GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it straightforward and efficient to clone campaigns, funnels and even more throughout projects. Agencies use snapshots to onboard customers faster and make certain uniformity throughout jobs.
Each snapshot consists of an incorporated set of marketing campaigns, sales funnels, sites, automation series, web page templates and other possessions.
Duplicate entire funnels and automations in secs
Snapshots are total backups of your HighLevel arrangement, including automations, funnels, web pages, landing kinds, call checklists, email campaigns and CRM pipes. Snapshots make moving full systems in between clients easy without the need to recreate whatever from scratch; companies can conserve hours by using snapshots as templates throughout customer accounts.
To develop 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 applies to. When completed, the snapshot can be seen under Snapshots group; as soon as shared it can likewise be shared via sending out links created. Any kind of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have an advantage in that they’re fully modular; that enables you to make use of just particular components while leaving others out – making modification and modifications a lot simpler than with more inflexible snapshots.
Automating key processes with these snapshots not just automates them however also simplifies list building procedure and improves customer relationship management (CRM) to increase scalability and productivity for better scalability and performance making it possible for customers to create efficient marketing methods focused on transforming possible customers into paying customers.
HighLevel snapshots provide an additional considerable benefit – their convenience in meeting specific sector demands. As an example, dental snapshots might come pre-loaded with lead capture kinds and campaigns offering totally free teeth whitening to brand-new individuals. This gives companies with the flexibility to customize remedies particularly customized for each and every client while still remaining regular in brand image and message.
GoHighLevel’s snapshots are highly configurable and can help your firm rise performance and broaden. By replicating existing workflows, simplifying complex automations, onboarding brand-new clients easily and being centrally located with simple directions they are an essential possession in accomplishing development faster and more effectively than ever.
Quicken customer onboarding
Are You a Firm Proprietor or Administrator? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for numerous customers simultaneously, therefore speeding up results for clients while conserving you time on arrangement! Snapshots ensure success for everyone entailed – firm and customers alike.
Snapshots offer a comprehensive backup of an account’s setup, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported into one more customer account utilizing Snapshot ImporterTM they immediately configuration in that account, making onboarding much faster. This reduction in manual configuration time makes onboarding far more efficient!
To create a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, start selecting which parts of its system you would certainly like conserved as part of this snapshot prior to clicking “Save”; HighLevel will produce a mobile duplicate that you can then deploy similar systems in other places GoHighLevel Mortgage Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an invaluable feature for companies transferring systems in between customers. When exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes producing snapshots much easier than ever before, using pre-equipped snapshot templates for different sectors from property to e-commerce. By promptly onboarding new customers while helping them fulfill their company goals, these industry-specific snapshot templates make onboarding customers quicker than ever and giving them with thorough marketing systems faster than ever before.
Keep brand consistency
Hand-operated setups might leave variances that compromise brand name uniformity, while snapshots allow you to reproduce an account configuration throughout several brand-new accounts without by hand recreating all setups each. This aids deploy completely set up customer accounts quickly and properly while saving addons such as triggers or e-mail templates in snapshots make maintaining regular procedures throughout your customer base much less complex.
Snapshots can be an important property to firms taking care of numerous accounts simultaneously. By establishing the ideal account structure once and waiting as a snapshot for usage later with new clients, snapshots help agencies lower onboarding times by up to 50 percent quicker. A 2025 study demonstrates how snapshots assist speed the onboarding procedure considerably.
To develop a Snapshot, browse to your Firm Dashboard and select the sub-account you desire to capture. From there, choose what aspects must be consisted of (funnels, calendars, workflows, website templates, customized values and so on) before giving it a name and clicking “Save”.
Once your snapshot is ready to use, browse to the Account Supervisor of the account or sub-account in which it needs to be applied and choose it there (either at one time or part by element).
As a GoHighLevel reseller or marketing agency, using snapshots can considerably boost performance and make sure a much more standardized account arrangement process. By making it less complicated to reproduce campaigns, funnels and automation plans quickly, snapshots assist range much faster while boosting income streams.
Applying and utilizing snapshots has numerous advantages that are important to service success:.
Eliminate recurring arrangement jobs
Snapshots make it simple and reliable to duplicate and reuse existing funnels, automations and arrangements that have proven themselves beneficial to various other customers – conserving you time, assisting in much faster customer onboarding times and developing an even more productive working environment by getting rid of the demand to transform the wheel each time a new client arrives.
Snapshots make sharing arrangements and campaigns with others within your company easier than ever before, whether using single web link sent using email to staff member or permanently shared through account access. Additionally, snapshots also allow you to restrict their import into certain subaccounts if preferred.
Begin by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Here, you can produce a snapshot by clicking the green “Create New Snapshot” switch, getting in a name for it, picking its resource account( s) and picking exactly how it will certainly be copied; be sure to choose something detailed yet easy-to-recall so it will certainly become part of your portfolio of information with time.
Personalize the setups for the snapshot by choosing choices that finest meet the needs of your customer, as an example if they are realty customers you might wish to include:
Lastly, you can tailor custom-made fields to gather info that’s distinct per client. When pleased with the result, just press the “Save” switch to save changes and use them across all customers.
As snapshots are a crucial device for the success of GoHighLevel individuals, making them important for marketing firms and SaaS resellers alike. If you haven’t utilized them already, give it a try and see exactly how it can enhance workflows while producing more excellent outcomes for clients.