GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it straightforward and reliable to duplicate campaigns, funnels and even more across tasks. Agencies make use of snapshots to onboard clients quicker and ensure uniformity across jobs.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, websites, automation series, web page templates and various other properties.
Duplicate entire funnels and automations in secs
Snapshots are full back-ups of your HighLevel arrangement, including automations, funnels, pages, landing forms, get in touch with listings, email campaigns and CRM pipelines. Snapshots make transferring full systems between customers easy without the need to recreate everything from the ground up; firms can conserve hours by utilizing snapshots as templates throughout 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 choosing which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots category; as soon as shared it can likewise be shared by means of sending out web links generated. Any kind of imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage in that they’re fully modular; that allows you to make use of simply particular parts while leaving others out – making modification and modifications much easier than with more inflexible snapshots.
Automating essential processes with these snapshots not only automates them yet additionally streamlines lead generation process and improves customer relationship management (CRM) to increase scalability and efficiency for much better scalability and efficiency allowing customers to develop reliable marketing methods focused on transforming potential clients into paying clients.
HighLevel snapshots offer an additional significant advantage – their versatility in meeting details industry requirements. For instance, oral snapshots could come pre-loaded with lead capture forms and campaigns supplying complimentary teeth lightening to brand-new people. This gives companies with the flexibility to tailor solutions particularly customized for every client while still remaining constant in brand name image and message.
GoHighLevel’s snapshots are very configurable and can assist your firm increase performance and broaden. By replicating existing workflows, simplifying complicated automations, onboarding brand-new clients conveniently and being centrally located with basic guidelines they are an essential property in attaining growth faster and more effectively than ever before.
Quicken client onboarding
Are You a Company Owner or Manager? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for multiple customers concurrently, therefore accelerating results for clients while saving you time on configuration! Snapshots make certain success for every person entailed – agency and clients alike.
Snapshots offer a thorough backup of an account’s arrangement, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported right into one more customer account utilizing Snapshot ImporterTM they instantly setup because account, making onboarding much faster. This reduction in hand-operated setup time makes onboarding much more efficient!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, start choosing which parts of its system you would like saved as part of this snapshot prior to clicking “Save”; HighLevel will certainly produce a mobile copy that you can after that release comparable systems in other places GoHighLevel Lawn Care Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this a vital feature for agencies transferring systems between customers. Once exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes creating snapshots less complicated than ever before, providing pre-equipped snapshot templates for different industries from property to ecommerce. By rapidly onboarding brand-new clients while helping them fulfill their company goals, these industry-specific snapshot templates make onboarding customers much faster than ever before and giving them with thorough marketing systems quicker than ever before.
Keep brand uniformity
Hand-operated arrangements might leave disparities that endanger brand uniformity, while snapshots allow you to replicate an account setup across several brand-new accounts without by hand recreating all settings for each one. This helps deploy fully configured client accounts swiftly and properly while saving addons such as triggers or email templates in snapshots make keeping consistent processes across your customer base much simpler.
Snapshots can be a very useful property to companies managing several accounts concurrently. By establishing the optimal account framework once and waiting as a snapshot for use later on with new customers, snapshots aid agencies decrease onboarding times by up to 50 percent much faster. A 2025 research study shows how snapshots assist speed up the onboarding process dramatically.
To develop a Snapshot, browse to your Agency Dashboard and select the sub-account you want to catch. From there, choose what aspects ought to be consisted of (funnels, schedules, workflows, internet site templates, custom values and so forth) prior to offering it a name and clicking “Conserve”.
Once your snapshot is ready to utilize, browse to the Account Supervisor of the account or sub-account in which it requires to be applied and pick it there (either at one time or element by element).
As a GoHighLevel reseller or marketing company, using snapshots can considerably boost productivity and make certain an extra standard account arrangement procedure. By making it simpler to replicate campaigns, funnels and automation schemes swiftly, snapshots aid scale much faster while increasing income streams.
Carrying out and utilizing snapshots has lots of benefits that are vital to service success:.
Remove repeated arrangement tasks
Snapshots make it straightforward and efficient to duplicate and reuse existing funnels, automations and arrangements that have shown themselves beneficial to various other customers – saving you time, promoting much faster customer onboarding times and producing a more productive workplace by removing the need to change the wheel each time a brand-new customer arrives.
Snapshots make sharing setups and campaigns with others within your agency less complicated than ever before, whether through single web link sent through email to team members or completely shared with account gain access to. In addition, snapshots likewise allow you to restrict their import into details subaccounts if desired.
Start by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Right here, you can produce a snapshot by clicking the eco-friendly “Create New Snapshot” button, entering a name for it, choosing its resource account( s) and picking just how it will be copied; make certain to pick something detailed yet easy-to-recall so it will enter into your portfolio of details gradually.
Customize the setups for the snapshot by choosing options that ideal satisfy the needs of your client, as an example if they are realty customers you may want to include:
Lastly, you can tailor personalized areas to collect details that’s one-of-a-kind to each client. When satisfied with the result, just push the “Conserve” button to save changes and apply them throughout all clients.
As snapshots are an essential device for the success of GoHighLevel users, making them indispensable for marketing firms and SaaS resellers alike. If you have not utilized them already, give it a try and see how it can streamline workflows while producing extra outstanding outcomes for clients.