GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it simple and efficient to duplicate campaigns, funnels and more across projects. Agencies use snapshots to onboard customers much faster and make certain consistency across projects.
Each snapshot includes an integrated collection of marketing campaigns, sales funnels, internet sites, automation series, web page templates and other assets.
Duplicate entire funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel setup, consisting of automations, funnels, web pages, landing kinds, call checklists, email campaigns and CRM pipelines. Snapshots make moving complete systems in between clients easy without the demand to recreate everything from the ground up; companies 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 prior to selecting which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots category; when shared it can also be shared through sending out web links created. Any kind of imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have an advantage in that they’re completely modular; that enables you to make use of simply particular components while leaving others out – making customization and changes a lot less complex than with even more rigid snapshots.
Automating key processes with these snapshots not only automates them but additionally simplifies list building process and boosts customer relationship management (CRM) to increase scalability and productivity for far better scalability and performance making it possible for users to produce reliable marketing methods concentrated on transforming potential customers right into paying customers.
HighLevel snapshots offer one more significant advantage – their versatility in conference particular industry needs. As an example, dental snapshots can come pre-loaded with lead capture forms and campaigns offering free teeth whitening to brand-new individuals. This gives firms with the flexibility to tailor remedies particularly customized for each customer while still remaining constant in brand name image and message.
GoHighLevel’s snapshots are extremely configurable and can assist your agency rise performance and expand. By replicating existing workflows, streamlining complicated automations, onboarding new clients quickly and being centrally located with simple guidelines they are an indispensable possession in accomplishing development faster and better than ever before.
Speed up client onboarding
Are You a Company Proprietor or Manager? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for multiple customers all at once, thus speeding up outcomes for customers while saving you time on setup! Snapshots ensure success for everyone involved – firm and clients alike.
Snapshots give an extensive back-up of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported right into another client account using Snapshot ImporterTM they immediately arrangement because account, making onboarding much quicker. This reduction in manual configuration time makes onboarding much more efficient!
To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the source for your snapshot, start picking which components of its system you would certainly such as conserved as part of this snapshot prior to clicking “Save”; HighLevel will certainly produce a mobile duplicate that you can after that deploy similar systems in other places GoHighLevel Health Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this a very useful feature for firms transferring systems in between clients. When exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes producing snapshots less complicated than ever, supplying pre-equipped snapshot templates for different industries from property to e-commerce. By promptly onboarding new clients while helping them meet their service goals, these industry-specific snapshot templates make onboarding customers much faster than ever and giving them with detailed marketing systems faster than ever.
Preserve brand name uniformity
Hand-operated arrangements might leave disparities that compromise brand uniformity, while snapshots enable you to reproduce an account setup throughout several brand-new accounts without manually recreating all setups for each one. This assists release fully configured client accounts rapidly and properly while conserving addons such as triggers or email templates in snapshots make keeping regular processes throughout your customer base much simpler.
Snapshots can be an invaluable property to companies handling multiple accounts at the same time. By setting up the ideal account framework when and saving it as a snapshot for use later on with brand-new customers, snapshots help companies reduce onboarding times by approximately 50 percent faster. A 2025 research demonstrates how snapshots aid speed up the onboarding process substantially.
To develop a Snapshot, navigate to your Firm Control panel and pick the sub-account you desire to record. From there, pick what elements should be included (funnels, schedules, workflows, internet site templates, custom-made values and more) prior to providing it a name and clicking “Save”.
As soon as your snapshot is ready to make use of, navigate to the Account Supervisor of the account or sub-account in which it requires to be applied and select it there (either simultaneously or part by part).
As a GoHighLevel reseller or marketing company, utilizing snapshots can significantly boost productivity and ensure a much more standardized account setup process. By making it much easier to replicate campaigns, funnels and automation schemes promptly, snapshots help range quicker while increasing profits streams.
Executing and utilizing snapshots has numerous benefits that are necessary to organization success:.
Eliminate repeated setup jobs
Snapshots make it basic and reliable to duplicate and reuse existing funnels, automations and arrangements that have verified themselves beneficial to various other customers – saving you time, helping with faster customer onboarding times and developing an even more effective workplace by removing the demand to reinvent the wheel each time a brand-new customer arrives.
Snapshots make sharing arrangements and campaigns with others within your agency less complicated than ever before, whether through single web link sent through e-mail to team members or completely shared through account access. Furthermore, snapshots likewise allow you to restrict their import into certain subaccounts if desired.
Start by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Below, you can develop a snapshot by clicking the green “Create New Snapshot” button, getting in a name for it, choosing its resource account( s) and choosing just how it will certainly be replicated; make sure to choose something descriptive yet easy-to-recall so it will certainly enter into your portfolio of details gradually.
Customize the settings for the snapshot by picking choices that ideal meet the demands of your client, for instance if they are real estate customers you might wish to include:
Lastly, you can tailor personalized areas to collect information that’s unique to every client. When pleased with the result, merely press the “Save” button to conserve adjustments and apply them throughout all customers.
As snapshots are an important device for the success of GoHighLevel users, making them crucial for marketing firms and SaaS resellers alike. If you haven’t used them already, give it a try and see exactly how it can streamline workflows while creating much more impressive outcomes for clients.