GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it simple and efficient to clone campaigns, funnels and more throughout tasks. Agencies use snapshots to onboard customers much faster and make sure consistency throughout jobs.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, sites, automation series, web page templates and other possessions.
Duplicate entire funnels and automations in seconds
Snapshots are total backups of your HighLevel arrangement, consisting of automations, funnels, web pages, landing types, call lists, e-mail campaigns and CRM pipes. Snapshots make transferring total systems between clients easy without the demand to recreate every little thing from scratch; companies can save hours by using snapshots as templates across client accounts.
To develop a snapshot, log right into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot before picking which account or subaccount it relates to. When completed, the snapshot can be seen under Snapshots classification; once shared it can additionally be shared using sending web links created. Any imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit in that they’re fully modular; that permits you to make use of just certain components while leaving others out – making personalization and changes much simpler than with more rigid snapshots.
Automating vital procedures with these snapshots not only automates them but additionally streamlines lead generation procedure and boosts customer relationship management (CRM) to raise scalability and performance for much better scalability and performance enabling individuals to develop effective marketing strategies focused on turning prospective clients right into paying customers.
HighLevel snapshots offer one more substantial advantage – their convenience in conference details sector needs. As an example, dental snapshots might come pre-loaded with lead capture types and campaigns offering cost-free teeth lightening to brand-new people. This offers firms with the flexibility to tailor remedies specifically tailored for each and every client while still remaining consistent in brand photo and message.
GoHighLevel’s snapshots are highly configurable and can aid your company rise efficiency and broaden. By duplicating existing workflows, simplifying intricate automations, onboarding brand-new clients conveniently and being centrally located with straightforward directions they are a vital asset in accomplishing development quicker and better than ever.
Accelerate client onboarding
Are You a Firm Owner or Manager? HighLevel snapshots make scaling very easy, making it feasible to duplicate funnels and automations for multiple clients concurrently, hence speeding up results for customers while saving you time on arrangement! Snapshots make sure success for everybody entailed – company and clients alike.
Snapshots provide an extensive backup of an account’s arrangement, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported right into another client account making use of Snapshot ImporterTM they immediately arrangement in that account, making onboarding much faster. This decrease in hands-on arrangement time makes onboarding far more reliable!
To create 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 elements of its system you would certainly such as saved as part of this snapshot prior to clicking “Save”; HighLevel will produce a portable duplicate that you can then deploy similar systems elsewhere GoHighLevel Fitness Coach Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this a vital feature for firms transferring systems in between clients. As soon as exported, just import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes producing snapshots much easier than ever, providing pre-equipped snapshot templates for various sectors from realty to ecommerce. By swiftly onboarding new clients while helping them meet their business goals, these industry-specific snapshot templates make onboarding clients much faster than ever before and supplying them with extensive marketing systems faster than ever before.
Preserve brand consistency
Manual configurations may leave inconsistencies that compromise brand uniformity, while snapshots permit you to duplicate an account setup across multiple brand-new accounts without by hand recreating all setups each. This helps deploy completely set up customer accounts rapidly and properly while conserving addons such as triggers or email templates in snapshots make maintaining constant processes throughout your client base much less complex.
Snapshots can be an important possession to companies taking care of multiple accounts at the same time. By setting up the excellent account structure once and waiting as a snapshot for usage later with new clients, snapshots assist agencies lower onboarding times by approximately 50 percent quicker. A 2025 research shows how snapshots aid speed the onboarding process considerably.
To develop a Snapshot, navigate to your Agency Control panel and select the sub-account you want to catch. From there, pick what aspects ought to be included (funnels, schedules, workflows, website templates, personalized worths and more) prior to offering it a name and clicking “Conserve”.
Once your snapshot prepares to utilize, navigate to the Account Manager of the account or sub-account in which it needs to be used and select it there (either at one time or part by component).
As a GoHighLevel reseller or marketing agency, making use of snapshots can dramatically boost productivity and ensure an extra standardized account setup procedure. By making it simpler to duplicate campaigns, funnels and automation systems promptly, snapshots aid range faster while raising earnings streams.
Executing and making use of snapshots has several benefits that are necessary to company success:.
Eliminate repeated configuration jobs
Snapshots make it basic and reliable to duplicate and reuse existing funnels, automations and configurations that have verified themselves beneficial to various other clients – saving you time, promoting quicker client onboarding times and creating an even more productive working environment by eliminating the requirement to change the wheel each time a brand-new customer gets here.
Snapshots make sharing configurations and campaigns with others within your company much easier than ever before, whether by means of one-time link sent via email to team members or permanently shared via account accessibility. Additionally, snapshots additionally permit you to restrict their import into certain subaccounts if preferred.
Beginning by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Below, you can produce a snapshot by clicking the environment-friendly “Create New Snapshot” button, getting in a name for it, selecting its resource account( s) and picking how it will be duplicated; make certain to pick something detailed yet easy-to-recall so it will certainly enter into your profile of info in time.
Tailor the setups for the snapshot by selecting options that finest meet the requirements of your customer, for instance if they are real estate clients you might desire to include:
Lastly, you can customize customized areas to collect info that’s one-of-a-kind to each customer. When satisfied with the outcome, just push the “Conserve” button to save adjustments and use them throughout all customers.
As snapshots are an indispensable tool for the success of GoHighLevel individuals, making them vital for marketing firms and SaaS resellers alike. If you have not utilized them currently, give it a try and see exactly how it can enhance workflows while creating extra impressive outcomes for clients.