GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it easy and effective to clone campaigns, funnels and more across jobs. Agencies make use of snapshots to onboard clients quicker and ensure uniformity across projects.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, web sites, automation sequences, web page templates and various other properties.
Replicate entire funnels and automations in seconds
Snapshots are full backups of your HighLevel setup, including automations, funnels, pages, landing types, call checklists, email campaigns and CRM pipelines. Snapshots make moving total systems in between clients easy without the demand to recreate everything from scratch; agencies can save hours by utilizing snapshots as templates across client accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot before choosing which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots classification; once shared it can additionally be shared by means of sending out web links generated. Any type of imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have a benefit in that they’re fully modular; that permits you to make use of just specific parts while leaving others out – making personalization and modifications much simpler than with even more inflexible snapshots.
Automating essential procedures with these snapshots not only automates them but also improves lead generation process and enhances customer relationship management (CRM) to raise scalability and performance for better scalability and efficiency making it possible for users to develop effective marketing methods concentrated on transforming potential clients into paying clients.
HighLevel snapshots use an additional considerable benefit – their convenience in conference certain market demands. For example, dental snapshots could come pre-loaded with lead capture kinds and campaigns offering free teeth whitening to new individuals. This supplies firms with the liberty to tailor solutions particularly tailored for each and every client while still remaining consistent in brand name picture and message.
GoHighLevel’s snapshots are highly configurable and can assist your firm rise performance and increase. By replicating existing workflows, streamlining complicated automations, onboarding new clients quickly and being centrally located with straightforward instructions they are an essential possession in achieving development faster and better than ever.
Quicken client onboarding
Are You a Firm Proprietor or Manager? HighLevel snapshots make scaling easy, making it possible to duplicate funnels and automations for numerous customers at the same time, therefore accelerating results for customers while saving you time on arrangement! Snapshots ensure success for every person involved – company and clients alike.
Snapshots offer an extensive back-up of an account’s configuration, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas etc. When imported right into one more client account utilizing Snapshot ImporterTM they instantly configuration because account, making onboarding much quicker. This reduction in hand-operated arrangement time makes onboarding much more effective!
To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the source for your snapshot, begin choosing which elements of its system you would such as saved as part of this snapshot before clicking “Save”; HighLevel will certainly create a mobile duplicate that you can after that deploy comparable systems in other places GoHighLevel SaaS Client Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this a vital feature for firms moving systems between clients. Once exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes creating snapshots easier than ever before, using pre-equipped snapshot templates for different industries from realty to e-commerce. By promptly onboarding brand-new clients while helping them satisfy their business objectives, these industry-specific snapshot templates make onboarding clients much faster than ever before and providing them with extensive marketing systems quicker than ever before.
Maintain brand uniformity
Manual arrangements may leave variances that jeopardize brand uniformity, while snapshots allow you to reproduce an account configuration throughout multiple new accounts without by hand recreating all settings for each one. This assists release fully configured client accounts swiftly and properly while conserving addons such as triggers or e-mail templates in snapshots make preserving regular procedures throughout your client base much less complex.
Snapshots can be a vital possession to firms managing several accounts all at once. By establishing the suitable account structure as soon as and waiting as a snapshot for usage later on with new clients, snapshots help agencies reduce onboarding times by as much as half quicker. A 2025 research study shows how snapshots aid speed up the onboarding procedure considerably.
To create a Snapshot, browse to your Firm Control panel and select the sub-account you wish to record. From there, choose what aspects need to be consisted of (funnels, calendars, workflows, internet site templates, custom values and more) before providing it a name and clicking “Save”.
When your snapshot is ready to make use of, navigate to the Account Supervisor of the account or sub-account in which it needs to be applied and choose it there (either at one time or part by element).
As a GoHighLevel reseller or marketing agency, utilizing snapshots can substantially boost productivity and make certain an extra standardized account arrangement procedure. By making it less complicated to duplicate campaigns, funnels and automation schemes promptly, snapshots aid scale quicker while boosting revenue streams.
Applying and using snapshots has many benefits that are vital to organization success:.
Eliminate repeated arrangement tasks
Snapshots make it simple and efficient to duplicate and reuse existing funnels, automations and setups that have confirmed themselves beneficial to various other customers – conserving you time, facilitating quicker customer onboarding times and creating an even more effective workplace by eliminating the need to reinvent the wheel each time a brand-new client arrives.
Snapshots make sharing setups and campaigns with others within your firm easier than ever, whether via one-time web link sent out using e-mail to employee or permanently shared via account accessibility. Furthermore, snapshots likewise allow you to restrict their import right into particular subaccounts if desired.
Start by logging into your HighLevel agency view and navigating to the “Account Snapshots” area. Right here, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” switch, getting in a name for it, choosing its resource account( s) and selecting how it will certainly be replicated; make certain to choose something descriptive yet easy-to-recall so it will become part of your profile of information with time.
Personalize the settings for the snapshot by selecting options that finest fulfill the requirements of your client, for example if they are property clients you might want to consist of:
Lastly, you can personalize customized fields to accumulate info that’s one-of-a-kind to every client. When satisfied with the result, just push the “Conserve” switch to save modifications and apply them throughout all clients.
As snapshots are a vital device for the success of GoHighLevel customers, making them important for marketing agencies and SaaS resellers alike. If you have not utilized them already, give it a try and see just how it can improve workflows while generating more impressive results for clients.