GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it straightforward and effective to clone campaigns, funnels and more across projects. Agencies use snapshots to onboard clients faster and ensure consistency throughout projects.
Each snapshot consists of an integrated collection of marketing campaigns, sales funnels, websites, automation sequences, page templates and various other possessions.
Duplicate whole funnels and automations in seconds
Snapshots are full backups of your HighLevel setup, including automations, funnels, web pages, landing kinds, get in touch with lists, e-mail campaigns and CRM pipelines. Snapshots make transferring full systems between customers easy without the need to recreate whatever from the ground up; companies can save hours by utilizing snapshots as templates across customer accounts.
To create 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 completed, the snapshot can be seen under Snapshots group; once shared it can additionally be shared using sending web links produced. Any type of imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re totally modular; that allows you to use just particular components while leaving others out – making customization and adjustments much simpler than with even more rigid snapshots.
Automating key processes with these snapshots not only automates them yet also improves lead generation process and improves customer relationship management (CRM) to increase scalability and efficiency for much better scalability and productivity enabling customers to develop reliable marketing approaches focused on turning possible clients into paying clients.
HighLevel snapshots offer one more significant advantage – their convenience in meeting details sector demands. For example, oral snapshots can come pre-loaded with lead capture types and campaigns supplying complimentary teeth whitening to new patients. This gives agencies with the freedom to customize options particularly customized for each client while still continuing to be consistent in brand name picture and message.
GoHighLevel’s snapshots are extremely configurable and can help your company rise efficiency and expand. By duplicating existing workflows, streamlining complicated automations, onboarding brand-new clients easily and being centrally located with basic instructions they are an important asset in attaining development quicker and better than ever before.
Accelerate client onboarding
Are You an Agency Proprietor or Manager? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for numerous customers at the same time, thus accelerating results for clients while conserving you time on setup! Snapshots guarantee success for everyone entailed – company and clients alike.
Snapshots provide an extensive back-up of an account’s configuration, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported into an additional customer account using Snapshot ImporterTM they instantly configuration in that account, making onboarding much quicker. This reduction in manual arrangement time makes onboarding much more reliable!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, begin picking which elements of its system you would certainly such as conserved as part of this snapshot prior to clicking “Save”; HighLevel will create a portable copy that you can after that release similar systems elsewhere GoHighLevel Pilates Studio Snapshot.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this an invaluable feature for firms moving systems in between clients. Once exported, just import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes developing snapshots simpler than ever, using pre-equipped snapshot templates for various sectors from realty to e-commerce. By swiftly onboarding new customers while helping them meet their company goals, these industry-specific snapshot templates make onboarding customers much faster than ever before and giving them with comprehensive marketing systems quicker than ever before.
Keep brand consistency
Manual setups may leave incongruities that compromise brand name uniformity, while snapshots permit you to duplicate an account arrangement across multiple new accounts without by hand recreating all settings each. This assists deploy fully set up customer accounts quickly and properly while saving addons such as triggers or email templates in snapshots make maintaining regular processes throughout your client base much simpler.
Snapshots can be a vital possession to agencies taking care of numerous accounts at the same time. By establishing the suitable account structure once and saving it as a snapshot for usage later on with brand-new customers, snapshots assist agencies decrease onboarding times by approximately half quicker. A 2025 research study shows how snapshots help speed up the onboarding process significantly.
To create a Snapshot, browse to your Company Control panel and select the sub-account you wish to record. From there, choose what components must be consisted of (funnels, schedules, workflows, internet site templates, custom values and so forth) prior to providing it a name and clicking “Conserve”.
Once your snapshot prepares to make use of, browse to the Account Manager 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 agency, using snapshots can considerably boost productivity and make sure a much more standard account setup procedure. By making it simpler to reproduce campaigns, funnels and automation plans swiftly, snapshots help scale much faster while enhancing earnings streams.
Implementing and making use of snapshots has numerous benefits that are necessary to business success:.
Remove repetitive setup jobs
Snapshots make it basic and effective to duplicate and reuse existing funnels, automations and arrangements that have verified themselves beneficial to other customers – conserving you time, promoting faster client onboarding times and creating a more efficient workplace by eliminating the need to change the wheel each time a brand-new customer gets here.
Snapshots make sharing setups and campaigns with others within your firm much easier than ever, whether via one-time link sent using e-mail to team members or completely shared with account gain access to. Additionally, snapshots likewise allow you to restrict their import into specific subaccounts if wanted.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can develop a snapshot by clicking the eco-friendly “Create New Snapshot” switch, getting in a name for it, choosing its resource account( s) and selecting exactly how it will certainly be duplicated; make certain to select something detailed yet easy-to-recall so it will become part of your portfolio of information gradually.
Tailor the setups for the snapshot by choosing options that best fulfill the demands of your customer, as an example if they are property clients you might desire to consist of:
Finally, you can tailor personalized areas to accumulate information that’s special per customer. When satisfied with the outcome, merely push the “Conserve” switch to conserve adjustments and use them throughout all clients.
As snapshots are an essential tool for the success of GoHighLevel customers, making them important for marketing companies and SaaS resellers alike. If you have not used them currently, give it a try and see how it can improve workflows while creating much more impressive results for clients.