GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it basic and reliable to clone campaigns, funnels and more throughout jobs. Agencies use snapshots to onboard customers quicker and ensure consistency throughout jobs.
Each snapshot consists of an incorporated set of marketing campaigns, sales funnels, websites, automation sequences, web page templates and various other assets.
Duplicate whole funnels and automations in seconds
Snapshots are full backups of your HighLevel arrangement, including automations, funnels, pages, landing kinds, get in touch with listings, e-mail campaigns and CRM pipes. Snapshots make transferring complete systems in between clients easy without the need to recreate everything from scratch; agencies can save hours by using snapshots as templates throughout customer accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot before selecting which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots group; once shared it can likewise be shared via sending links created. Any kind of imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have an advantage in that they’re completely modular; that enables you to use just certain components while leaving others out – making personalization and modifications a lot less complex than with even more stiff snapshots.
Automating crucial procedures with these snapshots not only automates them however additionally enhances list building procedure and boosts customer relationship management (CRM) to increase scalability and productivity for better scalability and performance allowing customers to develop effective marketing techniques concentrated on turning potential customers right into paying customers.
HighLevel snapshots use an additional significant advantage – their convenience in conference details industry demands. For example, dental snapshots might come pre-loaded with lead capture types and campaigns using free teeth bleaching to brand-new people. This provides companies with the freedom to customize services specifically tailored for each and every customer while still staying regular in brand name picture and message.
GoHighLevel’s snapshots are very configurable and can assist your agency rise effectiveness and increase. By duplicating existing workflows, streamlining intricate automations, onboarding new clients conveniently and being centrally located with basic directions they are an important asset in attaining development faster and better than ever.
Speed up customer onboarding
Are You an Agency Owner or Manager? HighLevel snapshots make scaling easy, making it possible to duplicate funnels and automations for several customers all at once, hence accelerating outcomes for clients while conserving you time on configuration! Snapshots ensure success for everyone entailed – company and customers alike.
Snapshots give a thorough back-up of an account’s setup, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported into one more customer account using Snapshot ImporterTM they automatically arrangement because account, making onboarding much faster. This decrease in hand-operated arrangement time makes onboarding far more efficient!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, begin picking which elements of its system you would like conserved as part of this snapshot prior to clicking “Conserve”; HighLevel will certainly develop a portable copy that you can then deploy similar systems in other places GoHighLevel Wealth Management Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an indispensable feature for agencies moving systems in between customers. Once exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots much easier than ever before, providing pre-equipped snapshot templates for various markets from realty to e-commerce. By promptly onboarding new clients while helping them satisfy their service goals, these industry-specific snapshot templates make onboarding customers faster than ever and offering them with thorough marketing systems faster than ever.
Preserve brand name consistency
Hand-operated arrangements might leave variances that jeopardize brand name uniformity, while snapshots permit you to duplicate an account setup throughout numerous brand-new accounts without manually recreating all settings for each one. This aids deploy totally configured client accounts rapidly and properly while conserving addons such as triggers or email templates in snapshots make preserving regular procedures across your client base much easier.
Snapshots can be an indispensable property to agencies managing numerous accounts simultaneously. By setting up the suitable account structure when and waiting as a snapshot for use later with brand-new customers, snapshots help companies reduce onboarding times by as much as 50 percent quicker. A 2025 study demonstrates how snapshots assist speed up the onboarding procedure significantly.
To produce a Snapshot, browse to your Agency Dashboard and pick the sub-account you desire to catch. From there, pick what aspects must be consisted of (funnels, calendars, workflows, site templates, custom-made values and so on) before 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 requires to be used and select it there (either at one time or component by element).
As a GoHighLevel reseller or marketing company, utilizing snapshots can dramatically boost productivity and make certain a much more standardized account setup procedure. By making it simpler to duplicate campaigns, funnels and automation schemes rapidly, snapshots help range much faster while boosting earnings streams.
Applying and making use of snapshots has several benefits that are necessary to organization success:.
Remove recurring arrangement jobs
Snapshots make it straightforward and efficient to duplicate and reuse existing funnels, automations and setups that have actually confirmed themselves beneficial to various other customers – saving you time, assisting in quicker client onboarding times and creating an even more efficient workplace by getting rid of the demand to change the wheel each time a brand-new customer gets here.
Snapshots make sharing setups and campaigns with others within your company less complicated than ever, whether via one-time web link sent via e-mail to employee or permanently shared via account accessibility. Moreover, snapshots also permit you to restrict their import right into certain subaccounts if wanted.
Beginning by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Here, you can create a snapshot by clicking the green “Create New Snapshot” button, getting in a name for it, choosing its resource account( s) and picking just how it will certainly be replicated; make certain to choose something detailed yet easy-to-recall so it will certainly become part of your portfolio of details over time.
Tailor the setups for the snapshot by choosing options that ideal fulfill the demands of your customer, for instance if they are real estate clients you may want to include:
Ultimately, you can customize personalized areas to collect info that’s one-of-a-kind per client. When satisfied with the outcome, merely press the “Conserve” button to save adjustments and use them throughout all clients.
As snapshots are a crucial device for the success of GoHighLevel customers, making them important for marketing firms and SaaS resellers alike. If you have not used them already, give it a try and see exactly how it can improve workflows while producing a lot more excellent results for clients.