GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it easy and efficient to duplicate campaigns, funnels and even more throughout jobs. Agencies make use of snapshots to onboard customers faster and guarantee consistency throughout jobs.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, web sites, automation sequences, web page templates and other assets.
Duplicate entire funnels and automations in secs
Snapshots are full back-ups of your HighLevel arrangement, including automations, funnels, pages, touchdown kinds, contact listings, e-mail campaigns and CRM pipelines. Snapshots make moving full systems between customers easy without the demand to recreate everything from square one; agencies can save hours by utilizing snapshots as templates across client accounts.
To produce a snapshot, log into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot prior to selecting which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots category; once shared it can additionally be shared by means of sending out web links generated. Any imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage because they’re fully modular; that allows you to use just specific components while leaving others out – making customization and adjustments much less complex than with more rigid snapshots.
Automating crucial procedures with these snapshots not only automates them yet additionally streamlines lead generation process and boosts customer relationship management (CRM) to boost scalability and efficiency for far better scalability and efficiency making it possible for users to develop effective marketing methods concentrated on transforming prospective clients into paying clients.
HighLevel snapshots use another considerable benefit – their flexibility in conference particular sector needs. For instance, oral snapshots could come pre-loaded with lead capture types and campaigns providing complimentary teeth whitening to new patients. This provides companies with the freedom to tailor options specifically tailored for each client while still continuing to be consistent in brand photo and message.
GoHighLevel’s snapshots are extremely configurable and can aid your agency boost effectiveness and increase. By duplicating existing workflows, streamlining complex automations, onboarding brand-new customers conveniently and being centrally located with simple directions they are a vital property in accomplishing development quicker and better than in the past.
Accelerate client onboarding
Are You a Company Proprietor or Administrator? HighLevel snapshots make scaling easy, making it possible to duplicate funnels and automations for numerous clients at the same time, thus quickening outcomes for customers while conserving you time on setup! Snapshots guarantee success for every person involved – agency and clients alike.
Snapshots supply an extensive back-up of an account’s setup, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported 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 far more efficient!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting 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 “Conserve”; HighLevel will develop a mobile duplicate that you can then deploy comparable systems in other places Best GoHighLevel Website Snapshots.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this a vital feature for agencies moving systems in between customers. When exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes creating snapshots easier than ever before, providing pre-equipped snapshot templates for various sectors from real estate to shopping. By rapidly onboarding new customers while helping them satisfy their business objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and supplying them with detailed marketing systems quicker than ever.
Maintain brand name consistency
Hand-operated configurations might leave disparities that jeopardize brand name consistency, while snapshots enable you to reproduce an account configuration across multiple brand-new accounts without by hand recreating all settings each. This aids deploy fully configured client accounts rapidly and precisely while conserving addons such as triggers or email templates in snapshots make maintaining consistent procedures throughout your client base much easier.
Snapshots can be an indispensable asset to companies managing several accounts simultaneously. By establishing the suitable account structure when and waiting as a snapshot for use later on with new customers, snapshots aid agencies decrease onboarding times by up to half faster. A 2025 research study demonstrates how snapshots help speed the onboarding process substantially.
To develop a Snapshot, navigate to your Agency Control panel and select the sub-account you wish to catch. From there, pick what elements must be included (funnels, calendars, workflows, site templates, customized values and so on) prior to providing it a name and clicking “Save”.
Once your snapshot prepares to use, navigate to the Account Manager of the account or sub-account in which it requires to be applied and choose it there (either at one time or component by part).
As a GoHighLevel reseller or marketing firm, using snapshots can dramatically boost efficiency and make certain a much more standardized account setup process. By making it easier to duplicate campaigns, funnels and automation plans swiftly, snapshots help scale faster while raising profits streams.
Implementing and making use of snapshots has numerous benefits that are necessary to company success:.
Remove repeated setup tasks
Snapshots make it basic and effective to clone and reuse existing funnels, automations and setups that have shown themselves beneficial to various other clients – conserving you time, assisting in faster client onboarding times and producing an even more effective working environment by eliminating the demand to change the wheel each time a brand-new customer gets here.
Snapshots make sharing setups and campaigns with others within your firm much easier than ever before, whether by means of single web link sent via e-mail to staff member or completely shared through account gain access to. In addition, snapshots also enable you to restrict their import into particular subaccounts if wanted.
Begin by logging right into your HighLevel agency view and navigating to the “Account Snapshots” area. Below, you can develop a snapshot by clicking the eco-friendly “Create New Snapshot” switch, entering a name for it, picking its resource account( s) and choosing just how it will certainly be replicated; be sure to select something descriptive yet easy-to-recall so it will certainly enter into your profile of details with time.
Tailor the setups for the snapshot by picking options that ideal meet the demands of your customer, for instance if they are real estate customers you may wish to consist of:
Finally, you can customize custom areas to collect info that’s special to each client. When satisfied with the result, simply press the “Conserve” button to conserve adjustments and apply them throughout all customers.
As snapshots are an essential device for the success of GoHighLevel individuals, making them vital for marketing firms and SaaS resellers alike. If you haven’t utilized them currently, give it a try and see exactly how it can streamline workflows while creating a lot more outstanding results for customers.