GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it simple and reliable to clone campaigns, funnels and more across jobs. Agencies utilize snapshots to onboard customers much faster and guarantee uniformity across jobs.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, sites, automation sequences, page templates and various other assets.
Duplicate whole funnels and automations in seconds
Snapshots are complete backups of your HighLevel arrangement, consisting of automations, funnels, pages, touchdown types, contact listings, email campaigns and CRM pipes. Snapshots make moving full systems between customers easy without the need to recreate everything from scratch; companies can save hours by utilizing snapshots as templates across customer accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Provide 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 group; once shared it can likewise be shared through sending links created. Any imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have a benefit because they’re completely modular; that enables you to use just specific parts while leaving others out – making customization and adjustments a lot simpler than with more inflexible snapshots.
Automating crucial processes with these snapshots not only automates them however likewise enhances list building procedure and boosts customer relationship management (CRM) to raise scalability and productivity for far better scalability and efficiency making it possible for users to create effective marketing approaches concentrated on transforming potential clients right into paying clients.
HighLevel snapshots use another substantial advantage – their versatility in conference certain industry requirements. For instance, oral snapshots could come pre-loaded with lead capture types and campaigns offering complimentary teeth bleaching to brand-new patients. This offers agencies with the liberty to customize options especially tailored for every customer while still remaining regular in brand image and message.
GoHighLevel’s snapshots are highly configurable and can help your agency increase effectiveness and increase. By duplicating existing workflows, streamlining intricate automations, onboarding new customers easily and being centrally located with straightforward instructions they are an essential possession in achieving growth much faster and more effectively than ever before.
Accelerate customer onboarding
Are You a Company Proprietor or Manager? HighLevel snapshots make scaling very easy, making it possible to duplicate funnels and automations for multiple customers concurrently, hence accelerating outcomes for clients while saving you time on setup! Snapshots make sure success for every person involved – agency and clients alike.
Snapshots give a thorough back-up of an account’s setup, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported into another client account utilizing Snapshot ImporterTM they automatically configuration because account, making onboarding much quicker. This decrease in hand-operated configuration time makes onboarding far more reliable!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, start picking which elements of its system you would like saved as part of this snapshot prior to clicking “Save”; HighLevel will produce a portable copy that you can after that deploy comparable systems in other places GoHighLevel Digital Marketing Agency Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an important feature for agencies moving systems in between customers. Once exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes creating snapshots simpler than ever, using pre-equipped snapshot templates for numerous industries from real estate to ecommerce. By promptly onboarding new clients while helping them satisfy their business objectives, these industry-specific snapshot templates make onboarding clients much faster than ever before and supplying them with comprehensive marketing systems much faster than ever before.
Maintain brand name uniformity
Manual setups might leave inconsistencies that jeopardize brand consistency, while snapshots enable you to reproduce an account arrangement throughout numerous brand-new accounts without by hand recreating all setups each. This aids release totally configured customer accounts swiftly and accurately while saving addons such as triggers or e-mail templates in snapshots make preserving consistent procedures throughout your client base much easier.
Snapshots can be an invaluable property to companies handling several accounts concurrently. By setting up the suitable account framework as soon as and waiting as a snapshot for use later with new customers, snapshots aid agencies decrease onboarding times by approximately half faster. A 2025 research shows how snapshots assist speed up the onboarding procedure dramatically.
To develop a Snapshot, browse to your Agency Dashboard and choose the sub-account you want to record. From there, select what aspects ought to be included (funnels, schedules, workflows, site templates, custom-made worths and so on) prior to providing it a name and clicking “Save”.
As soon as your snapshot is ready to utilize, navigate to the Account Manager of the account or sub-account in which it requires to be applied and select it there (either all at once or element by element).
As a GoHighLevel reseller or marketing company, using snapshots can significantly boost performance and guarantee a more standardized account configuration procedure. By making it much easier to replicate campaigns, funnels and automation plans swiftly, snapshots help scale quicker while boosting profits streams.
Implementing and using snapshots has several benefits that are essential to company success:.
Eliminate repetitive arrangement tasks
Snapshots make it simple and efficient to duplicate and reuse existing funnels, automations and configurations that have proven themselves beneficial to various other customers – conserving you time, promoting quicker customer onboarding times and developing a more effective workplace by eliminating the demand to reinvent the wheel each time a new customer shows up.
Snapshots make sharing setups and campaigns with others within your agency less complicated than ever, whether via one-time web link sent out via e-mail to employee or permanently shared through account access. Additionally, snapshots likewise allow you to limit their import into details subaccounts if desired.
Start by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can develop a snapshot by clicking the green “Create New Snapshot” switch, getting in a name for it, choosing its resource account( s) and picking exactly how it will be replicated; be sure to choose something detailed yet easy-to-recall so it will certainly become part of your portfolio of details in time.
Customize the settings for the snapshot by picking choices that finest fulfill the needs of your customer, for instance if they are real estate customers you might wish to include:
Finally, you can personalize custom-made fields to accumulate information that’s special to every customer. When satisfied with the outcome, just push the “Conserve” switch to save changes and use them throughout all clients.
As snapshots are an indispensable tool for the success of GoHighLevel users, making them important for marketing firms and SaaS resellers alike. If you have not used them already, give it a try and see exactly how it can enhance workflows while creating much more impressive outcomes for clients.