GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it simple and reliable to clone campaigns, funnels and even more throughout projects. Agencies make use of snapshots to onboard clients much faster and guarantee consistency throughout projects.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, web sites, automation sequences, web page templates and other possessions.
Duplicate whole funnels and automations in seconds
Snapshots are total back-ups of your HighLevel setup, including automations, funnels, pages, touchdown forms, contact checklists, e-mail campaigns and CRM pipes. Snapshots make transferring full systems between clients easy without the demand to recreate everything from scratch; firms can save hours by utilizing snapshots as templates throughout client 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 completed, the snapshot can be seen under Snapshots classification; once shared it can also be shared via sending out web links produced. Any kind of imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have an advantage in that they’re totally modular; that allows you to utilize just specific parts while leaving others out – making modification and adjustments a lot easier than with even more stiff snapshots.
Automating vital processes with these snapshots not just automates them but likewise improves lead generation process and enhances customer relationship management (CRM) to raise scalability and efficiency for better scalability and efficiency enabling customers to develop reliable marketing techniques concentrated on transforming prospective customers into paying customers.
HighLevel snapshots provide an additional considerable benefit – their flexibility in meeting particular market demands. For instance, oral snapshots might come pre-loaded with lead capture kinds and campaigns offering complimentary teeth whitening to new individuals. This provides firms with the liberty to tailor remedies particularly customized for each and every customer while still continuing to be consistent in brand name image and message.
GoHighLevel’s snapshots are very configurable and can assist your firm boost efficiency and broaden. By duplicating existing workflows, streamlining intricate automations, onboarding new customers quickly and being centrally located with easy directions they are an important property in attaining growth faster and more effectively than ever before.
Speed up client onboarding
Are You a Firm Owner or Manager? HighLevel snapshots make scaling easy, making it possible to replicate funnels and automations for numerous clients all at once, therefore accelerating results for customers while conserving you time on arrangement! Snapshots guarantee success for every person included – agency and clients alike.
Snapshots offer a comprehensive back-up of an account’s configuration, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported into one more client account utilizing Snapshot ImporterTM they instantly configuration in that account, making onboarding much faster. This decrease in hands-on setup time makes onboarding even more efficient!
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 picking which elements of its system you would certainly like conserved as part of this snapshot before clicking “Conserve”; HighLevel will create a portable copy that you can after that release comparable systems somewhere else GoHighLevel MedSpa Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this a vital feature for firms transferring systems in between customers. When exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes producing snapshots simpler than ever, providing pre-equipped snapshot templates for various markets from real estate to e-commerce. By promptly onboarding new clients while helping them satisfy their organization objectives, these industry-specific snapshot templates make onboarding clients much faster than ever and supplying them with extensive marketing systems quicker than ever.
Keep brand name consistency
Hands-on configurations might leave variances that jeopardize brand name uniformity, while snapshots enable you to duplicate an account configuration across several new accounts without manually recreating all settings for each one. This aids release completely configured client accounts swiftly and properly while saving addons such as triggers or e-mail templates in snapshots make keeping consistent processes throughout your client base much easier.
Snapshots can be an invaluable asset to companies taking care of multiple accounts at the same time. By establishing the ideal account structure once and waiting as a snapshot for use later on with new clients, snapshots aid companies decrease onboarding times by approximately 50 percent faster. A 2025 research study shows how snapshots assist speed up the onboarding procedure considerably.
To develop a Snapshot, browse to your Firm Control panel and pick the sub-account you wish to catch. From there, choose what elements must be included (funnels, schedules, workflows, internet site templates, customized worths and more) before providing it a name and clicking “Conserve”.
When your snapshot prepares to make use of, browse to the Account Manager of the account or sub-account in which it needs to be used and pick it there (either all at once or component by component).
As a GoHighLevel reseller or marketing agency, utilizing snapshots can considerably boost performance and make sure a more standardized account setup procedure. By making it less complicated to reproduce campaigns, funnels and automation systems promptly, snapshots assist range quicker while enhancing income streams.
Implementing and making use of snapshots has lots of advantages that are necessary to organization success:.
Eliminate recurring configuration tasks
Snapshots make it easy and efficient to duplicate and reuse existing funnels, automations and setups that have actually confirmed themselves beneficial to other customers – saving you time, assisting in faster client onboarding times and creating a more efficient working environment by removing the requirement to reinvent the wheel each time a new customer shows up.
Snapshots make sharing configurations and campaigns with others within your firm simpler than ever before, whether via one-time link sent out through e-mail to staff member or permanently shared through account accessibility. Additionally, snapshots likewise permit you to restrict their import right into specific subaccounts if desired.
Begin by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can develop a snapshot by clicking the green “Create New Snapshot” button, entering a name for it, choosing its resource account( s) and selecting exactly how it will certainly be copied; make certain to choose something detailed yet easy-to-recall so it will become part of your portfolio of information in time.
Tailor the setups for the snapshot by selecting choices that ideal meet the demands of your client, as an example if they are property customers you may desire to consist of:
Lastly, you can customize custom areas to accumulate details that’s unique to each client. When pleased with the outcome, just push the “Conserve” switch to conserve modifications and use them across all clients.
As snapshots are a crucial device for the success of GoHighLevel users, making them important for marketing firms and SaaS resellers alike. If you have not used them currently, give it a try and see just how it can streamline workflows while generating a lot more remarkable results for customers.