GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it easy and reliable to duplicate campaigns, funnels and more across projects. Agencies use snapshots to onboard customers faster and make sure consistency across tasks.
Each snapshot consists of an integrated collection of marketing campaigns, sales funnels, websites, automation sequences, page templates and other properties.
Duplicate entire funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel arrangement, including automations, funnels, pages, touchdown forms, call listings, e-mail campaigns and CRM pipes. Snapshots make moving total systems between clients easy without the demand to recreate whatever from square one; companies can conserve hours by using snapshots as templates across customer accounts.
To produce a snapshot, log into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot before choosing which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots category; as soon as shared it can additionally be shared using sending out web links generated. Any imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have an advantage because they’re completely modular; that enables you to make use of just particular components while leaving others out – making modification and modifications much less complex than with more stiff snapshots.
Automating key procedures with these snapshots not just automates them however likewise improves list building procedure and boosts customer relationship management (CRM) to enhance scalability and efficiency for far better scalability and efficiency enabling customers to produce efficient marketing techniques focused on transforming potential clients into paying clients.
HighLevel snapshots use one more significant benefit – their versatility in conference specific sector needs. For example, oral snapshots could come pre-loaded with lead capture types and campaigns supplying free teeth bleaching to new people. This offers companies with the liberty to tailor services particularly customized for each and every client while still staying consistent in brand picture and message.
GoHighLevel’s snapshots are extremely configurable and can aid your agency rise efficiency and increase. By duplicating existing workflows, simplifying complicated automations, onboarding brand-new clients easily and being centrally located with basic directions they are an indispensable possession in accomplishing growth quicker and more effectively than ever before.
Quicken client onboarding
Are You a Company Proprietor or Manager? HighLevel snapshots make scaling very easy, making it possible to duplicate funnels and automations for multiple customers at the same time, thus accelerating results for customers while conserving you time on arrangement! Snapshots make certain success for every person entailed – company and clients alike.
Snapshots supply a comprehensive back-up of an account’s configuration, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported into an additional client account making use of Snapshot ImporterTM they instantly setup because account, making onboarding much faster. This reduction in hands-on configuration time makes onboarding even more effective!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, begin selecting which parts of its system you would like saved as part of this snapshot prior to clicking “Save”; HighLevel will create a mobile copy that you can then deploy similar systems somewhere else GoHighLevel Pressure Washing Snapshot.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this an indispensable feature for agencies moving systems in between clients. When exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes creating snapshots simpler than ever, offering pre-equipped snapshot templates for different sectors from real estate to ecommerce. By promptly onboarding new customers while helping them meet their business objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and offering them with extensive marketing systems faster than ever.
Maintain brand uniformity
Hand-operated arrangements might leave incongruities that jeopardize brand uniformity, while snapshots permit you to replicate an account setup throughout numerous brand-new accounts without manually recreating all settings for each one. This assists deploy totally set up customer accounts promptly and precisely while conserving addons such as triggers or email templates in snapshots make preserving regular procedures throughout your client base much less complex.
Snapshots can be an important property to companies taking care of multiple accounts simultaneously. By setting up the optimal account structure as soon as and waiting as a snapshot for usage later with brand-new clients, snapshots help firms lower onboarding times by as much as 50 percent faster. A 2025 research shows how snapshots assist speed the onboarding process substantially.
To develop a Snapshot, browse to your Agency Dashboard and pick the sub-account you want to capture. From there, choose what aspects ought to be included (funnels, calendars, workflows, web site templates, custom worths and more) before providing it a name and clicking “Save”.
When your snapshot is ready to utilize, browse to the Account Manager of the account or sub-account in which it needs to be used and pick it there (either simultaneously or component by component).
As a GoHighLevel reseller or marketing agency, making use of snapshots can considerably boost efficiency and guarantee an extra standardized account configuration procedure. By making it much easier to reproduce campaigns, funnels and automation schemes promptly, snapshots assist scale much faster while raising earnings streams.
Implementing and using snapshots has several benefits that are necessary to service success:.
Remove repeated setup jobs
Snapshots make it easy and effective to duplicate and reuse existing funnels, automations and arrangements that have actually shown themselves beneficial to various other customers – saving you time, promoting quicker client onboarding times and producing an even more productive workplace by removing the need to transform the wheel each time a brand-new customer arrives.
Snapshots make sharing setups and campaigns with others within your agency easier than ever, whether by means of one-time web link sent via email to staff member or permanently shared through account accessibility. Additionally, snapshots also permit you to limit their import into specific subaccounts if desired.
Start by logging right into your HighLevel agency view and navigating to the “Account Snapshots” area. Below, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” button, getting in a name for it, selecting its source account( s) and picking just how it will certainly be copied; make certain to pick something descriptive yet easy-to-recall so it will certainly become part of your portfolio of details with time.
Personalize the settings for the snapshot by choosing choices that finest meet the requirements of your customer, for example if they are real estate customers you may wish to include:
Finally, you can personalize personalized areas to gather details that’s special to every client. When pleased with the outcome, just press the “Save” button to conserve adjustments and apply them throughout all customers.
As snapshots are an important tool for the success of GoHighLevel users, making them crucial for marketing agencies and SaaS resellers alike. If you haven’t used them currently, give it a try and see just how it can streamline workflows while generating much more remarkable outcomes for clients.