GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it simple and effective to duplicate campaigns, funnels and even more across tasks. Agencies make use of snapshots to onboard clients much faster and make sure consistency throughout tasks.
Each snapshot includes an integrated set of marketing campaigns, sales funnels, web sites, automation series, web page templates and other possessions.
Duplicate whole funnels and automations in seconds
Snapshots are total backups of your HighLevel setup, consisting of automations, funnels, web pages, landing types, call lists, email campaigns and CRM pipes. Snapshots make moving complete systems in between customers easy without the need to recreate whatever from scratch; firms can save hours by utilizing snapshots as templates throughout customer accounts.
To create a snapshot, log right 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 finished, the snapshot can be seen under Snapshots category; once shared it can also be shared using sending links created. Any type of imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have a benefit because they’re totally modular; that allows you to make use of just specific parts while leaving others out – making personalization and modifications much simpler than with even more inflexible snapshots.
Automating vital procedures with these snapshots not just automates them however likewise enhances list building procedure and enhances customer relationship management (CRM) to enhance scalability and performance for better scalability and performance allowing individuals to develop reliable marketing approaches concentrated on transforming potential clients into paying clients.
HighLevel snapshots offer an additional considerable benefit – their convenience in meeting specific industry demands. As an example, oral snapshots can come pre-loaded with lead capture types and campaigns supplying complimentary teeth whitening to new patients. This provides agencies with the flexibility to tailor solutions particularly customized for each and every client while still staying consistent in brand image and message.
GoHighLevel’s snapshots are highly configurable and can aid your company rise performance and broaden. By duplicating existing workflows, streamlining intricate automations, onboarding new customers easily and being centrally located with basic guidelines they are an indispensable asset in attaining growth much faster and better than in the past.
Speed up client onboarding
Are You a Firm Owner or Manager? HighLevel snapshots make scaling easy, making it feasible to replicate funnels and automations for several customers at the same time, hence accelerating results for customers while conserving you time on configuration! Snapshots make certain success for everybody entailed – firm and clients alike.
Snapshots give a detailed backup of an account’s configuration, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported into another client account utilizing Snapshot ImporterTM they instantly setup because account, making onboarding much faster. This decrease in hand-operated arrangement 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 source for your snapshot, start selecting which parts of its system you would like conserved as part of this snapshot prior to clicking “Save”; HighLevel will certainly create a portable duplicate that you can then release similar systems in other places GoHighLevel Decking Company Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an indispensable feature for firms transferring systems in between clients. As soon as exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes producing snapshots simpler than ever before, offering pre-equipped snapshot templates for different industries from property to shopping. By quickly onboarding new clients while helping them satisfy their company objectives, these industry-specific snapshot templates make onboarding clients quicker than ever and giving them with detailed marketing systems faster than ever before.
Maintain brand name consistency
Manual setups may leave disparities that endanger brand name uniformity, while snapshots enable you to duplicate an account configuration across numerous new accounts without manually recreating all settings for each one. This helps release completely configured customer accounts swiftly and accurately while saving addons such as triggers or email templates in snapshots make keeping constant procedures across your customer base much easier.
Snapshots can be a vital property to agencies taking care of multiple accounts at the same time. By establishing the optimal account framework as soon as and saving it as a snapshot for use later with brand-new clients, snapshots assist agencies lower onboarding times by up to 50 percent quicker. A 2025 research study shows how snapshots aid speed up the onboarding process significantly.
To produce a Snapshot, browse to your Agency Dashboard and pick the sub-account you desire to record. From there, pick what components need to be consisted of (funnels, schedules, workflows, site templates, custom worths and so forth) prior to offering it a name and clicking “Save”.
When your snapshot prepares to utilize, navigate to the Account Manager of the account or sub-account in which it requires to be used and select it there (either simultaneously or component by part).
As a GoHighLevel reseller or marketing firm, making use of snapshots can dramatically boost productivity and guarantee a much more standardized account setup process. By making it less complicated to duplicate campaigns, funnels and automation schemes swiftly, snapshots assist scale quicker while enhancing earnings streams.
Implementing and utilizing snapshots has numerous benefits that are vital to business success:.
Eliminate recurring arrangement jobs
Snapshots make it easy and reliable to duplicate and reuse existing funnels, automations and configurations that have confirmed themselves beneficial to various other clients – conserving you time, facilitating quicker customer onboarding times and producing an even more efficient workplace by eliminating the requirement to reinvent the wheel each time a brand-new customer shows up.
Snapshots make sharing arrangements and campaigns with others within your firm easier than ever before, whether by means of single link sent using email to employee or permanently shared through account gain access to. In addition, snapshots likewise enable you to limit their import into specific subaccounts if preferred.
Begin by logging right into your HighLevel agency view and navigating to the “Account Snapshots” area. Here, you can create a snapshot by clicking the green “Create New Snapshot” button, going into a name for it, selecting its resource account( s) and selecting how it will be duplicated; make sure to select something descriptive yet easy-to-recall so it will enter into your profile of information with time.
Personalize the settings for the snapshot by picking options that finest satisfy the demands of your client, as an example if they are realty customers you may want to include:
Ultimately, you can personalize personalized areas to accumulate info that’s distinct to each client. When satisfied with the result, simply push the “Save” button to conserve modifications and apply them throughout all customers.
As snapshots are an important tool for the success of GoHighLevel customers, making them important for marketing firms and SaaS resellers alike. If you have not utilized them currently, give it a try and see exactly how it can improve workflows while creating a lot more remarkable results for clients.