GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it straightforward and efficient to clone campaigns, funnels and more throughout projects. Agencies use snapshots to onboard clients much faster and guarantee uniformity throughout tasks.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, internet sites, automation series, page templates and other assets.
Duplicate whole funnels and automations in secs
Snapshots are complete backups of your HighLevel arrangement, including automations, funnels, pages, touchdown forms, get in touch with listings, e-mail campaigns and CRM pipelines. Snapshots make transferring total systems between customers easy without the demand to recreate every little thing from scratch; agencies can save hours by using snapshots as templates throughout customer accounts.
To develop 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 applies to. When finished, the snapshot can be seen under Snapshots classification; when shared it can likewise be shared using sending out links created. Any kind of imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have an advantage because they’re completely modular; that allows you to utilize simply specific components while leaving others out – making customization and adjustments a lot easier than with even more rigid snapshots.
Automating key procedures with these snapshots not only automates them however likewise simplifies list building process and improves customer relationship management (CRM) to enhance scalability and efficiency for far better scalability and efficiency allowing customers to produce efficient marketing techniques focused on transforming prospective customers right into paying clients.
HighLevel snapshots provide another considerable benefit – their versatility in conference specific market requirements. For instance, oral snapshots might come pre-loaded with lead capture kinds and campaigns using complimentary teeth lightening to new people. This supplies agencies with the flexibility to customize services specifically customized for each and every client while still continuing to be consistent in brand image and message.
GoHighLevel’s snapshots are very configurable and can assist your company increase performance and expand. By replicating existing workflows, streamlining complex automations, onboarding new clients quickly and being centrally located with simple instructions they are an important property in achieving development quicker and better than in the past.
Speed up customer onboarding
Are You a Company Proprietor or Manager? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for multiple clients simultaneously, therefore speeding up outcomes for clients while saving you time on setup! Snapshots guarantee success for everybody entailed – company and customers alike.
Snapshots provide a detailed back-up of an account’s arrangement, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported into one more client account utilizing Snapshot ImporterTM they instantly arrangement in that account, making onboarding much faster. This reduction in manual setup time makes onboarding much more reliable!
To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, start choosing which elements of its system you would such as saved as part of this snapshot before clicking “Conserve”; HighLevel will produce a portable duplicate that you can then deploy similar systems in other places GoHighLevel Residential Painter Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this a vital feature for companies transferring systems in between clients. Once exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes developing snapshots simpler than ever before, using pre-equipped snapshot templates for numerous industries from real estate to e-commerce. By quickly onboarding new customers while helping them meet their company objectives, these industry-specific snapshot templates make onboarding customers faster than ever and providing them with thorough marketing systems faster than ever before.
Keep brand consistency
Manual setups might leave variances that jeopardize brand name uniformity, while snapshots permit you to replicate an account arrangement throughout multiple new accounts without manually recreating all settings for each one. This aids deploy fully set up client accounts rapidly and properly while saving addons such as triggers or e-mail templates in snapshots make keeping regular procedures across your customer base much easier.
Snapshots can be an important possession to agencies managing numerous accounts concurrently. By setting up the ideal account structure as soon as and saving it as a snapshot for use later on with brand-new clients, snapshots aid companies reduce onboarding times by as much as half quicker. A 2025 research study shows how snapshots assist speed up the onboarding procedure considerably.
To produce a Snapshot, navigate to your Firm Control panel and select the sub-account you want to record. From there, select what components should be included (funnels, schedules, workflows, web site templates, personalized worths and so forth) prior to offering it a name and clicking “Conserve”.
As soon as your snapshot is ready to make use of, navigate to the Account Supervisor of the account or sub-account in which it requires to be used and select it there (either at one time or component by element).
As a GoHighLevel reseller or marketing firm, using snapshots can dramatically boost productivity and ensure a much more standardized account configuration procedure. By making it simpler to replicate campaigns, funnels and automation plans swiftly, snapshots aid range much faster while boosting profits streams.
Carrying out and using snapshots has several benefits that are important to business success:.
Get rid of repetitive configuration jobs
Snapshots make it straightforward and effective to clone and reuse existing funnels, automations and setups that have confirmed themselves beneficial to other customers – conserving you time, assisting in quicker client onboarding times and producing an even more efficient workplace by getting rid of the requirement to change the wheel each time a brand-new client arrives.
Snapshots make sharing configurations and campaigns with others within your agency less complicated than ever, whether through single link sent out through e-mail to team members or permanently shared via account access. Additionally, snapshots also permit you to limit their import right into details subaccounts if desired.
Begin by logging right into your HighLevel agency view and browsing to the “Account Snapshots” section. Here, you can develop a snapshot by clicking the eco-friendly “Create New Snapshot” switch, going into a name for it, choosing its resource account( s) and picking 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 info over time.
Personalize the settings for the snapshot by choosing choices that best fulfill the demands of your client, for example if they are property customers you may wish to consist of:
Finally, you can personalize custom fields to gather details that’s special to every customer. When pleased with the result, just press the “Conserve” switch to conserve adjustments and use them throughout all clients.
As snapshots are an important tool for the success of GoHighLevel individuals, making them important for marketing firms and SaaS resellers alike. If you have not utilized them currently, give it a try and see exactly how it can improve workflows while generating much more excellent outcomes for clients.