GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it easy and reliable to duplicate campaigns, funnels and more across tasks. Agencies utilize snapshots to onboard clients quicker and ensure uniformity across projects.
Each snapshot includes an integrated set of marketing campaigns, sales funnels, sites, automation sequences, page templates and other assets.
Replicate entire funnels and automations in seconds
Snapshots are total back-ups of your HighLevel configuration, consisting of automations, funnels, pages, landing kinds, contact checklists, email campaigns and CRM pipelines. Snapshots make transferring full systems between clients easy without the requirement to recreate whatever from the ground up; firms can save hours by utilizing snapshots as templates across client accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot before selecting which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots group; as soon as shared it can likewise be shared via sending out web links created. Any kind of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit in that they’re fully modular; that allows you to use just particular components while leaving others out – making personalization and changes a lot simpler than with more rigid snapshots.
Automating essential procedures with these snapshots not just automates them yet also enhances list building process and boosts customer relationship management (CRM) to boost scalability and productivity for much better scalability and productivity allowing customers to produce effective marketing strategies focused on transforming prospective customers into paying customers.
HighLevel snapshots use one more significant advantage – their adaptability in meeting specific industry needs. For example, oral snapshots can come pre-loaded with lead capture kinds and campaigns offering free teeth whitening to brand-new clients. This offers companies with the freedom to tailor remedies specifically tailored for every customer while still continuing to be regular in brand name image and message.
GoHighLevel’s snapshots are extremely configurable and can assist your agency boost performance and broaden. By replicating existing workflows, simplifying complex automations, onboarding brand-new clients quickly and being centrally located with simple directions they are a vital property in achieving development much faster and better than in the past.
Speed up client onboarding
Are You a Firm Owner or Manager? HighLevel snapshots make scaling easy, making it feasible to replicate funnels and automations for numerous customers simultaneously, therefore speeding up results for clients while saving you time on configuration! Snapshots make certain success for everybody included – agency and customers alike.
Snapshots offer a thorough back-up of an account’s configuration, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported right into one more client account utilizing Snapshot ImporterTM they automatically setup in that account, making onboarding much faster. This decrease in hand-operated setup time makes onboarding much more reliable!
To produce 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 parts of its system you would such as saved as part of this snapshot prior to clicking “Conserve”; HighLevel will develop a portable copy that you can after that deploy comparable systems elsewhere GoHighLevel Boat/RV Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this a very useful feature for companies moving systems between clients. When exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes developing snapshots much easier than ever before, providing pre-equipped snapshot templates for different markets from realty to shopping. By promptly onboarding new customers while helping them fulfill their service goals, these industry-specific snapshot templates make onboarding clients quicker than ever before and providing them with detailed marketing systems quicker than ever.
Maintain brand name uniformity
Hand-operated arrangements may leave disparities that jeopardize brand consistency, while snapshots permit you to reproduce an account configuration across numerous brand-new accounts without manually recreating all setups each. This helps release fully set up client accounts quickly and accurately while saving addons such as triggers or email templates in snapshots make keeping constant procedures throughout your customer base much less complex.
Snapshots can be a vital asset to firms taking care of several accounts at the same time. By setting up the ideal account framework once and saving it as a snapshot for use later on with new clients, snapshots help companies minimize onboarding times by as much as 50 percent much faster. A 2025 research study demonstrates how snapshots aid speed the onboarding procedure considerably.
To develop a Snapshot, navigate to your Agency Control panel and choose the sub-account you wish to catch. From there, choose what elements need to be consisted of (funnels, schedules, workflows, website templates, custom-made values and more) before giving it a name and clicking “Save”.
When your snapshot prepares to use, browse to the Account Manager of the account or sub-account in which it needs to be applied and choose it there (either all at once or part by element).
As a GoHighLevel reseller or marketing firm, utilizing snapshots can significantly boost efficiency and make sure a more standard account configuration process. By making it less complicated to replicate campaigns, funnels and automation schemes swiftly, snapshots aid scale faster while enhancing earnings streams.
Executing and making use of snapshots has many benefits that are vital to business success:.
Get rid of recurring arrangement jobs
Snapshots make it easy and reliable to duplicate and reuse existing funnels, automations and setups that have actually shown themselves beneficial to other customers – conserving you time, helping with faster customer onboarding times and developing an even more effective workplace by eliminating the demand to reinvent the wheel each time a new client shows up.
Snapshots make sharing arrangements and campaigns with others within your company easier than ever, whether via one-time link sent out via e-mail to team members or completely shared via account accessibility. Additionally, snapshots additionally permit you to restrict their import into certain subaccounts if preferred.
Begin by logging into your HighLevel agency view and navigating to the “Account Snapshots” area. Right here, you can produce a snapshot by clicking the environment-friendly “Create New Snapshot” switch, going into a name for it, picking its source account( s) and choosing exactly how it will be duplicated; be sure to choose something descriptive yet easy-to-recall so it will become part of your portfolio of information over time.
Personalize the settings for the snapshot by choosing choices that finest meet the demands of your client, for instance if they are realty clients you may wish to consist of:
Finally, you can customize custom-made areas to accumulate information that’s one-of-a-kind to each client. When satisfied with the outcome, merely press the “Conserve” button to save modifications and apply them throughout all clients.
As snapshots are an important tool for the success of GoHighLevel customers, making them essential for marketing firms and SaaS resellers alike. If you haven’t used them currently, give it a try and see just how it can enhance workflows while generating a lot more remarkable results for customers.