GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it simple and effective to clone campaigns, funnels and more throughout tasks. Agencies use snapshots to onboard customers faster and guarantee consistency throughout tasks.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, web sites, automation sequences, page templates and various other properties.
Duplicate entire funnels and automations in seconds
Snapshots are total back-ups of your HighLevel arrangement, consisting of automations, funnels, pages, touchdown types, contact lists, e-mail campaigns and CRM pipelines. Snapshots make transferring full systems between customers easy without the demand to recreate everything from square one; agencies can save hours by utilizing snapshots as templates throughout customer accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to picking which account or subaccount it puts on. When completed, the snapshot can be seen under Snapshots group; once shared it can additionally be shared through sending web links generated. Any kind of imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have an advantage in that they’re fully modular; that enables you to use simply specific parts while leaving others out – making personalization and modifications much less complex than with more rigid snapshots.
Automating vital procedures with these snapshots not just automates them yet likewise streamlines lead generation process and boosts customer relationship management (CRM) to enhance scalability and efficiency for much better scalability and efficiency making it possible for individuals to develop effective marketing strategies concentrated on transforming prospective customers into paying clients.
HighLevel snapshots offer an additional considerable advantage – their convenience in conference specific sector requirements. As an example, oral snapshots could come pre-loaded with lead capture kinds and campaigns supplying complimentary teeth bleaching to new individuals. This gives firms with the flexibility to customize options specifically customized for every customer while still staying consistent in brand name image and message.
GoHighLevel’s snapshots are very configurable and can assist your firm increase efficiency and expand. By replicating existing workflows, streamlining complicated automations, onboarding brand-new customers easily and being centrally located with simple guidelines they are a vital possession in achieving development quicker and more effectively than ever.
Accelerate client onboarding
Are You a Firm Proprietor or Administrator? HighLevel snapshots make scaling very easy, making it feasible to replicate funnels and automations for several clients all at once, therefore speeding up results for clients while saving you time on configuration! Snapshots make sure success for every person included – agency and clients alike.
Snapshots offer a thorough back-up of an account’s configuration, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported into another client account utilizing Snapshot ImporterTM they instantly configuration in that account, making onboarding much faster. This decrease in manual configuration time makes onboarding much more effective!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, begin choosing which components of its system you would certainly like conserved as part of this snapshot prior to clicking “Conserve”; HighLevel will produce a portable duplicate that you can after that release comparable systems in other places GoHighLevel SaaS Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an invaluable feature for companies moving systems in between clients. Once exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes producing snapshots much easier than ever before, supplying pre-equipped snapshot templates for different sectors from property to shopping. By quickly onboarding brand-new customers while helping them satisfy their service goals, these industry-specific snapshot templates make onboarding customers quicker than ever and offering them with thorough marketing systems faster than ever.
Preserve brand consistency
Hands-on setups might leave variances that endanger brand name consistency, while snapshots enable you to reproduce an account arrangement throughout multiple brand-new accounts without manually recreating all setups for each one. This aids deploy completely set up customer accounts rapidly and accurately while conserving addons such as triggers or e-mail templates in snapshots make maintaining regular processes across your client base much less complex.
Snapshots can be an indispensable property to agencies managing multiple accounts at the same time. By setting up the suitable account framework as soon as and waiting as a snapshot for usage later with new clients, snapshots aid agencies reduce onboarding times by as much as 50 percent quicker. A 2025 research demonstrates how snapshots help speed the onboarding process dramatically.
To create a Snapshot, browse to your Agency Dashboard and select the sub-account you want to catch. From there, pick what elements ought to be consisted of (funnels, schedules, workflows, website templates, custom values and more) prior to providing it a name and clicking “Conserve”.
When your snapshot is ready to use, navigate to the Account Manager of the account or sub-account in which it needs to be applied and select it there (either at one time or part by part).
As a GoHighLevel reseller or marketing company, making use of snapshots can considerably boost performance and make sure a much more standardized account setup procedure. By making it simpler to replicate campaigns, funnels and automation systems swiftly, snapshots aid range quicker while raising profits streams.
Executing and using snapshots has many benefits that are essential to company success:.
Remove recurring configuration tasks
Snapshots make it easy and reliable to clone and reuse existing funnels, automations and setups that have verified themselves beneficial to various other clients – conserving you time, assisting in faster customer onboarding times and developing an even more productive working environment by removing the need to transform the wheel each time a brand-new customer arrives.
Snapshots make sharing arrangements and campaigns with others within your agency easier than ever before, whether using one-time link sent out through email to staff member or completely shared with account access. In addition, snapshots also permit you to limit their import into certain subaccounts if preferred.
Beginning by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Here, you can produce a snapshot by clicking the environment-friendly “Create New Snapshot” button, going into a name for it, choosing its source account( s) and choosing exactly how it will be replicated; be sure to choose something descriptive yet easy-to-recall so it will become part of your profile of details with time.
Tailor the settings for the snapshot by choosing alternatives that finest satisfy the demands of your client, for example if they are real estate clients you might desire to include:
Finally, you can tailor custom-made fields to gather details that’s unique to each customer. When pleased with the result, merely push the “Conserve” switch to conserve modifications and apply them across all clients.
As snapshots are an essential tool for the success of GoHighLevel customers, making them crucial for marketing companies and SaaS resellers alike. If you haven’t used them already, give it a try and see how it can streamline workflows while producing extra outstanding outcomes for clients.