GoHighLevel snapshots are mobile, pre-configured templates of an account arrangement that make it easy and effective to duplicate campaigns, funnels and more across tasks. Agencies utilize snapshots to onboard customers quicker and make certain uniformity across tasks.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, sites, automation sequences, web page templates and various other assets.
Replicate entire funnels and automations in secs
Snapshots are total backups of your HighLevel configuration, consisting of automations, funnels, web pages, touchdown forms, call listings, email campaigns and CRM pipelines. Snapshots make transferring complete systems between customers easy without the need to recreate every little thing from the ground up; companies can save hours by using snapshots as templates throughout client accounts.
To produce 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 applies to. When completed, the snapshot can be seen under Snapshots group; once shared it can additionally be shared via sending links produced. Any kind of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have an advantage because they’re fully modular; that allows you to utilize just particular parts while leaving others out – making modification and adjustments a lot simpler than with even more rigid snapshots.
Automating vital procedures with these snapshots not only automates them but additionally enhances lead generation process and improves customer relationship management (CRM) to boost scalability and productivity for much better scalability and efficiency allowing customers to develop efficient marketing strategies focused on transforming prospective customers right into paying customers.
HighLevel snapshots use one more substantial advantage – their flexibility in conference specific sector requirements. As an example, oral snapshots could come pre-loaded with lead capture types and campaigns using cost-free teeth bleaching to brand-new clients. This gives firms with the flexibility to customize options particularly customized for every client while still remaining consistent in brand image and message.
GoHighLevel’s snapshots are highly configurable and can assist your agency boost effectiveness and expand. By replicating existing workflows, streamlining intricate automations, onboarding brand-new clients conveniently and being centrally located with simple guidelines they are an important asset in achieving growth much faster and better than ever.
Quicken customer onboarding
Are You a Company Owner or Manager? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for multiple customers all at once, hence quickening outcomes for clients while conserving you time on setup! Snapshots guarantee success for everybody included – company and clients alike.
Snapshots provide a detailed backup of an account’s configuration, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported right into one more client account using Snapshot ImporterTM they automatically configuration because account, making onboarding much faster. This reduction in manual setup time makes onboarding even more reliable!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, begin choosing which parts of its system you would like conserved as part of this snapshot prior to clicking “Save”; HighLevel will produce a portable copy that you can after that release comparable systems in other places GoHighLevel Personal Injury Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this a vital feature for companies moving systems in between customers. Once exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes producing snapshots easier than ever, offering pre-equipped snapshot templates for various sectors from real estate to ecommerce. By rapidly onboarding new clients while helping them satisfy their business goals, these industry-specific snapshot templates make onboarding clients much faster than ever before and supplying them with extensive marketing systems quicker than ever.
Maintain brand uniformity
Hand-operated arrangements may leave disparities that compromise brand uniformity, while snapshots permit you to duplicate an account setup throughout several brand-new accounts without by hand recreating all settings each. This aids release totally set up client accounts rapidly and precisely while saving addons such as triggers or email templates in snapshots make maintaining constant processes across your client base much easier.
Snapshots can be a very useful property to firms taking care of several accounts concurrently. By setting up the ideal account structure as soon as and waiting as a snapshot for use later on with brand-new customers, snapshots aid companies lower onboarding times by as much as 50 percent faster. A 2025 research study demonstrates how snapshots assist speed the onboarding procedure significantly.
To produce a Snapshot, browse to your Agency Control panel and select the sub-account you want to capture. From there, pick what aspects must be included (funnels, schedules, workflows, site templates, customized values and so forth) prior to giving it a name and clicking “Save”.
When your snapshot prepares to make use of, browse to the Account Supervisor of the account or sub-account in which it requires to be used and pick it there (either at one time or component by part).
As a GoHighLevel reseller or marketing company, using snapshots can significantly boost efficiency and ensure a much more standardized account setup process. By making it less complicated to duplicate campaigns, funnels and automation systems promptly, snapshots aid range much faster while increasing revenue streams.
Executing and utilizing snapshots has lots of advantages that are essential to company success:.
Remove repetitive arrangement jobs
Snapshots make it basic and efficient to duplicate and reuse existing funnels, automations and arrangements that have verified themselves beneficial to various other clients – conserving you time, promoting much faster client onboarding times and developing a more efficient workplace by eliminating the demand to reinvent the wheel each time a new client shows up.
Snapshots make sharing configurations and campaigns with others within your agency much easier than ever before, whether by means of one-time link sent out through email to employee or permanently shared through account access. Additionally, snapshots additionally permit you to restrict their import into details subaccounts if preferred.
Start by logging into your HighLevel agency view and navigating to the “Account Snapshots” area. Right here, you can develop a snapshot by clicking the green “Create New Snapshot” switch, going into a name for it, choosing its source account( s) and choosing just how it will be copied; be sure to select something detailed yet easy-to-recall so it will certainly become part of your portfolio of information with time.
Tailor the setups for the snapshot by picking alternatives that ideal meet the needs of your customer, as an example if they are property customers you may want to consist of:
Finally, you can customize personalized fields to gather info that’s unique per customer. When pleased with the result, simply push the “Save” switch to conserve adjustments and apply them across 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 currently, give it a try and see just how it can simplify workflows while creating a lot more outstanding results for clients.