GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it straightforward and efficient to clone campaigns, funnels and more across projects. Agencies utilize snapshots to onboard clients quicker and make sure consistency throughout jobs.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, websites, automation sequences, page templates and other possessions.
Duplicate whole funnels and automations in secs
Snapshots are full backups of your HighLevel setup, consisting of automations, funnels, pages, landing types, get in touch with lists, e-mail campaigns and CRM pipes. Snapshots make transferring full systems between customers easy without the demand to recreate whatever from square one; firms can conserve hours by using snapshots as templates throughout client accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot prior to picking which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots classification; when shared it can also be shared via sending links produced. Any kind of imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have an advantage in that they’re fully modular; that allows you to utilize simply certain components while leaving others out – making personalization and modifications a lot easier than with more stiff snapshots.
Automating vital processes with these snapshots not only automates them but also improves lead generation process and improves customer relationship management (CRM) to raise scalability and efficiency for much better scalability and productivity making it possible for users to produce efficient marketing approaches concentrated on turning prospective customers right into paying clients.
HighLevel snapshots offer another substantial advantage – their adaptability in meeting details sector requirements. For instance, dental snapshots can come pre-loaded with lead capture forms and campaigns using totally free teeth whitening to brand-new individuals. This gives firms with the flexibility to customize remedies specifically customized for every client while still remaining consistent in brand name image and message.
GoHighLevel’s snapshots are very configurable and can assist your company boost efficiency and expand. By replicating existing workflows, simplifying complex automations, onboarding new clients quickly and being centrally located with basic guidelines they are a crucial asset in achieving development much faster and better than ever before.
Quicken customer onboarding
Are You a Company Proprietor or Manager? HighLevel snapshots make scaling very easy, making it feasible to replicate funnels and automations for several clients simultaneously, hence speeding up results for customers while saving you time on setup! Snapshots make certain success for everyone entailed – company and customers alike.
Snapshots offer an extensive backup of an account’s arrangement, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported into one more customer account making use of Snapshot ImporterTM they automatically configuration in that account, making onboarding much faster. This decrease in hand-operated configuration time makes onboarding even more reliable!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, begin picking which components of its system you would such as saved as part of this snapshot before clicking “Conserve”; HighLevel will certainly produce a mobile copy that you can after that release similar systems somewhere else GoHighLevel Security Snapshot.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this a very useful feature for firms transferring systems in between customers. When exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes creating snapshots less complicated than ever before, using pre-equipped snapshot templates for numerous markets from realty to e-commerce. By rapidly onboarding brand-new customers while helping them fulfill their service goals, these industry-specific snapshot templates make onboarding clients faster than ever and offering them with thorough marketing systems quicker than ever.
Maintain brand consistency
Manual setups might leave inconsistencies that compromise brand uniformity, while snapshots enable you to reproduce an account configuration throughout numerous new accounts without by hand recreating all settings each. This helps deploy totally configured client accounts swiftly and accurately while saving addons such as triggers or email templates in snapshots make keeping regular processes throughout your customer base much less complex.
Snapshots can be a vital asset to agencies managing multiple accounts at the same time. By setting up the perfect account structure as soon as and waiting as a snapshot for usage later on with brand-new clients, snapshots help companies minimize onboarding times by as much as 50 percent much faster. A 2025 research shows how snapshots help speed up the onboarding process considerably.
To develop a Snapshot, browse to your Agency Control panel and choose the sub-account you wish to capture. From there, choose what aspects must be included (funnels, calendars, workflows, internet site templates, personalized values and so forth) before offering it a name and clicking “Save”.
As soon as your snapshot is ready to make use of, browse to the Account Supervisor of the account or sub-account in which it needs to be applied and select it there (either all at once or element by element).
As a GoHighLevel reseller or marketing firm, making use of snapshots can considerably boost performance and make certain an extra standard account arrangement procedure. By making it much easier to duplicate campaigns, funnels and automation plans quickly, snapshots assist scale faster while boosting revenue streams.
Carrying out and using snapshots has several advantages that are necessary to business success:.
Remove repeated arrangement jobs
Snapshots make it simple and reliable to duplicate and reuse existing funnels, automations and configurations that have confirmed themselves beneficial to other customers – conserving you time, helping with quicker client onboarding times and developing a more effective working environment by getting rid of the requirement to change the wheel each time a new customer gets here.
Snapshots make sharing arrangements and campaigns with others within your agency simpler than ever, whether via one-time web link sent out by means of email to employee or completely shared with account accessibility. In addition, snapshots also permit you to limit their import right into details subaccounts if wanted.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” section. Here, you can produce a snapshot by clicking the environment-friendly “Create New Snapshot” switch, getting in a name for it, picking its source account( s) and picking how it will certainly be replicated; make sure to select something descriptive yet easy-to-recall so it will certainly become part of your profile of details with time.
Personalize the setups for the snapshot by selecting alternatives that finest satisfy the needs of your customer, for instance if they are real estate clients you might wish to consist of:
Lastly, you can customize custom fields to accumulate information that’s special per client. When pleased with the outcome, merely press the “Conserve” switch to conserve modifications and apply them across all customers.
As snapshots are an indispensable tool for the success of GoHighLevel customers, making them essential for marketing agencies and SaaS resellers alike. If you have not utilized them already, give it a try and see how it can simplify workflows while producing more remarkable outcomes for customers.