GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it straightforward and reliable to clone campaigns, funnels and more across jobs. Agencies use snapshots to onboard clients faster and ensure uniformity across projects.
Each snapshot consists of an integrated collection of marketing campaigns, sales funnels, websites, automation series, page templates and various other assets.
Replicate whole funnels and automations in seconds
Snapshots are complete backups of your HighLevel arrangement, consisting of automations, funnels, web pages, landing forms, contact checklists, e-mail campaigns and CRM pipes. Snapshots make moving total systems in between customers easy without the demand to recreate whatever from scratch; firms can save hours by using snapshots as templates throughout client accounts.
To create 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 completed, the snapshot can be seen under Snapshots category; once shared it can also be shared using sending links created. Any type of imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have a benefit in that they’re totally modular; that enables you to use just certain parts while leaving others out – making customization and changes a lot less complex than with more inflexible snapshots.
Automating crucial procedures with these snapshots not only automates them however also streamlines list building process and improves customer relationship management (CRM) to raise scalability and productivity for better scalability and performance allowing individuals to create reliable marketing approaches focused on transforming possible customers into paying clients.
HighLevel snapshots offer an additional substantial benefit – their adaptability in conference particular sector requirements. As an example, dental snapshots might come pre-loaded with lead capture forms and campaigns using free teeth bleaching to new individuals. This provides agencies with the freedom to customize services especially customized for every customer while still continuing to be regular in brand image and message.
GoHighLevel’s snapshots are highly configurable and can aid your agency boost performance and increase. By replicating existing workflows, simplifying complicated automations, onboarding brand-new customers quickly and being centrally located with straightforward directions they are a vital asset in achieving growth faster and better than in the past.
Quicken client onboarding
Are You a Company Owner or Manager? HighLevel snapshots make scaling easy, making it feasible to replicate funnels and automations for multiple customers concurrently, thus accelerating outcomes for customers while saving you time on arrangement! Snapshots ensure success for everybody involved – company and customers alike.
Snapshots offer a detailed backup of an account’s configuration, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas and so on. When imported right into another customer account using Snapshot ImporterTM they immediately arrangement because account, making onboarding much quicker. This decrease in manual setup time makes onboarding much more efficient!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, start picking which parts of its system you would like saved as part of this snapshot prior to clicking “Save”; HighLevel will certainly develop a portable duplicate that you can after that deploy comparable systems somewhere else GoHighLevel Tree Trimming Snapshot.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this an important feature for agencies transferring systems between customers. Once exported, just import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes producing snapshots simpler than ever, offering pre-equipped snapshot templates for various industries from realty to ecommerce. By rapidly onboarding new customers while helping them fulfill their business objectives, these industry-specific snapshot templates make onboarding clients quicker than ever and providing them with comprehensive marketing systems quicker than ever before.
Keep brand name consistency
Hand-operated setups may leave inconsistencies that endanger brand consistency, while snapshots permit you to reproduce an account configuration throughout several brand-new accounts without manually recreating all settings for each one. This aids release fully set up customer accounts quickly and accurately while saving addons such as triggers or e-mail templates in snapshots make preserving constant procedures throughout your client base much easier.
Snapshots can be an indispensable possession to firms taking care of multiple accounts concurrently. By establishing the ideal account structure as soon as and saving it as a snapshot for usage later with brand-new clients, snapshots assist firms reduce onboarding times by up to half faster. A 2025 research shows how snapshots assist speed up the onboarding process considerably.
To produce a Snapshot, navigate to your Agency Dashboard and select the sub-account you want to record. From there, select what aspects should be consisted of (funnels, schedules, workflows, web site templates, custom-made worths and so forth) prior to offering it a name and clicking “Conserve”.
When your snapshot is ready to utilize, browse to the Account Supervisor of the account or sub-account in which it needs to be applied and choose it there (either simultaneously or component by part).
As a GoHighLevel reseller or marketing company, making use of snapshots can significantly boost efficiency and guarantee a much more standardized account arrangement procedure. By making it less complicated to duplicate campaigns, funnels and automation plans swiftly, snapshots aid scale faster while enhancing earnings streams.
Applying and making use of snapshots has numerous benefits that are necessary to organization success:.
Remove recurring arrangement tasks
Snapshots make it straightforward and effective to duplicate and reuse existing funnels, automations and arrangements that have shown themselves beneficial to other customers – conserving you time, assisting in much faster customer onboarding times and developing an even more effective working environment by getting rid of the requirement to change the wheel each time a new client arrives.
Snapshots make sharing arrangements and campaigns with others within your company much easier than ever, whether by means of single web link sent out through email to staff member or permanently shared via account access. Additionally, snapshots likewise permit you to limit their import right into certain subaccounts if preferred.
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 environment-friendly “Create New Snapshot” button, entering a name for it, picking its source account( s) and picking how it will be replicated; make certain to choose something descriptive yet easy-to-recall so it will certainly become part of your portfolio of information over time.
Tailor the setups for the snapshot by selecting options that ideal satisfy the demands of your client, for example if they are real estate customers you may want to consist of:
Finally, you can personalize customized fields to gather information that’s distinct to every customer. When satisfied with the outcome, just press the “Save” button to conserve adjustments and use them across all customers.
As snapshots are a vital tool for the success of GoHighLevel customers, making them indispensable for marketing companies and SaaS resellers alike. If you haven’t used them currently, give it a try and see exactly how it can streamline workflows while creating much more remarkable outcomes for customers.