GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it basic and effective to clone campaigns, funnels and even more throughout projects. Agencies use snapshots to onboard clients much faster and ensure uniformity across tasks.
Each snapshot consists of an integrated collection of marketing campaigns, sales funnels, internet sites, automation series, page templates and other possessions.
Replicate entire funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel configuration, consisting of automations, funnels, pages, touchdown types, get in touch with lists, e-mail campaigns and CRM pipelines. Snapshots make transferring total systems between customers easy without the demand to recreate whatever from square one; agencies can conserve hours by utilizing snapshots as templates across customer accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to picking which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots classification; when shared it can also be shared using sending out links generated. Any kind of imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage in that they’re fully modular; that permits you to utilize just specific components while leaving others out – making modification and adjustments much less complex than with more rigid snapshots.
Automating key processes with these snapshots not only automates them but also simplifies lead generation procedure and enhances customer relationship management (CRM) to boost scalability and productivity for much better scalability and efficiency enabling individuals to develop effective marketing approaches concentrated on turning possible clients right into paying customers.
HighLevel snapshots use one more significant advantage – their adaptability in conference particular market needs. For example, oral snapshots could come pre-loaded with lead capture types and campaigns supplying complimentary teeth whitening to new people. This offers firms with the flexibility to customize services especially customized for every customer while still remaining regular in brand photo and message.
GoHighLevel’s snapshots are extremely configurable and can help your company increase effectiveness and increase. By duplicating existing workflows, streamlining intricate automations, onboarding new customers quickly and being centrally located with straightforward guidelines they are an essential asset in achieving growth much faster and more effectively than ever before.
Accelerate customer onboarding
Are You an Agency Proprietor or Manager? HighLevel snapshots make scaling easy, making it feasible to replicate funnels and automations for multiple customers simultaneously, therefore speeding up outcomes for customers while saving you time on arrangement! Snapshots guarantee success for every person included – agency and clients alike.
Snapshots give a detailed back-up of an account’s setup, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported right into one more client account utilizing Snapshot ImporterTM they immediately arrangement because account, making onboarding much quicker. This reduction in manual setup time makes onboarding much more effective!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the source for your snapshot, begin selecting which components of its system you would certainly like saved as part of this snapshot before clicking “Save”; HighLevel will produce a portable copy that you can then release similar systems somewhere else GoHighLevel Accounting Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an important feature for firms moving systems between customers. When exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes creating snapshots much easier than ever before, providing pre-equipped snapshot templates for numerous industries from property to shopping. By swiftly onboarding brand-new customers while helping them satisfy their business goals, these industry-specific snapshot templates make onboarding clients quicker than ever and providing them with detailed marketing systems faster than ever before.
Keep brand name consistency
Hands-on setups may leave incongruities that jeopardize brand consistency, while snapshots allow you to replicate an account arrangement throughout numerous brand-new accounts without manually recreating all setups each. This aids release completely set up client accounts promptly and accurately while saving addons such as triggers or email templates in snapshots make preserving regular processes across your customer base much simpler.
Snapshots can be an invaluable property to agencies handling multiple accounts all at once. By establishing the optimal account framework as soon as and saving it as a snapshot for use later with new customers, snapshots help agencies reduce onboarding times by up to half quicker. A 2025 study demonstrates how snapshots help speed the onboarding process dramatically.
To create a Snapshot, browse to your Firm Dashboard and choose the sub-account you wish to catch. From there, select what elements should be consisted of (funnels, schedules, workflows, web site templates, custom-made worths and so on) prior to giving it a name and clicking “Save”.
As soon as your snapshot is ready to utilize, browse to the Account Supervisor of the account or sub-account in which it needs to be used and select it there (either at one time or part by part).
As a GoHighLevel reseller or marketing company, utilizing snapshots can dramatically boost performance and guarantee a more standard account arrangement process. By making it less complicated to duplicate campaigns, funnels and automation plans rapidly, snapshots assist scale quicker while enhancing earnings streams.
Applying and making use of snapshots has many benefits that are essential to business success:.
Eliminate recurring configuration tasks
Snapshots make it easy and effective to clone and reuse existing funnels, automations and configurations that have actually confirmed themselves beneficial to various other customers – conserving you time, helping with much faster customer onboarding times and creating an even more effective workplace by eliminating the demand to reinvent the wheel each time a new client arrives.
Snapshots make sharing configurations and campaigns with others within your firm easier than ever, whether by means of single web link sent through email to team members or permanently shared with account accessibility. In addition, snapshots also permit you to limit their import into particular subaccounts if preferred.
Start by logging into your HighLevel agency view and navigating to the “Account Snapshots” section. Below, you can create a snapshot by clicking the environment-friendly “Create New Snapshot” button, getting in a name for it, selecting its resource account( s) and selecting exactly how it will be copied; be sure to choose something detailed yet easy-to-recall so it will become part of your profile of information gradually.
Customize the settings for the snapshot by selecting options that best meet the demands of your client, for example if they are realty customers you may wish to consist of:
Finally, you can customize custom-made areas to gather information that’s distinct per customer. When pleased with the result, merely press the “Conserve” button to save changes and use them across all customers.
As snapshots are a vital tool for the success of GoHighLevel users, making them crucial for marketing agencies and SaaS resellers alike. If you have not used them already, give it a try and see just how it can enhance workflows while producing extra outstanding outcomes for customers.