GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it straightforward and efficient to clone campaigns, funnels and more across projects. Agencies use snapshots to onboard customers faster and make sure consistency across projects.
Each snapshot consists of an integrated set of marketing campaigns, sales funnels, internet sites, automation sequences, web page templates and various other possessions.
Replicate whole funnels and automations in seconds
Snapshots are full back-ups of your HighLevel arrangement, consisting of automations, funnels, web pages, landing forms, call lists, e-mail campaigns and CRM pipelines. Snapshots make moving total systems between clients easy without the requirement to recreate everything from square one; agencies can conserve hours by using snapshots as templates across customer accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot before picking which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots group; when shared it can also be shared via sending web links generated. Any type of imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have a benefit in that they’re totally modular; that permits you to make use of just specific components while leaving others out – making modification and modifications a lot simpler than with even more inflexible snapshots.
Automating key procedures with these snapshots not just automates them but also improves lead generation process and boosts customer relationship management (CRM) to increase scalability and productivity for far better scalability and performance allowing individuals to develop efficient marketing strategies concentrated on turning prospective clients into paying clients.
HighLevel snapshots use an additional considerable benefit – their versatility in conference certain market needs. As an example, dental snapshots can come pre-loaded with lead capture kinds and campaigns offering free teeth bleaching to new clients. This supplies agencies with the flexibility to tailor options specifically tailored for each customer while still staying regular in brand name picture and message.
GoHighLevel’s snapshots are extremely configurable and can aid your agency rise performance and expand. By duplicating existing workflows, streamlining intricate automations, onboarding brand-new customers quickly and being centrally located with simple guidelines they are a crucial possession in attaining growth faster and more effectively than in the past.
Quicken customer onboarding
Are You a Company Proprietor or Manager? HighLevel snapshots make scaling easy, making it possible to replicate funnels and automations for numerous clients concurrently, thus quickening outcomes for clients while saving you time on arrangement! Snapshots make certain success for everyone involved – company and customers alike.
Snapshots give an extensive back-up of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas etc. When imported right into an additional client account making use of Snapshot ImporterTM they instantly setup because account, making onboarding much quicker. This decrease in manual setup time makes onboarding much more effective!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, begin picking which parts of its system you would certainly like saved as part of this snapshot before clicking “Conserve”; HighLevel will create a portable copy that you can after that deploy comparable systems in other places GoHighLevel House Cleaning Snapshot.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this a vital feature for firms moving systems between clients. As soon as exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes producing snapshots less complicated than ever before, offering pre-equipped snapshot templates for different sectors from realty to e-commerce. By quickly onboarding new customers while helping them satisfy their service objectives, these industry-specific snapshot templates make onboarding clients quicker than ever before and supplying them with thorough marketing systems faster than ever.
Keep brand name uniformity
Hands-on arrangements might leave disparities that endanger brand consistency, while snapshots enable you to duplicate an account configuration across numerous new accounts without by hand recreating all settings for each one. This aids deploy completely configured client accounts swiftly and accurately while conserving addons such as triggers or email templates in snapshots make preserving constant processes throughout your client base much simpler.
Snapshots can be a very useful property to agencies managing multiple accounts at the same time. By establishing the optimal account structure once and waiting as a snapshot for usage later with new clients, snapshots assist firms reduce onboarding times by as much as half quicker. A 2025 research study shows how snapshots aid speed the onboarding procedure substantially.
To create a Snapshot, navigate to your Agency Dashboard and choose the sub-account you want to record. From there, pick what aspects need to be included (funnels, calendars, workflows, site templates, personalized worths and more) prior to providing it a name and clicking “Conserve”.
Once your snapshot prepares to make use of, navigate 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 component).
As a GoHighLevel reseller or marketing firm, making use of snapshots can dramatically boost performance and make certain a more standardized account setup process. By making it less complicated to duplicate campaigns, funnels and automation plans quickly, snapshots help scale quicker while enhancing income streams.
Applying and using snapshots has numerous advantages that are essential to business success:.
Remove repeated arrangement jobs
Snapshots make it basic and effective to duplicate and reuse existing funnels, automations and configurations that have proven themselves beneficial to other clients – conserving you time, facilitating faster client onboarding times and developing an even more productive workplace by getting rid of the requirement to transform the wheel each time a new customer arrives.
Snapshots make sharing arrangements and campaigns with others within your firm easier than ever, whether using single link sent out via e-mail to employee or permanently shared with account gain access to. In addition, snapshots also permit you to restrict their import right into details subaccounts if wanted.
Start by logging into your HighLevel agency view and browsing 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 selecting how it will be replicated; be sure to select something descriptive yet easy-to-recall so it will become part of your portfolio of information gradually.
Tailor the setups for the snapshot by choosing alternatives that best satisfy the needs of your customer, for example if they are real estate clients you may wish to consist of:
Ultimately, you can customize customized areas to collect info that’s distinct to each customer. When satisfied with the result, merely press the “Save” switch to save modifications and apply them across all clients.
As snapshots are an indispensable device for the success of GoHighLevel customers, making them vital for marketing firms and SaaS resellers alike. If you have not utilized them currently, give it a try and see exactly how it can simplify workflows while producing a lot more impressive results for clients.