GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it easy and efficient to duplicate campaigns, funnels and even more throughout tasks. Agencies make use of snapshots to onboard customers faster and guarantee uniformity across jobs.
Each snapshot consists of an integrated set of marketing campaigns, sales funnels, web sites, automation sequences, web page templates and various other assets.
Replicate whole funnels and automations in secs
Snapshots are full backups of your HighLevel arrangement, including automations, funnels, web pages, touchdown forms, get in touch with lists, e-mail campaigns and CRM pipes. Snapshots make moving full systems in between clients easy without the need to recreate whatever from scratch; companies can save hours by using snapshots as templates throughout client accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Offer 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 group; once shared it can also be shared using sending links generated. Any kind of imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re completely modular; that allows you to utilize simply particular components while leaving others out – making personalization and changes much less complex than with even more rigid snapshots.
Automating essential procedures with these snapshots not only automates them but also streamlines list building procedure and improves customer relationship management (CRM) to boost scalability and performance for much better scalability and efficiency allowing customers to produce reliable marketing strategies concentrated on transforming potential clients into paying clients.
HighLevel snapshots offer an additional considerable advantage – their flexibility in conference details industry demands. As an example, dental snapshots could come pre-loaded with lead capture types and campaigns supplying totally free teeth bleaching to brand-new individuals. This gives agencies with the flexibility to customize remedies specifically customized for every customer while still remaining constant in brand picture and message.
GoHighLevel’s snapshots are very configurable and can assist your agency increase performance and broaden. By duplicating existing workflows, streamlining intricate automations, onboarding brand-new clients quickly and being centrally located with straightforward guidelines they are an indispensable property in accomplishing development faster and more effectively than in the past.
Quicken customer onboarding
Are You an Agency Owner or Manager? HighLevel snapshots make scaling easy, making it feasible to duplicate funnels and automations for numerous customers at the same time, thus quickening outcomes for customers while conserving you time on arrangement! Snapshots ensure success for every person included – company and clients alike.
Snapshots offer a detailed backup of an account’s setup, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported right into another client account making use of Snapshot ImporterTM they automatically arrangement in that account, making onboarding much faster. This decrease in manual arrangement time makes onboarding much more reliable!
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, begin selecting which parts of its system you would certainly like saved as part of this snapshot prior to clicking “Conserve”; HighLevel will certainly create a portable copy that you can then release comparable systems elsewhere GoHighLevel Sign Company Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this a vital feature for firms moving systems between customers. As soon as exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes producing snapshots much easier than ever before, supplying pre-equipped snapshot templates for numerous sectors from real estate to ecommerce. By swiftly onboarding brand-new clients while helping them meet their company goals, these industry-specific snapshot templates make onboarding customers much faster than ever and providing them with extensive marketing systems much faster than ever.
Maintain brand consistency
Hands-on configurations might leave incongruities that compromise brand name uniformity, while snapshots allow you to duplicate an account configuration throughout multiple brand-new accounts without by hand recreating all settings each. This helps deploy completely set up customer accounts swiftly and accurately while conserving addons such as triggers or email templates in snapshots make keeping constant procedures across your customer base much less complex.
Snapshots can be an invaluable asset to companies taking care of several accounts concurrently. By setting up the optimal account structure when and waiting as a snapshot for use later with new customers, snapshots assist firms minimize onboarding times by as much as 50 percent much faster. A 2025 study shows how snapshots assist speed up the onboarding process substantially.
To create a Snapshot, browse to your Company Dashboard and choose the sub-account you want to catch. From there, pick what aspects must be included (funnels, calendars, workflows, internet site templates, custom worths and so forth) before providing it a name and clicking “Save”.
When your snapshot prepares to use, browse to the Account Manager of the account or sub-account in which it needs to be applied and pick it there (either all at once or part by element).
As a GoHighLevel reseller or marketing company, utilizing snapshots can significantly boost productivity and ensure a much more standard account setup process. By making it easier to reproduce campaigns, funnels and automation schemes promptly, snapshots help scale much faster while boosting income streams.
Implementing and making use of snapshots has several advantages that are necessary to service success:.
Eliminate repetitive setup jobs
Snapshots make it simple and reliable to duplicate and reuse existing funnels, automations and setups that have actually confirmed themselves beneficial to other customers – saving you time, facilitating faster client onboarding times and creating an even more efficient working environment by removing the requirement to change the wheel each time a brand-new customer arrives.
Snapshots make sharing arrangements and campaigns with others within your firm less complicated than ever, whether by means of single link sent through email to staff member or permanently shared through account accessibility. Furthermore, snapshots likewise enable you to limit their import into certain subaccounts if preferred.
Beginning by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Right here, you can develop a snapshot by clicking the environment-friendly “Create New Snapshot” switch, going into a name for it, selecting its resource account( s) and selecting exactly how it will certainly be replicated; be sure to choose something descriptive yet easy-to-recall so it will certainly enter into your profile of details in time.
Tailor the setups for the snapshot by choosing choices that ideal meet the requirements of your customer, for instance if they are property customers you might wish to include:
Finally, you can customize customized areas to accumulate details that’s distinct to every client. When satisfied with the result, merely push the “Conserve” switch to conserve adjustments and use them across all clients.
As snapshots are an essential tool for the success of GoHighLevel users, making them vital for marketing firms and SaaS resellers alike. If you haven’t used them already, give it a try and see just how it can simplify workflows while producing much more remarkable results for clients.