GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it basic and effective to duplicate campaigns, funnels and even more across projects. Agencies use snapshots to onboard clients much faster and make sure consistency across jobs.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, sites, automation sequences, page templates and various other properties.
Replicate entire funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel configuration, consisting of automations, funnels, pages, touchdown types, contact checklists, e-mail campaigns and CRM pipes. Snapshots make transferring full systems in between customers easy without the demand to recreate every little thing from square one; firms can save hours by using snapshots as templates across customer accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to picking which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots classification; once shared it can additionally be shared using sending out links generated. Any type of imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re totally modular; that allows you to utilize simply certain components while leaving others out – making personalization and changes a lot less complex than with more rigid snapshots.
Automating crucial procedures with these snapshots not just automates them however additionally enhances lead generation procedure and boosts customer relationship management (CRM) to boost scalability and performance for better scalability and productivity making it possible for individuals to create efficient marketing strategies concentrated on transforming potential clients right into paying clients.
HighLevel snapshots provide one more substantial advantage – their flexibility in meeting particular industry needs. For instance, dental snapshots might come pre-loaded with lead capture kinds and campaigns using totally free teeth bleaching to new people. This gives companies with the freedom to customize remedies especially tailored for every customer while still continuing to be consistent in brand picture and message.
GoHighLevel’s snapshots are very configurable and can aid your company rise effectiveness and expand. By duplicating existing workflows, streamlining complex automations, onboarding new clients conveniently and being centrally located with straightforward directions they are an essential possession in accomplishing growth faster and more effectively than in the past.
Accelerate customer onboarding
Are You a Company Proprietor or Manager? HighLevel snapshots make scaling easy, making it possible to duplicate funnels and automations for multiple clients concurrently, hence accelerating outcomes for clients while conserving you time on setup! Snapshots guarantee success for everybody included – company and customers alike.
Snapshots supply a thorough back-up of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported into another customer account making use of Snapshot ImporterTM they immediately arrangement in that account, making onboarding much faster. This decrease in hands-on configuration time makes onboarding even more effective!
To create a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, start selecting which parts of its system you would certainly such as conserved as part of this snapshot prior to clicking “Save”; HighLevel will develop a mobile duplicate that you can then release similar systems elsewhere GoHighLevel Optometrist Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this a vital feature for agencies transferring systems between clients. Once exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes creating snapshots less complicated than ever, supplying pre-equipped snapshot templates for various sectors from realty to e-commerce. By swiftly onboarding new customers while helping them fulfill their company objectives, these industry-specific snapshot templates make onboarding clients quicker than ever and providing them with detailed marketing systems faster than ever before.
Maintain brand uniformity
Hand-operated configurations might leave incongruities that jeopardize brand name consistency, while snapshots allow you to reproduce an account arrangement across several brand-new accounts without manually recreating all setups each. This aids deploy completely set up client accounts rapidly and properly while saving addons such as triggers or e-mail templates in snapshots make preserving constant procedures throughout your client base much less complex.
Snapshots can be an important possession to companies handling several accounts all at once. By establishing the suitable account structure once and saving it as a snapshot for use later on with new clients, snapshots aid agencies decrease onboarding times by approximately 50 percent faster. A 2025 research study shows how snapshots help speed the onboarding process considerably.
To develop a Snapshot, navigate to your Agency Control panel and select the sub-account you desire to catch. From there, choose what components need to be included (funnels, schedules, workflows, website templates, personalized values and more) prior to giving it a name and clicking “Conserve”.
Once your snapshot prepares to use, navigate to the Account Supervisor of the account or sub-account in which it requires to be applied and choose it there (either all at once or element by component).
As a GoHighLevel reseller or marketing agency, utilizing snapshots can significantly boost performance and make certain a much more standardized account arrangement process. By making it much easier to replicate campaigns, funnels and automation plans promptly, snapshots assist scale faster while boosting revenue streams.
Executing and utilizing snapshots has many benefits that are essential to service success:.
Get rid of repetitive configuration jobs
Snapshots make it easy and reliable to duplicate and reuse existing funnels, automations and arrangements that have actually confirmed themselves beneficial to various other clients – saving you time, promoting quicker client onboarding times and producing a more effective working environment by removing the need to transform the wheel each time a new customer arrives.
Snapshots make sharing setups and campaigns with others within your agency less complicated than ever before, whether through one-time link sent out through email to staff member or completely shared via account accessibility. Moreover, snapshots likewise permit you to limit their import into specific subaccounts if preferred.
Beginning by logging right into your HighLevel agency view and navigating to the “Account Snapshots” area. Here, you can produce a snapshot by clicking the environment-friendly “Create New Snapshot” button, getting in a name for it, choosing its resource account( s) and picking exactly how it will certainly be duplicated; be sure to choose something descriptive yet easy-to-recall so it will certainly enter into your profile of info in time.
Customize the setups for the snapshot by picking options that best satisfy the requirements of your customer, as an example if they are property clients you may wish to consist of:
Ultimately, you can personalize personalized fields to accumulate information that’s one-of-a-kind to every client. When pleased with the outcome, merely push the “Save” button to save changes and apply them throughout all clients.
As snapshots are an important device for the success of GoHighLevel customers, making them indispensable for marketing firms and SaaS resellers alike. If you haven’t used them already, give it a try and see how it can streamline workflows while producing a lot more impressive results for clients.