GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it basic and reliable to clone campaigns, funnels and more throughout jobs. Agencies make use of snapshots to onboard customers much faster and guarantee consistency across projects.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, internet sites, automation series, web page templates and other assets.
Replicate entire funnels and automations in secs
Snapshots are total back-ups of your HighLevel setup, consisting of automations, funnels, pages, landing types, contact checklists, email campaigns and CRM pipes. Snapshots make moving complete systems between clients easy without the need to recreate whatever from the ground up; firms can conserve hours by utilizing snapshots as templates throughout customer 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 relates to. When completed, the snapshot can be seen under Snapshots category; once shared it can also be shared via sending web links created. Any kind of imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have an advantage because they’re completely modular; that allows you to use just specific parts while leaving others out – making customization and adjustments a lot easier than with more rigid snapshots.
Automating essential procedures with these snapshots not only automates them however additionally enhances list building process and improves customer relationship management (CRM) to increase scalability and efficiency for far better scalability and performance enabling users to develop reliable marketing techniques focused on turning prospective customers into paying customers.
HighLevel snapshots supply one more significant benefit – their adaptability in meeting certain industry demands. For instance, dental snapshots could come pre-loaded with lead capture kinds and campaigns supplying totally free teeth lightening to new clients. This gives companies with the flexibility to tailor solutions specifically customized for each customer while still continuing to be constant in brand name image and message.
GoHighLevel’s snapshots are extremely configurable and can assist your company rise effectiveness and expand. By replicating existing workflows, streamlining complicated automations, onboarding new clients conveniently and being centrally located with basic instructions they are an indispensable property in accomplishing growth quicker and more effectively than in the past.
Speed up client onboarding
Are You a Company Owner or Manager? HighLevel snapshots make scaling very easy, making it feasible to duplicate funnels and automations for numerous customers all at once, hence speeding up outcomes for clients while conserving you time on arrangement! Snapshots make certain success for everyone entailed – company and clients alike.
Snapshots provide a thorough back-up of an account’s configuration, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported right into another customer account making use of Snapshot ImporterTM they automatically setup in that account, making onboarding much quicker. This reduction in hand-operated configuration time makes onboarding far more reliable!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, start choosing which parts of its system you would certainly like conserved as part of this snapshot before clicking “Conserve”; HighLevel will create a mobile copy that you can then deploy similar systems in other places GoHighLevel Chiropractor Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an important feature for companies transferring systems between customers. As soon as exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes developing snapshots much easier than ever, using pre-equipped snapshot templates for various markets from realty to ecommerce. By swiftly onboarding new clients while helping them meet their business objectives, these industry-specific snapshot templates make onboarding customers quicker than ever before and giving them with thorough marketing systems quicker than ever before.
Keep brand consistency
Hands-on arrangements might leave incongruities that jeopardize brand name uniformity, while snapshots allow you to replicate an account setup throughout multiple new accounts without by hand recreating all setups for each one. This helps deploy fully set up client accounts rapidly and accurately while saving addons such as triggers or e-mail templates in snapshots make keeping consistent procedures throughout your customer base much easier.
Snapshots can be an indispensable asset to agencies managing multiple accounts at the same time. By setting up the ideal account framework once and waiting as a snapshot for use later on with brand-new customers, snapshots assist firms minimize onboarding times by as much as half much faster. A 2025 study shows how snapshots help speed the onboarding process significantly.
To create a Snapshot, browse to your Company Control panel and select the sub-account you wish to catch. From there, select what elements must be consisted of (funnels, calendars, workflows, web site templates, custom-made worths and so on) before offering it a name and clicking “Conserve”.
As soon as your snapshot is ready to utilize, browse to the Account Supervisor of the account or sub-account in which it requires to be applied and pick it there (either simultaneously or component by component).
As a GoHighLevel reseller or marketing agency, making use of snapshots can considerably boost productivity and guarantee a much more standardized account setup process. By making it simpler to replicate campaigns, funnels and automation schemes rapidly, snapshots aid scale much faster while raising income streams.
Applying and making use of snapshots has lots of advantages that are important to service success:.
Get rid of recurring setup tasks
Snapshots make it basic and reliable to clone and reuse existing funnels, automations and setups that have shown themselves beneficial to other clients – saving you time, helping with quicker client onboarding times and developing an even more effective working environment by removing the demand to reinvent the wheel each time a new customer arrives.
Snapshots make sharing configurations and campaigns with others within your agency easier than ever before, whether via single web link sent out via e-mail to staff member or permanently shared via account access. Additionally, snapshots additionally allow you to limit their import into certain subaccounts if desired.
Start by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Here, you can produce a snapshot by clicking the eco-friendly “Create New Snapshot” switch, going into a name for it, picking its source account( s) and picking just how it will be duplicated; be sure to select something descriptive yet easy-to-recall so it will become part of your profile of information over time.
Customize the settings for the snapshot by picking choices that best meet the demands of your client, for instance if they are realty customers you might want to consist of:
Ultimately, you can tailor custom fields to gather details that’s unique to each client. When pleased with the result, merely push the “Conserve” button to save adjustments and use them throughout all customers.
As snapshots are an important tool for the success of GoHighLevel users, making them indispensable for marketing agencies and SaaS resellers alike. If you haven’t utilized them already, give it a try and see how it can simplify workflows while creating extra outstanding results for clients.