GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it straightforward and reliable to clone campaigns, funnels and even more throughout jobs. Agencies make use of snapshots to onboard customers much faster and ensure consistency throughout tasks.
Each snapshot consists of an incorporated set of marketing campaigns, sales funnels, sites, automation sequences, web page templates and other assets.
Replicate whole funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel arrangement, including automations, funnels, web pages, landing types, contact listings, email campaigns and CRM pipes. Snapshots make moving complete systems between customers easy without the requirement to recreate whatever from the ground up; companies can save hours by utilizing snapshots as templates throughout client accounts.
To develop a snapshot, log right into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot before picking which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots group; when shared it can likewise be shared via sending web links generated. Any kind of imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have a benefit in that they’re completely modular; that enables you to make use of just particular components while leaving others out – making personalization and adjustments much less complex than with more stiff snapshots.
Automating essential processes with these snapshots not only automates them yet additionally enhances list building procedure and enhances customer relationship management (CRM) to boost scalability and efficiency for far better scalability and performance enabling users to create reliable marketing techniques focused on transforming prospective customers right into paying customers.
HighLevel snapshots offer one more considerable advantage – their convenience in conference specific industry demands. For example, dental snapshots might come pre-loaded with lead capture forms and campaigns using cost-free teeth bleaching to new individuals. This supplies companies with the liberty to customize solutions specifically tailored for each client while still staying regular in brand image and message.
GoHighLevel’s snapshots are extremely configurable and can help your agency rise efficiency and increase. By replicating existing workflows, simplifying complex automations, onboarding new customers conveniently and being centrally located with straightforward directions they are an indispensable possession in achieving development faster and more effectively than ever before.
Speed up customer onboarding
Are You an Agency Proprietor or Administrator? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for multiple customers all at once, thus speeding up results for clients while saving you time on setup! Snapshots make certain success for everyone included – agency and clients alike.
Snapshots offer a comprehensive back-up of an account’s setup, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported into an additional customer account using Snapshot ImporterTM they automatically setup because account, making onboarding much quicker. This reduction in manual configuration time makes onboarding even more efficient!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, begin selecting which components of its system you would like conserved as part of this snapshot before clicking “Conserve”; HighLevel will certainly produce a mobile copy that you can after that deploy similar systems somewhere else GoHighLevel Reputation Management Snapshot.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this an important feature for agencies transferring systems in between clients. When exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes producing snapshots simpler than ever before, using pre-equipped snapshot templates for various industries from realty to ecommerce. By swiftly onboarding brand-new clients while helping them satisfy their service goals, these industry-specific snapshot templates make onboarding clients quicker than ever and giving them with comprehensive marketing systems faster than ever.
Preserve brand uniformity
Hands-on configurations might leave incongruities that jeopardize brand consistency, while snapshots enable you to duplicate an account configuration across numerous new accounts without manually recreating all settings for each one. This helps deploy fully configured client accounts promptly and accurately while conserving addons such as triggers or e-mail templates in snapshots make keeping regular processes throughout your client base much less complex.
Snapshots can be a vital property to agencies managing multiple accounts simultaneously. By setting up the excellent account structure as soon as and waiting as a snapshot for usage later on with brand-new clients, snapshots help firms reduce onboarding times by as much as half quicker. A 2025 study shows how snapshots help speed up the onboarding process considerably.
To produce a Snapshot, navigate to your Agency Control panel and pick the sub-account you desire to catch. From there, choose what aspects need to be consisted of (funnels, calendars, workflows, website templates, custom values and more) before offering it a name and clicking “Save”.
When your snapshot is ready to utilize, navigate to the Account Supervisor of the account or sub-account in which it requires to be applied and pick it there (either simultaneously or component by part).
As a GoHighLevel reseller or marketing company, making use of snapshots can considerably boost efficiency and make certain a more standardized account arrangement process. By making it much easier to replicate campaigns, funnels and automation plans swiftly, snapshots help scale faster while increasing profits streams.
Carrying out and using snapshots has several advantages that are essential to business success:.
Get rid of recurring configuration tasks
Snapshots make it easy and reliable to duplicate and reuse existing funnels, automations and arrangements that have confirmed themselves beneficial to various other clients – conserving you time, promoting faster client onboarding times and developing an even more productive workplace by getting rid of the demand to reinvent the wheel each time a new client shows up.
Snapshots make sharing arrangements and campaigns with others within your firm much easier than ever, whether via one-time link sent using e-mail to staff member or completely shared via account access. Additionally, snapshots additionally enable you to limit their import right into certain subaccounts if wanted.
Begin by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can produce a snapshot by clicking the green “Create New Snapshot” switch, entering a name for it, selecting its resource account( s) and picking just how it will certainly be duplicated; make sure to choose something detailed yet easy-to-recall so it will enter into your portfolio of information with time.
Tailor the setups for the snapshot by selecting choices that best fulfill the requirements of your client, for instance if they are realty customers you may wish to include:
Ultimately, you can personalize personalized areas to collect details that’s one-of-a-kind to each customer. When satisfied with the outcome, simply press the “Conserve” switch to save modifications and use them throughout all customers.
As snapshots are an important device for the success of GoHighLevel individuals, making them indispensable for marketing firms and SaaS resellers alike. If you haven’t utilized them already, give it a try and see just how it can simplify workflows while producing more impressive outcomes for customers.