GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it straightforward and reliable to clone campaigns, funnels and even more across projects. Agencies utilize snapshots to onboard customers faster and guarantee consistency throughout jobs.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, internet sites, automation series, page templates and other assets.
Replicate entire funnels and automations in seconds
Snapshots are total back-ups of your HighLevel arrangement, consisting of automations, funnels, web pages, landing types, call listings, e-mail campaigns and CRM pipelines. Snapshots make moving complete systems between customers easy without the demand to recreate whatever from scratch; companies can save hours by utilizing snapshots as templates across client accounts.
To develop a snapshot, log right into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to choosing which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots group; when shared it can likewise be shared using sending web links produced. Any kind of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit in that they’re completely modular; that permits you to utilize just certain components while leaving others out – making personalization and modifications much less complex than with more rigid snapshots.
Automating vital procedures with these snapshots not just automates them yet likewise improves lead generation process and improves customer relationship management (CRM) to enhance scalability and efficiency for better scalability and performance making it possible for customers to develop efficient marketing methods concentrated on turning possible clients into paying clients.
HighLevel snapshots supply one more considerable benefit – their adaptability in meeting details market needs. As an example, dental snapshots might come pre-loaded with lead capture kinds and campaigns offering complimentary teeth bleaching to new individuals. This supplies firms with the freedom to tailor solutions especially customized for each and every customer while still continuing to be regular in brand name photo and message.
GoHighLevel’s snapshots are highly configurable and can aid your company boost efficiency and expand. By replicating existing workflows, streamlining intricate automations, onboarding new clients conveniently and being centrally located with simple instructions they are an essential asset in accomplishing growth quicker and better than ever before.
Speed up customer onboarding
Are You a Company Proprietor or Administrator? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for numerous clients concurrently, therefore quickening outcomes for customers while saving you time on arrangement! Snapshots guarantee success for everyone included – company and customers alike.
Snapshots give a comprehensive back-up of an account’s setup, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported right into another customer account utilizing Snapshot ImporterTM they immediately setup because account, making onboarding much faster. This decrease in hand-operated setup time makes onboarding even more effective!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, start picking which components of its system you would certainly such as saved as part of this snapshot prior to clicking “Save”; HighLevel will certainly develop a portable copy that you can then deploy similar systems somewhere else GoHighLevel Wellness Snapshot.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this a vital feature for agencies transferring systems in between customers. Once exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots less complicated than ever before, supplying pre-equipped snapshot templates for various markets from property to e-commerce. By promptly onboarding brand-new clients while helping them satisfy their organization objectives, these industry-specific snapshot templates make onboarding customers quicker than ever before and providing them with comprehensive marketing systems much faster than ever.
Preserve brand name consistency
Hands-on setups may leave incongruities that jeopardize brand uniformity, while snapshots permit you to replicate an account setup across numerous new accounts without by hand recreating all setups each. This helps deploy completely set up customer accounts rapidly and properly while saving addons such as triggers or e-mail templates in snapshots make maintaining regular procedures across your client base much simpler.
Snapshots can be a vital possession to agencies managing multiple accounts at the same time. By establishing the optimal account framework once and waiting as a snapshot for usage later with brand-new clients, snapshots help firms lower onboarding times by as much as 50 percent faster. A 2025 study demonstrates how snapshots aid speed up the onboarding process substantially.
To develop a Snapshot, browse to your Firm Control panel and select the sub-account you desire to capture. From there, select what aspects need to be consisted of (funnels, calendars, workflows, site templates, custom-made worths and more) prior to giving it a name and clicking “Conserve”.
When your snapshot prepares to make use of, browse to the Account Supervisor of the account or sub-account in which it needs to be applied and choose it there (either simultaneously or component by element).
As a GoHighLevel reseller or marketing firm, making use of snapshots can significantly boost productivity and make sure a much more standardized account configuration process. By making it easier to replicate campaigns, funnels and automation systems rapidly, snapshots help range faster while increasing profits streams.
Carrying out and using snapshots has numerous benefits that are important to service success:.
Remove repeated arrangement jobs
Snapshots make it easy and efficient to clone and reuse existing funnels, automations and setups that have actually confirmed themselves beneficial to various other customers – saving you time, helping with much faster client onboarding times and creating a more efficient workplace by eliminating the demand to transform the wheel each time a new client arrives.
Snapshots make sharing arrangements and campaigns with others within your company much easier than ever, whether via single link sent by means of email to employee or completely shared via account access. In addition, snapshots also enable you to limit their import right into details subaccounts if wanted.
Start by logging right into your HighLevel agency view and browsing to the “Account Snapshots” section. Right here, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” switch, getting in a name for it, choosing its source account( s) and picking how it will certainly be replicated; make certain to select something descriptive yet easy-to-recall so it will certainly become part of your profile of info with time.
Personalize the setups for the snapshot by picking alternatives that best satisfy the requirements of your customer, as an example if they are realty customers you may want to include:
Lastly, you can customize customized areas to gather info that’s unique to every client. When pleased with the outcome, simply push the “Save” switch to save adjustments and apply them across all customers.
As snapshots are a vital tool for the success of GoHighLevel customers, making them vital for marketing firms and SaaS resellers alike. If you have not utilized them already, give it a try and see how it can enhance workflows while creating more impressive outcomes for customers.