GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it simple and effective to duplicate campaigns, funnels and even more throughout jobs. Agencies make use of snapshots to onboard clients faster and ensure uniformity across jobs.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, sites, automation sequences, web page templates and other possessions.
Replicate entire funnels and automations in secs
Snapshots are total backups of your HighLevel arrangement, consisting of automations, funnels, web pages, landing kinds, get in touch with lists, e-mail campaigns and CRM pipelines. Snapshots make moving total systems between customers easy without the demand to recreate everything from the ground up; companies can save hours by utilizing snapshots as templates throughout client accounts.
To develop a snapshot, log right into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot prior to choosing which account or subaccount it puts on. When completed, the snapshot can be seen under Snapshots category; once shared it can additionally be shared through sending out web links produced. Any imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have an advantage because they’re fully modular; that enables you to use simply certain parts while leaving others out – making customization and adjustments a lot easier than with more rigid snapshots.
Automating key processes with these snapshots not only automates them yet also streamlines list building process and improves customer relationship management (CRM) to raise scalability and performance for better scalability and efficiency making it possible for customers to create efficient marketing strategies focused on transforming possible customers into paying clients.
HighLevel snapshots supply an additional considerable benefit – their convenience in conference specific sector demands. For example, dental snapshots can come pre-loaded with lead capture types and campaigns supplying free teeth whitening to brand-new clients. This offers companies with the flexibility to customize services especially customized for every customer while still staying consistent in brand picture and message.
GoHighLevel’s snapshots are highly configurable and can aid your agency rise performance and broaden. By duplicating existing workflows, simplifying intricate automations, onboarding brand-new clients quickly and being centrally located with basic guidelines they are a vital possession in achieving growth faster and better than ever before.
Accelerate client onboarding
Are You a Firm Owner or Administrator? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for numerous customers at the same time, hence speeding up results for customers while conserving you time on setup! Snapshots guarantee success for every person included – firm and customers alike.
Snapshots offer a detailed back-up of an account’s configuration, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported into one more customer account making use of Snapshot ImporterTM they instantly configuration in that account, making onboarding much faster. This decrease in hands-on setup time makes onboarding much more reliable!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, begin picking which elements of its system you would such as saved as part of this snapshot before clicking “Conserve”; HighLevel will develop a mobile duplicate that you can after that release similar systems in other places GoHighLevel General Contractor Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an invaluable feature for firms moving systems between clients. When exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes creating snapshots less complicated than ever, using pre-equipped snapshot templates for different industries from realty to e-commerce. By swiftly onboarding brand-new clients while helping them satisfy their service goals, these industry-specific snapshot templates make onboarding clients much faster than ever and supplying them with thorough marketing systems much faster than ever.
Keep brand uniformity
Hands-on configurations may leave incongruities that endanger brand uniformity, while snapshots allow you to replicate an account setup across multiple brand-new accounts without manually recreating all setups each. This aids release totally set up customer accounts rapidly and properly while saving addons such as triggers or e-mail templates in snapshots make preserving constant procedures throughout your client base much less complex.
Snapshots can be a vital possession to firms managing numerous accounts all at once. By establishing the ideal account structure as soon as and saving it as a snapshot for use later with new customers, snapshots assist agencies reduce onboarding times by up to 50 percent quicker. A 2025 research study shows how snapshots help speed the onboarding procedure dramatically.
To create a Snapshot, navigate to your Firm Control panel and pick the sub-account you desire to capture. From there, select what components should be consisted of (funnels, schedules, workflows, web site templates, custom-made worths and so forth) before giving it a name and clicking “Save”.
Once your snapshot is ready to make use of, browse to the Account Supervisor of the account or sub-account in which it requires to be applied and choose it there (either simultaneously or part by part).
As a GoHighLevel reseller or marketing agency, using snapshots can considerably boost productivity and make sure a much more standardized account arrangement procedure. By making it much easier to reproduce campaigns, funnels and automation plans promptly, snapshots help scale much faster while raising profits streams.
Implementing and utilizing snapshots has lots of benefits that are necessary to organization success:.
Get rid of repetitive configuration jobs
Snapshots make it simple and efficient to clone and reuse existing funnels, automations and configurations that have shown themselves beneficial to various other clients – saving you time, helping with quicker customer onboarding times and creating an even more productive workplace by eliminating the demand to change the wheel each time a brand-new customer gets here.
Snapshots make sharing arrangements and campaigns with others within your company easier than ever, whether through single web link sent using email to employee or permanently shared via account accessibility. Furthermore, snapshots additionally allow you to restrict their import into details subaccounts if preferred.
Start by logging into your HighLevel agency view and navigating to the “Account Snapshots” area. 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 selecting just how it will be duplicated; be sure to select something detailed yet easy-to-recall so it will certainly enter into your portfolio of details with time.
Tailor the setups for the snapshot by choosing options that best satisfy the demands of your customer, for instance if they are real estate clients you might wish to consist of:
Finally, you can tailor customized fields to accumulate details that’s unique to every client. When satisfied with the outcome, just press the “Conserve” switch to conserve modifications and use them throughout all clients.
As snapshots are a vital device for the success of GoHighLevel customers, making them essential for marketing firms and SaaS resellers alike. If you haven’t utilized them already, give it a try and see just how it can streamline workflows while producing extra outstanding outcomes for customers.