GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it easy and efficient to duplicate campaigns, funnels and even more throughout jobs. Agencies utilize snapshots to onboard customers much faster and make sure uniformity throughout projects.
Each snapshot includes an integrated set of marketing campaigns, sales funnels, web sites, automation series, page templates and various other possessions.
Duplicate whole funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel configuration, including automations, funnels, pages, landing forms, get in touch with lists, e-mail campaigns and CRM pipelines. Snapshots make transferring total systems between customers easy without the demand to recreate every little thing from scratch; companies 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”. Provide a clear name for your snapshot before selecting which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots classification; as soon as shared it can additionally be shared through sending out links generated. Any imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage in that they’re completely modular; that allows you to use just certain parts while leaving others out – making customization and adjustments much easier than with more stiff snapshots.
Automating crucial processes with these snapshots not just automates them however also enhances lead generation process and improves customer relationship management (CRM) to raise scalability and productivity for far better scalability and productivity making it possible for customers to produce reliable marketing strategies concentrated on turning potential customers right into paying clients.
HighLevel snapshots provide another significant advantage – their convenience in conference specific market requirements. As an example, oral snapshots might come pre-loaded with lead capture types and campaigns using cost-free teeth bleaching to new patients. This offers companies with the liberty to tailor options especially customized for each client while still remaining consistent in brand photo and message.
GoHighLevel’s snapshots are highly configurable and can assist your firm boost performance and broaden. By duplicating existing workflows, streamlining intricate automations, onboarding new customers conveniently and being centrally located with easy guidelines they are a vital property in accomplishing development faster and better than ever.
Quicken customer onboarding
Are You a Company Owner or Manager? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for numerous customers at the same time, therefore quickening results for clients while saving you time on setup! Snapshots make sure success for everyone involved – firm and clients alike.
Snapshots offer a thorough back-up of an account’s configuration, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas and so on. When imported right into one more client account utilizing Snapshot ImporterTM they instantly configuration in that account, making onboarding much faster. This decrease in hands-on configuration time makes onboarding far more reliable!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, begin choosing which components of its system you would like saved as part of this snapshot before clicking “Save”; HighLevel will certainly produce a portable duplicate that you can after that deploy comparable systems somewhere else GoHighLevel Spray Foam Snapshot.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this a vital feature for firms moving systems between customers. When exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes creating snapshots simpler than ever, using pre-equipped snapshot templates for numerous sectors from property to ecommerce. By quickly onboarding brand-new customers while helping them meet their business objectives, these industry-specific snapshot templates make onboarding clients much faster than ever before and giving them with detailed marketing systems quicker than ever before.
Maintain brand uniformity
Manual arrangements might leave incongruities that compromise brand name uniformity, while snapshots permit you to duplicate an account configuration across several brand-new accounts without manually recreating all settings for each one. This assists release fully configured customer accounts quickly and accurately while saving addons such as triggers or email templates in snapshots make keeping regular processes across your client base much simpler.
Snapshots can be an invaluable property to companies handling numerous accounts all at once. By establishing the suitable account framework as soon as and saving it as a snapshot for use later with brand-new customers, snapshots aid agencies minimize onboarding times by up to half quicker. A 2025 study demonstrates how snapshots assist speed the onboarding process significantly.
To create a Snapshot, browse to your Firm Control panel and choose the sub-account you want to catch. From there, select what elements ought to be included (funnels, schedules, workflows, internet site templates, customized values and more) prior to offering it a name and clicking “Save”.
As soon as your snapshot prepares to use, browse to the Account Manager of the account or sub-account in which it requires to be used and pick it there (either all at once or part by element).
As a GoHighLevel reseller or marketing agency, making use of snapshots can considerably boost efficiency and make sure a much more standardized account configuration process. By making it simpler to replicate campaigns, funnels and automation systems promptly, snapshots aid scale quicker while raising profits streams.
Applying and utilizing snapshots has numerous benefits that are vital to business success:.
Get rid of repetitive setup tasks
Snapshots make it easy and efficient to clone and reuse existing funnels, automations and configurations that have actually shown themselves beneficial to various other clients – saving you time, helping with much faster client onboarding times and creating a more effective workplace by getting rid of the need to change the wheel each time a brand-new customer gets here.
Snapshots make sharing configurations and campaigns with others within your firm easier than ever before, whether by means of one-time link sent by means of e-mail to team members or completely shared via account accessibility. Furthermore, snapshots likewise allow you to limit their import into certain subaccounts if wanted.
Begin by logging into your HighLevel agency view and browsing to the “Account Snapshots” section. Right here, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” button, going into a name for it, choosing its resource account( s) and choosing how it will certainly be duplicated; make certain to pick something detailed yet easy-to-recall so it will certainly become part of your profile of info in time.
Personalize the settings for the snapshot by picking choices that finest satisfy the demands of your customer, as an example if they are real estate clients you may want to include:
Finally, you can personalize personalized fields to collect info that’s special per customer. When satisfied with the result, just press the “Save” button to save adjustments and apply them across all clients.
As snapshots are a crucial device for the success of GoHighLevel users, making them important for marketing firms and SaaS resellers alike. If you haven’t utilized them currently, give it a try and see how it can simplify workflows while producing extra impressive outcomes for customers.