GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it basic and effective to duplicate campaigns, funnels and even more across tasks. Agencies utilize snapshots to onboard customers faster and guarantee consistency across jobs.
Each snapshot consists of an integrated set of marketing campaigns, sales funnels, websites, automation sequences, page templates and various other properties.
Duplicate whole funnels and automations in secs
Snapshots are full backups of your HighLevel configuration, consisting of automations, funnels, pages, touchdown types, get in touch with checklists, email campaigns and CRM pipes. Snapshots make transferring full systems in between customers easy without the requirement to recreate every little thing from square one; agencies can save hours by using 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 prior to picking which account or subaccount it puts on. When completed, the snapshot can be seen under Snapshots classification; once shared it can also be shared by means of sending web links produced. Any kind of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit in that they’re completely modular; that permits you to utilize just particular components while leaving others out – making personalization and modifications a lot simpler than with more stiff snapshots.
Automating essential procedures with these snapshots not just automates them but additionally streamlines lead generation procedure and improves customer relationship management (CRM) to increase scalability and performance for better scalability and performance enabling customers to produce effective marketing strategies focused on transforming prospective clients right into paying clients.
HighLevel snapshots use another considerable benefit – their flexibility in conference details market demands. As an example, oral snapshots can come pre-loaded with lead capture types and campaigns providing complimentary teeth bleaching to brand-new individuals. This provides firms with the liberty to tailor services particularly customized for each and every client while still remaining consistent in brand image and message.
GoHighLevel’s snapshots are extremely configurable and can aid your agency boost effectiveness and expand. By replicating existing workflows, streamlining intricate automations, onboarding brand-new clients conveniently and being centrally located with easy guidelines they are an essential property in accomplishing growth faster and more effectively than in the past.
Speed up customer onboarding
Are You a Firm Proprietor or Administrator? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for numerous customers simultaneously, hence accelerating outcomes for customers while conserving you time on configuration! Snapshots make certain success for every person entailed – firm and clients alike.
Snapshots supply a thorough backup of an account’s arrangement, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported into an additional client account using Snapshot ImporterTM they automatically configuration because account, making onboarding much faster. This decrease in manual configuration time makes onboarding even more reliable!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, start choosing which components of its system you would like saved as part of this snapshot before clicking “Save”; HighLevel will produce a portable duplicate that you can after that deploy similar systems elsewhere GoHighLevel Tax Accountant Snapshot.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this a vital feature for agencies transferring systems in between clients. When exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes developing snapshots easier than ever before, providing pre-equipped snapshot templates for numerous sectors from real estate to e-commerce. By promptly onboarding new customers while helping them satisfy their business objectives, these industry-specific snapshot templates make onboarding clients faster than ever and giving them with detailed marketing systems faster than ever before.
Maintain brand uniformity
Hand-operated arrangements might leave incongruities that endanger brand consistency, while snapshots enable you to replicate an account configuration throughout multiple brand-new accounts without manually recreating all settings each. This helps deploy totally configured client accounts promptly and precisely while saving addons such as triggers or email templates in snapshots make maintaining consistent procedures across your customer base much simpler.
Snapshots can be an indispensable property to companies managing multiple accounts at the same time. By setting up the ideal account structure as soon as and waiting as a snapshot for usage later on with new clients, snapshots assist companies reduce onboarding times by approximately 50 percent quicker. A 2025 study shows how snapshots aid speed the onboarding process substantially.
To create a Snapshot, browse to your Agency Control panel and pick the sub-account you want to catch. From there, pick what elements must be included (funnels, schedules, workflows, web site templates, custom values and so forth) prior to providing it a name and clicking “Save”.
As soon as your snapshot prepares to make use of, browse to the Account Supervisor of the account or sub-account in which it requires to be applied and select it there (either simultaneously or part by element).
As a GoHighLevel reseller or marketing firm, using snapshots can considerably boost productivity and make certain a more standardized account setup process. By making it much easier to replicate campaigns, funnels and automation plans rapidly, snapshots assist range faster while boosting revenue streams.
Carrying out and using snapshots has several benefits that are necessary to business success:.
Remove recurring configuration jobs
Snapshots make it easy and efficient to duplicate and reuse existing funnels, automations and configurations that have confirmed themselves beneficial to other customers – saving you time, assisting in much faster customer onboarding times and developing an even more efficient working environment by removing the demand to transform the wheel each time a brand-new customer gets here.
Snapshots make sharing setups and campaigns with others within your firm less complicated than ever, whether via one-time link sent via email to employee or completely shared with account gain access to. Furthermore, snapshots likewise permit you to restrict their import into specific subaccounts if preferred.
Beginning by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Right here, you can develop a snapshot by clicking the green “Create New Snapshot” switch, getting in a name for it, picking its resource account( s) and choosing just how it will certainly be copied; make sure to pick something descriptive yet easy-to-recall so it will certainly enter into your profile of information in time.
Customize the settings for the snapshot by choosing options that finest fulfill the demands of your client, for instance if they are real estate clients you may wish to consist of:
Lastly, you can customize personalized areas to accumulate info that’s one-of-a-kind to each client. When pleased with the result, just push the “Conserve” switch to conserve adjustments and use them across all clients.
As snapshots are a crucial tool for the success of GoHighLevel individuals, making them indispensable for marketing firms and SaaS resellers alike. If you haven’t utilized them currently, give it a try and see how it can streamline workflows while generating more remarkable outcomes for clients.