GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it basic and reliable to duplicate campaigns, funnels and even more throughout jobs. Agencies use snapshots to onboard customers faster and make certain uniformity throughout tasks.
Each snapshot includes an integrated set of marketing campaigns, sales funnels, sites, automation series, page templates and other assets.
Duplicate whole funnels and automations in seconds
Snapshots are total back-ups of your HighLevel configuration, including automations, funnels, pages, touchdown kinds, contact listings, email campaigns and CRM pipelines. Snapshots make transferring total systems in between customers easy without the requirement to recreate everything from the ground up; firms can save hours by utilizing snapshots as templates throughout client accounts.
To create a snapshot, log right into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot before picking which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots classification; once shared it can likewise be shared via sending out web links produced. Any imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have an advantage because they’re fully modular; that permits you to make use of simply certain parts while leaving others out – making modification and adjustments much easier than with more rigid snapshots.
Automating vital processes with these snapshots not only automates them but likewise improves list building process and boosts customer relationship management (CRM) to boost scalability and performance for better scalability and performance enabling customers to develop efficient marketing strategies focused on turning potential customers into paying clients.
HighLevel snapshots offer another substantial benefit – their adaptability in meeting details market requirements. For example, oral snapshots might come pre-loaded with lead capture types and campaigns offering complimentary teeth lightening to new patients. This gives firms with the flexibility to customize remedies particularly tailored for each and every customer while still continuing to be constant in brand name photo and message.
GoHighLevel’s snapshots are extremely configurable and can assist your firm boost effectiveness and broaden. By replicating existing workflows, simplifying complex automations, onboarding new customers easily and being centrally located with straightforward guidelines they are an essential property in attaining growth faster and better than in the past.
Quicken customer onboarding
Are You an Agency Owner or Administrator? HighLevel snapshots make scaling simple, making it feasible to duplicate funnels and automations for several customers at the same time, therefore quickening results for customers while saving you time on arrangement! Snapshots ensure success for everyone entailed – firm and clients alike.
Snapshots provide an extensive backup of an account’s configuration, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported right into another customer account using Snapshot ImporterTM they instantly configuration because account, making onboarding much faster. This reduction in hand-operated configuration time makes onboarding far more reliable!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, begin choosing which components of its system you would certainly like conserved as part of this snapshot before clicking “Save”; HighLevel will certainly develop a mobile duplicate that you can after that deploy comparable systems somewhere else GoHighLevel Snapshot Templates.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an important feature for companies transferring systems between customers. As soon as exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes developing snapshots easier than ever, offering pre-equipped snapshot templates for various sectors from real estate to e-commerce. By quickly onboarding brand-new clients while helping them satisfy their business objectives, these industry-specific snapshot templates make onboarding clients faster than ever and providing them with detailed marketing systems quicker than ever.
Maintain brand consistency
Hand-operated arrangements may leave variances that compromise brand name uniformity, while snapshots enable you to reproduce an account arrangement throughout numerous new accounts without by hand recreating all setups for each one. This aids deploy fully set up customer accounts promptly and precisely while conserving addons such as triggers or email templates in snapshots make keeping regular procedures across your customer base much simpler.
Snapshots can be a vital asset to firms managing numerous accounts all at once. By setting up the excellent account structure when and saving it as a snapshot for usage later with new customers, snapshots aid companies minimize onboarding times by up to half much faster. A 2025 study shows how snapshots help speed the onboarding process significantly.
To develop a Snapshot, navigate to your Firm Dashboard and choose the sub-account you wish to record. From there, select what components need to be included (funnels, calendars, workflows, website templates, custom worths and so forth) before providing it a name and clicking “Conserve”.
When your snapshot prepares to make use of, navigate to the Account Manager of the account or sub-account in which it needs to be applied and pick it there (either at one time or element by part).
As a GoHighLevel reseller or marketing company, using snapshots can considerably boost productivity and guarantee a more standardized account setup process. By making it simpler to replicate campaigns, funnels and automation plans rapidly, snapshots assist scale quicker while increasing revenue streams.
Implementing and using snapshots has numerous advantages that are essential to company success:.
Remove recurring arrangement tasks
Snapshots make it basic and effective to clone and reuse existing funnels, automations and configurations that have proven themselves beneficial to other customers – conserving you time, facilitating much faster client onboarding times and producing an even more effective working environment by getting rid of the need to reinvent the wheel each time a new customer arrives.
Snapshots make sharing arrangements and campaigns with others within your firm much easier than ever before, whether by means of single link sent out via email to team members or completely shared with account accessibility. Furthermore, snapshots additionally allow you to limit their import into specific subaccounts if wanted.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can develop a snapshot by clicking the environment-friendly “Create New Snapshot” button, entering a name for it, choosing its resource account( s) and choosing exactly how it will be copied; make sure to select something descriptive yet easy-to-recall so it will certainly enter into your portfolio of information over time.
Personalize the settings for the snapshot by choosing alternatives that best fulfill the demands of your client, for example if they are realty clients you might desire to include:
Ultimately, you can personalize custom-made areas to accumulate details that’s distinct to every client. When pleased with the outcome, just press the “Save” button to conserve changes and use them across all clients.
As snapshots are a vital device for the success of GoHighLevel customers, making them essential for marketing companies and SaaS resellers alike. If you have not used them currently, give it a try and see how it can simplify workflows while creating extra excellent results for clients.