GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it basic and reliable to clone campaigns, funnels and more across jobs. Agencies use snapshots to onboard clients faster and make certain uniformity across jobs.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, internet sites, automation sequences, page templates and other assets.
Duplicate whole funnels and automations in seconds
Snapshots are full back-ups of your HighLevel configuration, including automations, funnels, pages, landing kinds, get in touch with checklists, email campaigns and CRM pipelines. Snapshots make transferring full systems in between clients easy without the need to recreate every little thing from the ground up; agencies can save hours by utilizing snapshots as templates throughout client accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to choosing which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots category; once shared it can additionally be shared using sending web links produced. Any type of imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have an advantage because they’re totally modular; that enables you to use simply particular components while leaving others out – making personalization and modifications a lot less complex than with even more stiff snapshots.
Automating crucial processes with these snapshots not just automates them yet also streamlines list building process and boosts customer relationship management (CRM) to raise scalability and efficiency for far better scalability and productivity making it possible for users to develop efficient marketing methods focused on transforming prospective customers into paying customers.
HighLevel snapshots offer another considerable advantage – their versatility in conference details market needs. For example, oral snapshots can come pre-loaded with lead capture types and campaigns providing cost-free teeth bleaching to new individuals. This supplies companies with the liberty to customize options specifically tailored for every client while still continuing to be consistent in brand photo and message.
GoHighLevel’s snapshots are highly configurable and can assist your company rise effectiveness and expand. By duplicating existing workflows, streamlining intricate automations, onboarding new clients easily and being centrally located with simple guidelines they are an essential property in attaining development faster and better than ever before.
Quicken customer onboarding
Are You an Agency Proprietor or Administrator? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for several customers simultaneously, thus accelerating outcomes for customers while saving you time on configuration! Snapshots make sure success for everybody included – company and clients alike.
Snapshots give a thorough backup 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 using Snapshot ImporterTM they immediately configuration in that account, making onboarding much faster. This reduction in hand-operated configuration time makes onboarding much more efficient!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, start choosing which parts of its system you would such as saved as part of this snapshot prior to clicking “Save”; HighLevel will produce a mobile copy that you can then release similar systems in other places GoHighLevel Pizza Restaurant Snapshot.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this a very useful feature for firms moving systems in between clients. When exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes producing snapshots much easier than ever before, providing pre-equipped snapshot templates for numerous industries from real estate to e-commerce. By swiftly onboarding brand-new clients while helping them fulfill their business objectives, these industry-specific snapshot templates make onboarding customers faster than ever and giving them with comprehensive marketing systems much faster than ever.
Preserve brand name uniformity
Manual configurations may leave variances that endanger brand consistency, while snapshots enable you to replicate an account arrangement across numerous brand-new accounts without manually recreating all settings for each one. This helps release completely configured client accounts rapidly and precisely while conserving addons such as triggers or email templates in snapshots make preserving constant procedures across your client base much less complex.
Snapshots can be a very useful possession to agencies managing numerous accounts at the same time. By establishing the ideal account framework once and saving it as a snapshot for use later on with new customers, snapshots aid companies reduce onboarding times by approximately 50 percent faster. A 2025 research shows how snapshots help speed up the onboarding procedure substantially.
To produce a Snapshot, navigate to your Firm Control panel and select the sub-account you wish to record. From there, select what components need to be included (funnels, calendars, workflows, internet site templates, custom-made worths and so forth) before providing it a name and clicking “Save”.
Once your snapshot is ready to make use of, browse to the Account Manager of the account or sub-account in which it requires to be applied and select it there (either at one time or part by component).
As a GoHighLevel reseller or marketing company, making use of snapshots can considerably boost productivity and make sure a more standard account configuration process. By making it less complicated to duplicate campaigns, funnels and automation systems swiftly, snapshots help range much faster while increasing earnings streams.
Applying and making use of snapshots has lots of benefits that are vital to business success:.
Eliminate recurring arrangement jobs
Snapshots make it straightforward and reliable to duplicate and reuse existing funnels, automations and configurations that have actually verified themselves beneficial to other clients – saving you time, facilitating faster customer onboarding times and creating an even more effective working environment by removing the requirement to transform the wheel each time a new client shows up.
Snapshots make sharing arrangements and campaigns with others within your firm much easier than ever before, whether by means of one-time web link sent out through email to employee or permanently shared via account accessibility. Furthermore, snapshots also enable you to limit their import into certain subaccounts if desired.
Beginning by logging into your HighLevel agency view and navigating to the “Account Snapshots” section. Below, you can develop a snapshot by clicking the environment-friendly “Create New Snapshot” button, entering a name for it, selecting its resource account( s) and choosing just how it will be replicated; be sure to choose something descriptive yet easy-to-recall so it will certainly become part of your portfolio of details gradually.
Tailor the settings for the snapshot by selecting options that ideal meet the requirements of your customer, as an example if they are real estate clients you may want to include:
Finally, you can personalize custom areas to accumulate information that’s distinct to every customer. When satisfied with the result, simply push the “Conserve” button to save adjustments and use them throughout all clients.
As snapshots are a vital device for the success of GoHighLevel individuals, making them crucial for marketing firms and SaaS resellers alike. If you have not used them already, give it a try and see exactly how it can simplify workflows while generating a lot more remarkable results for clients.