GoHighLevel snapshots are mobile, pre-configured templates of an account arrangement that make it simple and efficient to duplicate campaigns, funnels and more throughout jobs. Agencies utilize snapshots to onboard clients quicker and make certain consistency across projects.
Each snapshot includes an integrated collection of marketing campaigns, sales funnels, websites, automation series, page templates and other assets.
Duplicate whole funnels and automations in secs
Snapshots are full back-ups of your HighLevel arrangement, consisting of automations, funnels, pages, touchdown types, get in touch with lists, e-mail campaigns and CRM pipes. Snapshots make transferring full systems between customers easy without the requirement to recreate every little thing from the ground up; companies can save hours by utilizing snapshots as templates across customer accounts.
To produce a snapshot, log into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot before selecting which account or subaccount it puts on. When completed, the snapshot can be seen under Snapshots group; once shared it can likewise be shared by means of sending links created. Any imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re completely modular; that allows you to utilize simply certain components while leaving others out – making customization and adjustments much simpler than with more rigid snapshots.
Automating crucial processes with these snapshots not only automates them however likewise improves list building procedure and enhances customer relationship management (CRM) to boost scalability and performance for better scalability and performance enabling users to produce reliable marketing approaches focused on transforming prospective clients into paying clients.
HighLevel snapshots use another significant benefit – their versatility in conference specific sector needs. As an example, dental snapshots could come pre-loaded with lead capture types and campaigns providing cost-free teeth lightening to new clients. This supplies agencies with the flexibility to tailor options specifically tailored for every customer while still staying regular in brand name photo and message.
GoHighLevel’s snapshots are extremely configurable and can help your firm rise effectiveness and expand. By replicating existing workflows, simplifying complicated automations, onboarding brand-new clients easily and being centrally located with straightforward instructions they are an indispensable property in accomplishing development much faster and better than ever before.
Accelerate client onboarding
Are You an Agency Proprietor or Manager? HighLevel snapshots make scaling easy, making it possible to replicate funnels and automations for several customers concurrently, hence speeding up results for clients while saving you time on arrangement! Snapshots make certain success for everyone included – firm and clients alike.
Snapshots give a thorough backup of an account’s configuration, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported into one more customer account making use of Snapshot ImporterTM they automatically arrangement in that account, making onboarding much faster. This reduction in hands-on arrangement time makes onboarding far more efficient!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, begin selecting which components of its system you would like saved as part of this snapshot prior to clicking “Save”; HighLevel will certainly create a portable copy that you can then deploy comparable systems elsewhere GoHighLevel Physical Therapy Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this a very useful feature for firms moving systems in between clients. When exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes producing snapshots much easier than ever, using pre-equipped snapshot templates for different markets from real estate to ecommerce. By swiftly onboarding brand-new customers while helping them meet their organization objectives, these industry-specific snapshot templates make onboarding customers quicker than ever and providing them with detailed marketing systems faster than ever.
Keep brand consistency
Manual configurations might leave inconsistencies that endanger brand uniformity, while snapshots enable you to duplicate an account arrangement throughout numerous brand-new accounts without manually recreating all setups each. This helps deploy fully configured customer accounts rapidly and precisely while saving addons such as triggers or email templates in snapshots make maintaining consistent procedures across your customer base much simpler.
Snapshots can be an invaluable asset to agencies taking care of multiple accounts at the same time. By setting up the excellent account framework when and saving it as a snapshot for usage later with new customers, snapshots aid companies reduce onboarding times by approximately 50 percent much faster. A 2025 research study demonstrates how snapshots assist speed up the onboarding procedure substantially.
To develop a Snapshot, navigate to your Firm Dashboard and select the sub-account you want to capture. From there, select what aspects need to be consisted of (funnels, calendars, workflows, internet site templates, custom-made worths and so forth) prior to offering it a name and clicking “Conserve”.
As soon as your snapshot prepares to utilize, browse to the Account Supervisor of the account or sub-account in which it requires to be applied and choose it there (either simultaneously or element by component).
As a GoHighLevel reseller or marketing firm, making use of snapshots can substantially boost efficiency and make sure a much more standardized account arrangement process. By making it simpler to replicate campaigns, funnels and automation systems quickly, snapshots aid range quicker while increasing income streams.
Executing and utilizing snapshots has numerous benefits that are important to company success:.
Get rid of recurring setup jobs
Snapshots make it straightforward and efficient to duplicate and reuse existing funnels, automations and configurations that have actually shown themselves beneficial to various other clients – conserving you time, helping with quicker customer onboarding times and creating a more productive working environment by getting rid of the demand to transform the wheel each time a brand-new customer arrives.
Snapshots make sharing arrangements and campaigns with others within your agency much easier than ever, whether using single web link sent out via email to employee or completely shared via account accessibility. Furthermore, snapshots additionally allow you to restrict their import right into particular subaccounts if desired.
Begin by logging into your HighLevel agency view and browsing 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 resource account( s) and picking how it will certainly be duplicated; be sure to select something detailed yet easy-to-recall so it will become part of your profile of info over time.
Customize the settings for the snapshot by choosing alternatives that finest satisfy the needs of your client, for instance if they are property customers you might desire to consist of:
Lastly, you can personalize customized fields to accumulate details that’s special per customer. When pleased with the outcome, just press the “Conserve” button to conserve adjustments and apply them across all customers.
As snapshots are an essential tool for the success of GoHighLevel individuals, making them important for marketing companies and SaaS resellers alike. If you have not used them already, give it a try and see exactly how it can improve workflows while generating extra impressive results for clients.