GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it straightforward and efficient to duplicate campaigns, funnels and even more across projects. Agencies utilize snapshots to onboard clients much faster and make sure consistency across projects.
Each snapshot includes an integrated collection of marketing campaigns, sales funnels, sites, automation series, page templates and various other properties.
Replicate entire funnels and automations in secs
Snapshots are full backups of your HighLevel arrangement, including automations, funnels, web pages, touchdown types, contact checklists, e-mail campaigns and CRM pipelines. Snapshots make moving total systems in between customers easy without the requirement to recreate whatever from scratch; companies can save hours by utilizing snapshots as templates across client 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 finished, the snapshot can be seen under Snapshots group; as soon as shared it can additionally be shared by means of sending web links created. Any imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have a benefit because they’re totally modular; that allows you to make use of simply specific parts while leaving others out – making modification and changes a lot simpler than with even more rigid snapshots.
Automating vital processes with these snapshots not only automates them yet likewise enhances list building process and improves customer relationship management (CRM) to boost scalability and performance for much better scalability and productivity making it possible for customers to produce efficient marketing approaches focused on turning potential clients into paying clients.
HighLevel snapshots offer an additional considerable benefit – their convenience in conference particular sector demands. For instance, dental snapshots can come pre-loaded with lead capture forms and campaigns offering free teeth lightening to new people. This provides agencies with the flexibility to customize solutions especially tailored for every customer while still continuing to be regular in brand picture and message.
GoHighLevel’s snapshots are highly configurable and can help your agency increase performance and expand. By replicating existing workflows, streamlining intricate automations, onboarding new clients quickly and being centrally located with simple guidelines they are an important possession in achieving development much faster and more effectively than ever.
Quicken customer onboarding
Are You a Company Proprietor or Manager? HighLevel snapshots make scaling easy, making it feasible to duplicate funnels and automations for numerous customers simultaneously, therefore speeding up results for customers while conserving you time on configuration! Snapshots guarantee success for every person involved – company and clients alike.
Snapshots supply an extensive backup of an account’s configuration, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported right into another client account using Snapshot ImporterTM they automatically setup because account, making onboarding much faster. This reduction in hands-on setup time makes onboarding much more effective!
To create a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, start selecting which elements of its system you would certainly such as conserved as part of this snapshot before clicking “Save”; HighLevel will create a portable copy that you can after that release comparable systems somewhere else GoHighLevel Fitness Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an indispensable feature for firms transferring systems between clients. When exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes creating snapshots easier than ever before, offering pre-equipped snapshot templates for various sectors from property to ecommerce. By quickly onboarding new customers while helping them meet their business goals, these industry-specific snapshot templates make onboarding customers quicker than ever before and supplying them with extensive marketing systems faster than ever before.
Preserve brand name uniformity
Manual arrangements may leave variances that endanger brand name uniformity, while snapshots enable you to replicate an account configuration across multiple brand-new accounts without manually recreating all settings for each one. This helps release completely configured client accounts swiftly and precisely while saving addons such as triggers or e-mail templates in snapshots make preserving regular procedures throughout your client base much less complex.
Snapshots can be a vital possession to agencies taking care of numerous accounts simultaneously. By setting up the perfect account structure once and saving it as a snapshot for use later with new clients, snapshots help firms lower onboarding times by as much as 50 percent quicker. A 2025 study demonstrates how snapshots aid speed up the onboarding process dramatically.
To produce a Snapshot, navigate to your Firm Dashboard and choose the sub-account you wish to capture. From there, select what aspects need to be consisted of (funnels, calendars, workflows, site templates, custom worths and so forth) before providing it a name and clicking “Conserve”.
Once your snapshot prepares to make use of, navigate to the Account Supervisor of the account or sub-account in which it needs to be applied and select it there (either all at once or element by element).
As a GoHighLevel reseller or marketing firm, utilizing snapshots can significantly boost productivity and make certain a much more standardized account setup process. By making it easier to replicate campaigns, funnels and automation plans swiftly, snapshots assist scale faster while enhancing income streams.
Executing and utilizing snapshots has lots of advantages that are essential to organization success:.
Eliminate repeated setup jobs
Snapshots make it easy and reliable to duplicate and reuse existing funnels, automations and arrangements that have actually confirmed themselves beneficial to various other clients – conserving you time, promoting much faster customer onboarding times and producing an even more effective working environment by getting rid of the requirement to transform the wheel each time a brand-new client gets here.
Snapshots make sharing setups and campaigns with others within your agency easier than ever before, whether by means of one-time web link sent via email to employee or completely shared with account access. Furthermore, snapshots also enable you to limit their import into particular subaccounts if desired.
Beginning 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” button, going into a name for it, picking its source account( s) and choosing exactly how it will certainly be duplicated; make sure to pick something descriptive yet easy-to-recall so it will become part of your portfolio of information over time.
Personalize the settings for the snapshot by picking choices that finest meet the needs of your customer, as an example if they are property customers you might desire to include:
Finally, you can customize custom areas to collect details that’s one-of-a-kind to each client. When pleased with the outcome, simply push the “Save” switch to save modifications and apply them throughout all customers.
As snapshots are an essential device for the success of GoHighLevel customers, making them indispensable for marketing firms and SaaS resellers alike. If you have not used them already, give it a try and see just how it can improve workflows while generating much more impressive results for customers.