GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it simple and reliable to clone campaigns, funnels and even more across projects. Agencies utilize snapshots to onboard clients quicker and make sure uniformity across jobs.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, sites, automation sequences, page templates and various other possessions.
Replicate whole funnels and automations in seconds
Snapshots are complete backups of your HighLevel setup, consisting of automations, funnels, web pages, touchdown forms, get in touch with checklists, e-mail campaigns and CRM pipelines. Snapshots make transferring complete systems in between clients easy without the requirement to recreate whatever from scratch; agencies can save 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 prior to picking which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots group; as soon as shared it can also be shared via sending out web links produced. Any kind of imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have a benefit because they’re fully modular; that permits you to use simply specific components while leaving others out – making modification and adjustments much easier than with even more stiff snapshots.
Automating crucial processes with these snapshots not only automates them but additionally improves lead generation process and boosts customer relationship management (CRM) to enhance scalability and performance for far better scalability and productivity allowing individuals to develop reliable marketing strategies focused on turning prospective clients into paying clients.
HighLevel snapshots offer one more substantial advantage – their convenience in conference specific sector needs. As an example, oral snapshots could come pre-loaded with lead capture kinds and campaigns offering free teeth bleaching to new patients. This offers agencies with the liberty to tailor remedies especially tailored for each client while still continuing to be regular in brand picture and message.
GoHighLevel’s snapshots are extremely configurable and can assist your company boost performance and expand. By duplicating existing workflows, simplifying intricate automations, onboarding new clients conveniently and being centrally located with straightforward guidelines they are a vital asset in accomplishing development quicker and more effectively than in the past.
Accelerate customer onboarding
Are You a Company Owner or Administrator? HighLevel snapshots make scaling easy, making it possible to replicate funnels and automations for numerous clients simultaneously, hence quickening results for clients while conserving you time on setup! Snapshots make certain success for every person involved – agency and customers alike.
Snapshots supply an extensive backup of an account’s arrangement, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported into another customer account making use of Snapshot ImporterTM they automatically setup because account, making onboarding much faster. This decrease in manual arrangement time makes onboarding far more reliable!
To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the source for your snapshot, begin selecting which elements of its system you would such as conserved as part of this snapshot prior to clicking “Save”; HighLevel will certainly create a portable duplicate that you can then deploy similar systems in other places GoHighLevel Outdoor Contractor Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an important feature for agencies moving systems in between clients. As soon as exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots easier than ever, providing pre-equipped snapshot templates for different industries from realty to shopping. By promptly onboarding brand-new customers while helping them meet their business goals, these industry-specific snapshot templates make onboarding customers quicker than ever and supplying them with detailed marketing systems faster than ever.
Maintain brand name uniformity
Manual arrangements may leave inconsistencies that jeopardize brand name consistency, while snapshots enable you to replicate an account setup throughout numerous new accounts without by hand recreating all settings each. This helps release fully configured customer accounts swiftly and accurately while saving addons such as triggers or e-mail templates in snapshots make preserving constant procedures throughout your customer base much easier.
Snapshots can be an important asset to companies taking care of numerous accounts simultaneously. By establishing the optimal account structure when and saving it as a snapshot for usage later on with brand-new customers, snapshots help agencies lower onboarding times by up to 50 percent much faster. A 2025 research study demonstrates how snapshots assist speed the onboarding procedure dramatically.
To develop a Snapshot, browse to your Company Control panel and choose the sub-account you wish to catch. From there, choose what elements should be included (funnels, schedules, workflows, internet site templates, custom values and so on) prior to offering it a name and clicking “Save”.
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 select it there (either at one time or component by element).
As a GoHighLevel reseller or marketing agency, making use of snapshots can considerably boost productivity and make sure a much more standardized account setup process. By making it less complicated to replicate campaigns, funnels and automation systems quickly, snapshots aid scale quicker while increasing income streams.
Applying and making use of snapshots has lots of advantages that are important to business success:.
Get rid of repeated configuration tasks
Snapshots make it straightforward and reliable to duplicate and reuse existing funnels, automations and configurations that have actually shown themselves beneficial to various other clients – conserving you time, facilitating faster customer onboarding times and developing a more effective working environment by getting rid of the requirement to change the wheel each time a new customer gets here.
Snapshots make sharing setups and campaigns with others within your firm less complicated than ever, whether via single web link sent out by means of e-mail to team members or permanently shared via account gain access to. Furthermore, snapshots likewise enable you to restrict their import into specific subaccounts if wanted.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can create a snapshot by clicking the green “Create New Snapshot” button, going into a name for it, selecting its resource account( s) and picking how it will be replicated; make certain to select something descriptive yet easy-to-recall so it will certainly become part of your profile of information gradually.
Customize the setups for the snapshot by selecting alternatives that best meet the needs of your customer, for example if they are property clients you might desire to consist of:
Lastly, you can personalize personalized areas to accumulate information that’s special to every client. When pleased with the result, merely press the “Save” switch to conserve changes and use them across all customers.
As snapshots are a crucial tool for the success of GoHighLevel users, making them indispensable for marketing companies and SaaS resellers alike. If you have not used them currently, give it a try and see exactly how it can improve workflows while generating a lot more excellent results for customers.