GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it straightforward and effective to duplicate campaigns, funnels and more across projects. Agencies make use of snapshots to onboard clients much faster and make sure uniformity across projects.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, websites, automation sequences, web page templates and other possessions.
Replicate entire funnels and automations in seconds
Snapshots are total back-ups of your HighLevel configuration, consisting of automations, funnels, pages, landing types, call lists, e-mail campaigns and CRM pipelines. Snapshots make moving total systems between customers easy without the need to recreate everything from the ground up; firms can conserve hours by using snapshots as templates throughout client accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot prior to picking which account or subaccount it puts on. When completed, the snapshot can be seen under Snapshots category; as soon as shared it can also be shared via sending links generated. Any imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage because they’re completely modular; that permits you to use just particular parts while leaving others out – making personalization and changes much easier than with more stiff snapshots.
Automating crucial procedures with these snapshots not just automates them yet additionally improves list building process and improves customer relationship management (CRM) to increase scalability and productivity for far better scalability and performance allowing customers to create reliable marketing approaches focused on turning possible clients into paying clients.
HighLevel snapshots provide an additional considerable advantage – their flexibility in conference certain sector demands. As an example, dental snapshots might come pre-loaded with lead capture kinds and campaigns supplying free teeth bleaching to brand-new clients. This gives companies with the flexibility to tailor options specifically customized for each customer while still continuing to be regular in brand image and message.
GoHighLevel’s snapshots are highly configurable and can aid your firm boost efficiency and increase. By duplicating existing workflows, simplifying complex automations, onboarding brand-new customers easily and being centrally located with basic guidelines they are a crucial asset in attaining development faster and more effectively than ever before.
Speed up customer onboarding
Are You a Company Owner or Administrator? HighLevel snapshots make scaling very easy, making it feasible to replicate funnels and automations for numerous clients all at once, thus quickening outcomes for clients while saving you time on configuration! Snapshots ensure success for every person entailed – agency and customers alike.
Snapshots provide an extensive backup of an account’s configuration, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported right into one more client account using Snapshot ImporterTM they automatically arrangement in that account, making onboarding much faster. This decrease in hand-operated arrangement time makes onboarding far more effective!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, begin selecting which elements of its system you would such as saved as part of this snapshot before clicking “Conserve”; HighLevel will certainly develop a portable duplicate that you can after that deploy similar systems in other places GoHighLevel SaaS Agency Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this a vital feature for agencies transferring systems in between clients. As soon as exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes creating snapshots easier than ever before, using pre-equipped snapshot templates for various markets from property to e-commerce. By swiftly onboarding new customers while helping them satisfy their company objectives, these industry-specific snapshot templates make onboarding clients much faster than ever and providing them with extensive marketing systems much faster than ever.
Preserve brand consistency
Hands-on configurations might leave disparities that endanger brand uniformity, while snapshots enable you to replicate an account configuration across several new accounts without by hand recreating all setups each. This helps deploy totally set up customer accounts swiftly and precisely while conserving addons such as triggers or email templates in snapshots make keeping regular procedures throughout your customer base much less complex.
Snapshots can be a vital property to firms taking care of multiple accounts concurrently. By setting up the excellent account framework once and waiting as a snapshot for usage later on with brand-new clients, snapshots help companies reduce onboarding times by up to 50 percent much faster. A 2025 research study demonstrates how snapshots assist speed the onboarding process substantially.
To develop a Snapshot, browse to your Agency Dashboard and choose the sub-account you desire to capture. From there, select what aspects need to be consisted of (funnels, calendars, workflows, site templates, custom values and more) prior to providing it a name and clicking “Save”.
When your snapshot is ready to utilize, browse to the Account Supervisor of the account or sub-account in which it needs to be used and choose it there (either simultaneously or element by element).
As a GoHighLevel reseller or marketing company, utilizing snapshots can dramatically boost performance and ensure a much more standardized account setup procedure. By making it much easier to duplicate campaigns, funnels and automation schemes promptly, snapshots assist range much faster while raising income streams.
Applying and utilizing snapshots has lots of advantages that are vital to company success:.
Get rid of repeated configuration tasks
Snapshots make it simple and efficient to duplicate and reuse existing funnels, automations and setups that have shown themselves beneficial to various other clients – conserving you time, facilitating much faster customer onboarding times and producing a more productive workplace by eliminating the need to reinvent the wheel each time a brand-new customer arrives.
Snapshots make sharing setups and campaigns with others within your firm much easier than ever before, whether through single web link sent out through e-mail to team members or permanently shared with account gain access to. Additionally, snapshots additionally allow you to restrict their import right into specific subaccounts if wanted.
Begin by logging into your HighLevel agency view and navigating to the “Account Snapshots” area. Below, you can produce a snapshot by clicking the eco-friendly “Create New Snapshot” switch, getting in a name for it, choosing its source account( s) and selecting how it will certainly be replicated; make sure to pick something descriptive yet easy-to-recall so it will become part of your portfolio of details gradually.
Tailor the setups for the snapshot by selecting choices that ideal meet the requirements of your client, for instance if they are realty clients you may want to consist of:
Lastly, you can personalize custom-made fields to accumulate information that’s distinct per client. When satisfied with the result, merely push the “Save” button to conserve modifications and use them throughout all customers.
As snapshots are an indispensable device for the success of GoHighLevel individuals, making them important for marketing agencies and SaaS resellers alike. If you haven’t used them already, give it a try and see how it can streamline workflows while generating more outstanding outcomes for clients.