GoHighLevel snapshots are mobile, pre-configured templates of an account arrangement that make it basic and efficient to duplicate campaigns, funnels and more throughout tasks. Agencies utilize snapshots to onboard customers quicker and make sure uniformity throughout jobs.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, websites, automation series, web page templates and other possessions.
Duplicate whole funnels and automations in secs
Snapshots are complete back-ups of your HighLevel setup, consisting of automations, funnels, web pages, touchdown forms, call listings, e-mail campaigns and CRM pipes. Snapshots make moving full systems between customers easy without the demand to recreate every little thing from the ground up; firms can conserve hours by using 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 before selecting which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots classification; when shared it can additionally be shared through sending links produced. Any type of imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage because they’re fully modular; that enables you to use simply specific components while leaving others out – making personalization and changes much easier than with even more rigid snapshots.
Automating vital processes with these snapshots not only automates them yet likewise streamlines lead generation process and boosts customer relationship management (CRM) to enhance scalability and productivity for far better scalability and performance making it possible for customers to create reliable marketing approaches focused on transforming prospective customers into paying clients.
HighLevel snapshots provide another substantial advantage – their flexibility in meeting details market needs. As an example, oral snapshots can come pre-loaded with lead capture kinds and campaigns using totally free teeth bleaching to brand-new clients. This supplies firms with the liberty to customize solutions particularly tailored for each and every client while still continuing to be consistent in brand picture and message.
GoHighLevel’s snapshots are highly configurable and can assist your firm increase effectiveness and increase. By replicating existing workflows, simplifying intricate automations, onboarding brand-new clients conveniently and being centrally located with basic guidelines they are an indispensable possession in achieving growth much faster and better than in the past.
Quicken client onboarding
Are You a Company Proprietor or Administrator? HighLevel snapshots make scaling easy, making it possible to replicate funnels and automations for multiple clients simultaneously, hence accelerating outcomes for clients while conserving you time on setup! Snapshots guarantee success for every person entailed – company and clients alike.
Snapshots offer an extensive backup of an account’s setup, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported right into another client account making use of Snapshot ImporterTM they automatically arrangement because account, making onboarding much quicker. This reduction in manual configuration time makes onboarding far more reliable!
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, start selecting which elements of its system you would like saved as part of this snapshot before clicking “Conserve”; HighLevel will produce a mobile duplicate that you can after that deploy similar systems in other places GoHighLevel Mortgage Broker Snapshot.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this an indispensable feature for agencies moving systems in between customers. As soon as exported, just import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes developing snapshots less complicated than ever before, providing pre-equipped snapshot templates for numerous industries from property to ecommerce. By promptly onboarding brand-new customers while helping them satisfy their business objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and giving them with detailed marketing systems faster than ever before.
Maintain brand name uniformity
Hand-operated configurations may leave inconsistencies that jeopardize brand name uniformity, while snapshots permit you to reproduce an account arrangement throughout numerous new accounts without manually recreating all settings each. This helps deploy totally configured client accounts quickly and accurately while saving addons such as triggers or e-mail templates in snapshots make preserving constant procedures across your client base much less complex.
Snapshots can be an invaluable property to agencies taking care of numerous accounts simultaneously. By establishing the perfect account framework once and saving it as a snapshot for use later on with brand-new clients, snapshots aid firms minimize onboarding times by approximately half quicker. A 2025 research shows how snapshots help speed the onboarding process dramatically.
To produce a Snapshot, navigate to your Firm Dashboard and pick the sub-account you desire to capture. From there, choose what aspects need to be included (funnels, calendars, workflows, website templates, custom-made worths and so on) prior to offering it a name and clicking “Save”.
As soon as your snapshot is ready to use, navigate to the Account Supervisor of the account or sub-account in which it requires to be applied and pick it there (either all at once or component by element).
As a GoHighLevel reseller or marketing company, making use of snapshots can substantially boost performance and make sure an extra standardized account setup procedure. By making it easier to duplicate campaigns, funnels and automation schemes quickly, snapshots help range quicker while increasing revenue streams.
Implementing and using snapshots has many benefits that are essential to organization success:.
Eliminate repetitive setup tasks
Snapshots make it straightforward and efficient to duplicate and reuse existing funnels, automations and configurations that have confirmed themselves beneficial to other customers – conserving you time, promoting quicker customer onboarding times and developing an even more efficient workplace by removing the need to transform the wheel each time a new client gets here.
Snapshots make sharing configurations and campaigns with others within your agency simpler than ever before, whether through single link sent using e-mail to employee or permanently shared through account access. Furthermore, snapshots also permit you to restrict their import right into particular subaccounts if wanted.
Start by logging into your HighLevel agency view and browsing to the “Account Snapshots” section. Here, you can develop a snapshot by clicking the green “Create New Snapshot” switch, going into a name for it, selecting its resource account( s) and choosing just how it will be copied; be sure to choose something detailed yet easy-to-recall so it will certainly become part of your profile of info in time.
Personalize the settings for the snapshot by picking choices that finest fulfill the demands of your customer, as an example if they are property customers you might want to consist of:
Lastly, you can personalize customized fields to accumulate information that’s unique to each client. When satisfied with the result, just push the “Conserve” button to save modifications and use them across all clients.
As snapshots are an important device for the success of GoHighLevel users, making them essential for marketing companies and SaaS resellers alike. If you haven’t used them currently, give it a try and see exactly how it can improve workflows while producing much more remarkable outcomes for customers.