GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it basic and effective to duplicate campaigns, funnels and even more throughout projects. Agencies utilize snapshots to onboard customers quicker and guarantee uniformity throughout tasks.
Each snapshot includes an integrated collection of marketing campaigns, sales funnels, internet sites, automation sequences, web page templates and other possessions.
Duplicate whole funnels and automations in secs
Snapshots are full backups of your HighLevel arrangement, including automations, funnels, web pages, landing forms, call lists, e-mail campaigns and CRM pipes. Snapshots make moving total systems between clients easy without the requirement to recreate whatever from scratch; agencies can save hours by using snapshots as templates across customer accounts.
To produce a snapshot, log into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot before selecting which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots category; once shared it can likewise be shared via sending links generated. Any type of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit in that they’re totally modular; that allows you to make use of just certain components while leaving others out – making customization and modifications much less complex than with more rigid snapshots.
Automating crucial procedures with these snapshots not only automates them however also improves list building procedure and enhances customer relationship management (CRM) to increase scalability and efficiency for much better scalability and productivity making it possible for customers to develop efficient marketing techniques concentrated on transforming prospective customers right into paying customers.
HighLevel snapshots supply an additional significant benefit – their convenience in meeting particular market demands. As an example, oral snapshots might come pre-loaded with lead capture types and campaigns supplying totally free teeth lightening to new people. This gives firms with the flexibility to customize services specifically customized for each customer while still staying constant in brand photo and message.
GoHighLevel’s snapshots are very configurable and can assist your company rise performance and increase. By duplicating existing workflows, simplifying complicated automations, onboarding new customers easily and being centrally located with basic instructions they are an important asset in achieving development faster and more effectively than ever before.
Quicken client onboarding
Are You a Company Owner or Manager? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for several clients concurrently, therefore accelerating outcomes for customers while conserving you time on configuration! Snapshots make sure success for every person included – firm and clients alike.
Snapshots offer a thorough back-up of an account’s configuration, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas etc. When imported into an additional customer account making use of Snapshot ImporterTM they instantly configuration in that account, making onboarding much faster. This reduction in manual configuration time makes onboarding even more effective!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, begin choosing which elements of its system you would such as conserved as part of this snapshot before clicking “Conserve”; HighLevel will develop a mobile copy that you can after that deploy similar systems elsewhere GoHighLevel Electrician Snapshot.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this an invaluable feature for agencies moving systems between clients. As soon as exported, just import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes developing snapshots simpler than ever, providing pre-equipped snapshot templates for various sectors from realty to ecommerce. By quickly onboarding new clients while helping them satisfy their company goals, these industry-specific snapshot templates make onboarding customers much faster than ever and providing them with thorough marketing systems faster than ever.
Maintain brand consistency
Hand-operated configurations may leave inconsistencies that jeopardize brand uniformity, while snapshots permit you to reproduce an account configuration throughout numerous new accounts without by hand recreating all setups each. This assists release totally set up customer accounts promptly and accurately while conserving addons such as triggers or e-mail templates in snapshots make keeping regular processes across your client base much easier.
Snapshots can be an invaluable property to companies managing numerous accounts simultaneously. By setting up the excellent account framework as soon as and saving it as a snapshot for use later on with brand-new customers, snapshots aid agencies decrease onboarding times by approximately half faster. A 2025 research demonstrates how snapshots help speed up the onboarding procedure dramatically.
To develop a Snapshot, navigate to your Agency Control panel and select the sub-account you wish to record. From there, select what elements ought to be included (funnels, schedules, workflows, site templates, personalized values and more) prior to giving it a name and clicking “Conserve”.
When your snapshot prepares 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 firm, using snapshots can dramatically boost efficiency and make sure a much more standard account setup process. By making it simpler to reproduce campaigns, funnels and automation systems swiftly, snapshots aid range quicker while boosting earnings streams.
Executing and making use of snapshots has many advantages that are important to organization success:.
Eliminate repeated configuration tasks
Snapshots make it straightforward and efficient to clone and reuse existing funnels, automations and configurations that have verified themselves beneficial to various other clients – conserving you time, promoting faster client onboarding times and producing a more productive workplace by eliminating the requirement to change the wheel each time a new customer gets here.
Snapshots make sharing arrangements and campaigns with others within your firm less complicated than ever before, whether through single web link sent through e-mail to employee or completely shared via account gain access to. Furthermore, snapshots likewise enable you to limit their import into details subaccounts if preferred.
Beginning by logging into your HighLevel agency view and navigating to the “Account Snapshots” area. Below, you can create a snapshot by clicking the environment-friendly “Create New Snapshot” button, getting in a name for it, picking its source account( s) and selecting how it will be copied; make sure to choose something descriptive yet easy-to-recall so it will certainly become part of your portfolio of info with time.
Tailor the setups for the snapshot by picking choices that finest fulfill the needs of your customer, as an example if they are real estate clients you may wish to include:
Lastly, you can tailor personalized fields to accumulate details that’s distinct to every client. When satisfied with the outcome, simply press the “Conserve” button to save modifications and apply them throughout all clients.
As snapshots are an indispensable 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 streamline workflows while generating a lot more impressive results for clients.