GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it simple and effective to duplicate campaigns, funnels and even more across tasks. Agencies use snapshots to onboard customers much faster and make certain consistency throughout jobs.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, web sites, automation series, page templates and various other possessions.
Replicate entire funnels and automations in seconds
Snapshots are full back-ups of your HighLevel configuration, including automations, funnels, pages, touchdown kinds, contact listings, e-mail campaigns and CRM pipes. Snapshots make moving full systems in between clients easy without the need to recreate whatever from square one; firms 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”. Provide a clear name for your snapshot before selecting which account or subaccount it relates to. When completed, the snapshot can be seen under Snapshots category; once shared it can also be shared via sending web links generated. Any kind of imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have an advantage in that they’re totally modular; that permits you to make use of just certain parts while leaving others out – making personalization and adjustments a lot less complex than with more rigid snapshots.
Automating essential processes with these snapshots not just automates them however additionally improves list building procedure and improves customer relationship management (CRM) to raise scalability and productivity for much better scalability and productivity making it possible for individuals to produce reliable marketing methods focused on transforming potential customers right into paying clients.
HighLevel snapshots offer an additional substantial advantage – their flexibility in meeting particular sector requirements. For example, dental snapshots might come pre-loaded with lead capture kinds and campaigns using totally free teeth bleaching to brand-new individuals. This gives firms with the liberty to tailor solutions particularly customized for every customer while still remaining consistent in brand picture and message.
GoHighLevel’s snapshots are very configurable and can aid your company increase efficiency and broaden. By duplicating existing workflows, simplifying intricate automations, onboarding new customers conveniently and being centrally located with easy guidelines they are a vital asset in attaining development much faster and more effectively than ever.
Speed up client onboarding
Are You a Firm Proprietor or Manager? HighLevel snapshots make scaling very easy, making it feasible to duplicate funnels and automations for several clients concurrently, therefore quickening results for clients while saving you time on setup! Snapshots make sure success for everyone entailed – company and clients alike.
Snapshots provide a detailed back-up of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported into one more customer account utilizing Snapshot ImporterTM they instantly arrangement in that account, making onboarding much quicker. This reduction in hand-operated arrangement time makes onboarding even more effective!
To create a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, begin selecting which elements of its system you would like saved as part of this snapshot before clicking “Save”; HighLevel will certainly develop a portable duplicate that you can then deploy similar systems elsewhere GoHighLevel Ultimate Hiring Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an indispensable feature for agencies moving systems in between clients. When exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes developing snapshots less complicated than ever before, offering pre-equipped snapshot templates for different industries from realty to shopping. By swiftly onboarding brand-new customers while helping them fulfill their service goals, these industry-specific snapshot templates make onboarding customers much faster than ever before and giving them with extensive marketing systems faster than ever.
Maintain brand uniformity
Hand-operated configurations might leave disparities that endanger brand uniformity, while snapshots allow you to replicate an account setup throughout several brand-new accounts without manually recreating all settings each. This aids deploy totally set up customer accounts rapidly and accurately while saving addons such as triggers or email templates in snapshots make preserving constant processes across your customer base much easier.
Snapshots can be an important property to agencies handling several accounts concurrently. By setting up the ideal account framework when and waiting as a snapshot for use later with brand-new customers, snapshots aid companies minimize onboarding times by up to half quicker. A 2025 study shows how snapshots assist speed the onboarding process significantly.
To produce a Snapshot, browse to your Company Dashboard and choose the sub-account you desire to capture. From there, pick what components need to be included (funnels, calendars, workflows, web site templates, custom worths and more) before giving it a name and clicking “Conserve”.
As soon as your snapshot prepares to utilize, navigate to the Account Supervisor of the account or sub-account in which it needs to be applied and pick it there (either at one time or element by component).
As a GoHighLevel reseller or marketing firm, using snapshots can considerably boost efficiency and guarantee an extra standard account setup procedure. By making it much easier to duplicate campaigns, funnels and automation systems promptly, snapshots aid scale quicker while boosting income streams.
Applying and using snapshots has many benefits that are important to service success:.
Eliminate repeated setup jobs
Snapshots make it straightforward and effective to duplicate and reuse existing funnels, automations and setups that have proven themselves beneficial to other clients – saving you time, helping with faster client onboarding times and producing a more efficient working environment by removing the demand to transform the wheel each time a new customer arrives.
Snapshots make sharing arrangements and campaigns with others within your agency easier than ever before, whether via single web link sent by means of email to staff member or permanently shared via account access. Furthermore, snapshots additionally allow you to restrict their import into particular subaccounts if preferred.
Begin by logging into your HighLevel agency view and navigating to the “Account Snapshots” area. Below, you can develop a snapshot by clicking the eco-friendly “Create New Snapshot” switch, getting in a name for it, choosing its source account( s) and selecting exactly how it will be copied; make certain to choose something descriptive yet easy-to-recall so it will certainly become part of your portfolio of information with time.
Tailor the settings for the snapshot by choosing choices that best satisfy the needs of your customer, for instance if they are realty clients you may wish to consist of:
Lastly, you can personalize personalized areas to accumulate information that’s distinct to each client. When satisfied with the outcome, just press the “Save” button to save changes and use them throughout all customers.
As snapshots are an important 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 exactly how it can streamline workflows while generating extra outstanding results for customers.