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 tasks. Agencies utilize snapshots to onboard customers quicker and make certain consistency throughout jobs.
Each snapshot consists of an integrated set of marketing campaigns, sales funnels, web sites, automation sequences, web page templates and other possessions.
Replicate entire funnels and automations in seconds
Snapshots are full backups of your HighLevel arrangement, consisting of automations, funnels, pages, touchdown forms, contact lists, e-mail campaigns and CRM pipelines. Snapshots make transferring total systems between customers easy without the requirement to recreate whatever from the ground up; agencies can save hours by utilizing snapshots as templates across client accounts.
To create a snapshot, log right into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot before selecting which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots group; once shared it can likewise be shared by means of sending out links produced. Any kind of imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage because they’re completely modular; that permits you to utilize simply certain components while leaving others out – making personalization and changes a lot less complex than with even more rigid snapshots.
Automating essential processes with these snapshots not only automates them but additionally simplifies list building procedure and improves customer relationship management (CRM) to raise scalability and efficiency for far better scalability and productivity allowing users to produce effective marketing strategies focused on transforming possible customers into paying clients.
HighLevel snapshots use an additional considerable benefit – their flexibility in conference certain market requirements. For example, dental snapshots could come pre-loaded with lead capture forms and campaigns using free teeth lightening to brand-new people. This provides agencies with the freedom to customize options especially customized for every customer while still continuing to be constant in brand photo and message.
GoHighLevel’s snapshots are extremely configurable and can assist your firm increase efficiency and increase. By duplicating existing workflows, simplifying complex automations, onboarding new clients easily and being centrally located with straightforward directions they are a vital asset in attaining development quicker and better than in the past.
Speed up client onboarding
Are You an Agency Owner or Administrator? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for multiple customers all at once, hence accelerating results for customers while saving you time on arrangement! Snapshots ensure success for every person included – company and clients alike.
Snapshots give an extensive back-up of an account’s setup, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas etc. When imported right into another client account utilizing Snapshot ImporterTM they automatically arrangement because account, making onboarding much quicker. This reduction in hands-on arrangement time makes onboarding even more reliable!
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 selecting which elements of its system you would such as conserved as part of this snapshot before clicking “Save”; HighLevel will produce a portable duplicate that you can after that release similar systems elsewhere GoHighLevel Flooring Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an invaluable feature for agencies transferring systems between clients. As soon as exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes creating snapshots much easier than ever, offering pre-equipped snapshot templates for numerous markets from property to shopping. By quickly onboarding new customers while helping them satisfy their service objectives, these industry-specific snapshot templates make onboarding clients quicker than ever and supplying them with comprehensive marketing systems faster than ever before.
Keep brand uniformity
Manual setups might leave variances that endanger brand name uniformity, while snapshots allow you to duplicate an account setup across several new accounts without by hand recreating all setups each. This helps deploy fully configured customer accounts quickly and accurately while conserving addons such as triggers or e-mail templates in snapshots make maintaining consistent processes throughout your client base much less complex.
Snapshots can be a vital possession to agencies managing multiple accounts at the same time. By setting up the ideal account framework as soon as and waiting as a snapshot for usage later with new clients, snapshots assist firms minimize onboarding times by approximately half faster. A 2025 research study shows how snapshots help speed the onboarding procedure significantly.
To develop a Snapshot, browse to your Firm Dashboard and pick the sub-account you desire to record. From there, choose what aspects should be included (funnels, calendars, workflows, website templates, custom worths and so on) before giving it a name and clicking “Conserve”.
Once 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 select it there (either all at once or element by component).
As a GoHighLevel reseller or marketing company, utilizing snapshots can dramatically boost performance and guarantee an extra standardized account configuration procedure. By making it much easier to replicate campaigns, funnels and automation plans swiftly, snapshots help scale much faster while increasing income streams.
Executing and making use of snapshots has several advantages that are important to organization success:.
Get rid of recurring setup jobs
Snapshots make it basic and reliable to clone and reuse existing funnels, automations and setups that have verified themselves beneficial to other clients – conserving you time, assisting in quicker customer onboarding times and developing an even more productive working environment by eliminating the need to transform the wheel each time a brand-new customer shows up.
Snapshots make sharing configurations and campaigns with others within your firm less complicated than ever before, whether using one-time link sent out by means of e-mail to team members or completely shared via account access. Moreover, snapshots also permit you to restrict their import right into specific subaccounts if preferred.
Begin by logging into your HighLevel agency view and navigating to the “Account Snapshots” section. Here, you can develop a snapshot by clicking the environment-friendly “Create New Snapshot” switch, going into a name for it, choosing its resource account( s) and choosing exactly how it will be replicated; make sure to select something detailed yet easy-to-recall so it will certainly enter into your portfolio of information over time.
Personalize the settings for the snapshot by selecting choices that best fulfill the requirements of your customer, for example if they are realty customers you may want to consist of:
Finally, you can personalize personalized areas to collect details that’s one-of-a-kind to every client. When pleased with the outcome, merely press the “Conserve” switch to conserve changes and use them across all clients.
As snapshots are a vital device for the success of GoHighLevel users, making them important for marketing firms and SaaS resellers alike. If you haven’t used them already, give it a try and see just how it can enhance workflows while producing much more outstanding results for customers.