GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it straightforward and reliable to clone campaigns, funnels and more throughout jobs. Agencies utilize snapshots to onboard clients much faster and make certain consistency throughout projects.
Each snapshot consists of an integrated set of marketing campaigns, sales funnels, web sites, automation series, page templates and other possessions.
Replicate entire funnels and automations in secs
Snapshots are complete back-ups of your HighLevel arrangement, consisting of automations, funnels, pages, landing kinds, call lists, email campaigns and CRM pipelines. Snapshots make transferring full systems in between clients easy without the requirement to recreate whatever from the ground up; firms can conserve hours by using snapshots as templates throughout client accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot before choosing which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots classification; once shared it can additionally be shared through sending links created. Any type of imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re fully modular; that allows you to make use of just certain parts while leaving others out – making modification and modifications a lot easier than with more stiff snapshots.
Automating essential processes with these snapshots not just automates them however likewise improves list building procedure and enhances customer relationship management (CRM) to boost scalability and productivity for much better scalability and performance enabling users to create reliable marketing techniques concentrated on turning prospective customers into paying customers.
HighLevel snapshots offer one more significant benefit – their versatility in meeting particular market needs. For example, dental snapshots could come pre-loaded with lead capture forms and campaigns offering free teeth bleaching to new individuals. This provides agencies with the liberty to customize options specifically tailored for every client while still continuing to be constant in brand name photo and message.
GoHighLevel’s snapshots are highly configurable and can assist your firm increase efficiency and increase. By replicating existing workflows, streamlining complicated automations, onboarding brand-new customers easily and being centrally located with straightforward directions they are an indispensable property in achieving growth quicker and better than ever before.
Speed up client onboarding
Are You a Firm Proprietor or Administrator? HighLevel snapshots make scaling very easy, making it feasible to duplicate funnels and automations for multiple customers concurrently, thus accelerating outcomes for customers while saving you time on arrangement! Snapshots make certain success for everybody included – agency and clients alike.
Snapshots offer an extensive back-up of an account’s arrangement, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported into one more client account utilizing Snapshot ImporterTM they instantly arrangement in that account, making onboarding much faster. This decrease in manual configuration time makes onboarding even more reliable!
To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, begin picking which components of its system you would certainly like conserved as part of this snapshot prior to clicking “Save”; HighLevel will certainly produce a portable copy that you can then release comparable systems in other places GoHighLevel Naturopath Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an important feature for companies moving systems between clients. Once exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes developing snapshots simpler than ever before, offering pre-equipped snapshot templates for numerous markets from real estate to shopping. By rapidly onboarding brand-new customers while helping them satisfy their company objectives, these industry-specific snapshot templates make onboarding customers quicker than ever before and supplying them with extensive marketing systems quicker than ever.
Preserve brand consistency
Hand-operated arrangements may leave disparities that endanger brand name consistency, while snapshots enable you to duplicate an account configuration across several new accounts without by hand recreating all settings for each one. This assists release totally configured client accounts quickly and accurately while saving addons such as triggers or e-mail templates in snapshots make maintaining regular procedures throughout your customer base much simpler.
Snapshots can be an invaluable asset to firms taking care of several accounts simultaneously. By setting up the suitable account framework once and waiting as a snapshot for usage later with new clients, snapshots help firms decrease onboarding times by as much as 50 percent faster. A 2025 study demonstrates how snapshots assist speed the onboarding procedure dramatically.
To create a Snapshot, browse to your Company Control panel and select the sub-account you wish to record. From there, select what elements ought to be consisted of (funnels, calendars, workflows, website templates, personalized worths and so on) before providing it a name and clicking “Save”.
When your snapshot prepares to utilize, browse to the Account Manager of the account or sub-account in which it requires to be applied and choose it there (either simultaneously or element by element).
As a GoHighLevel reseller or marketing agency, using snapshots can considerably boost productivity and ensure an extra standard account arrangement process. By making it easier to replicate campaigns, funnels and automation systems swiftly, snapshots aid scale quicker while boosting profits streams.
Executing and utilizing snapshots has several benefits that are important to business success:.
Eliminate repeated configuration jobs
Snapshots make it simple and reliable to clone and reuse existing funnels, automations and arrangements that have actually confirmed themselves beneficial to other customers – saving you time, promoting quicker client onboarding times and developing an even more effective workplace by eliminating the demand to reinvent the wheel each time a brand-new client shows up.
Snapshots make sharing arrangements and campaigns with others within your firm much easier than ever, whether using single link sent using email to staff member or permanently shared with account access. Additionally, snapshots additionally enable you to limit their import into certain subaccounts if preferred.
Begin by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can produce a snapshot by clicking the eco-friendly “Create New Snapshot” button, getting in a name for it, selecting its source account( s) and choosing exactly how it will certainly be replicated; make certain to choose something detailed yet easy-to-recall so it will certainly become part of your portfolio of details with time.
Tailor the settings for the snapshot by choosing options that best satisfy the needs of your client, for instance if they are realty clients you may wish to consist of:
Ultimately, you can customize custom fields to collect info that’s one-of-a-kind to each customer. When satisfied with the result, merely push the “Save” switch to save changes and apply them throughout all customers.
As snapshots are a crucial device for the success of GoHighLevel individuals, making them essential for marketing agencies and SaaS resellers alike. If you have not used them currently, give it a try and see how it can enhance workflows while generating much more outstanding outcomes for clients.