GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it easy and effective to duplicate campaigns, funnels and even more throughout tasks. Agencies use snapshots to onboard customers much faster and make certain uniformity across tasks.
Each snapshot includes an integrated collection of marketing campaigns, sales funnels, web sites, automation series, page templates and various other possessions.
Duplicate entire funnels and automations in seconds
Snapshots are full backups of your HighLevel setup, including automations, funnels, web pages, landing forms, call lists, e-mail campaigns and CRM pipes. Snapshots make moving total systems in between clients easy without the need to recreate whatever from the ground up; companies can save hours by using snapshots as templates throughout client accounts.
To create a snapshot, log right into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot prior to choosing which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots group; when shared it can also be shared by means of sending out links generated. Any kind of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit in that they’re completely modular; that allows you to use just certain parts while leaving others out – making modification and changes a lot less complex than with even more inflexible snapshots.
Automating key procedures with these snapshots not just automates them yet additionally improves lead generation procedure and improves customer relationship management (CRM) to boost scalability and productivity for much better scalability and performance allowing customers to create effective marketing techniques focused on transforming prospective customers into paying clients.
HighLevel snapshots provide another considerable advantage – their adaptability in conference particular market needs. For instance, dental snapshots could come pre-loaded with lead capture forms and campaigns offering free teeth whitening to new people. This gives agencies with the liberty to tailor solutions especially tailored for each and every client while still remaining consistent in brand name image and message.
GoHighLevel’s snapshots are highly configurable and can aid your firm rise performance and broaden. By replicating existing workflows, streamlining complex automations, onboarding new clients easily and being centrally located with basic guidelines they are a vital asset in accomplishing development faster and more effectively than ever before.
Speed up customer onboarding
Are You an Agency Owner or Administrator? HighLevel snapshots make scaling simple, making it feasible to duplicate funnels and automations for multiple clients simultaneously, hence speeding up outcomes for customers while saving you time on arrangement! Snapshots guarantee success for every person included – firm and clients alike.
Snapshots give a thorough backup of an account’s arrangement, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported into one more client account utilizing Snapshot ImporterTM they instantly setup in that account, making onboarding much quicker. This reduction in hands-on arrangement time makes onboarding far more reliable!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting 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 “Save”; HighLevel will certainly create a portable copy that you can after that deploy similar systems somewhere else GoHighLevel Create Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an invaluable feature for firms moving systems between clients. Once exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes creating snapshots easier than ever before, offering pre-equipped snapshot templates for various industries from property to ecommerce. By swiftly onboarding brand-new customers while helping them fulfill their service objectives, these industry-specific snapshot templates make onboarding clients quicker than ever before and providing them with comprehensive marketing systems much faster than ever before.
Maintain brand consistency
Manual configurations might leave variances that compromise brand name uniformity, while snapshots permit you to replicate an account setup across numerous new accounts without manually recreating all settings each. This aids deploy completely set up client accounts quickly and properly while saving addons such as triggers or e-mail templates in snapshots make maintaining consistent procedures across your client base much easier.
Snapshots can be an invaluable possession to companies handling multiple accounts at the same time. By setting up the optimal account framework as soon as and waiting as a snapshot for use later with brand-new clients, snapshots aid companies reduce onboarding times by as much as 50 percent quicker. A 2025 research demonstrates how snapshots aid speed the onboarding process dramatically.
To develop a Snapshot, navigate to your Firm Control panel and pick the sub-account you wish to catch. From there, pick what components must be consisted of (funnels, calendars, workflows, site templates, customized values and so forth) prior to providing it a name and clicking “Conserve”.
Once your snapshot prepares to use, browse to the Account Manager of the account or sub-account in which it needs to be used and choose it there (either at one time or component by element).
As a GoHighLevel reseller or marketing firm, making use of snapshots can considerably boost productivity and make sure an extra standard account setup process. By making it much easier to duplicate campaigns, funnels and automation plans promptly, snapshots help range quicker while boosting earnings streams.
Executing and using snapshots has lots of advantages that are necessary to service success:.
Get rid of repeated setup tasks
Snapshots make it easy and efficient to duplicate and reuse existing funnels, automations and arrangements that have actually verified themselves beneficial to other customers – saving you time, promoting quicker customer onboarding times and creating an even more effective working environment by removing the need to transform the wheel each time a brand-new customer gets here.
Snapshots make sharing arrangements and campaigns with others within your firm much easier than ever, whether via single link sent using e-mail to employee or permanently shared via account gain access to. Additionally, snapshots likewise permit you to restrict their import right into particular subaccounts if wanted.
Start by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can create a snapshot by clicking the environment-friendly “Create New Snapshot” switch, entering a name for it, choosing its resource account( s) and choosing just how it will be copied; make certain to select something descriptive yet easy-to-recall so it will certainly become part of your portfolio of details in time.
Personalize the setups for the snapshot by picking choices that ideal satisfy the requirements of your client, for instance if they are property clients you might want to include:
Finally, you can tailor custom-made fields to gather information that’s special to every customer. When satisfied with the outcome, merely press the “Save” button to save changes and use them throughout all customers.
As snapshots are an indispensable tool for the success of GoHighLevel individuals, making them indispensable for marketing agencies and SaaS resellers alike. If you have not utilized them currently, give it a try and see just how it can enhance workflows while creating a lot more excellent outcomes for clients.