GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it basic and efficient to duplicate campaigns, funnels and even more throughout tasks. Agencies utilize snapshots to onboard clients much faster and make sure consistency throughout tasks.
Each snapshot consists of an integrated collection of marketing campaigns, sales funnels, websites, automation sequences, web page templates and various other possessions.
Replicate whole funnels and automations in secs
Snapshots are full back-ups of your HighLevel setup, consisting of automations, funnels, web pages, touchdown types, contact lists, email campaigns and CRM pipes. Snapshots make transferring complete systems between clients easy without the demand to recreate whatever from the ground up; firms can save hours by utilizing snapshots as templates across customer accounts.
To develop 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 relates to. When completed, the snapshot can be seen under Snapshots group; when shared it can likewise be shared through sending web links generated. Any type of imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have a benefit because they’re fully modular; that enables you to use just particular parts while leaving others out – making personalization and changes much easier than with more rigid snapshots.
Automating key processes with these snapshots not just automates them yet also enhances list building process and improves customer relationship management (CRM) to enhance scalability and performance for much better scalability and performance enabling users to develop efficient marketing approaches focused on transforming prospective clients right into paying clients.
HighLevel snapshots offer one more considerable advantage – their adaptability in conference specific industry needs. For instance, oral snapshots could come pre-loaded with lead capture types and campaigns supplying free teeth bleaching to brand-new clients. This offers firms with the freedom to customize services particularly customized for each client while still continuing to be consistent in brand photo and message.
GoHighLevel’s snapshots are extremely configurable and can aid your firm increase efficiency and expand. By replicating existing workflows, streamlining intricate automations, onboarding brand-new customers quickly and being centrally located with simple guidelines they are an indispensable property in accomplishing development much faster and more effectively than ever.
Accelerate client onboarding
Are You a Company Owner or Manager? HighLevel snapshots make scaling very easy, making it possible to replicate funnels and automations for numerous clients concurrently, therefore quickening results for customers while saving you time on setup! Snapshots make certain success for everyone entailed – agency and clients alike.
Snapshots supply a comprehensive back-up of an account’s setup, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported right into an additional client account utilizing Snapshot ImporterTM they immediately configuration in that account, making onboarding much faster. This decrease in hand-operated arrangement time makes onboarding much more reliable!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, begin choosing which parts of its system you would certainly like conserved as part of this snapshot before clicking “Save”; HighLevel will produce a mobile copy that you can after that deploy similar systems elsewhere How To Download Snapshots in Your GoHighLevel.
Snapshots can also be exported and imported between GoHighLevel accounts, making this an invaluable feature for agencies moving systems in between clients. Once exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots simpler than ever before, using pre-equipped snapshot templates for different markets from property to ecommerce. By quickly onboarding new clients while helping them meet their organization goals, these industry-specific snapshot templates make onboarding clients faster than ever and providing them with detailed marketing systems quicker than ever.
Keep brand name consistency
Hand-operated arrangements might leave variances that compromise brand consistency, while snapshots allow you to duplicate an account arrangement across multiple new accounts without by hand recreating all settings for each one. This aids release fully configured client accounts swiftly and precisely while saving addons such as triggers or e-mail templates in snapshots make preserving regular procedures throughout your client base much simpler.
Snapshots can be a vital possession to firms managing numerous accounts at the same time. By setting up the excellent account structure as soon as and waiting as a snapshot for usage later on with brand-new customers, snapshots aid companies reduce onboarding times by as much as 50 percent faster. A 2025 research study shows how snapshots assist speed the onboarding procedure substantially.
To develop a Snapshot, navigate to your Firm Control panel and pick the sub-account you wish to capture. From there, choose what aspects ought to be consisted of (funnels, schedules, workflows, site templates, personalized worths and so forth) prior to giving it a name and clicking “Save”.
As soon as your snapshot prepares to use, navigate to the Account Manager of the account or sub-account in which it requires to be used and pick it there (either all at once or component by element).
As a GoHighLevel reseller or marketing firm, utilizing snapshots can considerably boost performance and guarantee a more standard account setup process. By making it less complicated to replicate campaigns, funnels and automation schemes quickly, snapshots aid scale quicker while increasing profits streams.
Applying and making use of snapshots has several advantages that are vital to company success:.
Remove recurring setup tasks
Snapshots make it basic and effective to duplicate and reuse existing funnels, automations and setups that have actually verified themselves beneficial to various other clients – conserving you time, helping with quicker customer onboarding times and developing a more efficient working environment by eliminating the demand to transform the wheel each time a new customer gets here.
Snapshots make sharing arrangements and campaigns with others within your agency less complicated than ever, whether through one-time link sent through email to team members or permanently shared with account gain access to. In addition, snapshots additionally allow you to restrict their import right into certain subaccounts if preferred.
Begin by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Here, you can develop a snapshot by clicking the green “Create New Snapshot” switch, getting in a name for it, choosing its resource account( s) and picking just how it will be copied; make sure to select something detailed yet easy-to-recall so it will become part of your profile of details in time.
Tailor the settings for the snapshot by choosing choices that best fulfill the demands of your customer, for example if they are realty clients you may want to include:
Ultimately, you can tailor customized areas to collect information that’s one-of-a-kind to each customer. When satisfied with the outcome, just press the “Save” button to conserve modifications and apply them across all customers.
As snapshots are an indispensable device for the success of GoHighLevel customers, making them essential for marketing firms and SaaS resellers alike. If you haven’t used them currently, give it a try and see just how it can improve workflows while producing extra outstanding outcomes for clients.