GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it basic and effective to duplicate campaigns, funnels and more throughout jobs. Agencies make use of snapshots to onboard customers quicker and guarantee consistency across projects.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, websites, automation series, web page templates and other possessions.
Replicate whole funnels and automations in secs
Snapshots are full back-ups of your HighLevel setup, consisting of automations, funnels, pages, landing forms, contact lists, e-mail campaigns and CRM pipes. Snapshots make moving complete systems between customers easy without the demand to recreate whatever from the ground up; companies can conserve hours by utilizing snapshots as templates throughout client accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Provide 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; as soon as shared it can also be shared via sending out web links produced. Any imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have an advantage in that they’re completely modular; that enables you to utilize simply particular components while leaving others out – making modification and adjustments much less complex than with even more rigid snapshots.
Automating vital processes with these snapshots not only automates them but additionally simplifies list building procedure and improves customer relationship management (CRM) to boost scalability and efficiency for much better scalability and productivity enabling individuals to produce reliable marketing approaches focused on turning potential customers into paying customers.
HighLevel snapshots provide an additional considerable benefit – their adaptability in conference details sector requirements. For example, dental snapshots can come pre-loaded with lead capture forms and campaigns supplying totally free teeth whitening to brand-new clients. This provides firms with the liberty to customize options particularly tailored for each and every client while still continuing to be consistent in brand photo and message.
GoHighLevel’s snapshots are extremely configurable and can assist your agency increase effectiveness and broaden. By duplicating existing workflows, streamlining intricate automations, onboarding new customers quickly and being centrally located with easy instructions they are an indispensable asset in accomplishing development much faster and better than in the past.
Speed up customer onboarding
Are You a Company Owner or Manager? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for multiple customers concurrently, thus quickening outcomes for customers while conserving you time on arrangement! Snapshots guarantee success for everyone included – agency and clients alike.
Snapshots give an extensive backup of an account’s configuration, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported right into another client account making use of Snapshot ImporterTM they immediately configuration because account, making onboarding much quicker. This decrease in hand-operated setup time makes onboarding far more efficient!
To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, start selecting which parts of its system you would certainly like saved as part of this snapshot before clicking “Save”; HighLevel will certainly create a portable duplicate that you can then release comparable systems in other places GoHighLevel Jeweler Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this an important feature for companies moving systems in between customers. Once exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes creating snapshots simpler than ever before, supplying pre-equipped snapshot templates for different sectors from property to ecommerce. By promptly onboarding new clients while helping them fulfill their service objectives, these industry-specific snapshot templates make onboarding clients faster than ever and supplying them with extensive marketing systems much faster than ever.
Maintain brand name consistency
Manual arrangements may leave incongruities that compromise brand name uniformity, while snapshots enable you to duplicate an account setup across several brand-new accounts without by hand recreating all settings for each one. This aids release fully set up customer accounts swiftly and accurately while saving addons such as triggers or e-mail templates in snapshots make keeping constant procedures throughout your customer base much less complex.
Snapshots can be a vital property to firms handling multiple accounts at the same time. By establishing the perfect account framework as soon as and saving it as a snapshot for usage later on with brand-new customers, snapshots help companies reduce onboarding times by as much as 50 percent faster. A 2025 study shows how snapshots assist speed up the onboarding process considerably.
To develop a Snapshot, navigate to your Firm Control panel and select the sub-account you desire to capture. From there, pick what elements should be consisted of (funnels, calendars, workflows, internet site templates, custom-made values and more) before giving it a name and clicking “Conserve”.
When your snapshot is ready to utilize, navigate to the Account Supervisor of the account or sub-account in which it needs to be applied and choose it there (either simultaneously or element by element).
As a GoHighLevel reseller or marketing company, making use of snapshots can significantly boost productivity and make certain a more standard account setup process. By making it easier to reproduce campaigns, funnels and automation plans swiftly, snapshots help scale quicker while increasing revenue streams.
Applying and making use of snapshots has many benefits that are vital to organization success:.
Remove repeated configuration tasks
Snapshots make it simple and effective to clone and reuse existing funnels, automations and arrangements that have actually proven themselves beneficial to other clients – saving you time, assisting in much faster client onboarding times and developing an even more effective workplace by eliminating the demand to transform the wheel each time a brand-new customer arrives.
Snapshots make sharing configurations and campaigns with others within your agency less complicated than ever, whether using single link sent out by means of email to team members or completely shared via account accessibility. In addition, snapshots additionally allow you to restrict their import into specific subaccounts if wanted.
Begin by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Here, you can produce a snapshot by clicking the environment-friendly “Create New Snapshot” switch, getting in a name for it, selecting its source account( s) and choosing just how it will certainly be duplicated; be sure to choose something detailed yet easy-to-recall so it will become part of your profile of information over time.
Tailor the settings for the snapshot by choosing alternatives that best meet the requirements of your customer, for instance if they are real estate customers you may desire to include:
Ultimately, you can customize customized areas to collect information that’s unique per client. When satisfied with the outcome, merely press the “Save” switch to save changes and apply them throughout all clients.
As snapshots are an essential device for the success of GoHighLevel individuals, making them important for marketing companies and SaaS resellers alike. If you haven’t utilized them currently, give it a try and see exactly how it can improve workflows while producing a lot more impressive results for clients.