GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it basic and reliable to clone campaigns, funnels and even more across projects. Agencies make use of snapshots to onboard clients quicker and make sure uniformity throughout tasks.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, sites, automation series, page templates and various other assets.
Replicate entire funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel arrangement, including automations, funnels, web pages, landing forms, call listings, e-mail campaigns and CRM pipes. Snapshots make moving full systems in between clients easy without the demand to recreate everything from square one; firms can save hours by utilizing snapshots as templates across client accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to choosing which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots category; when shared it can additionally be shared by means of sending out web links produced. Any type of imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have a benefit because they’re fully modular; that allows you to use just particular parts while leaving others out – making modification and modifications a lot simpler than with even more rigid snapshots.
Automating essential processes with these snapshots not only automates them but additionally enhances list building process and improves customer relationship management (CRM) to raise scalability and efficiency for better scalability and performance allowing customers to develop reliable marketing strategies focused on transforming prospective customers right into paying customers.
HighLevel snapshots offer another substantial benefit – their flexibility in conference specific sector needs. As an example, dental snapshots could come pre-loaded with lead capture forms and campaigns using free teeth bleaching to new people. This gives firms with the liberty to tailor services particularly tailored for every client while still remaining regular in brand picture and message.
GoHighLevel’s snapshots are very configurable and can aid your company rise effectiveness and increase. By duplicating existing workflows, simplifying intricate automations, onboarding new customers conveniently and being centrally located with simple instructions they are a crucial asset in attaining development much faster and better than ever before.
Accelerate customer onboarding
Are You a Company Owner or Manager? HighLevel snapshots make scaling simple, making it feasible to replicate funnels and automations for multiple customers all at once, therefore quickening results for customers while saving you time on configuration! Snapshots guarantee success for everyone entailed – agency and customers alike.
Snapshots supply a comprehensive back-up of an account’s arrangement, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas and so on. When imported right into an additional client account making use of Snapshot ImporterTM they instantly setup because account, making onboarding much faster. This reduction in manual setup time makes onboarding far more efficient!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, start picking which elements of its system you would like conserved as part of this snapshot before clicking “Conserve”; HighLevel will produce a mobile duplicate that you can after that release comparable systems in other places GoHighLevel Painting Company Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an indispensable feature for companies moving systems between clients. Once exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes creating snapshots easier than ever, providing pre-equipped snapshot templates for various markets from realty to shopping. By rapidly onboarding new clients while helping them meet their organization goals, these industry-specific snapshot templates make onboarding clients much faster than ever and giving them with comprehensive marketing systems quicker than ever.
Keep brand name consistency
Manual setups might leave disparities that endanger brand uniformity, while snapshots permit you to replicate an account configuration throughout multiple new accounts without by hand recreating all setups for each one. This helps deploy completely configured customer accounts swiftly and precisely while conserving addons such as triggers or email templates in snapshots make maintaining consistent procedures across your customer base much less complex.
Snapshots can be an important asset to companies taking care of multiple accounts concurrently. By establishing the excellent account framework as soon as and waiting as a snapshot for usage later on with brand-new clients, snapshots aid agencies minimize onboarding times by up to half faster. A 2025 research study shows how snapshots assist speed up the onboarding procedure considerably.
To develop a Snapshot, browse to your Agency Dashboard and choose the sub-account you wish to catch. From there, pick what aspects should be consisted of (funnels, calendars, workflows, internet site templates, personalized values and more) before providing it a name and clicking “Conserve”.
As soon as your snapshot prepares to utilize, navigate to the Account Manager of the account or sub-account in which it requires to be applied and select it there (either at one time or component by part).
As a GoHighLevel reseller or marketing company, utilizing snapshots can dramatically boost productivity and guarantee a more standardized account configuration process. By making it simpler to replicate campaigns, funnels and automation schemes quickly, snapshots assist scale much faster while boosting income streams.
Implementing and making use of snapshots has numerous benefits that are vital to service success:.
Remove repetitive arrangement tasks
Snapshots make it basic and effective to clone and reuse existing funnels, automations and configurations that have shown themselves beneficial to various other customers – conserving you time, assisting in quicker client onboarding times and producing an even more effective working environment by getting rid of the demand to transform the wheel each time a new customer gets here.
Snapshots make sharing arrangements and campaigns with others within your agency easier than ever before, whether through single link sent through email to staff member or permanently shared via account accessibility. Moreover, snapshots likewise permit you to limit their import into specific subaccounts if desired.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Here, you can create a snapshot by clicking the environment-friendly “Create New Snapshot” switch, going into a name for it, choosing its resource account( s) and selecting exactly how it will certainly be replicated; make sure to pick something descriptive yet easy-to-recall so it will become part of your portfolio of info in time.
Customize the settings for the snapshot by picking options that finest fulfill the requirements of your client, as an example if they are real estate clients you might wish to consist of:
Ultimately, you can personalize personalized fields to gather details that’s one-of-a-kind to every client. When satisfied with the result, just press the “Conserve” switch to save adjustments and use them throughout all clients.
As snapshots are a crucial tool for the success of GoHighLevel individuals, making them crucial for marketing agencies and SaaS resellers alike. If you have not used them already, give it a try and see exactly how it can simplify workflows while producing much more remarkable outcomes for clients.