GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it easy and efficient to clone campaigns, funnels and even more throughout jobs. Agencies make use of snapshots to onboard clients faster and guarantee consistency across jobs.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, web sites, automation sequences, web page templates and various other assets.
Duplicate entire funnels and automations in secs
Snapshots are complete back-ups of your HighLevel configuration, including automations, funnels, web pages, landing kinds, contact checklists, e-mail campaigns and CRM pipes. Snapshots make transferring complete systems in between clients easy without the demand to recreate whatever from scratch; firms can save hours by using snapshots as templates throughout customer accounts.
To create 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 relates to. When completed, the snapshot can be seen under Snapshots group; once shared it can likewise be shared via sending out web links produced. Any kind of imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have a benefit because they’re fully modular; that permits you to make use of simply certain components while leaving others out – making personalization and adjustments a lot easier than with more stiff snapshots.
Automating essential procedures with these snapshots not just automates them however also enhances lead generation procedure and improves customer relationship management (CRM) to increase scalability and productivity for better scalability and productivity allowing customers to develop efficient marketing techniques concentrated on turning possible customers into paying clients.
HighLevel snapshots use another substantial benefit – their flexibility in meeting details industry needs. As an example, oral snapshots could come pre-loaded with lead capture forms and campaigns supplying totally free teeth lightening to brand-new individuals. This gives firms with the liberty to tailor options especially customized for each and every customer while still staying consistent in brand image and message.
GoHighLevel’s snapshots are extremely configurable and can aid your agency boost effectiveness and broaden. By duplicating existing workflows, streamlining complex automations, onboarding brand-new customers conveniently and being centrally located with easy guidelines they are a crucial asset in accomplishing growth faster and more effectively than ever before.
Accelerate customer onboarding
Are You a Company Proprietor or Administrator? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for several clients simultaneously, hence quickening outcomes for customers while saving you time on configuration! Snapshots make sure success for every person involved – firm and clients alike.
Snapshots provide a thorough back-up of an account’s configuration, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported right into an additional client account using Snapshot ImporterTM they immediately setup in that account, making onboarding much faster. This reduction in manual configuration time makes onboarding much more efficient!
To develop a snapshot, browse 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 certainly like conserved as part of this snapshot before clicking “Conserve”; HighLevel will create a mobile duplicate that you can after that release similar systems elsewhere GoHighLevel eCommerce Shopping Cart Snapshot.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this an indispensable feature for agencies moving systems in between customers. Once exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes creating snapshots less complicated than ever, providing pre-equipped snapshot templates for various markets from real estate to shopping. By promptly onboarding brand-new customers while helping them fulfill their business objectives, these industry-specific snapshot templates make onboarding customers much faster than ever and supplying them with comprehensive marketing systems quicker than ever before.
Preserve brand name consistency
Manual configurations might leave inconsistencies that endanger brand consistency, while snapshots permit you to replicate an account setup across several brand-new accounts without manually recreating all setups each. This aids deploy fully set up customer accounts rapidly and accurately while conserving addons such as triggers or email templates in snapshots make maintaining constant processes across your client base much simpler.
Snapshots can be a vital possession to companies handling multiple accounts simultaneously. By establishing the perfect account structure when and saving it as a snapshot for use later with new clients, snapshots assist firms decrease onboarding times by approximately 50 percent faster. A 2025 study shows how snapshots assist speed up the onboarding process dramatically.
To produce a Snapshot, browse to your Company Dashboard and select the sub-account you desire to catch. From there, select what aspects need to be included (funnels, schedules, workflows, site templates, customized values and so forth) prior to giving it a name and clicking “Conserve”.
As soon as your snapshot is ready to utilize, browse to the Account Supervisor of the account or sub-account in which it needs to be used and pick it there (either simultaneously or element by component).
As a GoHighLevel reseller or marketing agency, using snapshots can substantially boost efficiency and ensure a much more standardized account configuration process. By making it less complicated to reproduce campaigns, funnels and automation schemes quickly, snapshots help scale faster while boosting revenue streams.
Applying and making use of snapshots has several advantages that are vital to business success:.
Eliminate repeated setup jobs
Snapshots make it easy and efficient to duplicate and reuse existing funnels, automations and setups that have actually confirmed themselves beneficial to other clients – conserving you time, assisting in faster client onboarding times and developing an even more productive working environment by removing the demand to transform the wheel each time a brand-new customer shows up.
Snapshots make sharing arrangements and campaigns with others within your firm simpler than ever before, whether through single link sent using e-mail to employee or permanently shared via account gain access to. In addition, snapshots additionally permit you to limit their import right into details subaccounts if wanted.
Beginning by logging into your HighLevel agency view and browsing 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, picking its source account( s) and selecting how it will certainly be replicated; be sure to choose something descriptive yet easy-to-recall so it will certainly enter into your profile of information over time.
Tailor the setups for the snapshot by picking options that finest meet the needs of your customer, for instance if they are real estate clients you may wish to consist of:
Lastly, you can personalize custom-made areas to accumulate details that’s special to every customer. When satisfied with the outcome, simply push the “Save” switch to conserve changes and apply them across all clients.
As snapshots are an indispensable device for the success of GoHighLevel customers, making them vital for marketing companies and SaaS resellers alike. If you haven’t utilized them already, give it a try and see exactly how it can streamline workflows while generating extra excellent results for customers.