GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it basic and effective to clone campaigns, funnels and even more throughout projects. Agencies utilize snapshots to onboard clients much faster and make certain consistency throughout projects.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, sites, automation series, web page templates and other properties.
Duplicate entire funnels and automations in secs
Snapshots are complete back-ups of your HighLevel setup, consisting of automations, funnels, pages, landing forms, get in touch with listings, e-mail campaigns and CRM pipelines. Snapshots make transferring full systems in between clients easy without the need to recreate whatever from scratch; companies can save hours by utilizing snapshots as templates throughout client accounts.
To produce a snapshot, log into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to selecting which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots classification; when shared it can additionally be shared via sending out links created. Any kind of imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have a benefit in that they’re fully modular; that enables you to make use of just particular parts while leaving others out – making customization and changes a lot easier than with even more inflexible snapshots.
Automating crucial processes with these snapshots not just automates them however additionally simplifies list building procedure and improves customer relationship management (CRM) to raise scalability and performance for better scalability and efficiency enabling individuals to create reliable marketing techniques focused on transforming potential customers right into paying customers.
HighLevel snapshots use another considerable advantage – their flexibility in meeting particular sector requirements. As an example, oral snapshots can come pre-loaded with lead capture forms and campaigns using free teeth bleaching to new clients. This provides companies with the flexibility to tailor services particularly tailored for each and every customer while still staying constant in brand name image and message.
GoHighLevel’s snapshots are extremely configurable and can assist your agency rise effectiveness and increase. By replicating existing workflows, simplifying intricate automations, onboarding new clients conveniently and being centrally located with easy directions they are an important asset in achieving growth faster and better than ever.
Speed up client onboarding
Are You an Agency Proprietor or Administrator? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for several clients simultaneously, thus speeding up results for customers while saving you time on setup! Snapshots ensure success for everybody included – agency and customers alike.
Snapshots supply a thorough back-up of an account’s arrangement, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported right into another customer account utilizing Snapshot ImporterTM they immediately arrangement in that account, making onboarding much faster. This decrease in hands-on configuration time makes onboarding much more reliable!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, start choosing which elements of its system you would certainly such as conserved as part of this snapshot before clicking “Save”; HighLevel will certainly create a mobile copy that you can after that deploy comparable systems in other places GoHighLevel Debt Consolidation Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this a very useful feature for firms moving systems between customers. Once exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes creating snapshots simpler than ever before, offering pre-equipped snapshot templates for different sectors from realty to shopping. By swiftly onboarding brand-new clients while helping them satisfy their business objectives, these industry-specific snapshot templates make onboarding customers much faster than ever before and offering them with thorough marketing systems faster than ever before.
Preserve brand name uniformity
Manual arrangements may leave inconsistencies that compromise brand name uniformity, while snapshots enable you to replicate an account configuration across numerous brand-new accounts without by hand recreating all setups each. This helps release fully configured customer accounts swiftly and accurately while conserving addons such as triggers or email templates in snapshots make maintaining constant procedures throughout your customer base much simpler.
Snapshots can be an important property to agencies managing several accounts at the same time. By setting up the ideal account structure as soon as and saving it as a snapshot for usage later on with brand-new clients, snapshots help agencies decrease onboarding times by as much as 50 percent faster. A 2025 study shows how snapshots help speed the onboarding procedure significantly.
To produce a Snapshot, browse to your Company Control panel and pick the sub-account you wish to capture. From there, choose what components should be consisted of (funnels, schedules, workflows, internet site templates, personalized worths and so on) before offering it a name and clicking “Conserve”.
As soon as your snapshot prepares to utilize, browse to the Account Manager of the account or sub-account in which it needs to be used and pick it there (either all at once or element by component).
As a GoHighLevel reseller or marketing company, making use of snapshots can substantially boost productivity and make certain an extra standard account configuration process. By making it less complicated to reproduce campaigns, funnels and automation plans quickly, snapshots help range much faster while boosting earnings streams.
Implementing and using snapshots has many benefits that are important to organization success:.
Remove repetitive setup jobs
Snapshots make it easy and reliable to duplicate and reuse existing funnels, automations and setups that have actually shown themselves beneficial to other clients – saving you time, helping with faster client onboarding times and producing a more effective working environment by eliminating the requirement to change the wheel each time a brand-new client arrives.
Snapshots make sharing arrangements and campaigns with others within your agency easier than ever before, whether through single web link sent by means of email to employee or permanently shared with account accessibility. Additionally, snapshots likewise permit you to restrict their import right into certain subaccounts if wanted.
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 environment-friendly “Create New Snapshot” switch, going into a name for it, picking its source account( s) and choosing exactly how it will certainly be copied; make certain to select something descriptive yet easy-to-recall so it will certainly enter into your portfolio of information over time.
Tailor the settings for the snapshot by picking choices that finest satisfy the requirements of your customer, as an example if they are property customers you might wish to consist of:
Lastly, you can customize personalized areas to collect info that’s special to every client. When satisfied with the outcome, just push the “Save” button to save adjustments and use them across all customers.
As snapshots are an indispensable device for the success of GoHighLevel customers, making them crucial for marketing firms and SaaS resellers alike. If you haven’t utilized them already, give it a try and see just how it can streamline workflows while producing more outstanding outcomes for customers.