GoHighLevel snapshots are mobile, pre-configured templates of an account arrangement that make it easy and efficient to duplicate campaigns, funnels and more throughout tasks. Agencies use snapshots to onboard clients quicker and make certain uniformity across tasks.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, sites, automation series, page templates and various other assets.
Duplicate whole funnels and automations in secs
Snapshots are full back-ups of your HighLevel setup, including automations, funnels, pages, touchdown types, contact listings, e-mail campaigns and CRM pipes. Snapshots make transferring full systems in between clients easy without the demand to recreate whatever from the ground up; companies can conserve hours by using snapshots as templates throughout customer 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 relates to. When completed, the snapshot can be seen under Snapshots category; when shared it can likewise be shared through sending out web links created. Any imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have a benefit in that they’re completely modular; that permits you to use simply specific components while leaving others out – making modification and changes much simpler than with even more stiff snapshots.
Automating key procedures with these snapshots not only automates them yet also streamlines list building process and enhances customer relationship management (CRM) to enhance scalability and efficiency for better scalability and efficiency making it possible for customers to produce reliable marketing strategies concentrated on transforming potential customers into paying clients.
HighLevel snapshots offer an additional substantial benefit – their adaptability in meeting certain sector needs. For example, oral snapshots could come pre-loaded with lead capture forms and campaigns supplying free teeth lightening to new clients. This gives companies with the liberty to customize options especially customized for each and every customer while still staying regular in brand name photo and message.
GoHighLevel’s snapshots are very configurable and can aid your agency boost efficiency and increase. By replicating existing workflows, streamlining complicated automations, onboarding new customers easily and being centrally located with simple directions they are an indispensable property in accomplishing development quicker and more effectively than ever before.
Quicken customer onboarding
Are You a Company Owner or Manager? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for several customers at the same time, hence speeding up results for customers while saving you time on arrangement! Snapshots make sure success for everyone entailed – firm and customers alike.
Snapshots give an extensive back-up of an account’s arrangement, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported right into an additional customer account making use of Snapshot ImporterTM they immediately configuration because account, making onboarding much quicker. This decrease in manual setup time makes onboarding far more efficient!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, begin picking which components of its system you would like conserved as part of this snapshot prior to clicking “Save”; HighLevel will create a portable copy that you can then deploy similar systems elsewhere GoHighLevel Junk Removal Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an important feature for firms transferring systems between clients. Once exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes creating snapshots simpler than ever before, providing pre-equipped snapshot templates for different sectors from real estate to e-commerce. By swiftly onboarding brand-new customers while helping them fulfill their company objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and supplying them with comprehensive marketing systems faster than ever.
Maintain brand consistency
Hand-operated configurations may leave inconsistencies that compromise brand uniformity, while snapshots enable you to duplicate an account configuration across several new accounts without manually recreating all setups each. This helps deploy fully set up client accounts rapidly and accurately while conserving addons such as triggers or email templates in snapshots make maintaining consistent procedures across your client base much less complex.
Snapshots can be an important asset to companies managing numerous accounts at the same time. By establishing the ideal account structure once and waiting as a snapshot for usage later on with brand-new customers, snapshots aid agencies minimize onboarding times by up to 50 percent quicker. A 2025 research shows how snapshots help speed the onboarding procedure substantially.
To develop a Snapshot, navigate to your Firm Dashboard and choose the sub-account you desire to record. From there, choose what aspects should be consisted of (funnels, calendars, workflows, web site templates, personalized values and more) before offering it a name and clicking “Save”.
Once your snapshot is ready to utilize, browse to the Account Supervisor of the account or sub-account in which it needs to be applied and select it there (either all at once or part by part).
As a GoHighLevel reseller or marketing company, utilizing snapshots can substantially boost performance and guarantee a more standard account setup procedure. By making it easier to reproduce campaigns, funnels and automation plans promptly, snapshots aid range faster while boosting earnings streams.
Carrying out and using snapshots has several advantages that are essential to service success:.
Remove repetitive configuration jobs
Snapshots make it easy and reliable to duplicate and reuse existing funnels, automations and setups that have actually proven themselves beneficial to various other customers – conserving you time, helping with much faster customer onboarding times and producing a more productive working environment by removing the requirement to transform the wheel each time a brand-new customer gets here.
Snapshots make sharing arrangements and campaigns with others within your agency much easier than ever, whether using one-time web link sent using email to staff member or completely shared through account accessibility. Additionally, snapshots additionally permit you to limit their import right into particular subaccounts if desired.
Start by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Below, you can produce a snapshot by clicking the eco-friendly “Create New Snapshot” switch, getting in a name for it, choosing its source account( s) and picking how it will be replicated; make sure to select something detailed yet easy-to-recall so it will become part of your portfolio of information gradually.
Tailor the settings for the snapshot by selecting alternatives that finest fulfill the requirements of your customer, for instance if they are realty clients you might desire to include:
Ultimately, you can customize custom areas to gather details that’s one-of-a-kind per customer. When satisfied with the result, merely press the “Save” switch to save changes and apply them across all clients.
As snapshots are a vital device for the success of GoHighLevel customers, making them vital for marketing firms and SaaS resellers alike. If you have not used them currently, give it a try and see how it can improve workflows while generating a lot more impressive results for customers.