GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it easy and reliable to clone campaigns, funnels and even more throughout projects. Agencies utilize snapshots to onboard customers quicker and ensure consistency throughout projects.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, web sites, automation sequences, page templates and other properties.
Replicate entire funnels and automations in secs
Snapshots are total back-ups of your HighLevel setup, including automations, funnels, web pages, touchdown forms, get in touch with listings, email campaigns and CRM pipes. Snapshots make transferring total systems in between clients easy without the need to recreate whatever from scratch; companies can save hours by utilizing snapshots as templates across client accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot prior to choosing which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots group; as soon as shared it can also be shared by means of sending out links created. Any type of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have an advantage in that they’re totally modular; that enables you to make use of simply certain parts while leaving others out – making modification and changes much less complex than with even more inflexible snapshots.
Automating essential procedures with these snapshots not just automates them yet likewise simplifies list building process and boosts customer relationship management (CRM) to raise scalability and productivity for better scalability and productivity enabling individuals to produce effective marketing strategies focused on transforming potential customers right into paying customers.
HighLevel snapshots supply one more significant benefit – their adaptability in conference specific industry requirements. For instance, dental snapshots can come pre-loaded with lead capture types and campaigns using totally free teeth bleaching to brand-new individuals. This offers agencies with the liberty to tailor services especially customized for every customer while still remaining consistent in brand name image and message.
GoHighLevel’s snapshots are highly configurable and can help your agency increase performance and broaden. By duplicating existing workflows, streamlining complex automations, onboarding brand-new customers conveniently and being centrally located with simple guidelines they are a crucial property in attaining growth quicker and better than ever before.
Accelerate client onboarding
Are You a Company Proprietor or Administrator? HighLevel snapshots make scaling easy, making it possible to replicate funnels and automations for several clients concurrently, therefore accelerating results for customers while conserving you time on configuration! Snapshots guarantee success for everybody included – agency and clients alike.
Snapshots provide a thorough back-up of an account’s arrangement, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported into an additional client account using Snapshot ImporterTM they immediately arrangement because account, making onboarding much quicker. This decrease in hand-operated arrangement time makes onboarding much more efficient!
To develop 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 elements of its system you would certainly such as saved as part of this snapshot prior to clicking “Save”; HighLevel will certainly create a portable copy that you can then deploy comparable systems elsewhere GoHighLevel Auto Detailing Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an invaluable feature for firms transferring systems in between customers. Once exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes creating snapshots easier than ever, using pre-equipped snapshot templates for various sectors from property to shopping. By promptly onboarding brand-new clients while helping them satisfy their service objectives, these industry-specific snapshot templates make onboarding clients quicker than ever before and offering them with extensive marketing systems much faster than ever before.
Preserve brand consistency
Hand-operated arrangements might leave incongruities that jeopardize brand consistency, while snapshots allow you to reproduce an account configuration throughout several new accounts without manually recreating all settings for each one. This assists release totally set up client accounts rapidly and accurately while saving addons such as triggers or email templates in snapshots make maintaining constant processes throughout your client base much less complex.
Snapshots can be an important asset to companies taking care of several accounts simultaneously. By setting up the suitable account framework as soon as and saving it as a snapshot for usage later with brand-new clients, snapshots aid agencies minimize onboarding times by up to half quicker. A 2025 research shows how snapshots assist speed up the onboarding procedure considerably.
To produce a Snapshot, browse to your Agency Dashboard and pick the sub-account you desire to capture. From there, pick what components should be consisted of (funnels, schedules, workflows, site templates, personalized values and so on) prior to providing it a name and clicking “Save”.
When your snapshot is ready to use, browse to the Account Manager of the account or sub-account in which it requires to be applied and select it there (either simultaneously or part by component).
As a GoHighLevel reseller or marketing company, using snapshots can substantially boost efficiency and ensure a more standard account arrangement procedure. By making it much easier to replicate campaigns, funnels and automation schemes promptly, snapshots help range quicker while increasing revenue streams.
Executing and making use of snapshots has several advantages that are vital to business success:.
Eliminate repeated setup jobs
Snapshots make it basic and effective to clone and reuse existing funnels, automations and configurations that have actually verified themselves beneficial to various other clients – saving you time, assisting in faster client onboarding times and developing an even more effective working environment by removing the requirement to change the wheel each time a brand-new client gets here.
Snapshots make sharing configurations and campaigns with others within your company simpler than ever, whether via one-time web link sent by means of e-mail to staff member or completely shared through account accessibility. In addition, snapshots additionally allow you to limit their import into specific subaccounts if preferred.
Begin by logging right into your HighLevel agency view and browsing to the “Account Snapshots” section. Here, you can develop a snapshot by clicking the environment-friendly “Create New Snapshot” switch, getting in a name for it, choosing its resource account( s) and choosing just how it will be replicated; make certain to select something detailed yet easy-to-recall so it will certainly become part of your portfolio of information in time.
Personalize the settings for the snapshot by picking alternatives that finest meet the demands of your client, for instance if they are real estate clients you might desire to consist of:
Ultimately, you can tailor personalized areas to collect information that’s distinct to each client. When pleased with the outcome, merely push the “Conserve” button to save modifications and use them throughout all customers.
As snapshots are an important device for the success of GoHighLevel individuals, making them crucial for marketing companies and SaaS resellers alike. If you haven’t used them already, give it a try and see how it can simplify workflows while creating extra outstanding results for customers.