GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it simple and effective to duplicate campaigns, funnels and even more throughout projects. Agencies utilize snapshots to onboard customers much faster and make certain consistency across projects.
Each snapshot consists of an incorporated set of marketing campaigns, sales funnels, sites, automation sequences, page templates and other possessions.
Duplicate entire funnels and automations in secs
Snapshots are complete backups of your HighLevel arrangement, including automations, funnels, pages, landing types, contact checklists, e-mail campaigns and CRM pipelines. Snapshots make moving total systems between clients easy without the demand to recreate everything from square one; agencies can save hours by using snapshots as templates throughout client accounts.
To create a snapshot, log right into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot before picking which account or subaccount it relates to. When completed, the snapshot can be seen under Snapshots category; as soon as shared it can also be shared using sending links created. Any imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage because they’re fully modular; that enables you to make use of simply specific components while leaving others out – making modification and adjustments much less complex than with more inflexible snapshots.
Automating essential procedures with these snapshots not only automates them but also improves list building process and enhances customer relationship management (CRM) to raise scalability and productivity for better scalability and performance making it possible for individuals to develop efficient marketing techniques concentrated on turning possible customers right into paying customers.
HighLevel snapshots use an additional substantial benefit – their flexibility in conference certain industry demands. For example, oral snapshots could come pre-loaded with lead capture types and campaigns using totally free teeth bleaching to brand-new people. This provides companies with the freedom to tailor options especially tailored for each client while still staying consistent in brand image and message.
GoHighLevel’s snapshots are extremely configurable and can assist your company increase efficiency and expand. By replicating existing workflows, simplifying intricate automations, onboarding new clients easily and being centrally located with straightforward guidelines they are an essential possession in achieving development faster and better than ever before.
Speed up client onboarding
Are You a Firm Proprietor or Administrator? HighLevel snapshots make scaling easy, making it feasible to replicate funnels and automations for several clients simultaneously, hence quickening results for customers while conserving you time on setup! Snapshots make certain success for everybody included – company and customers alike.
Snapshots offer an extensive back-up of an account’s configuration, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported right into one more customer account utilizing Snapshot ImporterTM they immediately setup in that account, making onboarding much quicker. This reduction in manual arrangement time makes onboarding even more efficient!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, begin selecting which parts of its system you would certainly such as saved as part of this snapshot prior to clicking “Conserve”; HighLevel will create a portable copy that you can then release comparable systems somewhere else GoHighLevel Photographer Snapshot.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this a very useful feature for firms moving systems in between customers. When exported, just import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes developing snapshots much easier than ever, supplying pre-equipped snapshot templates for various markets from property to shopping. By promptly onboarding new customers while helping them satisfy their service goals, these industry-specific snapshot templates make onboarding customers quicker than ever and giving them with extensive marketing systems quicker than ever.
Maintain brand name consistency
Hands-on configurations might leave variances that compromise brand name consistency, while snapshots enable you to replicate an account setup across several brand-new accounts without manually recreating all setups for each one. This assists deploy totally configured client accounts swiftly and properly while conserving addons such as triggers or email templates in snapshots make keeping consistent procedures throughout your customer base much simpler.
Snapshots can be an indispensable asset to agencies managing several accounts at the same time. By setting up the ideal account framework once and waiting as a snapshot for usage later with brand-new customers, snapshots help firms lower onboarding times by approximately 50 percent much faster. A 2025 research study shows how snapshots assist speed up the onboarding process significantly.
To develop a Snapshot, browse to your Agency Control panel and select the sub-account you wish to catch. From there, select what aspects must be included (funnels, calendars, workflows, site templates, customized worths and more) before offering it a name and clicking “Conserve”.
When your snapshot is ready to make use of, navigate to the Account Manager of the account or sub-account in which it requires to be applied and select it there (either simultaneously or part by part).
As a GoHighLevel reseller or marketing company, utilizing snapshots can significantly boost efficiency and make certain a much more standard account arrangement process. By making it much easier to replicate campaigns, funnels and automation schemes rapidly, snapshots assist scale much faster while raising earnings streams.
Carrying out and using snapshots has several advantages that are necessary to service success:.
Get rid of repeated configuration tasks
Snapshots make it simple and reliable to clone and reuse existing funnels, automations and setups that have shown themselves beneficial to various other clients – conserving you time, facilitating faster client onboarding times and producing an even more efficient working environment by removing the requirement to reinvent the wheel each time a brand-new customer gets here.
Snapshots make sharing setups and campaigns with others within your firm less complicated than ever, whether through one-time web link sent via e-mail to staff member or permanently shared through account accessibility. Furthermore, snapshots also enable you to restrict their import right into specific subaccounts if preferred.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” section. Right here, you can create a snapshot by clicking the environment-friendly “Create New Snapshot” button, going into a name for it, picking its source account( s) and picking exactly how it will certainly be replicated; be sure to choose something descriptive yet easy-to-recall so it will enter into your portfolio of information gradually.
Personalize the setups for the snapshot by picking alternatives that ideal meet the requirements of your customer, as an example if they are realty customers you may want to consist of:
Ultimately, you can customize custom areas to collect info that’s distinct to each client. When satisfied with the result, simply push the “Save” switch to conserve modifications and use them throughout all clients.
As snapshots are an indispensable device for the success of GoHighLevel individuals, making them indispensable for marketing agencies and SaaS resellers alike. If you have not used them already, give it a try and see just how it can improve workflows while creating a lot more outstanding results for customers.