GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it easy and effective to clone campaigns, funnels and more throughout tasks. Agencies use snapshots to onboard customers much faster and ensure uniformity across tasks.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, web sites, automation series, web page templates and other assets.
Replicate whole funnels and automations in secs
Snapshots are full back-ups of your HighLevel setup, including automations, funnels, pages, touchdown types, contact checklists, email campaigns and CRM pipelines. Snapshots make moving total systems between customers easy without the need to recreate whatever from square one; firms can conserve hours by utilizing snapshots as templates throughout client accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot prior to selecting which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots group; when shared it can also be shared by means of sending links produced. Any kind of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have an advantage because they’re completely modular; that enables you to make use of just particular components while leaving others out – making personalization and modifications much easier than with even more rigid snapshots.
Automating crucial procedures with these snapshots not just automates them however also simplifies list building procedure and improves customer relationship management (CRM) to boost scalability and productivity for better scalability and productivity making it possible for users to create reliable marketing strategies focused on transforming prospective customers right into paying customers.
HighLevel snapshots provide one more substantial benefit – their convenience in meeting details market requirements. As an example, oral snapshots could come pre-loaded with lead capture types and campaigns supplying totally free teeth whitening to brand-new clients. This gives firms with the flexibility to tailor services particularly customized for every customer while still continuing to be regular in brand name image and message.
GoHighLevel’s snapshots are extremely configurable and can help your agency increase efficiency and increase. By duplicating existing workflows, streamlining intricate automations, onboarding new customers easily and being centrally located with easy directions they are a crucial asset in attaining growth faster and better than ever.
Speed up client onboarding
Are You a Firm Proprietor or Administrator? HighLevel snapshots make scaling simple, making it feasible to replicate funnels and automations for several customers all at once, therefore quickening outcomes for clients while conserving you time on arrangement! Snapshots guarantee success for everyone included – agency and customers alike.
Snapshots provide 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 into an additional client account using Snapshot ImporterTM they automatically setup because account, making onboarding much faster. This reduction in hands-on setup time makes onboarding far more efficient!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, start selecting which parts of its system you would certainly like conserved as part of this snapshot prior to clicking “Save”; HighLevel will create a portable copy that you can after that release comparable systems elsewhere GoHighLevel Podiatrist Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an indispensable feature for agencies transferring systems in between clients. When exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes creating snapshots less complicated than ever, providing pre-equipped snapshot templates for numerous markets from realty to e-commerce. By quickly onboarding new clients while helping them fulfill their business objectives, these industry-specific snapshot templates make onboarding customers much faster than ever before and supplying them with comprehensive marketing systems faster than ever.
Maintain brand consistency
Manual setups might leave disparities that compromise brand name uniformity, while snapshots permit you to duplicate an account setup throughout multiple new accounts without by hand recreating all setups each. This helps deploy totally set up customer accounts swiftly and properly while conserving addons such as triggers or e-mail templates in snapshots make maintaining regular procedures across your customer base much less complex.
Snapshots can be a very useful property to agencies managing numerous accounts at the same time. By setting up the perfect account structure when and waiting as a snapshot for use later on with brand-new customers, snapshots aid companies lower onboarding times by as much as half much faster. A 2025 research shows how snapshots help speed up the onboarding procedure substantially.
To develop a Snapshot, navigate to your Agency Control panel and choose the sub-account you want to catch. From there, select what components should be consisted of (funnels, schedules, workflows, internet site templates, custom-made worths and more) before providing it a name and clicking “Conserve”.
As soon as your snapshot is ready to utilize, browse to the Account Manager of the account or sub-account in which it needs to be used and choose it there (either all at once or element by element).
As a GoHighLevel reseller or marketing company, using snapshots can dramatically boost efficiency and make sure a more standardized account configuration procedure. By making it less complicated to replicate campaigns, funnels and automation systems promptly, snapshots aid range quicker while boosting earnings streams.
Carrying out and utilizing snapshots has numerous benefits that are important to organization success:.
Eliminate repeated arrangement jobs
Snapshots make it easy and efficient to clone and reuse existing funnels, automations and configurations that have proven themselves beneficial to various other clients – conserving you time, facilitating much faster customer onboarding times and creating a more efficient workplace by getting rid of the need to transform the wheel each time a brand-new client gets here.
Snapshots make sharing configurations and campaigns with others within your firm less complicated than ever before, whether by means of single web link sent by means of e-mail to employee or permanently shared through account gain access to. Furthermore, snapshots likewise permit you to restrict their import right into details subaccounts if desired.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” section. Here, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” button, entering a name for it, choosing its resource account( s) and picking exactly how it will be copied; make certain to choose something detailed yet easy-to-recall so it will certainly become part of your portfolio of info with time.
Customize the settings for the snapshot by selecting choices that ideal satisfy the needs of your customer, as an example if they are real estate customers you might want to consist of:
Finally, you can tailor custom-made fields to accumulate information that’s special to each client. When satisfied with the outcome, merely press the “Conserve” switch to save adjustments and use them across all clients.
As snapshots are a crucial device for the success of GoHighLevel users, making them essential for marketing firms and SaaS resellers alike. If you have not utilized them currently, give it a try and see just how it can streamline workflows while creating much more remarkable outcomes for customers.