GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it simple and reliable to clone campaigns, funnels and even more across jobs. Agencies use snapshots to onboard customers much faster and guarantee consistency throughout projects.
Each snapshot consists of an integrated collection of marketing campaigns, sales funnels, websites, automation sequences, page templates and various other possessions.
Duplicate whole funnels and automations in secs
Snapshots are complete back-ups of your HighLevel configuration, including automations, funnels, pages, touchdown kinds, contact lists, email campaigns and CRM pipelines. Snapshots make transferring full systems in between clients easy without the need to recreate whatever from the ground up; firms can save hours by utilizing snapshots as templates across customer accounts.
To create a snapshot, log right into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot prior to selecting which account or subaccount it relates to. When completed, the snapshot can be seen under Snapshots group; once shared it can additionally be shared via sending out web links generated. Any type of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit in that they’re fully modular; that enables you to make use of just particular components while leaving others out – making customization and adjustments much easier than with even more inflexible snapshots.
Automating vital processes with these snapshots not just automates them however additionally enhances list building process and improves customer relationship management (CRM) to boost scalability and productivity for much better scalability and productivity enabling individuals to create effective marketing strategies concentrated on turning prospective clients right into paying clients.
HighLevel snapshots supply another considerable benefit – their adaptability in conference specific industry requirements. For instance, oral snapshots could come pre-loaded with lead capture forms and campaigns providing complimentary teeth whitening to brand-new people. This gives agencies with the flexibility to tailor services particularly tailored for each and every customer while still remaining constant in brand photo and message.
GoHighLevel’s snapshots are very configurable and can aid your company boost performance and expand. By replicating existing workflows, simplifying complicated automations, onboarding new customers easily and being centrally located with straightforward directions they are a crucial possession in attaining growth much faster and better than in the past.
Quicken customer onboarding
Are You an Agency Proprietor or Manager? HighLevel snapshots make scaling very easy, making it possible to replicate funnels and automations for numerous clients simultaneously, thus quickening results for clients while saving you time on arrangement! Snapshots make certain success for every person involved – firm and customers alike.
Snapshots offer a thorough backup of an account’s configuration, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported right into an additional client account making use of Snapshot ImporterTM they instantly arrangement in that account, making onboarding much faster. This decrease in manual arrangement time makes onboarding much more reliable!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, start selecting which parts of its system you would certainly like conserved as part of this snapshot before clicking “Save”; HighLevel will create a portable copy that you can then release similar systems elsewhere GoHighLevel Furniture Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an indispensable feature for firms transferring systems in between clients. Once exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots easier than ever, using pre-equipped snapshot templates for various markets from realty to ecommerce. By promptly onboarding new clients while helping them satisfy their service objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and giving them with detailed marketing systems quicker than ever.
Maintain brand uniformity
Manual setups may leave variances that endanger brand consistency, while snapshots allow you to duplicate an account setup across numerous new accounts without by hand recreating all setups each. This aids deploy fully set up client accounts rapidly and properly while conserving addons such as triggers or e-mail templates in snapshots make keeping consistent procedures across your client base much simpler.
Snapshots can be an important possession to firms handling several accounts concurrently. By establishing the ideal account structure when and waiting as a snapshot for use later on with new clients, snapshots aid companies reduce onboarding times by up to 50 percent faster. A 2025 research demonstrates how snapshots assist speed the onboarding process significantly.
To create a Snapshot, navigate to your Company Dashboard and pick the sub-account you desire to capture. From there, select what components need to be included (funnels, calendars, workflows, internet site templates, custom-made values and so forth) before providing it a name and clicking “Conserve”.
Once your snapshot prepares to use, browse to the Account Manager of the account or sub-account in which it needs to be used and choose it there (either simultaneously or component by element).
As a GoHighLevel reseller or marketing company, making use of snapshots can dramatically boost performance and guarantee an extra standard account arrangement procedure. By making it simpler to duplicate campaigns, funnels and automation plans swiftly, snapshots help range faster while enhancing income streams.
Carrying out and making use of snapshots has several advantages that are vital to service success:.
Get rid of repeated setup tasks
Snapshots make it simple and effective to duplicate and reuse existing funnels, automations and configurations that have shown themselves beneficial to other clients – conserving you time, promoting much faster client onboarding times and developing a more productive workplace by getting rid of the demand to reinvent the wheel each time a brand-new client gets here.
Snapshots make sharing setups and campaigns with others within your firm simpler than ever before, whether using one-time link sent by means of e-mail to staff member or completely shared with account access. In addition, snapshots also allow you to limit their import into certain subaccounts if preferred.
Beginning by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Here, you can produce a snapshot by clicking the green “Create New Snapshot” switch, going into a name for it, choosing its resource account( s) and picking just how it will be replicated; make sure to choose something detailed yet easy-to-recall so it will certainly become part of your profile of info over time.
Customize the setups for the snapshot by selecting choices that ideal meet the demands of your client, as an example if they are realty clients you might want to include:
Ultimately, you can personalize custom-made fields to gather details that’s one-of-a-kind to every customer. When satisfied with the outcome, just press the “Save” button to conserve changes and apply them throughout all clients.
As snapshots are an essential device for the success of GoHighLevel individuals, making them essential for marketing firms and SaaS resellers alike. If you haven’t used them currently, give it a try and see just how it can streamline workflows while generating more excellent results for customers.