GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it straightforward and efficient to clone campaigns, funnels and even more across jobs. Agencies utilize snapshots to onboard clients much faster and ensure consistency across jobs.
Each snapshot includes an integrated set of marketing campaigns, sales funnels, sites, automation sequences, web page templates and various other properties.
Duplicate entire funnels and automations in secs
Snapshots are full backups of your HighLevel setup, including automations, funnels, web pages, touchdown types, call lists, e-mail campaigns and CRM pipes. Snapshots make transferring full systems in between clients easy without the demand to recreate every little thing from the ground up; agencies can save hours by using snapshots as templates throughout customer accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to choosing which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots classification; as soon as shared it can likewise be shared via sending web links created. Any imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have an advantage in that they’re totally modular; that enables you to utilize just certain components while leaving others out – making personalization and modifications much simpler than with even more stiff snapshots.
Automating essential processes with these snapshots not just automates them but additionally enhances list building process and boosts customer relationship management (CRM) to increase scalability and performance for much better scalability and efficiency making it possible for individuals to produce effective marketing strategies focused on turning prospective customers right into paying customers.
HighLevel snapshots use one more considerable benefit – their versatility in conference certain industry needs. As an example, dental snapshots could come pre-loaded with lead capture types and campaigns using cost-free teeth lightening to new patients. This supplies firms with the liberty to tailor solutions specifically customized for each client while still remaining consistent in brand name image and message.
GoHighLevel’s snapshots are highly configurable and can aid your agency rise performance and expand. By replicating existing workflows, simplifying complex automations, onboarding brand-new customers easily and being centrally located with basic instructions they are an essential asset in attaining development quicker and better than in the past.
Quicken customer onboarding
Are You a Company Proprietor or Manager? HighLevel snapshots make scaling simple, making it feasible to duplicate funnels and automations for multiple customers simultaneously, therefore quickening outcomes for clients while saving you time on setup! Snapshots make sure success for every person entailed – agency and clients alike.
Snapshots supply a comprehensive backup of an account’s setup, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported right into another client account making use of Snapshot ImporterTM they automatically arrangement in that account, making onboarding much quicker. This reduction in hand-operated configuration time makes onboarding far more reliable!
To create a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, begin picking which parts of its system you would such as saved as part of this snapshot before clicking “Conserve”; HighLevel will certainly produce a portable copy that you can then deploy similar systems elsewhere GoHighLevel Insurance Agency Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an indispensable feature for agencies moving systems in between customers. When exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes producing snapshots easier than ever, providing pre-equipped snapshot templates for numerous industries from property to e-commerce. By promptly onboarding brand-new customers while helping them satisfy their business objectives, these industry-specific snapshot templates make onboarding clients faster than ever and offering them with comprehensive marketing systems much faster than ever before.
Maintain brand consistency
Hand-operated setups might leave incongruities that endanger brand name uniformity, while snapshots enable you to reproduce an account setup across multiple new accounts without manually recreating all settings each. This aids release completely set up customer accounts swiftly and properly while saving addons such as triggers or e-mail templates in snapshots make keeping consistent processes throughout your client base much easier.
Snapshots can be a very useful property to firms taking care of multiple accounts simultaneously. By setting up the excellent account structure as soon as and saving it as a snapshot for use later on with brand-new customers, snapshots aid companies lower onboarding times by as much as 50 percent much faster. A 2025 research study demonstrates how snapshots assist speed up the onboarding procedure considerably.
To produce a Snapshot, browse to your Agency Control panel and pick the sub-account you wish to catch. From there, choose what aspects must be included (funnels, calendars, workflows, web site templates, custom worths and so on) before offering it a name and clicking “Conserve”.
Once your snapshot prepares to utilize, browse to the Account Supervisor of the account or sub-account in which it requires to be used and choose it there (either at one time or component by component).
As a GoHighLevel reseller or marketing company, making use of snapshots can significantly boost efficiency and guarantee a more standardized account configuration procedure. By making it much easier to duplicate campaigns, funnels and automation plans promptly, snapshots aid scale quicker while increasing revenue streams.
Carrying out and using snapshots has many advantages that are vital to business success:.
Get rid of repeated configuration tasks
Snapshots make it straightforward and reliable to clone and reuse existing funnels, automations and configurations that have confirmed themselves beneficial to various other clients – conserving you time, facilitating much faster client onboarding times and developing an even more efficient working environment by removing the need to change the wheel each time a brand-new customer shows up.
Snapshots make sharing arrangements and campaigns with others within your agency simpler than ever before, whether by means of single web link sent by means of email to employee or permanently shared via account accessibility. In addition, snapshots likewise permit you to restrict their import right into particular subaccounts if desired.
Begin by logging into your HighLevel agency view and navigating to the “Account Snapshots” section. Right here, you can produce a snapshot by clicking the green “Create New Snapshot” button, entering a name for it, choosing its source account( s) and selecting how it will certainly be duplicated; make certain to pick something descriptive yet easy-to-recall so it will enter into your portfolio of info over time.
Tailor the settings for the snapshot by selecting alternatives that finest fulfill the needs of your customer, for example if they are real estate customers you might desire to include:
Finally, you can customize custom-made areas to collect details that’s one-of-a-kind per client. When pleased with the result, simply push the “Save” button to save modifications and use them throughout all clients.
As snapshots are an important device for the success of GoHighLevel individuals, making them essential for marketing agencies and SaaS resellers alike. If you haven’t used them currently, give it a try and see just how it can improve workflows while creating extra remarkable outcomes for customers.