GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it simple and reliable to clone campaigns, funnels and even more across projects. Agencies use snapshots to onboard clients much faster and make certain consistency across tasks.
Each snapshot consists of an integrated set of marketing campaigns, sales funnels, websites, automation sequences, web page templates and various other properties.
Replicate entire funnels and automations in secs
Snapshots are complete backups of your HighLevel setup, including automations, funnels, web pages, touchdown forms, call listings, e-mail campaigns and CRM pipelines. Snapshots make moving complete systems between customers easy without the requirement to recreate everything from scratch; agencies can conserve hours by utilizing snapshots as templates throughout 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 puts on. When finished, the snapshot can be seen under Snapshots group; when shared it can additionally be shared using sending links generated. Any imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have an advantage in that they’re fully modular; that permits you to use simply particular parts while leaving others out – making customization and adjustments a lot easier than with more inflexible snapshots.
Automating key processes with these snapshots not just automates them yet additionally enhances lead generation procedure and enhances customer relationship management (CRM) to raise scalability and performance for much better scalability and efficiency allowing individuals to develop reliable marketing methods focused on turning potential clients right into paying clients.
HighLevel snapshots provide another considerable advantage – their versatility in meeting specific industry requirements. For instance, dental snapshots might come pre-loaded with lead capture kinds and campaigns supplying totally free teeth whitening to new individuals. This gives firms with the freedom to tailor services particularly tailored for every client while still remaining consistent in brand photo and message.
GoHighLevel’s snapshots are highly configurable and can help your company increase efficiency and expand. By duplicating existing workflows, streamlining complicated automations, onboarding brand-new clients quickly and being centrally located with straightforward instructions they are an indispensable property in accomplishing growth quicker and more effectively than ever.
Accelerate customer onboarding
Are You a Firm Owner or Administrator? HighLevel snapshots make scaling very easy, making it possible to replicate funnels and automations for numerous clients all at once, therefore quickening outcomes for customers while saving you time on configuration! Snapshots ensure success for every person entailed – agency and clients alike.
Snapshots provide a thorough backup of an account’s arrangement, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported right into one more client account using Snapshot ImporterTM they immediately setup because account, making onboarding much faster. This reduction in hand-operated setup time makes onboarding far more reliable!
To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, start selecting which components of its system you would like conserved as part of this snapshot prior to clicking “Save”; HighLevel will create a portable duplicate that you can then release similar systems somewhere else GoHighLevel Snapshot Report.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an important feature for firms moving systems in between customers. Once exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes producing snapshots much easier than ever before, providing pre-equipped snapshot templates for various sectors from real estate to ecommerce. By promptly onboarding new customers while helping them fulfill their business goals, these industry-specific snapshot templates make onboarding customers faster than ever and providing them with thorough marketing systems faster than ever.
Preserve brand name uniformity
Hands-on arrangements may leave incongruities that jeopardize brand name uniformity, while snapshots enable you to reproduce an account configuration across numerous brand-new accounts without by hand recreating all settings for each one. This aids release totally configured client accounts rapidly and precisely while saving addons such as triggers or e-mail templates in snapshots make maintaining regular procedures across your customer base much simpler.
Snapshots can be a very useful property to companies handling multiple accounts concurrently. By setting up the excellent account structure when and waiting as a snapshot for use later with new clients, snapshots aid firms lower onboarding times by approximately half quicker. A 2025 research shows how snapshots help speed the onboarding process dramatically.
To develop a Snapshot, navigate to your Agency Dashboard and pick the sub-account you want to capture. From there, choose what elements need to be included (funnels, schedules, workflows, site templates, customized worths and so forth) prior to offering it a name and clicking “Conserve”.
When your snapshot is ready to utilize, browse to the Account Manager of the account or sub-account in which it needs to be applied and choose it there (either all at once or part by component).
As a GoHighLevel reseller or marketing agency, utilizing snapshots can substantially boost efficiency and guarantee a much more standard account setup process. By making it much easier to duplicate campaigns, funnels and automation systems quickly, snapshots assist scale faster while enhancing earnings streams.
Executing and utilizing snapshots has numerous advantages that are important to company success:.
Remove repetitive arrangement jobs
Snapshots make it easy and efficient to clone and reuse existing funnels, automations and configurations that have actually verified themselves beneficial to various other clients – saving you time, assisting in much faster client onboarding times and developing a more effective working environment by removing the need to reinvent the wheel each time a brand-new customer shows up.
Snapshots make sharing configurations and campaigns with others within your company less complicated than ever, whether via single web link sent using e-mail to employee or completely shared via account accessibility. Furthermore, snapshots likewise enable you to limit their import right into particular subaccounts if preferred.
Beginning by logging into your HighLevel agency view and browsing to the “Account Snapshots” section. Here, you can create a snapshot by clicking the green “Create New Snapshot” button, going into a name for it, selecting its source account( s) and picking how it will certainly be replicated; make certain to pick something detailed yet easy-to-recall so it will certainly enter into your portfolio of info with time.
Tailor the settings for the snapshot by choosing alternatives that ideal satisfy the needs of your customer, for example if they are real estate customers you may desire to include:
Finally, you can personalize custom-made areas to collect information that’s special to every customer. When pleased with the outcome, just push the “Conserve” switch to save modifications and use them throughout all customers.
As snapshots are an indispensable device for the success of GoHighLevel customers, making them vital for marketing agencies and SaaS resellers alike. If you have not utilized them currently, give it a try and see just how it can enhance workflows while creating more remarkable results for clients.