GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it straightforward and efficient to duplicate campaigns, funnels and more across jobs. Agencies make use of snapshots to onboard customers faster and ensure consistency throughout projects.
Each snapshot includes an integrated collection of marketing campaigns, sales funnels, internet sites, automation series, web page templates and other possessions.
Replicate whole funnels and automations in secs
Snapshots are full back-ups of your HighLevel arrangement, including automations, funnels, web pages, landing kinds, call lists, e-mail campaigns and CRM pipelines. Snapshots make transferring full systems in between customers easy without the requirement to recreate everything from scratch; agencies can conserve hours by using snapshots as templates across customer accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot before choosing which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots classification; once shared it can also be shared using sending links generated. Any type of imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have a benefit in that they’re completely modular; that allows you to use just particular parts while leaving others out – making personalization and adjustments a lot less complex than with even more rigid snapshots.
Automating essential processes with these snapshots not just automates them however likewise simplifies lead generation procedure and improves customer relationship management (CRM) to boost scalability and productivity for much better scalability and productivity allowing individuals to develop reliable marketing approaches focused on turning possible clients right into paying clients.
HighLevel snapshots provide another significant benefit – their flexibility in conference details industry needs. As an example, dental snapshots can come pre-loaded with lead capture types and campaigns offering totally free teeth lightening to brand-new people. This supplies agencies with the liberty to tailor services especially customized for each and every client while still staying regular in brand name image and message.
GoHighLevel’s snapshots are extremely configurable and can aid your agency boost performance and increase. By replicating existing workflows, streamlining complicated automations, onboarding new customers quickly and being centrally located with basic instructions they are an essential property in achieving development quicker and better than ever.
Accelerate customer onboarding
Are You a Firm Owner or Administrator? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for numerous customers simultaneously, thus quickening outcomes for customers while conserving you time on configuration! Snapshots make certain success for everyone involved – agency and clients alike.
Snapshots offer a detailed back-up of an account’s configuration, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported right into one more client account using Snapshot ImporterTM they immediately configuration because account, making onboarding much quicker. This reduction in hands-on arrangement time makes onboarding much more efficient!
To create a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, begin selecting which elements of its system you would such as conserved as part of this snapshot before clicking “Conserve”; HighLevel will certainly develop a portable duplicate that you can after that deploy comparable systems in other places How To Create A Snapshot in GoHighLevel.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an invaluable feature for firms transferring systems between clients. Once exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes producing snapshots simpler than ever before, offering pre-equipped snapshot templates for different markets from real estate to shopping. By promptly onboarding new clients while helping them satisfy their organization goals, these industry-specific snapshot templates make onboarding clients quicker than ever before and supplying them with comprehensive marketing systems much faster than ever before.
Keep brand name consistency
Hands-on configurations might leave incongruities that jeopardize brand uniformity, while snapshots enable you to duplicate an account configuration throughout numerous new accounts without manually recreating all settings for each one. This helps deploy totally set up client accounts promptly and accurately while saving addons such as triggers or email templates in snapshots make keeping regular procedures throughout your customer base much simpler.
Snapshots can be an invaluable property to companies taking care of numerous accounts at the same time. By establishing the excellent account framework once and waiting as a snapshot for use later with new clients, snapshots assist agencies reduce onboarding times by as much as 50 percent quicker. A 2025 research study shows how snapshots assist speed the onboarding process considerably.
To develop a Snapshot, browse to your Company Dashboard and choose the sub-account you desire to catch. From there, select what elements should be included (funnels, calendars, workflows, web site templates, custom values and more) before giving it a name and clicking “Save”.
When your snapshot prepares to use, navigate to the Account Manager of the account or sub-account in which it needs to be applied and choose it there (either simultaneously or component by component).
As a GoHighLevel reseller or marketing agency, making use of snapshots can significantly boost efficiency and ensure a more standard account configuration procedure. By making it less complicated to duplicate campaigns, funnels and automation systems promptly, snapshots help scale much faster while increasing revenue streams.
Implementing and making use of snapshots has several benefits that are necessary to company success:.
Get rid of recurring setup jobs
Snapshots make it easy and effective to duplicate and reuse existing funnels, automations and configurations that have verified themselves beneficial to various other customers – saving you time, promoting faster client onboarding times and creating an even more efficient working environment by removing the need to reinvent the wheel each time a brand-new client arrives.
Snapshots make sharing setups and campaigns with others within your company much easier than ever, whether using single web link sent by means of email to team members or permanently shared through account gain access to. Additionally, snapshots additionally allow you to limit their import into certain subaccounts if desired.
Start by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Here, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” switch, going into a name for it, choosing its source account( s) and choosing how it will certainly be copied; make certain to select something descriptive yet easy-to-recall so it will enter into your profile of information with time.
Customize the setups for the snapshot by picking options that finest fulfill the needs of your customer, for instance if they are realty clients you might wish to include:
Finally, you can tailor custom-made areas to accumulate details that’s unique per client. When satisfied with the outcome, simply press the “Conserve” button to conserve adjustments and use them across all clients.
As snapshots are a crucial tool for the success of GoHighLevel individuals, making them essential for marketing companies and SaaS resellers alike. If you have not utilized them already, give it a try and see how it can enhance workflows while producing more outstanding results for customers.