GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it basic and effective to duplicate campaigns, funnels and even more throughout projects. Agencies use snapshots to onboard customers quicker and ensure uniformity throughout jobs.
Each snapshot includes an integrated set of marketing campaigns, sales funnels, internet sites, automation sequences, page templates and other properties.
Duplicate whole funnels and automations in seconds
Snapshots are total back-ups of your HighLevel setup, consisting of automations, funnels, pages, touchdown kinds, call checklists, e-mail campaigns and CRM pipes. Snapshots make moving total systems in between clients easy without the demand to recreate whatever from square one; agencies can conserve hours by utilizing snapshots as templates throughout client accounts.
To develop 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 relates to. When completed, the snapshot can be seen under Snapshots classification; as soon as shared it can additionally be shared through sending links created. Any imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re completely modular; that enables you to use just certain components while leaving others out – making customization and modifications a lot less complex than with more stiff snapshots.
Automating key procedures with these snapshots not just automates them yet likewise streamlines list building process and improves customer relationship management (CRM) to enhance scalability and efficiency for much better scalability and performance allowing individuals to produce effective marketing approaches focused on transforming prospective customers right into paying clients.
HighLevel snapshots supply another significant benefit – their convenience in meeting particular industry requirements. For example, dental snapshots might come pre-loaded with lead capture types and campaigns offering cost-free teeth lightening to brand-new people. This provides agencies with the liberty to tailor services particularly customized for each customer while still staying consistent in brand picture and message.
GoHighLevel’s snapshots are highly configurable and can aid your agency increase efficiency and increase. By duplicating existing workflows, simplifying complicated automations, onboarding brand-new clients easily and being centrally located with simple directions they are a vital possession in attaining development faster and more effectively than ever.
Quicken client onboarding
Are You an Agency Owner or Manager? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for multiple clients at the same time, therefore speeding up outcomes for clients while conserving you time on configuration! Snapshots make certain success for everybody involved – firm and customers alike.
Snapshots provide a thorough backup of an account’s configuration, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported into one more client account making use of Snapshot ImporterTM they instantly arrangement in that account, making onboarding much quicker. This reduction in hand-operated setup time makes onboarding even more efficient!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, begin selecting which parts of its system you would certainly such as conserved as part of this snapshot prior to clicking “Conserve”; HighLevel will certainly produce a mobile duplicate that you can after that deploy comparable systems in other places GoHighLevel Overhead Garage Door Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this an important feature for agencies transferring systems between clients. When exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes developing snapshots much easier than ever, using pre-equipped snapshot templates for numerous industries from property to e-commerce. By quickly onboarding brand-new clients while helping them meet their business objectives, these industry-specific snapshot templates make onboarding clients much faster than ever and supplying them with thorough marketing systems quicker than ever.
Maintain brand consistency
Hand-operated setups might leave disparities that compromise brand uniformity, while snapshots permit you to duplicate an account arrangement throughout numerous new accounts without by hand recreating all setups each. This helps release fully set up customer accounts promptly and properly while saving addons such as triggers or email templates in snapshots make maintaining regular procedures across your client base much easier.
Snapshots can be a very useful property to companies taking care of several accounts all at once. By establishing the perfect account structure when and saving it as a snapshot for usage later with new clients, snapshots help agencies minimize onboarding times by up to 50 percent faster. A 2025 research study demonstrates how snapshots assist speed up the onboarding process significantly.
To produce a Snapshot, browse to your Agency Dashboard and select the sub-account you wish to capture. From there, select what aspects should be consisted of (funnels, schedules, workflows, internet site templates, personalized worths and so forth) before providing it a name and clicking “Save”.
Once your snapshot is ready to use, navigate to the Account Manager of the account or sub-account in which it needs to be applied and pick it there (either at one time or part by component).
As a GoHighLevel reseller or marketing firm, using snapshots can dramatically boost performance and make certain a more standardized account arrangement procedure. By making it much easier to replicate campaigns, funnels and automation schemes swiftly, snapshots aid scale quicker while increasing earnings streams.
Implementing and making use of snapshots has many advantages that are vital to company success:.
Remove recurring arrangement tasks
Snapshots make it basic and effective to clone and reuse existing funnels, automations and arrangements that have verified themselves beneficial to various other customers – conserving you time, assisting in faster customer onboarding times and creating a more efficient working environment by getting rid of the demand to reinvent the wheel each time a brand-new customer shows up.
Snapshots make sharing arrangements and campaigns with others within your agency easier than ever before, whether using single web link sent by means of e-mail to staff member or completely shared through account gain access to. Additionally, snapshots likewise permit you to limit their import into certain subaccounts if preferred.
Beginning by logging into your HighLevel agency view and navigating to the “Account Snapshots” area. Here, you can develop a snapshot by clicking the green “Create New Snapshot” button, getting in a name for it, choosing its resource account( s) and choosing exactly how it will be duplicated; make sure to select something descriptive yet easy-to-recall so it will certainly enter into your profile of info over time.
Personalize the setups for the snapshot by selecting options that best meet the requirements of your customer, as an example if they are real estate clients you might want to include:
Ultimately, you can customize custom-made areas to collect details that’s unique to each customer. When pleased with the result, merely push the “Save” button to conserve adjustments and apply them throughout all clients.
As snapshots are an essential device for the success of GoHighLevel individuals, making them important for marketing companies and SaaS resellers alike. If you have not utilized them currently, give it a try and see how it can streamline workflows while producing a lot more remarkable results for clients.