GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it basic and efficient to clone campaigns, funnels and even more across tasks. Agencies utilize snapshots to onboard customers faster and make certain uniformity across projects.
Each snapshot includes an integrated set of marketing campaigns, sales funnels, sites, automation sequences, page templates and other possessions.
Replicate entire funnels and automations in secs
Snapshots are complete backups of your HighLevel arrangement, including automations, funnels, pages, landing forms, call lists, email campaigns and CRM pipes. Snapshots make transferring complete systems in between clients easy without the requirement to recreate everything from square one; firms can conserve hours by using snapshots as templates across customer accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot prior to picking which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots classification; once shared it can likewise be shared via sending out links generated. Any imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have an advantage in that they’re totally modular; that allows you to utilize just particular parts while leaving others out – making personalization and adjustments much simpler than with more inflexible snapshots.
Automating essential procedures with these snapshots not only automates them however additionally simplifies lead generation process and boosts customer relationship management (CRM) to boost scalability and productivity for better scalability and efficiency allowing individuals to produce reliable marketing strategies concentrated on transforming prospective customers right into paying customers.
HighLevel snapshots provide another considerable benefit – their convenience in conference specific market requirements. As an example, dental snapshots can come pre-loaded with lead capture kinds and campaigns using complimentary teeth bleaching to brand-new patients. This gives companies with the flexibility to customize solutions especially tailored for each and every customer while still staying regular in brand name picture and message.
GoHighLevel’s snapshots are extremely configurable and can help your agency boost performance and increase. By duplicating existing workflows, simplifying intricate automations, onboarding brand-new customers quickly and being centrally located with simple guidelines they are an indispensable property in attaining development much faster and more effectively than ever before.
Accelerate client onboarding
Are You a Company Proprietor or Administrator? HighLevel snapshots make scaling easy, making it possible to replicate funnels and automations for several clients simultaneously, hence quickening results for customers while saving you time on arrangement! Snapshots make sure success for every person included – company and customers alike.
Snapshots provide a thorough back-up of an account’s setup, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported right into one more customer account using Snapshot ImporterTM they immediately arrangement in that account, making onboarding much quicker. This decrease in hand-operated setup time makes onboarding even more effective!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, start selecting which components of its system you would certainly like conserved as part of this snapshot before clicking “Conserve”; HighLevel will certainly create a portable copy that you can then release similar systems elsewhere GoHighLevel Snapshot Store.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this a very useful feature for agencies transferring systems in between customers. Once exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots simpler than ever, offering pre-equipped snapshot templates for various markets from property to shopping. By quickly onboarding new customers while helping them satisfy their service goals, these industry-specific snapshot templates make onboarding customers much faster than ever and supplying them with thorough marketing systems quicker than ever before.
Preserve brand name uniformity
Hand-operated configurations may leave incongruities that jeopardize brand name consistency, while snapshots enable you to duplicate an account setup across multiple new accounts without by hand recreating all setups for each one. This helps deploy totally configured client accounts rapidly and precisely while conserving addons such as triggers or e-mail templates in snapshots make preserving constant procedures throughout your client base much easier.
Snapshots can be a vital property to companies handling several accounts at the same time. By setting up the excellent account structure once and saving it as a snapshot for use later on with new customers, snapshots aid agencies decrease onboarding times by up to 50 percent faster. A 2025 research study demonstrates how snapshots aid speed up the onboarding procedure significantly.
To develop a Snapshot, navigate to your Company Control panel and select the sub-account you want to capture. From there, select what aspects need to be included (funnels, schedules, workflows, website templates, custom worths and so on) prior to offering it a name and clicking “Save”.
When your snapshot is ready to make use of, navigate to the Account Manager of the account or sub-account in which it needs to be applied and choose it there (either at one time or component by element).
As a GoHighLevel reseller or marketing company, utilizing snapshots can substantially boost efficiency and make certain an extra standardized account setup process. By making it simpler to duplicate campaigns, funnels and automation schemes promptly, snapshots assist range quicker while enhancing profits streams.
Carrying out and making use of snapshots has numerous advantages that are necessary to business success:.
Eliminate repeated setup tasks
Snapshots make it easy and efficient to clone and reuse existing funnels, automations and configurations that have shown themselves beneficial to various other customers – saving you time, assisting in much faster client onboarding times and creating a more effective workplace by getting rid of the need to transform the wheel each time a brand-new client arrives.
Snapshots make sharing arrangements and campaigns with others within your company simpler than ever, whether via one-time link sent through email to staff member or completely shared via account accessibility. Furthermore, snapshots also enable you to restrict their import into particular subaccounts if preferred.
Beginning by logging right 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” button, getting in a name for it, choosing its resource account( s) and selecting exactly how it will certainly be duplicated; make certain to select something descriptive yet easy-to-recall so it will certainly become part of your portfolio of details gradually.
Customize the settings for the snapshot by choosing options that finest satisfy the demands of your customer, for instance if they are realty clients you might wish to consist of:
Finally, you can customize personalized areas to gather information that’s distinct to every client. When satisfied with the result, simply press the “Save” switch to save adjustments and use them throughout all clients.
As snapshots are an essential tool for the success of GoHighLevel individuals, making them vital for marketing firms and SaaS resellers alike. If you haven’t used them currently, give it a try and see just how it can simplify workflows while producing a lot more outstanding results for clients.