GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it basic and efficient to duplicate campaigns, funnels and more across projects. Agencies make use of snapshots to onboard clients faster and make certain consistency across jobs.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, web sites, automation series, page templates and other assets.
Replicate entire funnels and automations in secs
Snapshots are total back-ups of your HighLevel arrangement, consisting of automations, funnels, web pages, landing forms, get in touch with listings, e-mail campaigns and CRM pipes. Snapshots make transferring full systems in between clients easy without the requirement to recreate whatever from scratch; firms can save hours by utilizing snapshots as templates across customer accounts.
To develop a snapshot, log right into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot before picking which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots category; as soon as shared it can likewise be shared using sending links generated. Any type of imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have an advantage because they’re completely modular; that enables you to use simply specific components while leaving others out – making personalization and modifications much easier than with more rigid snapshots.
Automating vital processes with these snapshots not just automates them but also simplifies lead generation process and boosts customer relationship management (CRM) to boost scalability and performance for much better scalability and efficiency allowing users to produce effective marketing methods concentrated on transforming possible clients into paying customers.
HighLevel snapshots supply an additional considerable benefit – their flexibility in conference particular industry needs. As an example, oral snapshots might come pre-loaded with lead capture kinds and campaigns using cost-free teeth lightening to new people. This provides agencies with the freedom to tailor solutions especially customized for each customer while still remaining consistent in brand name picture and message.
GoHighLevel’s snapshots are extremely configurable and can assist your agency increase performance and increase. By duplicating existing workflows, simplifying complicated automations, onboarding new customers conveniently and being centrally located with simple instructions they are an indispensable possession in attaining growth faster and more effectively than in the past.
Accelerate client onboarding
Are You an Agency Proprietor or Manager? HighLevel snapshots make scaling very easy, making it feasible to duplicate funnels and automations for several clients simultaneously, hence speeding up outcomes for customers while saving you time on configuration! Snapshots make sure success for every person entailed – company and customers alike.
Snapshots offer a comprehensive back-up of an account’s arrangement, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported into another customer account using Snapshot ImporterTM they automatically configuration because account, making onboarding much faster. This reduction in hands-on setup time makes onboarding even more effective!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, begin selecting which elements of its system you would like conserved as part of this snapshot prior to clicking “Conserve”; HighLevel will produce a mobile duplicate that you can then deploy similar systems in other places GoHighLevel Auto Dealership Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an important feature for agencies moving systems in between clients. Once exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes creating snapshots easier than ever before, supplying pre-equipped snapshot templates for various markets from property to ecommerce. By swiftly onboarding new clients while helping them meet their business goals, these industry-specific snapshot templates make onboarding clients quicker than ever and providing them with extensive marketing systems much faster than ever before.
Maintain brand name consistency
Hands-on configurations may leave incongruities that endanger brand name consistency, while snapshots enable you to replicate an account configuration across numerous new accounts without manually recreating all settings for each one. This helps release totally set up customer accounts rapidly and accurately while conserving addons such as triggers or email templates in snapshots make preserving consistent procedures across your customer base much less complex.
Snapshots can be an indispensable possession to companies managing numerous accounts simultaneously. By establishing the optimal account framework once and waiting as a snapshot for use later with brand-new customers, snapshots assist firms minimize onboarding times by approximately 50 percent quicker. A 2025 research demonstrates how snapshots aid speed the onboarding process significantly.
To produce a Snapshot, browse to your Firm Control panel and choose the sub-account you want to catch. From there, choose what aspects must be consisted of (funnels, calendars, workflows, web site templates, custom-made worths and so forth) before providing it a name and clicking “Conserve”.
Once your snapshot prepares to make use of, navigate to the Account Supervisor of the account or sub-account in which it requires to be applied and select it there (either at one time or element by element).
As a GoHighLevel reseller or marketing company, using snapshots can considerably boost performance and make certain an extra standard account configuration process. By making it simpler to duplicate campaigns, funnels and automation plans promptly, snapshots assist range faster while enhancing revenue streams.
Carrying out and making use of snapshots has many benefits that are important to business success:.
Eliminate repeated setup tasks
Snapshots make it straightforward and efficient to clone and reuse existing funnels, automations and arrangements that have actually proven themselves beneficial to other clients – conserving you time, promoting much faster client onboarding times and creating a more efficient working environment by eliminating the requirement to reinvent the wheel each time a brand-new customer shows up.
Snapshots make sharing arrangements and campaigns with others within your company less complicated than ever before, whether by means of one-time web link sent out by means of e-mail to staff member or completely shared with account access. Additionally, snapshots additionally allow you to limit their import right into certain subaccounts if wanted.
Begin by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can produce a snapshot by clicking the green “Create New Snapshot” switch, getting in a name for it, choosing its source account( s) and selecting exactly how it will certainly be copied; make sure to pick something descriptive yet easy-to-recall so it will become part of your portfolio of info with time.
Customize the setups for the snapshot by picking choices that ideal satisfy the requirements of your customer, for instance if they are property customers you might desire to consist of:
Finally, you can customize personalized areas to gather info that’s distinct to each customer. When satisfied with the outcome, just press the “Save” switch to conserve changes and apply them throughout all clients.
As snapshots are a crucial device for the success of GoHighLevel customers, making them vital 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 more remarkable outcomes for customers.