GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it straightforward and reliable to clone campaigns, funnels and more across tasks. Agencies use snapshots to onboard clients faster and ensure consistency throughout projects.
Each snapshot consists of an integrated set of marketing campaigns, sales funnels, sites, automation series, web page templates and other possessions.
Duplicate entire funnels and automations in secs
Snapshots are full back-ups of your HighLevel setup, consisting of automations, funnels, web pages, landing types, get in touch with lists, email campaigns and CRM pipelines. Snapshots make moving complete systems in between clients easy without the need to recreate every little thing from scratch; companies can save hours by utilizing snapshots as templates across customer accounts.
To produce a snapshot, log into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot before picking which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots classification; once shared it can additionally be shared by means of sending web links generated. Any type of imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage because they’re completely modular; that allows you to use simply specific components while leaving others out – making modification and changes much simpler than with more inflexible snapshots.
Automating vital procedures with these snapshots not only automates them but likewise simplifies lead generation procedure and improves customer relationship management (CRM) to raise scalability and productivity for much better scalability and performance allowing users to produce effective marketing approaches concentrated on transforming potential customers right into paying customers.
HighLevel snapshots offer one more considerable advantage – their flexibility in meeting certain industry demands. For instance, oral snapshots can come pre-loaded with lead capture forms and campaigns using complimentary teeth lightening to brand-new individuals. This supplies companies with the flexibility to customize options particularly customized for every customer while still staying regular in brand picture and message.
GoHighLevel’s snapshots are very configurable and can aid your agency increase efficiency and expand. By duplicating existing workflows, simplifying complicated automations, onboarding new clients quickly and being centrally located with basic directions they are an essential possession in attaining growth quicker and better than ever before.
Quicken client onboarding
Are You an Agency Owner or Manager? HighLevel snapshots make scaling very easy, making it possible to duplicate funnels and automations for multiple clients simultaneously, hence accelerating outcomes for customers while conserving you time on setup! Snapshots ensure success for everyone involved – agency and customers alike.
Snapshots offer a detailed backup of an account’s configuration, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported into another customer account making use of Snapshot ImporterTM they automatically configuration because account, making onboarding much quicker. This decrease in hand-operated setup time makes onboarding even more effective!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the source for your snapshot, start choosing which elements of its system you would certainly like saved as part of this snapshot prior to clicking “Save”; HighLevel will certainly produce a portable duplicate that you can then release similar systems elsewhere GoHighLevel Life Insurance Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this a vital feature for firms moving systems between clients. Once exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes creating snapshots easier than ever before, using pre-equipped snapshot templates for numerous sectors from property to shopping. By quickly onboarding new clients while helping them satisfy their service objectives, these industry-specific snapshot templates make onboarding customers much faster than ever and giving them with thorough marketing systems quicker than ever.
Preserve brand uniformity
Hands-on configurations might leave incongruities that endanger brand consistency, while snapshots permit you to reproduce an account setup throughout multiple brand-new accounts without manually recreating all setups each. This assists deploy completely set up customer accounts rapidly and properly while conserving addons such as triggers or email templates in snapshots make keeping regular processes across your customer base much easier.
Snapshots can be an important possession to firms managing several accounts simultaneously. By setting up the excellent account structure when and waiting as a snapshot for use later with new customers, snapshots assist companies lower onboarding times by as much as 50 percent much faster. A 2025 study shows how snapshots aid speed up the onboarding procedure dramatically.
To create a Snapshot, browse to your Firm Dashboard and pick the sub-account you want to capture. From there, pick what components ought to be consisted of (funnels, schedules, workflows, internet site templates, personalized values and so forth) before offering it a name and clicking “Conserve”.
When your snapshot prepares to use, navigate to the Account Supervisor of the account or sub-account in which it needs to be used and select it there (either at one time or component by element).
As a GoHighLevel reseller or marketing firm, using snapshots can dramatically boost productivity and guarantee an extra standard account arrangement process. By making it simpler to duplicate campaigns, funnels and automation plans quickly, snapshots help range much faster while boosting profits streams.
Carrying out and making use of snapshots has many advantages that are important to organization success:.
Remove repeated configuration tasks
Snapshots make it simple and effective to duplicate and reuse existing funnels, automations and configurations that have confirmed themselves beneficial to other clients – saving you time, facilitating quicker customer onboarding times and producing an even more efficient workplace by eliminating the demand to transform the wheel each time a new customer shows up.
Snapshots make sharing setups and campaigns with others within your agency easier than ever, whether through one-time link sent out by means of e-mail to employee or completely shared through account accessibility. Moreover, snapshots also enable you to limit their import into particular subaccounts if preferred.
Begin by logging into your HighLevel agency view and navigating to the “Account Snapshots” section. Below, you can produce a snapshot by clicking the green “Create New Snapshot” button, getting in a name for it, choosing its source account( s) and choosing how it will certainly be replicated; be sure to select something detailed yet easy-to-recall so it will enter into your profile of information in time.
Tailor the settings for the snapshot by selecting choices that best satisfy the requirements of your client, as an example if they are real estate clients you may want to include:
Ultimately, you can customize personalized fields to collect information that’s one-of-a-kind to every customer. When satisfied with the result, simply push the “Save” button to save changes and use them across all clients.
As snapshots are an important device for the success of GoHighLevel users, making them vital for marketing agencies and SaaS resellers alike. If you haven’t utilized them currently, give it a try and see just how it can enhance workflows while producing a lot more outstanding outcomes for customers.