GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it easy and effective to clone campaigns, funnels and more across tasks. Agencies use snapshots to onboard customers faster and ensure consistency throughout jobs.
Each snapshot consists of an integrated collection of marketing campaigns, sales funnels, web sites, automation sequences, web page templates and various other assets.
Duplicate entire funnels and automations in seconds
Snapshots are complete backups of your HighLevel arrangement, consisting of automations, funnels, pages, landing forms, get in touch with lists, e-mail campaigns and CRM pipelines. Snapshots make moving total systems in between customers easy without the requirement to recreate whatever from scratch; firms can conserve hours by utilizing snapshots as templates across customer accounts.
To produce a snapshot, log 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 finished, the snapshot can be seen under Snapshots classification; when shared it can additionally be shared through sending out web links produced. Any type of imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have an advantage in that they’re totally modular; that permits you to make use of just specific components while leaving others out – making personalization and adjustments a lot simpler than with more rigid snapshots.
Automating crucial procedures with these snapshots not just automates them however likewise enhances lead generation process and enhances customer relationship management (CRM) to enhance scalability and efficiency for far better scalability and productivity enabling users to produce efficient marketing techniques focused on turning potential customers right into paying clients.
HighLevel snapshots provide an additional significant advantage – their convenience in conference certain industry demands. For example, dental snapshots could come pre-loaded with lead capture types and campaigns supplying totally free teeth lightening to brand-new people. This supplies agencies with the freedom to customize services particularly tailored for each and every client while still continuing to be constant in brand name picture and message.
GoHighLevel’s snapshots are extremely configurable and can aid your firm increase effectiveness and expand. By replicating existing workflows, streamlining complicated automations, onboarding new customers easily and being centrally located with straightforward directions they are an essential possession in achieving development quicker and better than in the past.
Speed up customer onboarding
Are You a Company Owner or Manager? HighLevel snapshots make scaling simple, making it feasible to duplicate funnels and automations for multiple clients all at once, hence accelerating results for customers while conserving you time on arrangement! Snapshots make sure success for every person involved – company and clients alike.
Snapshots supply an extensive back-up of an account’s setup, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported right into an additional client account using Snapshot ImporterTM they instantly setup because account, making onboarding much quicker. This decrease in hands-on setup time makes onboarding much more efficient!
To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, start picking which parts of its system you would like saved as part of this snapshot prior to clicking “Save”; HighLevel will certainly create a mobile copy that you can after that deploy similar systems elsewhere GoHighLevel Lasik Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this a very useful feature for agencies moving systems in between clients. Once exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes producing snapshots simpler than ever, offering pre-equipped snapshot templates for numerous markets from real estate to ecommerce. By swiftly onboarding new customers while helping them satisfy their company goals, these industry-specific snapshot templates make onboarding customers quicker than ever before and supplying them with thorough marketing systems much faster than ever before.
Preserve brand name consistency
Manual arrangements may leave variances that compromise brand name consistency, while snapshots permit you to replicate an account configuration across several brand-new accounts without by hand recreating all settings for each one. This assists release completely set up client accounts promptly and properly while conserving addons such as triggers or email templates in snapshots make preserving regular procedures throughout your customer base much simpler.
Snapshots can be an indispensable property to firms managing multiple accounts at the same time. By establishing the excellent account framework as soon as and waiting as a snapshot for usage later with new customers, snapshots assist companies minimize onboarding times by up to 50 percent faster. A 2025 research demonstrates how snapshots help speed up the onboarding procedure substantially.
To create a Snapshot, navigate to your Agency Control panel and select the sub-account you wish to catch. From there, pick what components must be included (funnels, schedules, workflows, internet site templates, customized values and so on) before providing it a name and clicking “Conserve”.
Once your snapshot prepares to utilize, browse to the Account Manager of the account or sub-account in which it requires to be applied and select it there (either at one time or element by component).
As a GoHighLevel reseller or marketing company, using snapshots can considerably boost productivity and make sure an extra standard account arrangement procedure. By making it simpler to replicate campaigns, funnels and automation systems swiftly, snapshots assist range much faster while enhancing profits streams.
Executing and utilizing snapshots has several advantages that are necessary to organization success:.
Get rid of recurring arrangement jobs
Snapshots make it easy and reliable to duplicate and reuse existing funnels, automations and arrangements that have actually shown themselves beneficial to other clients – saving you time, facilitating quicker client onboarding times and creating an even more efficient working environment by eliminating the requirement to transform the wheel each time a brand-new client arrives.
Snapshots make sharing setups and campaigns with others within your agency less complicated than ever before, whether by means of one-time web link sent out using e-mail to staff member or permanently shared through account accessibility. Additionally, snapshots likewise permit you to limit their import into specific subaccounts if desired.
Start by logging into your HighLevel agency view and browsing to the “Account Snapshots” section. Right here, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” switch, getting in a name for it, choosing its source account( s) and choosing exactly how it will be replicated; be sure to choose something detailed yet easy-to-recall so it will certainly become part of your profile of information over time.
Tailor the setups for the snapshot by picking choices that ideal meet the needs of your customer, for example if they are real estate customers you may wish to consist of:
Lastly, you can customize custom-made fields to collect details that’s one-of-a-kind per client. When pleased with the result, simply press the “Conserve” switch to conserve changes and use them across all clients.
As snapshots are an important device for the success of GoHighLevel individuals, making them important for marketing agencies and SaaS resellers alike. If you have not utilized them already, give it a try and see just how it can simplify workflows while generating more excellent outcomes for clients.