GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it straightforward and efficient to clone campaigns, funnels and even more throughout tasks. Agencies utilize snapshots to onboard clients quicker and make sure uniformity throughout jobs.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, web sites, automation series, page templates and other possessions.
Replicate entire funnels and automations in seconds
Snapshots are full back-ups of your HighLevel setup, consisting of automations, funnels, web pages, touchdown forms, call checklists, e-mail campaigns and CRM pipes. Snapshots make transferring complete systems in between clients easy without the requirement to recreate whatever from the ground up; agencies can save hours by using snapshots as templates across client accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot before choosing which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots classification; once shared it can likewise be shared through sending out web links created. Any type of imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have a benefit because they’re totally modular; that allows you to use just particular parts while leaving others out – making customization and changes much less complex than with even more rigid snapshots.
Automating vital procedures with these snapshots not only automates them yet also simplifies list building process and improves customer relationship management (CRM) to raise scalability and efficiency for better scalability and performance making it possible for customers to create effective marketing strategies concentrated on transforming possible clients right into paying customers.
HighLevel snapshots supply another considerable advantage – their convenience in conference certain industry demands. For instance, oral snapshots might come pre-loaded with lead capture forms and campaigns using complimentary teeth lightening to new clients. This offers firms with the liberty to customize solutions 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 company boost performance and expand. By duplicating existing workflows, simplifying complex automations, onboarding brand-new clients conveniently and being centrally located with straightforward directions they are an indispensable possession in attaining development faster and more effectively than ever before.
Quicken client onboarding
Are You an Agency Owner or Manager? HighLevel snapshots make scaling very easy, making it possible to replicate funnels and automations for multiple customers simultaneously, therefore accelerating outcomes for customers while conserving you time on setup! Snapshots ensure success for everybody included – firm and customers alike.
Snapshots offer a comprehensive back-up of an account’s setup, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported right into another customer account utilizing Snapshot ImporterTM they automatically configuration because account, making onboarding much quicker. This decrease in manual configuration time makes onboarding even more efficient!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, begin picking which elements of its system you would certainly like conserved as part of this snapshot before clicking “Conserve”; HighLevel will certainly produce a portable duplicate that you can after that release similar systems elsewhere GoHighLevel Solar Snapshot.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this an important feature for companies transferring systems between clients. As soon as exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots less complicated than ever before, offering pre-equipped snapshot templates for various markets from real estate to ecommerce. By quickly onboarding new customers while helping them fulfill their company objectives, these industry-specific snapshot templates make onboarding customers much faster than ever and offering them with detailed marketing systems faster than ever.
Maintain brand name consistency
Manual setups might leave variances that jeopardize brand name uniformity, while snapshots enable you to replicate an account configuration throughout multiple new accounts without manually recreating all settings each. This aids release totally configured customer accounts swiftly and precisely while saving addons such as triggers or email templates in snapshots make maintaining constant processes throughout your customer base much easier.
Snapshots can be an invaluable asset to firms managing multiple accounts all at once. By establishing the perfect account framework once and saving it as a snapshot for usage later with new clients, snapshots help firms reduce onboarding times by as much as half faster. A 2025 research demonstrates how snapshots aid speed the onboarding process significantly.
To produce a Snapshot, browse to your Company Control panel and select the sub-account you want to catch. From there, pick what aspects should be included (funnels, schedules, workflows, web site templates, custom values and more) prior to offering it a name and clicking “Save”.
When your snapshot is ready to make use of, browse to the Account Supervisor of the account or sub-account in which it requires to be applied and choose it there (either simultaneously or element by part).
As a GoHighLevel reseller or marketing company, utilizing snapshots can substantially boost performance and ensure an extra standard account arrangement procedure. By making it less complicated to duplicate campaigns, funnels and automation schemes rapidly, snapshots help scale faster while increasing earnings streams.
Applying and making use of snapshots has numerous advantages that are important to company success:.
Get rid of repeated arrangement jobs
Snapshots make it easy and reliable to duplicate and reuse existing funnels, automations and arrangements that have proven themselves beneficial to various other clients – saving you time, promoting quicker customer onboarding times and developing a more effective workplace by eliminating the requirement to transform the wheel each time a brand-new client gets here.
Snapshots make sharing setups and campaigns with others within your company easier than ever, whether via single link sent out via email to employee or permanently shared via account access. Moreover, snapshots likewise permit you to limit their import into particular subaccounts if preferred.
Beginning by logging 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 source account( s) and picking exactly how it will certainly be replicated; be sure to pick something descriptive yet easy-to-recall so it will become part of your profile of info in time.
Tailor the settings for the snapshot by choosing alternatives that best fulfill the demands of your customer, as an example if they are real estate clients you might want to consist of:
Lastly, you can customize custom-made areas to collect info that’s one-of-a-kind to every customer. When pleased with the result, simply press the “Conserve” switch to conserve changes and apply them across all customers.
As snapshots are a crucial device for the success of GoHighLevel users, making them crucial for marketing firms and SaaS resellers alike. If you haven’t used them already, give it a try and see just how it can streamline workflows while producing a lot more outstanding outcomes for clients.