GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it straightforward and efficient to clone campaigns, funnels and even more across jobs. Agencies utilize snapshots to onboard customers faster and make certain consistency throughout jobs.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, web sites, automation sequences, web page templates and various other assets.
Duplicate entire funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel arrangement, including automations, funnels, web pages, landing forms, get in touch with listings, email campaigns and CRM pipes. Snapshots make moving complete systems in between clients easy without the demand to recreate whatever from the ground up; companies can save hours by utilizing snapshots as templates throughout customer accounts.
To produce 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 finished, the snapshot can be seen under Snapshots category; as soon as shared it can additionally be shared via sending out links produced. Any imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have an advantage because they’re fully modular; that allows you to use just specific parts while leaving others out – making customization and adjustments a lot easier than with more rigid snapshots.
Automating vital processes with these snapshots not only automates them but likewise improves lead generation procedure and boosts customer relationship management (CRM) to increase scalability and efficiency for much better scalability and productivity making it possible for users to create reliable marketing strategies concentrated on turning prospective clients right into paying customers.
HighLevel snapshots supply one more substantial benefit – their flexibility in conference particular market needs. As an example, dental snapshots can come pre-loaded with lead capture forms and campaigns providing complimentary teeth bleaching to brand-new patients. This provides firms with the freedom to tailor services particularly tailored for each and every customer while still remaining regular in brand picture and message.
GoHighLevel’s snapshots are highly configurable and can help your firm boost effectiveness and broaden. By duplicating existing workflows, streamlining intricate automations, onboarding new clients conveniently and being centrally located with easy guidelines they are a vital property in accomplishing growth quicker and more effectively than ever.
Speed up customer onboarding
Are You a Company Proprietor or Administrator? HighLevel snapshots make scaling easy, making it feasible to duplicate funnels and automations for numerous clients at the same time, hence accelerating results for clients while saving you time on arrangement! Snapshots ensure success for everybody entailed – company and customers alike.
Snapshots provide a thorough backup of an account’s arrangement, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported into an additional customer account utilizing Snapshot ImporterTM they immediately configuration because account, making onboarding much quicker. This decrease in hand-operated configuration time makes onboarding even more efficient!
To create a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the source for your snapshot, start selecting which parts of its system you would such as conserved as part of this snapshot before clicking “Conserve”; HighLevel will produce a mobile copy that you can then release comparable systems elsewhere GoHighLevel Pool Maintenance Snapshot.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this an important feature for companies moving systems in between clients. Once exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes developing snapshots simpler than ever before, offering pre-equipped snapshot templates for different markets from real estate to e-commerce. By quickly onboarding new customers while helping them satisfy their company objectives, these industry-specific snapshot templates make onboarding customers much faster than ever before and offering them with comprehensive marketing systems much faster than ever.
Keep brand name consistency
Manual setups might leave inconsistencies that endanger brand uniformity, while snapshots enable you to replicate an account configuration across several brand-new accounts without manually recreating all setups for each one. This assists deploy totally configured customer accounts quickly and precisely while saving addons such as triggers or e-mail templates in snapshots make preserving regular processes across your client base much simpler.
Snapshots can be an invaluable asset to firms handling several accounts concurrently. By establishing the suitable account structure once and saving it as a snapshot for use later with new clients, snapshots help companies reduce onboarding times by up to 50 percent faster. A 2025 research shows how snapshots assist speed up the onboarding procedure substantially.
To produce a Snapshot, navigate to your Agency Control panel and pick the sub-account you wish to record. From there, choose what aspects need to be consisted of (funnels, calendars, workflows, site templates, customized values and so on) before providing it a name and clicking “Save”.
As soon as your snapshot is ready to utilize, navigate to the Account Supervisor of the account or sub-account in which it requires to be used and choose it there (either all at once or component by component).
As a GoHighLevel reseller or marketing company, making use of snapshots can significantly boost performance and make certain a more standard account configuration process. By making it easier to duplicate campaigns, funnels and automation plans swiftly, snapshots assist range much faster while boosting earnings streams.
Implementing and utilizing snapshots has lots of advantages that are vital to organization success:.
Get rid of repeated configuration jobs
Snapshots make it basic and effective to duplicate and reuse existing funnels, automations and arrangements that have actually shown themselves beneficial to other customers – conserving you time, facilitating faster customer onboarding times and creating an even more productive workplace by getting rid of the need to change the wheel each time a brand-new customer arrives.
Snapshots make sharing setups and campaigns with others within your company less complicated than ever, whether through single link sent out via e-mail to employee or permanently shared with account access. Additionally, snapshots likewise enable you to limit their import right into particular subaccounts if desired.
Begin by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Here, you can develop a snapshot by clicking the environment-friendly “Create New Snapshot” switch, going into a name for it, selecting its source account( s) and picking exactly how it will certainly be duplicated; make sure to pick something detailed yet easy-to-recall so it will enter into your portfolio of details gradually.
Personalize the setups for the snapshot by picking options that finest satisfy the demands of your customer, for instance if they are realty clients you might wish to consist of:
Finally, you can personalize customized areas to collect details that’s one-of-a-kind to every client. When pleased with the result, simply press the “Save” button to conserve changes and apply them across all clients.
As snapshots are a crucial tool for the success of GoHighLevel customers, making them vital 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 producing much more impressive results for customers.