GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it simple and efficient to clone campaigns, funnels and even more across jobs. Agencies make use of snapshots to onboard clients faster and ensure consistency throughout projects.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, websites, automation series, page templates and other assets.
Duplicate entire funnels and automations in seconds
Snapshots are full back-ups of your HighLevel setup, including automations, funnels, pages, touchdown kinds, call listings, email campaigns and CRM pipelines. Snapshots make moving full systems in between customers easy without the requirement to recreate whatever from square one; agencies can save hours by using snapshots as templates throughout client accounts.
To produce a snapshot, log into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot prior to selecting which account or subaccount it puts on. When completed, the snapshot can be seen under Snapshots category; as soon as shared it can also be shared using sending out links generated. Any kind of imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have a benefit because they’re fully modular; that allows you to utilize simply specific parts while leaving others out – making customization and adjustments much less complex than with even more stiff snapshots.
Automating crucial processes with these snapshots not just automates them but additionally enhances lead generation procedure and boosts customer relationship management (CRM) to enhance scalability and performance for better scalability and performance making it possible for individuals to produce effective marketing methods focused on transforming potential clients into paying customers.
HighLevel snapshots offer another substantial advantage – their convenience in conference particular industry demands. For example, oral snapshots might come pre-loaded with lead capture kinds and campaigns offering complimentary teeth whitening to brand-new people. This offers agencies with the freedom to tailor solutions especially tailored for every customer while still staying regular in brand picture and message.
GoHighLevel’s snapshots are extremely configurable and can aid your firm boost performance and broaden. By duplicating existing workflows, streamlining intricate automations, onboarding brand-new customers easily and being centrally located with easy directions they are an important asset in accomplishing growth faster and better than ever before.
Speed up customer onboarding
Are You a Company Owner or Manager? HighLevel snapshots make scaling very easy, making it possible to replicate funnels and automations for several clients simultaneously, hence quickening results for clients while saving you time on setup! Snapshots guarantee success for everybody entailed – company and clients alike.
Snapshots offer a detailed backup of an account’s configuration, including 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 setup because account, making onboarding much quicker. This reduction in manual configuration time makes onboarding much more effective!
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 saved as part of this snapshot before clicking “Conserve”; HighLevel will create a portable duplicate that you can then deploy comparable systems in other places Free GoHighLevel Snapshots.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this an indispensable feature for agencies moving systems between customers. Once exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes producing snapshots less complicated than ever, using pre-equipped snapshot templates for numerous sectors from realty to e-commerce. By rapidly onboarding brand-new clients while helping them satisfy their company goals, these industry-specific snapshot templates make onboarding customers quicker than ever before and giving them with extensive marketing systems much faster than ever.
Keep brand uniformity
Manual arrangements might leave incongruities that endanger brand name consistency, while snapshots enable you to reproduce an account setup across multiple new accounts without manually recreating all setups each. This aids release completely set up client accounts swiftly and accurately while saving addons such as triggers or e-mail templates in snapshots make preserving constant procedures throughout your customer base much easier.
Snapshots can be a vital property to firms managing numerous accounts all at once. By establishing the ideal account framework once and saving it as a snapshot for use later on with new clients, snapshots assist firms lower onboarding times by approximately half much faster. A 2025 research shows how snapshots assist speed up the onboarding procedure considerably.
To produce a Snapshot, browse to your Company Dashboard and choose the sub-account you desire to capture. From there, select what aspects should be consisted of (funnels, calendars, workflows, web site templates, customized values and so on) before giving it a name and clicking “Conserve”.
As soon as your snapshot is ready to use, browse to the Account Supervisor of the account or sub-account in which it needs to be applied and select it there (either at one time or element by part).
As a GoHighLevel reseller or marketing agency, using snapshots can considerably boost performance and make certain a more standard account arrangement process. By making it much easier to duplicate campaigns, funnels and automation plans quickly, snapshots help scale quicker while raising profits streams.
Implementing and utilizing snapshots has lots of advantages that are important to company success:.
Remove repeated configuration jobs
Snapshots make it basic and reliable to duplicate and reuse existing funnels, automations and configurations that have actually verified themselves beneficial to other customers – conserving you time, facilitating quicker client onboarding times and creating an even more effective working environment by getting rid of the need to reinvent the wheel each time a brand-new client gets here.
Snapshots make sharing setups and campaigns with others within your company simpler than ever, whether by means of one-time web link sent out through e-mail to staff member or permanently shared via account access. In addition, snapshots also allow you to restrict their import right into specific subaccounts if desired.
Beginning by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Here, you can produce a snapshot by clicking the eco-friendly “Create New Snapshot” button, entering a name for it, selecting its source account( s) and choosing exactly how it will be copied; make sure to pick something detailed yet easy-to-recall so it will certainly enter into your portfolio of info in time.
Customize the setups for the snapshot by picking choices that finest satisfy the demands of your client, for example if they are real estate customers you might wish to include:
Lastly, you can personalize personalized areas to accumulate details that’s one-of-a-kind to each client. When satisfied with the outcome, simply push the “Save” button to conserve adjustments and apply them across all clients.
As snapshots are a crucial tool for the success of GoHighLevel customers, making them vital for marketing firms and SaaS resellers alike. If you have not utilized them currently, give it a try and see just how it can improve workflows while generating extra impressive results for clients.