GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it simple and effective to clone campaigns, funnels and more across jobs. Agencies make use of snapshots to onboard customers quicker and ensure uniformity across tasks.
Each snapshot consists of an integrated set of marketing campaigns, sales funnels, sites, automation sequences, web page templates and various other properties.
Duplicate whole funnels and automations in secs
Snapshots are total back-ups of your HighLevel setup, consisting of automations, funnels, web pages, touchdown types, contact checklists, email campaigns and CRM pipes. Snapshots make moving full systems between customers easy without the demand to recreate every little thing from square one; companies can conserve hours by using snapshots as templates throughout client accounts.
To produce 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 finished, the snapshot can be seen under Snapshots classification; once shared it can additionally be shared through sending links created. Any kind of imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have a benefit because they’re completely modular; that enables you to make use of simply particular parts while leaving others out – making personalization and modifications a lot simpler than with even more inflexible snapshots.
Automating crucial procedures with these snapshots not just automates them however additionally simplifies list building procedure and boosts customer relationship management (CRM) to increase scalability and productivity for better scalability and performance enabling individuals to create efficient marketing techniques concentrated on turning possible clients right into paying customers.
HighLevel snapshots provide one more substantial benefit – their convenience in conference certain market demands. As an example, dental snapshots can come pre-loaded with lead capture forms and campaigns supplying free teeth lightening to new clients. This gives agencies with the flexibility to customize remedies particularly customized for each and every client while still continuing to be constant in brand name picture and message.
GoHighLevel’s snapshots are very configurable and can assist your firm increase effectiveness and expand. By replicating existing workflows, simplifying complex automations, onboarding new clients conveniently and being centrally located with straightforward guidelines they are a vital possession in accomplishing development quicker and better than in the past.
Quicken client onboarding
Are You an Agency Proprietor or Administrator? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for several customers simultaneously, therefore accelerating outcomes for clients while saving you time on setup! Snapshots make sure success for everybody included – agency and customers alike.
Snapshots offer a comprehensive back-up of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported into one more client account making use of Snapshot ImporterTM they immediately setup in that account, making onboarding much faster. This decrease in hand-operated setup time makes onboarding much 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, start picking which components of its system you would certainly like conserved as part of this snapshot before clicking “Save”; HighLevel will create a mobile copy that you can after that deploy similar systems in other places GoHighLevel Real Estate Agent Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this a very useful feature for agencies transferring systems between customers. As soon as exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes producing snapshots much easier than ever, supplying pre-equipped snapshot templates for numerous markets from real estate to e-commerce. By swiftly onboarding new customers while helping them fulfill their company objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and supplying them with extensive marketing systems faster than ever before.
Keep brand name uniformity
Manual configurations may leave incongruities that endanger brand uniformity, while snapshots enable you to duplicate an account configuration across numerous brand-new accounts without by hand recreating all settings for each one. This helps release totally set up client accounts quickly and properly while saving addons such as triggers or email templates in snapshots make maintaining constant procedures throughout your customer base much easier.
Snapshots can be an indispensable asset to firms handling multiple accounts at the same time. By setting up the optimal account framework once and waiting as a snapshot for usage later with new customers, snapshots assist companies reduce onboarding times by up to 50 percent much faster. A 2025 research study shows how snapshots aid speed up the onboarding procedure substantially.
To develop a Snapshot, navigate to your Firm Control panel and choose the sub-account you want to record. From there, select what components must be consisted of (funnels, schedules, workflows, site templates, custom values and so forth) prior to giving it a name and clicking “Conserve”.
As soon as your snapshot prepares to use, navigate to the Account Manager of the account or sub-account in which it needs to be applied and select it there (either simultaneously or component by part).
As a GoHighLevel reseller or marketing firm, using snapshots can significantly boost productivity and make certain a more standard account configuration procedure. By making it less complicated to reproduce campaigns, funnels and automation systems swiftly, snapshots help range faster while boosting income streams.
Executing and utilizing snapshots has lots of advantages that are essential to organization success:.
Get rid of repeated configuration tasks
Snapshots make it easy and efficient to clone and reuse existing funnels, automations and configurations that have confirmed themselves beneficial to various other clients – conserving you time, assisting in much faster customer onboarding times and producing a more efficient workplace by eliminating the demand to reinvent the wheel each time a brand-new client gets here.
Snapshots make sharing setups and campaigns with others within your firm easier than ever before, whether using single web link sent via email to staff member or completely shared with account accessibility. Additionally, snapshots likewise enable you to restrict their import right into details subaccounts if preferred.
Begin by logging into your HighLevel agency view and navigating to the “Account Snapshots” area. Below, you can create a snapshot by clicking the green “Create New Snapshot” button, going into a name for it, picking its resource account( s) and selecting just how it will certainly be copied; make certain to pick something detailed yet easy-to-recall so it will certainly enter into your profile of details in time.
Tailor the setups for the snapshot by selecting options that best satisfy the demands of your customer, as an example if they are property customers you may desire to consist of:
Lastly, you can tailor custom fields to collect info that’s distinct per customer. When satisfied with the result, merely push the “Save” switch to conserve changes and apply them throughout all customers.
As snapshots are an essential tool for the success of GoHighLevel customers, making them indispensable for marketing agencies and SaaS resellers alike. If you haven’t used them currently, give it a try and see exactly how it can streamline workflows while producing a lot more outstanding outcomes for clients.