GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it basic and efficient to clone campaigns, funnels and even more across tasks. Agencies make use of snapshots to onboard clients quicker and make sure uniformity throughout jobs.
Each snapshot consists of an integrated collection of marketing campaigns, sales funnels, web sites, automation sequences, web page templates and other possessions.
Duplicate whole funnels and automations in seconds
Snapshots are total back-ups of your HighLevel configuration, including automations, funnels, pages, touchdown types, call checklists, email campaigns and CRM pipelines. Snapshots make transferring full systems between clients easy without the demand to recreate every little thing from square one; firms can conserve hours by utilizing snapshots as templates throughout customer accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot before picking which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots group; when shared it can also be shared by means of sending out web links produced. Any imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re totally modular; that enables you to make use of just particular parts while leaving others out – making customization and modifications a lot simpler than with more stiff snapshots.
Automating crucial processes with these snapshots not only automates them but likewise enhances lead generation process and improves customer relationship management (CRM) to boost scalability and performance for better scalability and performance making it possible for individuals to produce efficient marketing methods focused on turning prospective clients into paying clients.
HighLevel snapshots offer an additional considerable advantage – their flexibility in meeting details industry needs. For instance, oral snapshots might come pre-loaded with lead capture kinds and campaigns supplying free teeth whitening to brand-new patients. This supplies firms with the freedom to customize services particularly tailored for each and every customer while still staying regular in brand name image and message.
GoHighLevel’s snapshots are very configurable and can help your agency rise effectiveness and expand. By replicating existing workflows, streamlining complex automations, onboarding brand-new customers quickly and being centrally located with straightforward instructions they are a vital property in attaining development faster and more effectively than ever before.
Accelerate client onboarding
Are You a Firm Proprietor or Manager? HighLevel snapshots make scaling easy, making it possible to duplicate funnels and automations for numerous clients simultaneously, therefore accelerating results for clients while saving you time on configuration! Snapshots make certain success for every person entailed – company and clients alike.
Snapshots give an extensive backup of an account’s setup, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported right into another client account using Snapshot ImporterTM they automatically setup because account, making onboarding much faster. This reduction in hands-on setup time makes onboarding far more efficient!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, begin choosing which parts of its system you would certainly like saved as part of this snapshot before clicking “Conserve”; HighLevel will certainly develop a portable copy that you can then deploy comparable systems somewhere else GoHighLevel Pest Control Snapshot.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this an important feature for companies transferring systems in between clients. Once exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes developing snapshots simpler than ever before, supplying pre-equipped snapshot templates for numerous industries from property to ecommerce. By rapidly onboarding new clients while helping them fulfill their company objectives, these industry-specific snapshot templates make onboarding clients faster than ever and supplying them with extensive marketing systems faster than ever.
Maintain brand name consistency
Manual arrangements might leave disparities that jeopardize brand uniformity, while snapshots allow you to replicate an account configuration throughout numerous new accounts without manually recreating all setups for each one. This aids deploy totally configured customer accounts promptly and precisely while conserving addons such as triggers or e-mail templates in snapshots make maintaining consistent procedures across your client base much simpler.
Snapshots can be a very useful property to companies managing several accounts at the same time. By establishing the ideal account framework as soon as and saving it as a snapshot for use later on with brand-new clients, snapshots help companies minimize onboarding times by approximately half much faster. A 2025 research shows how snapshots help speed up the onboarding process considerably.
To create a Snapshot, navigate to your Firm Dashboard and select the sub-account you desire to catch. From there, pick what components need to be included (funnels, schedules, workflows, web site templates, customized worths and more) prior to giving it a name and clicking “Conserve”.
When your snapshot prepares to make use of, navigate to the Account Supervisor of the account or sub-account in which it requires to be used and select it there (either at one time or component by component).
As a GoHighLevel reseller or marketing firm, utilizing snapshots can considerably boost efficiency and make sure an extra standardized account configuration procedure. By making it less complicated to duplicate campaigns, funnels and automation schemes rapidly, snapshots help range quicker while enhancing profits streams.
Implementing and making use of snapshots has lots of advantages that are necessary to business success:.
Remove repetitive configuration tasks
Snapshots make it easy and efficient to clone and reuse existing funnels, automations and setups that have actually proven themselves beneficial to various other clients – conserving you time, helping with faster customer onboarding times and creating an even more efficient working environment by eliminating the need to transform the wheel each time a new client arrives.
Snapshots make sharing setups and campaigns with others within your company less complicated than ever before, whether via one-time link sent by means of e-mail to employee or completely shared via account gain access to. Moreover, snapshots additionally enable you to restrict their import into particular subaccounts if preferred.
Start by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Below, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” switch, entering a name for it, picking its resource account( s) and choosing how it will be replicated; make sure to pick something descriptive yet easy-to-recall so it will certainly enter into your portfolio of details gradually.
Customize the setups for the snapshot by selecting choices that finest meet the needs of your client, as an example if they are real estate customers you might wish to consist of:
Lastly, you can personalize custom-made fields to accumulate info that’s special per customer. When pleased with the outcome, merely push the “Save” switch to conserve modifications and apply them throughout all customers.
As snapshots are an important device for the success of GoHighLevel customers, making them crucial for marketing agencies and SaaS resellers alike. If you haven’t used them already, give it a try and see how it can enhance workflows while producing extra outstanding outcomes for clients.