GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it easy and efficient to duplicate campaigns, funnels and more across jobs. Agencies use snapshots to onboard clients faster and ensure uniformity throughout projects.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, websites, automation series, page templates and various other assets.
Replicate entire funnels and automations in secs
Snapshots are total back-ups of your HighLevel arrangement, including automations, funnels, pages, landing forms, contact lists, e-mail campaigns and CRM pipes. Snapshots make transferring total systems in between clients easy without the need to recreate every little thing from the ground up; firms can save hours by utilizing snapshots as templates throughout client accounts.
To produce a snapshot, log into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot before picking which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots group; when shared it can additionally be shared using sending out links produced. Any kind of imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have a benefit because they’re fully modular; that permits you to make use of just particular components while leaving others out – making modification and modifications much less complex than with even more rigid snapshots.
Automating vital procedures with these snapshots not just automates them yet likewise enhances list building procedure and improves customer relationship management (CRM) to increase scalability and productivity for far better scalability and performance allowing users to produce reliable marketing methods concentrated on transforming potential customers right into paying clients.
HighLevel snapshots use another considerable benefit – their flexibility in meeting details sector needs. For example, oral snapshots might come pre-loaded with lead capture kinds and campaigns supplying free teeth lightening to brand-new people. This gives agencies with the freedom to customize options specifically tailored for each customer while still continuing to be regular in brand name picture and message.
GoHighLevel’s snapshots are extremely configurable and can help your agency increase effectiveness and increase. By duplicating existing workflows, simplifying complex automations, onboarding brand-new customers quickly and being centrally located with easy guidelines they are an indispensable property in attaining development quicker and better than in the past.
Accelerate customer onboarding
Are You a Firm Owner or Manager? HighLevel snapshots make scaling easy, making it possible to duplicate funnels and automations for numerous clients all at once, thus speeding up outcomes for clients while saving you time on configuration! Snapshots make certain success for everyone entailed – agency and customers alike.
Snapshots offer a detailed backup of an account’s configuration, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported right into an additional client account making use of Snapshot ImporterTM they instantly arrangement in that account, making onboarding much quicker. This decrease in hand-operated arrangement time makes onboarding far more efficient!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, start selecting which parts of its system you would such as saved as part of this snapshot prior to clicking “Save”; HighLevel will certainly develop a portable copy that you can then release similar systems somewhere else GoHighLevel Snapshot Pour Thérapeute.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this a very useful feature for companies transferring systems between customers. Once exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes creating snapshots easier than ever, providing pre-equipped snapshot templates for numerous industries from property to ecommerce. By promptly onboarding new clients while helping them meet their organization objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and giving them with extensive marketing systems much faster than ever.
Keep brand name consistency
Hand-operated arrangements might leave variances that compromise brand consistency, while snapshots enable you to reproduce an account arrangement across numerous new accounts without by hand recreating all setups each. This assists release totally set up client accounts quickly and properly while conserving addons such as triggers or e-mail templates in snapshots make preserving consistent processes throughout your client base much less complex.
Snapshots can be a very useful property to companies handling numerous accounts at the same time. By setting up the optimal account framework as soon as and saving it as a snapshot for use later on with new customers, snapshots help companies decrease onboarding times by approximately half faster. A 2025 research study demonstrates how snapshots help speed the onboarding procedure considerably.
To produce a Snapshot, navigate to your Company Dashboard and choose the sub-account you want to capture. From there, choose what elements must be consisted of (funnels, calendars, workflows, internet site templates, personalized worths and more) before giving it a name and clicking “Conserve”.
As soon as your snapshot is ready to use, navigate to the Account Supervisor of the account or sub-account in which it requires to be applied and pick it there (either at one time or element by component).
As a GoHighLevel reseller or marketing agency, utilizing snapshots can significantly boost performance and guarantee an extra standardized account configuration process. By making it simpler to reproduce campaigns, funnels and automation systems quickly, snapshots aid scale quicker while boosting revenue streams.
Executing and utilizing snapshots has many advantages that are necessary to organization success:.
Eliminate recurring setup jobs
Snapshots make it easy and effective to clone and reuse existing funnels, automations and arrangements that have proven themselves beneficial to various other customers – conserving you time, assisting in much faster client onboarding times and creating an even more efficient workplace by removing the demand to change the wheel each time a brand-new client shows up.
Snapshots make sharing arrangements and campaigns with others within your firm easier than ever, whether via one-time web link sent out using email to team members or permanently shared via account accessibility. Moreover, snapshots additionally allow you to restrict their import right into certain subaccounts if wanted.
Beginning by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Below, you can produce a snapshot by clicking the green “Create New Snapshot” switch, going into a name for it, selecting its source account( s) and selecting just how it will certainly be copied; make sure to select something detailed yet easy-to-recall so it will certainly enter into your profile of details over time.
Tailor the settings for the snapshot by picking options that best fulfill the demands of your customer, as an example if they are property customers you might wish to include:
Lastly, you can customize customized fields to accumulate information that’s distinct per customer. When pleased with the outcome, simply push the “Save” button to save changes and use them throughout all clients.
As snapshots are a vital tool for the success of GoHighLevel individuals, making them important for marketing companies and SaaS resellers alike. If you haven’t used them currently, give it a try and see how it can streamline workflows while creating extra excellent results for clients.