedure. By making it less complicated to duplicate campaigns, funnels and automation plans promptly, snapshots help scale faster while enhancing income streams.
Applying and utilizing snapshots has lots of benefits that are important to service success:.
Get rid of repeated arrangement jobs
Snapshots make it simple and reliable to duplicate and reuse existing funnels, automations and setups that have actually proven themselves beneficial to other customers – saving you time, assisting in faster client onboarding times and creating an even more efficient working environment by getting rid of the requirement to change the wheel each time a brand-new customer shows up.
Snapshots make sharing arrangements and campaigns with others within your firm simpler than ever, whether by means of single web link sent using email to staff member or completely shared via account gain access to. Additionally, snapshots likewise allow you to restrict their import right into particular subaccounts if preferred.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” section. Here, you can develop a snapshot by clicking the eco-friendly “Create New Snapshot” button, getting in a name for it, selecting its resource account( s) and selecting exactly how it will be copied; make certain to pick something detailed yet easy-to-recall so it will become part of your portfolio of info in time.
Customize the settings for the snapshot by picking choices that best fulfill the needs of your customer, for example if they are real estate clients you might want to include:
Lastly, you can tailor custom fields to gather information that’s distinct to every customer. When pleased with the result, just push the “Save” button to save adjustments and apply them throughout all clients.
As snapshots are an important device for the success of GoHighLevel individuals, making them essential for marketing agencies and SaaS resellers alike. If you haven’t utilized them already, give it a try and see how it can simplify workflows while creating more excellent outcomes for customers.