GoHighLevel snapshots are mobile, pre-configured templates of an account arrangement that make it basic and reliable to duplicate campaigns, funnels and even more across projects. Agencies use snapshots to onboard clients faster and make sure consistency across tasks.
Each snapshot includes an integrated collection of marketing campaigns, sales funnels, internet sites, automation sequences, page templates and other assets.
Replicate whole funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel setup, including automations, funnels, pages, touchdown kinds, get in touch with checklists, email campaigns and CRM pipes. Snapshots make moving full systems between clients easy without the demand to recreate whatever from scratch; agencies can conserve hours by using snapshots as templates across client accounts.
To create a snapshot, log right into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot prior to choosing which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots group; as soon as shared it can additionally be shared using sending web links produced. Any imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have an advantage in that they’re fully modular; that enables you to use just specific parts while leaving others out – making personalization and modifications much less complex than with more rigid snapshots.
Automating crucial procedures with these snapshots not just automates them however additionally streamlines list building process and improves customer relationship management (CRM) to enhance scalability and performance for far better scalability and performance enabling users to produce efficient marketing approaches focused on turning possible customers into paying customers.
HighLevel snapshots provide another significant benefit – their flexibility in conference particular industry demands. As an example, oral snapshots might come pre-loaded with lead capture forms and campaigns providing totally free teeth bleaching to brand-new clients. This offers agencies with the freedom to customize solutions especially tailored for each customer while still continuing to be constant in brand image and message.
GoHighLevel’s snapshots are highly configurable and can aid your company boost efficiency and expand. By duplicating existing workflows, streamlining complex automations, onboarding new clients easily and being centrally located with simple directions they are an essential asset in attaining growth faster and better than ever.
Quicken client onboarding
Are You a Company Owner or Manager? HighLevel snapshots make scaling easy, making it feasible to replicate funnels and automations for numerous customers at the same time, hence accelerating outcomes for customers while saving you time on setup! Snapshots make certain success for everybody entailed – agency and customers alike.
Snapshots offer a detailed backup of an account’s configuration, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported into one more customer account making use of Snapshot ImporterTM they immediately setup in that account, making onboarding much faster. This decrease in hand-operated configuration time makes onboarding even more efficient!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, begin picking which components of its system you would certainly such as saved as part of this snapshot before clicking “Conserve”; HighLevel will produce a mobile copy that you can then release comparable systems in other places GoHighLevel Capital Raising Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an indispensable feature for companies moving systems in between clients. As soon as exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes creating snapshots easier than ever before, supplying pre-equipped snapshot templates for numerous industries from realty to shopping. By rapidly onboarding new customers while helping them meet their organization objectives, these industry-specific snapshot templates make onboarding customers quicker than ever before and supplying them with detailed marketing systems faster than ever before.
Maintain brand uniformity
Hands-on setups might leave variances that endanger brand consistency, while snapshots allow you to replicate an account setup throughout multiple brand-new accounts without by hand recreating all setups each. This aids deploy fully configured client accounts quickly and precisely while saving addons such as triggers or e-mail templates in snapshots make keeping constant processes throughout your customer base much less complex.
Snapshots can be a very useful possession to firms handling numerous accounts at the same time. By setting up the optimal account framework as soon as and waiting as a snapshot for usage later with new clients, snapshots help firms reduce onboarding times by approximately 50 percent faster. A 2025 research study demonstrates how snapshots assist speed up the onboarding procedure dramatically.
To produce a Snapshot, navigate to your Firm Control panel and pick the sub-account you want to record. From there, pick what elements ought to be included (funnels, calendars, workflows, internet site templates, custom-made values and so on) before providing it a name and clicking “Conserve”.
As soon as your snapshot prepares to use, navigate 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 element).
As a GoHighLevel reseller or marketing firm, using snapshots can considerably boost productivity and make certain an extra standard account configuration procedure. By making it easier to replicate campaigns, funnels and automation schemes promptly, snapshots assist range much faster while raising income streams.
Applying and using snapshots has several benefits that are important to organization success:.
Get rid of repeated setup jobs
Snapshots make it basic and efficient to duplicate and reuse existing funnels, automations and arrangements that have actually proven themselves beneficial to other clients – conserving you time, assisting in much faster customer onboarding times and creating a more effective workplace by getting rid of the demand to transform the wheel each time a new customer arrives.
Snapshots make sharing setups and campaigns with others within your company easier than ever, whether through one-time link sent out through e-mail to employee or permanently shared with account gain access to. Moreover, snapshots also enable you to limit their import into details subaccounts if desired.
Start by logging right into your HighLevel agency view and navigating to the “Account Snapshots” area. Right here, you can develop a snapshot by clicking the green “Create New Snapshot” switch, going into a name for it, choosing its resource account( s) and selecting how it will be duplicated; be sure to select something detailed yet easy-to-recall so it will certainly enter into your profile of information over time.
Customize the setups for the snapshot by picking options that finest satisfy the demands of your customer, for instance if they are real estate customers you may want to include:
Lastly, you can customize customized areas to collect info that’s special to each customer. When pleased with the outcome, simply press the “Save” button to conserve changes and apply them across all customers.
As snapshots are an essential tool for the success of GoHighLevel individuals, making them important for marketing firms and SaaS resellers alike. If you have not utilized them already, give it a try and see how it can streamline workflows while producing a lot more remarkable results for customers.