GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it basic and efficient to clone campaigns, funnels and even more across jobs. Agencies utilize snapshots to onboard customers quicker and make certain uniformity throughout projects.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, internet sites, automation sequences, page templates and other properties.
Replicate whole funnels and automations in seconds
Snapshots are full back-ups of your HighLevel arrangement, including automations, funnels, pages, touchdown types, get in touch with listings, e-mail campaigns and CRM pipelines. Snapshots make moving total systems in between clients easy without the demand to recreate every little thing from square one; firms can save hours by utilizing snapshots as templates across customer accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot before picking which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots classification; once shared it can likewise be shared by means of sending web links produced. Any imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have an advantage in that they’re completely modular; that permits you to utilize simply specific parts while leaving others out – making customization and adjustments much simpler than with more stiff snapshots.
Automating essential procedures with these snapshots not just automates them however likewise simplifies list building process and improves customer relationship management (CRM) to raise scalability and performance for far better scalability and efficiency allowing individuals to create effective marketing techniques focused on transforming potential customers right into paying clients.
HighLevel snapshots use one more substantial advantage – their flexibility in conference details industry demands. For instance, dental snapshots might come pre-loaded with lead capture kinds and campaigns offering complimentary teeth lightening to new people. This offers firms with the freedom to tailor remedies specifically customized for each client while still remaining constant in brand name picture and message.
GoHighLevel’s snapshots are highly configurable and can assist your agency boost efficiency and expand. By duplicating existing workflows, simplifying intricate automations, onboarding brand-new clients conveniently and being centrally located with straightforward directions they are a crucial asset in attaining development faster and better than ever.
Accelerate customer onboarding
Are You a Firm Proprietor or Administrator? HighLevel snapshots make scaling easy, making it possible to duplicate funnels and automations for multiple customers simultaneously, hence speeding up results for customers while saving you time on arrangement! Snapshots make sure success for everybody involved – agency and clients alike.
Snapshots offer an extensive backup of an account’s arrangement, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported right into an additional customer account utilizing Snapshot ImporterTM they automatically setup in that account, making onboarding much faster. This reduction in manual arrangement time makes onboarding much more efficient!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the source for your snapshot, start choosing which parts of its system you would such as saved as part of this snapshot prior to clicking “Conserve”; HighLevel will certainly produce a portable duplicate that you can then release comparable systems elsewhere GoHighLevel Snapshot Marketplace.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an important feature for agencies moving systems between clients. When exported, just import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes creating snapshots easier than ever before, using pre-equipped snapshot templates for various industries from real estate to ecommerce. By promptly onboarding new clients while helping them meet their business objectives, these industry-specific snapshot templates make onboarding customers quicker than ever before and providing them with thorough marketing systems faster than ever before.
Maintain brand name consistency
Hands-on configurations might leave variances that compromise brand name consistency, while snapshots allow you to replicate an account setup throughout numerous new accounts without by hand recreating all settings each. This assists deploy fully set up customer accounts swiftly and properly while conserving addons such as triggers or email templates in snapshots make maintaining constant processes throughout your customer base much less complex.
Snapshots can be an important asset to firms taking care of several accounts concurrently. By setting up the perfect account structure as soon as and saving it as a snapshot for use later with brand-new clients, snapshots assist companies lower onboarding times by as much as half faster. A 2025 research study demonstrates how snapshots help speed the onboarding process dramatically.
To create a Snapshot, navigate to your Agency Dashboard and choose the sub-account you want to catch. From there, pick what components must be consisted of (funnels, schedules, workflows, web site templates, custom-made values and more) before providing it a name and clicking “Conserve”.
When your snapshot prepares to use, navigate to the Account Supervisor of the account or sub-account in which it requires to be used and choose it there (either at one time or element by part).
As a GoHighLevel reseller or marketing firm, using snapshots can considerably boost efficiency and ensure a much more standard account arrangement procedure. By making it much easier to replicate campaigns, funnels and automation systems promptly, snapshots aid scale much faster while boosting income streams.
Executing and making use of snapshots has many advantages that are vital to organization success:.
Remove repeated arrangement tasks
Snapshots make it simple and efficient to clone and reuse existing funnels, automations and setups that have actually proven themselves beneficial to various other clients – saving you time, facilitating much faster customer onboarding times and developing a more productive working environment by eliminating the demand to reinvent the wheel each time a new customer gets here.
Snapshots make sharing setups and campaigns with others within your agency much easier than ever, whether using one-time link sent out using e-mail to employee or completely shared via account accessibility. Moreover, snapshots also enable you to restrict their import into details subaccounts if preferred.
Start by logging into your HighLevel agency view and navigating to the “Account Snapshots” section. Below, you can develop a snapshot by clicking the environment-friendly “Create New Snapshot” switch, entering a name for it, selecting its source account( s) and picking exactly how it will certainly be duplicated; be sure to choose something descriptive yet easy-to-recall so it will certainly enter into your profile of details in time.
Customize the settings for the snapshot by choosing choices that finest satisfy the demands of your client, as an example if they are property clients you may desire to include:
Ultimately, you can tailor custom-made areas to collect info that’s unique to every customer. When satisfied with the result, simply push the “Save” button to save adjustments and use them throughout all clients.
As snapshots are an indispensable tool for the success of GoHighLevel users, making them important for marketing agencies and SaaS resellers alike. If you haven’t used them currently, give it a try and see just how it can enhance workflows while creating extra remarkable outcomes for clients.