GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it basic and efficient to clone campaigns, funnels and more throughout tasks. Agencies use snapshots to onboard customers much faster and make sure consistency across jobs.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, internet sites, automation series, web page templates and various other assets.
Duplicate whole funnels and automations in seconds
Snapshots are total back-ups of your HighLevel arrangement, consisting of automations, funnels, web pages, landing kinds, call lists, e-mail campaigns and CRM pipes. Snapshots make transferring complete systems between customers easy without the need to recreate every little thing from square one; firms can save hours by using 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 choosing which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots group; when shared it can also be shared through sending web links created. Any imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage in that they’re completely modular; that allows you to make use of just particular components while leaving others out – making customization and modifications a lot easier than with even more rigid snapshots.
Automating key processes with these snapshots not just automates them yet also streamlines list building procedure and enhances customer relationship management (CRM) to raise scalability and efficiency for better scalability and performance allowing customers to develop effective marketing strategies concentrated on transforming possible customers into paying clients.
HighLevel snapshots offer another significant advantage – their flexibility in conference certain sector requirements. For example, oral snapshots might come pre-loaded with lead capture kinds and campaigns using complimentary teeth lightening to new patients. This provides companies with the flexibility to customize options particularly customized for each and every client while still staying regular in brand photo and message.
GoHighLevel’s snapshots are very configurable and can aid your agency increase performance and increase. By duplicating existing workflows, streamlining intricate automations, onboarding new clients conveniently and being centrally located with straightforward instructions they are a crucial property in achieving growth quicker and better than ever.
Accelerate client onboarding
Are You a Firm Owner or Manager? HighLevel snapshots make scaling simple, making it feasible to duplicate funnels and automations for several customers all at once, hence accelerating outcomes for customers while conserving you time on configuration! Snapshots guarantee success for everyone involved – agency and customers alike.
Snapshots supply an extensive backup of an account’s arrangement, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported right into one more customer account making use of Snapshot ImporterTM they immediately setup in that account, making onboarding much quicker. This decrease in manual setup time makes onboarding much more reliable!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, begin picking which elements of its system you would certainly like conserved as part of this snapshot prior to clicking “Save”; HighLevel will certainly create a mobile duplicate that you can then deploy similar systems elsewhere GoHighLevel Ecommerce Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this a vital feature for agencies transferring systems between clients. As soon as exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes producing snapshots simpler than ever, using pre-equipped snapshot templates for numerous markets from property to shopping. By quickly onboarding brand-new customers while helping them satisfy their organization objectives, these industry-specific snapshot templates make onboarding customers quicker than ever before and giving them with detailed marketing systems quicker than ever before.
Maintain brand consistency
Manual configurations might leave incongruities that jeopardize brand consistency, while snapshots allow you to reproduce an account arrangement across numerous brand-new accounts without by hand recreating all setups for each one. This assists release totally set up customer accounts rapidly and properly while saving addons such as triggers or email templates in snapshots make keeping regular procedures throughout your customer base much simpler.
Snapshots can be an invaluable possession to companies handling multiple accounts all at once. By setting up the perfect account framework when and saving it as a snapshot for usage later with brand-new customers, snapshots aid firms decrease onboarding times by up to half faster. A 2025 study demonstrates how snapshots aid speed the onboarding procedure considerably.
To produce a Snapshot, browse to your Agency Control panel and select the sub-account you wish to capture. From there, pick what aspects ought to be included (funnels, schedules, workflows, web site templates, personalized values and so forth) prior to giving it a name and clicking “Conserve”.
As soon as your snapshot prepares to make use of, browse to the Account Supervisor of the account or sub-account in which it requires to be applied and pick it there (either at one time or component by element).
As a GoHighLevel reseller or marketing company, making use of snapshots can substantially boost performance and ensure a more standard account arrangement process. By making it less complicated to duplicate campaigns, funnels and automation schemes swiftly, snapshots aid scale faster while raising profits streams.
Implementing and making use of snapshots has many advantages that are essential to organization success:.
Get rid of repetitive configuration tasks
Snapshots make it straightforward and efficient to duplicate and reuse existing funnels, automations and setups that have confirmed themselves beneficial to other clients – saving you time, promoting quicker customer onboarding times and producing an even more effective workplace by removing the demand to change the wheel each time a new customer shows up.
Snapshots make sharing configurations and campaigns with others within your agency much easier than ever, whether via one-time web link sent out via email to staff member or permanently shared with account accessibility. Moreover, snapshots additionally enable you to restrict their import right into details subaccounts if desired.
Start by logging right into your HighLevel agency view and browsing to the “Account Snapshots” section. Right here, you can produce a snapshot by clicking the environment-friendly “Create New Snapshot” switch, entering a name for it, picking its resource account( s) and selecting how it will be duplicated; be sure to pick something detailed yet easy-to-recall so it will enter into your portfolio of details with time.
Personalize the setups for the snapshot by selecting alternatives that finest fulfill the needs of your client, for instance if they are realty clients you may wish to consist of:
Lastly, you can tailor custom-made areas to gather details that’s distinct to each client. When satisfied with the outcome, merely push the “Conserve” button to conserve changes and apply them throughout all customers.
As snapshots are a vital tool for the success of GoHighLevel individuals, making them essential for marketing companies and SaaS resellers alike. If you haven’t utilized them currently, give it a try and see exactly how it can improve workflows while producing more impressive results for clients.