GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it straightforward and reliable to clone campaigns, funnels and more across tasks. Agencies utilize snapshots to onboard clients quicker and make certain consistency throughout projects.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, websites, automation series, page templates and other possessions.
Replicate entire funnels and automations in secs
Snapshots are total back-ups of your HighLevel arrangement, including automations, funnels, web pages, touchdown types, call checklists, e-mail campaigns and CRM pipelines. Snapshots make moving total systems in between customers easy without the need to recreate everything from the ground up; 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”. Supply a clear name for your snapshot before selecting which account or subaccount it puts on. When completed, the snapshot can be seen under Snapshots classification; when shared it can additionally be shared using sending web links created. Any kind of imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have an advantage because they’re fully modular; that allows you to make use of simply particular components while leaving others out – making customization and modifications much easier than with even more rigid snapshots.
Automating key procedures with these snapshots not just automates them but likewise enhances list building process and enhances customer relationship management (CRM) to boost scalability and productivity for far better scalability and performance making it possible for users to produce efficient marketing approaches focused on turning potential customers into paying clients.
HighLevel snapshots supply one more substantial advantage – their flexibility in conference details industry requirements. As an example, oral snapshots could come pre-loaded with lead capture types and campaigns offering cost-free teeth lightening to new patients. This supplies agencies with the freedom to tailor services particularly tailored for every customer while still staying constant in brand picture and message.
GoHighLevel’s snapshots are extremely configurable and can aid your company increase effectiveness and expand. By replicating existing workflows, streamlining intricate automations, onboarding new customers quickly and being centrally located with easy guidelines they are a vital asset in accomplishing growth quicker and better than ever before.
Quicken client onboarding
Are You a Company Owner or Administrator? HighLevel snapshots make scaling simple, making it feasible to duplicate funnels and automations for numerous clients concurrently, thus quickening results for customers while conserving you time on arrangement! Snapshots ensure success for everybody involved – agency and customers alike.
Snapshots provide an extensive back-up of an account’s arrangement, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported into an additional client account utilizing Snapshot ImporterTM they automatically setup in that account, making onboarding much faster. This reduction in hands-on setup time makes onboarding even more reliable!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, start choosing which elements of its system you would certainly such as saved as part of this snapshot prior to clicking “Conserve”; HighLevel will develop a mobile duplicate that you can after that deploy comparable systems somewhere else GoHighLevel Tutorial on Snapshots.
Snapshots can also be exported and imported between GoHighLevel accounts, making this an important feature for agencies moving systems in between customers. As soon as exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots simpler than ever, supplying pre-equipped snapshot templates for numerous sectors from realty to e-commerce. By promptly onboarding brand-new customers while helping them fulfill their organization objectives, these industry-specific snapshot templates make onboarding clients much faster than ever before and supplying them with thorough marketing systems quicker than ever before.
Keep brand name uniformity
Hands-on arrangements may leave disparities that compromise brand name consistency, while snapshots allow you to reproduce an account setup throughout numerous new accounts without manually recreating all settings for each one. This helps deploy completely configured customer accounts promptly and accurately while saving addons such as triggers or email templates in snapshots make preserving regular procedures throughout your client base much easier.
Snapshots can be an important asset to firms handling several accounts simultaneously. By setting up the ideal account framework as soon as and saving it as a snapshot for usage later on with new customers, snapshots aid companies minimize onboarding times by approximately half quicker. A 2025 study demonstrates how snapshots aid speed up the onboarding procedure dramatically.
To develop a Snapshot, browse to your Firm Control panel and choose the sub-account you wish to capture. From there, pick what aspects should be consisted of (funnels, schedules, workflows, site templates, customized worths and so forth) prior to providing it a name and clicking “Conserve”.
Once your snapshot prepares to utilize, navigate to the Account Manager of the account or sub-account in which it needs to be applied and pick it there (either all at once or part by component).
As a GoHighLevel reseller or marketing company, using snapshots can dramatically boost efficiency and make sure an extra standard account configuration procedure. By making it much easier to replicate campaigns, funnels and automation systems rapidly, snapshots assist scale faster while raising profits streams.
Applying and using snapshots has several benefits that are important to business success:.
Get rid of repeated arrangement tasks
Snapshots make it easy and effective to duplicate and reuse existing funnels, automations and configurations that have shown themselves beneficial to various other clients – saving you time, promoting quicker customer onboarding times and creating an even more productive working environment by getting rid of the demand to transform the wheel each time a brand-new client arrives.
Snapshots make sharing setups and campaigns with others within your agency much easier than ever before, whether through one-time link sent via e-mail to staff member or completely shared via account gain access to. Additionally, snapshots likewise allow you to restrict their import into details subaccounts if wanted.
Begin by logging right into your HighLevel agency view and navigating to the “Account Snapshots” area. Here, you can produce a snapshot by clicking the green “Create New Snapshot” button, entering a name for it, selecting its resource account( s) and picking exactly how it will certainly be duplicated; make sure to select something descriptive yet easy-to-recall so it will become part of your profile of details gradually.
Tailor the setups for the snapshot by choosing alternatives that finest fulfill the needs of your client, as an example if they are realty customers you might wish to include:
Finally, you can personalize custom fields to accumulate info that’s one-of-a-kind to each client. When pleased with the result, simply press the “Save” switch to save modifications and apply them throughout all customers.
As snapshots are an essential tool for the success of GoHighLevel customers, making them crucial for marketing companies and SaaS resellers alike. If you have not utilized them already, give it a try and see how it can enhance workflows while producing extra excellent outcomes for clients.