GoHighLevel snapshots are mobile, 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 clients quicker and ensure consistency across jobs.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, web sites, automation series, web page templates and various other assets.
Replicate entire funnels and automations in secs
Snapshots are complete backups of your HighLevel setup, consisting of automations, funnels, pages, landing types, contact listings, e-mail campaigns and CRM pipes. Snapshots make transferring complete systems between clients easy without the need to recreate every little thing from square one; agencies can save hours by utilizing snapshots as templates across client accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot before selecting which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots category; as soon as shared it can also be shared using sending links created. Any kind of imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage in that they’re fully modular; that permits you to make use of just certain components while leaving others out – making modification and modifications a lot easier than with even more stiff snapshots.
Automating essential processes with these snapshots not just automates them but also enhances lead generation procedure and improves customer relationship management (CRM) to enhance scalability and performance for much better scalability and productivity enabling individuals to produce efficient marketing strategies concentrated on transforming possible clients right into paying clients.
HighLevel snapshots use an additional significant benefit – their flexibility in conference certain industry needs. As an example, oral snapshots could come pre-loaded with lead capture kinds and campaigns offering free teeth bleaching to new individuals. This offers firms with the flexibility to tailor remedies particularly customized for each client while still continuing to be regular in brand image and message.
GoHighLevel’s snapshots are highly configurable and can help your agency rise performance and expand. By replicating existing workflows, simplifying complex automations, onboarding new clients conveniently and being centrally located with easy guidelines they are a vital property in attaining growth quicker and more effectively than ever before.
Speed up client onboarding
Are You a Firm Owner or Manager? HighLevel snapshots make scaling easy, making it feasible to duplicate funnels and automations for several customers at the same time, thus quickening results for clients while saving you time on arrangement! Snapshots make certain success for everyone entailed – agency and customers alike.
Snapshots give an extensive back-up of an account’s arrangement, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported right into an additional customer account making use of Snapshot ImporterTM they immediately setup because account, making onboarding much quicker. This reduction in manual configuration time makes onboarding far more effective!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, start picking which elements of its system you would such as conserved as part of this snapshot prior to clicking “Conserve”; HighLevel will develop a portable copy that you can then release similar systems in other places GoHighLevel Restaurant Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an important feature for agencies transferring systems between customers. Once exported, just import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes producing snapshots simpler than ever, supplying pre-equipped snapshot templates for various markets from real estate to shopping. By quickly onboarding new customers while helping them meet their organization goals, these industry-specific snapshot templates make onboarding clients faster than ever before and providing them with comprehensive marketing systems faster than ever.
Keep brand uniformity
Hands-on configurations might leave incongruities that endanger brand name consistency, while snapshots allow you to duplicate an account configuration across several brand-new accounts without by hand recreating all setups for each one. This assists deploy completely configured customer accounts rapidly and precisely while conserving addons such as triggers or email templates in snapshots make keeping constant procedures across your customer base much less complex.
Snapshots can be a vital property to firms managing multiple accounts at the same time. By setting up the ideal account framework when and waiting as a snapshot for usage later on with brand-new customers, snapshots help agencies minimize onboarding times by up to 50 percent quicker. A 2025 research study shows how snapshots aid speed up the onboarding procedure considerably.
To produce a Snapshot, browse to your Firm Dashboard and pick the sub-account you want to catch. From there, choose what aspects should be consisted of (funnels, schedules, workflows, site templates, customized worths and so on) before giving it a name and clicking “Save”.
When your snapshot prepares to use, navigate to the Account Manager of the account or sub-account in which it needs to be applied and choose it there (either all at once or part by part).
As a GoHighLevel reseller or marketing agency, using snapshots can considerably boost performance and make sure a much more standardized account configuration process. By making it simpler to duplicate campaigns, funnels and automation plans promptly, snapshots aid range quicker while boosting profits streams.
Applying and using snapshots has several advantages that are necessary to business success:.
Eliminate repetitive configuration jobs
Snapshots make it basic and effective to duplicate and reuse existing funnels, automations and setups that have actually confirmed themselves beneficial to other customers – saving you time, facilitating faster customer onboarding times and developing a more efficient working environment by getting rid of the demand to reinvent the wheel each time a brand-new customer shows up.
Snapshots make sharing configurations and campaigns with others within your agency less complicated than ever, whether by means of one-time web link sent out by means of email to team members or completely shared through account gain access to. Additionally, snapshots also allow you to limit their import into certain subaccounts if wanted.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Below, you can develop a snapshot by clicking the eco-friendly “Create New Snapshot” switch, getting in a name for it, picking its resource account( s) and selecting exactly how it will certainly be duplicated; make sure to choose something descriptive yet easy-to-recall so it will certainly become part of your profile of details over time.
Customize the setups for the snapshot by choosing options that finest fulfill the needs of your customer, as an example if they are realty clients you may desire to consist of:
Finally, you can personalize customized areas to collect details that’s distinct to every client. When pleased with the outcome, simply press the “Conserve” switch to conserve changes and use them across all customers.
As snapshots are a vital tool for the success of GoHighLevel individuals, making them important for marketing firms and SaaS resellers alike. If you haven’t used them already, give it a try and see exactly how it can simplify workflows while generating a lot more impressive outcomes for customers.