GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it easy and reliable to clone campaigns, funnels and even more throughout projects. Agencies make use of snapshots to onboard customers faster and make certain consistency across jobs.
Each snapshot includes an integrated set of marketing campaigns, sales funnels, sites, automation sequences, web page templates and various other assets.
Duplicate whole funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel setup, including automations, funnels, pages, touchdown types, get in touch with checklists, email campaigns and CRM pipelines. Snapshots make moving total systems in between clients easy without the need to recreate whatever from square one; companies can conserve hours by using snapshots as templates across client accounts.
To create a snapshot, log right into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot before selecting which account or subaccount it relates to. When completed, the snapshot can be seen under Snapshots classification; as soon as shared it can likewise be shared through sending web links produced. Any type of imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have a benefit because they’re fully modular; that permits you to make use of just particular components while leaving others out – making customization and changes a lot easier than with more rigid snapshots.
Automating vital procedures with these snapshots not just automates them but likewise improves list building process and improves customer relationship management (CRM) to increase scalability and efficiency for far better scalability and productivity allowing customers to develop efficient marketing approaches focused on turning potential clients into paying customers.
HighLevel snapshots provide another substantial benefit – their convenience in meeting details sector needs. For example, oral snapshots can come pre-loaded with lead capture forms and campaigns using cost-free teeth lightening to brand-new individuals. This supplies companies with the freedom to customize options particularly tailored for each client while still staying consistent in brand name image and message.
GoHighLevel’s snapshots are very configurable and can help your firm boost effectiveness and expand. By replicating existing workflows, simplifying intricate automations, onboarding new customers conveniently and being centrally located with easy instructions they are an essential possession in achieving growth much faster and more effectively than ever before.
Speed up customer onboarding
Are You a Company Proprietor or Administrator? HighLevel snapshots make scaling easy, making it possible to replicate funnels and automations for several customers all at once, hence speeding up outcomes for customers while conserving you time on arrangement! Snapshots ensure success for everyone entailed – agency and clients alike.
Snapshots supply an extensive back-up of an account’s arrangement, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported right into one more customer account using Snapshot ImporterTM they automatically arrangement in that account, making onboarding much faster. This reduction in hand-operated configuration time makes onboarding much more reliable!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, begin choosing which elements of its system you would certainly such as conserved as part of this snapshot before clicking “Save”; HighLevel will develop a portable duplicate that you can then release similar systems elsewhere GoHighLevel Home Inspector Snapshot.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this an important feature for agencies transferring systems between customers. Once exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes developing snapshots easier than ever before, offering pre-equipped snapshot templates for various sectors from property to shopping. By quickly onboarding new clients while helping them fulfill their company goals, these industry-specific snapshot templates make onboarding clients quicker than ever before and offering them with thorough marketing systems faster than ever before.
Keep brand name consistency
Hands-on arrangements may leave incongruities that endanger brand consistency, while snapshots permit you to reproduce an account setup throughout multiple new accounts without manually recreating all setups each. This helps deploy totally configured customer accounts swiftly and accurately while conserving addons such as triggers or e-mail templates in snapshots make preserving consistent processes across your customer base much easier.
Snapshots can be an important possession to agencies handling multiple accounts at the same time. By establishing the ideal account framework once and waiting as a snapshot for use later with new clients, snapshots aid firms lower onboarding times by up to half faster. A 2025 research study demonstrates how snapshots assist speed the onboarding process substantially.
To produce a Snapshot, navigate to your Agency Dashboard and choose the sub-account you wish to record. From there, choose what elements must be consisted of (funnels, calendars, workflows, internet site templates, personalized values and so on) before providing it a name and clicking “Conserve”.
When your snapshot prepares to make use of, browse to the Account Supervisor of the account or sub-account in which it requires to be used and pick it there (either simultaneously or part by part).
As a GoHighLevel reseller or marketing company, utilizing snapshots can dramatically boost efficiency and make sure an extra standardized account setup procedure. By making it much easier to duplicate campaigns, funnels and automation schemes rapidly, snapshots help range much faster while increasing earnings streams.
Implementing and utilizing snapshots has lots of advantages that are important to service success:.
Get rid of repeated setup jobs
Snapshots make it basic and reliable to clone and reuse existing funnels, automations and setups that have actually confirmed themselves beneficial to other clients – saving you time, helping with much faster customer onboarding times and developing a more effective workplace by eliminating the requirement to reinvent the wheel each time a brand-new customer shows up.
Snapshots make sharing arrangements and campaigns with others within your agency less complicated than ever before, whether via single link sent out by means of e-mail to staff member or permanently shared with account access. Additionally, snapshots additionally enable you to limit their import into particular subaccounts if wanted.
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 green “Create New Snapshot” button, going into a name for it, selecting its resource account( s) and picking exactly how it will certainly be duplicated; be sure to choose something descriptive yet easy-to-recall so it will enter into your portfolio of info in time.
Tailor the settings for the snapshot by choosing options that best satisfy the requirements of your client, as an example if they are property clients you may wish to consist of:
Ultimately, you can personalize customized areas to accumulate info that’s distinct to every client. When satisfied with the result, just push the “Conserve” button to save changes and use them across all customers.
As snapshots are an indispensable device for the success of GoHighLevel individuals, making them vital for marketing agencies and SaaS resellers alike. If you have not utilized them currently, give it a try and see exactly how it can enhance workflows while producing extra remarkable outcomes for clients.