GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it straightforward and reliable to clone campaigns, funnels and more throughout tasks. Agencies utilize snapshots to onboard clients much faster and make certain uniformity throughout jobs.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, internet sites, automation sequences, page templates and other possessions.
Replicate whole funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel setup, including automations, funnels, web pages, landing types, call checklists, e-mail campaigns and CRM pipelines. Snapshots make transferring complete systems in between clients easy without the need to recreate every little thing from scratch; agencies can conserve hours by utilizing snapshots as templates throughout customer accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot before choosing which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots classification; as soon as shared it can additionally be shared using sending web links generated. Any type of imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have a benefit because they’re fully modular; that allows you to make use of just certain parts while leaving others out – making personalization and adjustments much simpler than with even more rigid snapshots.
Automating essential procedures with these snapshots not just automates them but also streamlines list building process and enhances customer relationship management (CRM) to boost scalability and efficiency for far better scalability and performance enabling users to develop reliable marketing strategies focused on transforming possible customers right into paying customers.
HighLevel snapshots offer an additional substantial advantage – their flexibility in conference particular market demands. As an example, oral snapshots could come pre-loaded with lead capture forms and campaigns supplying complimentary teeth lightening to brand-new individuals. This offers companies with the flexibility to tailor solutions specifically tailored for every customer while still continuing to be constant in brand name photo and message.
GoHighLevel’s snapshots are highly configurable and can aid your firm rise performance and expand. By duplicating existing workflows, streamlining complicated automations, onboarding new customers conveniently and being centrally located with straightforward instructions they are an indispensable possession in attaining development quicker and better than in the past.
Accelerate customer onboarding
Are You a Firm Proprietor or Manager? HighLevel snapshots make scaling simple, making it feasible to replicate funnels and automations for numerous customers simultaneously, hence quickening outcomes for customers while conserving you time on arrangement! Snapshots ensure success for every person involved – firm and clients alike.
Snapshots supply a thorough back-up of an account’s setup, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported right into another customer account making use of Snapshot ImporterTM they automatically setup in that account, making onboarding much faster. This reduction in hand-operated setup time makes onboarding much more reliable!
To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, begin choosing which components of its system you would such as conserved as part of this snapshot prior to clicking “Conserve”; HighLevel will produce a mobile copy that you can then release similar systems elsewhere GoHighLevel Coaching Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this an invaluable feature for agencies moving systems between clients. When exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes developing snapshots less complicated than ever, supplying pre-equipped snapshot templates for various markets from real estate to shopping. By quickly onboarding new clients while helping them meet their service goals, these industry-specific snapshot templates make onboarding customers much faster than ever and providing them with comprehensive marketing systems much faster than ever.
Maintain brand name uniformity
Hand-operated setups might leave variances that compromise brand name consistency, while snapshots allow you to replicate an account arrangement throughout several new accounts without by hand recreating all settings for each one. This aids release fully configured customer accounts swiftly and precisely while conserving addons such as triggers or e-mail templates in snapshots make preserving constant processes across your client base much less complex.
Snapshots can be an invaluable asset to agencies managing numerous accounts all at once. By establishing the excellent account structure once and saving it as a snapshot for usage later with new customers, snapshots assist firms reduce onboarding times by up to half much faster. A 2025 research study shows how snapshots aid speed the onboarding procedure dramatically.
To create a Snapshot, navigate to your Company Dashboard and pick the sub-account you desire to record. From there, choose what elements ought to be consisted of (funnels, calendars, workflows, internet site templates, personalized values and more) before giving it a name and clicking “Conserve”.
When your snapshot prepares to make use of, browse to the Account Supervisor of the account or sub-account in which it requires to be used and select it there (either at one time or element by part).
As a GoHighLevel reseller or marketing agency, utilizing snapshots can significantly boost productivity and ensure an extra standard account arrangement process. By making it less complicated to reproduce campaigns, funnels and automation schemes promptly, snapshots aid scale much faster while raising earnings streams.
Applying and using snapshots has many advantages that are important to organization success:.
Remove repeated setup tasks
Snapshots make it straightforward and efficient to clone and reuse existing funnels, automations and arrangements that have proven themselves beneficial to various other customers – saving you time, assisting in much faster client onboarding times and developing a more efficient working environment by removing the requirement to change the wheel each time a brand-new customer gets here.
Snapshots make sharing arrangements and campaigns with others within your company less complicated than ever, whether using single link sent out by means of email to staff member or permanently shared with account access. Additionally, snapshots additionally permit you to limit their import right into specific subaccounts if preferred.
Beginning by logging into your HighLevel agency view and navigating to the “Account Snapshots” area. Here, you can develop a snapshot by clicking the eco-friendly “Create New Snapshot” switch, going into a name for it, picking its source account( s) and picking how it will be replicated; make sure to pick something descriptive yet easy-to-recall so it will certainly enter into your portfolio of information in time.
Tailor the settings for the snapshot by choosing choices that ideal fulfill the requirements of your client, for example if they are real estate customers you might wish to include:
Finally, you can tailor customized areas to accumulate information that’s one-of-a-kind per client. When satisfied with the outcome, just push the “Conserve” switch to save adjustments and use them across all clients.
As snapshots are an indispensable device for the success of GoHighLevel individuals, making them important for marketing companies and SaaS resellers alike. If you have not used them already, give it a try and see how it can enhance workflows while producing a lot more outstanding results for clients.