GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it straightforward and reliable to duplicate campaigns, funnels and more across jobs. Agencies make use of snapshots to onboard customers much faster and make certain uniformity throughout tasks.
Each snapshot includes an integrated set of marketing campaigns, sales funnels, web sites, automation sequences, page templates and other properties.
Duplicate whole funnels and automations in seconds
Snapshots are total backups of your HighLevel configuration, consisting of automations, funnels, web pages, touchdown forms, call listings, e-mail campaigns and CRM pipes. Snapshots make transferring complete systems between clients easy without the demand to recreate everything from scratch; companies can save hours by using snapshots as templates throughout customer accounts.
To produce a snapshot, log into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot before picking which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots classification; as soon as shared it can also be shared using sending out web links generated. Any type of imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have a benefit in that they’re fully modular; that allows you to use just particular components while leaving others out – making customization and changes much simpler than with even more inflexible snapshots.
Automating vital procedures with these snapshots not just automates them however additionally enhances list building procedure and boosts customer relationship management (CRM) to increase scalability and performance for far better scalability and productivity making it possible for individuals to produce effective marketing techniques focused on turning potential clients right into paying customers.
HighLevel snapshots offer another substantial advantage – their versatility in conference certain sector demands. As an example, oral snapshots could come pre-loaded with lead capture kinds and campaigns offering complimentary teeth bleaching to new individuals. This offers companies with the freedom to tailor options particularly tailored for each customer while still continuing to be regular in brand name image and message.
GoHighLevel’s snapshots are highly configurable and can help your agency rise effectiveness and expand. By replicating existing workflows, streamlining complicated automations, onboarding brand-new customers easily and being centrally located with easy directions they are a crucial possession in accomplishing development much faster and more effectively than ever.
Accelerate client onboarding
Are You an Agency Proprietor or Manager? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for several customers concurrently, hence quickening results for customers while saving you time on configuration! Snapshots guarantee success for everyone entailed – firm and customers alike.
Snapshots provide an extensive backup of an account’s configuration, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported right into one more client account making use of Snapshot ImporterTM they automatically arrangement in that account, making onboarding much faster. This decrease in hands-on arrangement time makes onboarding far more effective!
To produce a snapshot, navigate 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 certainly such as saved as part of this snapshot prior to clicking “Save”; HighLevel will develop a portable copy that you can after that release similar systems elsewhere GoHighLevel Videographer Snapshot.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this an indispensable feature for companies transferring systems between clients. As soon as exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes producing snapshots less complicated than ever before, supplying pre-equipped snapshot templates for different markets from real estate to ecommerce. By swiftly onboarding new clients while helping them meet their organization objectives, these industry-specific snapshot templates make onboarding clients much faster than ever before and supplying them with extensive marketing systems quicker than ever.
Maintain brand consistency
Hand-operated arrangements might leave inconsistencies that jeopardize brand name consistency, while snapshots enable you to duplicate an account setup across several brand-new accounts without by hand recreating all setups each. This assists release completely configured customer accounts swiftly and properly while conserving addons such as triggers or email templates in snapshots make maintaining regular procedures throughout your client base much easier.
Snapshots can be a very useful asset to agencies managing numerous accounts at the same time. By setting up the perfect account framework once and saving it as a snapshot for usage later with brand-new clients, snapshots aid firms minimize onboarding times by up to 50 percent faster. A 2025 research shows how snapshots assist speed the onboarding process considerably.
To create a Snapshot, navigate to your Company Dashboard and select the sub-account you desire to capture. From there, select what elements must be consisted of (funnels, schedules, workflows, internet site templates, custom-made worths and so forth) prior to giving it a name and clicking “Conserve”.
Once your snapshot prepares to make use of, navigate to the Account Supervisor of the account or sub-account in which it requires to be applied and choose it there (either at one time or part by element).
As a GoHighLevel reseller or marketing firm, using snapshots can considerably boost performance and make sure a more standard account arrangement procedure. By making it much easier to duplicate campaigns, funnels and automation plans quickly, snapshots help range much faster while raising income streams.
Executing and utilizing snapshots has lots of benefits that are necessary to business success:.
Remove repetitive arrangement jobs
Snapshots make it straightforward and reliable to duplicate and reuse existing funnels, automations and setups that have actually confirmed themselves beneficial to other clients – conserving you time, promoting quicker customer onboarding times and creating an even more effective workplace by getting rid of the requirement to reinvent the wheel each time a brand-new client gets here.
Snapshots make sharing arrangements and campaigns with others within your company less complicated than ever before, whether by means of one-time link sent using email to employee or permanently shared via account accessibility. Additionally, snapshots additionally allow you to restrict their import into particular subaccounts if preferred.
Beginning by logging into your HighLevel agency view and navigating to the “Account Snapshots” section. Here, you can develop a snapshot by clicking the green “Create New Snapshot” switch, entering a name for it, picking its source account( s) and choosing just how it will be copied; make sure to select something descriptive yet easy-to-recall so it will certainly become part of your profile of details gradually.
Personalize the settings for the snapshot by choosing alternatives that best meet the needs of your client, as an example if they are real estate customers you may desire to include:
Finally, you can customize custom-made fields to gather details that’s special per client. When satisfied with the outcome, just push the “Save” button to save modifications and apply them throughout all customers.
As snapshots are an essential tool for the success of GoHighLevel users, making them important for marketing agencies and SaaS resellers alike. If you have not used them currently, give it a try and see how it can streamline workflows while generating extra excellent outcomes for customers.