GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it straightforward and efficient to clone campaigns, funnels and even more throughout jobs. Agencies use snapshots to onboard clients much faster and make certain uniformity throughout tasks.
Each snapshot consists of an integrated set of marketing campaigns, sales funnels, internet sites, automation sequences, page templates and other possessions.
Duplicate whole funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel arrangement, including automations, funnels, pages, landing types, contact lists, email campaigns and CRM pipes. Snapshots make transferring total systems between customers easy without the need to recreate every little thing from scratch; companies can save hours by using snapshots as templates throughout customer accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot prior to picking which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots group; when shared it can likewise be shared via sending out web links produced. Any type of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re completely modular; that allows you to utilize just particular components while leaving others out – making customization and changes much less complex than with even more inflexible snapshots.
Automating vital procedures with these snapshots not only automates them yet likewise simplifies lead generation process and boosts customer relationship management (CRM) to increase scalability and performance for better scalability and efficiency enabling users to produce reliable marketing approaches focused on transforming prospective clients right into paying clients.
HighLevel snapshots offer one more substantial benefit – their adaptability in conference particular sector requirements. For instance, dental snapshots could come pre-loaded with lead capture kinds and campaigns providing free teeth lightening to new individuals. This supplies firms with the flexibility to tailor options especially tailored for each customer while still remaining constant in brand image and message.
GoHighLevel’s snapshots are extremely configurable and can aid your company rise effectiveness and increase. By duplicating existing workflows, streamlining complex automations, onboarding brand-new customers conveniently and being centrally located with simple directions they are an indispensable asset in attaining development quicker and more effectively than ever.
Quicken client onboarding
Are You a Company Owner or Administrator? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for numerous clients simultaneously, hence accelerating outcomes for clients while conserving you time on configuration! Snapshots ensure success for everybody involved – company and clients alike.
Snapshots offer a detailed backup of an account’s configuration, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported into one more client account utilizing Snapshot ImporterTM they instantly setup in that account, making onboarding much quicker. This reduction in manual setup time makes onboarding far more efficient!
To create a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the source for your snapshot, start picking which components of its system you would like saved as part of this snapshot before clicking “Save”; HighLevel will certainly produce a portable copy that you can after that deploy comparable systems elsewhere GoHighLevel Travel Agent Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an important feature for firms moving systems between customers. When exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots less complicated than ever, supplying pre-equipped snapshot templates for numerous industries from realty to shopping. By promptly onboarding brand-new clients while helping them fulfill their company objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and providing them with extensive marketing systems quicker than ever before.
Maintain brand consistency
Hand-operated arrangements might leave variances that jeopardize brand name consistency, while snapshots allow you to replicate an account configuration across several brand-new accounts without by hand recreating all setups each. This aids deploy totally set up customer accounts quickly and precisely while saving addons such as triggers or e-mail templates in snapshots make keeping consistent processes throughout your customer base much simpler.
Snapshots can be an important asset to companies managing numerous accounts concurrently. By establishing the suitable account framework as soon as and saving it as a snapshot for use later on with brand-new clients, snapshots assist agencies minimize onboarding times by as much as 50 percent faster. A 2025 research study demonstrates how snapshots help speed the onboarding process dramatically.
To create a Snapshot, navigate to your Company Control panel and choose the sub-account you wish to record. From there, select what components must be included (funnels, schedules, workflows, internet site templates, custom worths and so on) before offering it a name and clicking “Save”.
Once your snapshot prepares to make use of, navigate to the Account Supervisor of the account or sub-account in which it needs to be applied and choose it there (either simultaneously or part by element).
As a GoHighLevel reseller or marketing agency, utilizing snapshots can substantially boost productivity and make certain a much more standardized account configuration process. By making it much easier to replicate campaigns, funnels and automation schemes quickly, snapshots aid range faster while increasing earnings streams.
Applying and utilizing snapshots has numerous benefits that are important to business success:.
Get rid of repeated configuration jobs
Snapshots make it simple and efficient to clone and reuse existing funnels, automations and arrangements that have proven themselves beneficial to various other customers – saving you time, promoting much faster client onboarding times and creating a more effective workplace by removing the need to change the wheel each time a new client gets here.
Snapshots make sharing configurations and campaigns with others within your firm less complicated than ever, whether via single web link sent out using email to team members or permanently shared via account accessibility. In addition, snapshots also allow you to restrict their import into specific subaccounts if desired.
Begin by logging right into your HighLevel agency view and browsing to the “Account Snapshots” section. Below, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” button, getting in a name for it, choosing its source account( s) and selecting just how it will be duplicated; make certain to pick something descriptive yet easy-to-recall so it will certainly become part of your profile of information gradually.
Personalize the settings for the snapshot by choosing choices that ideal meet the requirements of your client, for example if they are real estate clients you may want to consist of:
Finally, you can tailor custom areas to accumulate information that’s special to every client. When pleased with the result, simply press the “Save” button to conserve changes and use them across all customers.
As snapshots are a crucial tool for the success of GoHighLevel individuals, making them vital for marketing companies and SaaS resellers alike. If you have not used them already, give it a try and see how it can streamline workflows while producing much more excellent outcomes for clients.