GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it easy and reliable to clone campaigns, funnels and more throughout jobs. Agencies utilize snapshots to onboard clients faster and guarantee uniformity throughout jobs.
Each snapshot includes an integrated collection of marketing campaigns, sales funnels, websites, automation sequences, web page templates and various other possessions.
Duplicate whole funnels and automations in seconds
Snapshots are full backups of your HighLevel arrangement, including automations, funnels, pages, touchdown kinds, call checklists, email campaigns and CRM pipes. Snapshots make moving total systems between clients easy without the requirement to recreate whatever from square one; companies can save hours by using snapshots as templates across client accounts.
To develop a snapshot, log right into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot prior to selecting which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots category; once shared it can also be shared using sending links produced. Any kind of imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage in that they’re fully modular; that permits you to utilize just certain components while leaving others out – making personalization and modifications much easier than with even more stiff snapshots.
Automating vital procedures with these snapshots not just automates them yet also enhances lead generation procedure and boosts customer relationship management (CRM) to boost scalability and productivity for far better scalability and performance allowing individuals to produce effective marketing techniques concentrated on transforming potential customers right into paying customers.
HighLevel snapshots offer an additional substantial benefit – their flexibility in conference certain market needs. As an example, oral snapshots might come pre-loaded with lead capture forms and campaigns supplying cost-free teeth lightening to new clients. This offers companies with the flexibility to tailor options especially tailored for each and every client while still staying constant in brand picture and message.
GoHighLevel’s snapshots are extremely configurable and can help your firm increase performance and expand. By replicating existing workflows, streamlining intricate automations, onboarding new clients conveniently and being centrally located with straightforward guidelines they are a vital property in accomplishing development much faster and more effectively than in the past.
Speed up client onboarding
Are You a Company Owner or Administrator? HighLevel snapshots make scaling very easy, making it possible to duplicate funnels and automations for several customers concurrently, thus speeding up outcomes for customers while conserving you time on setup! Snapshots make certain success for everybody included – firm and clients alike.
Snapshots offer a thorough backup of an account’s configuration, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported right into another customer account making use of Snapshot ImporterTM they instantly configuration in that account, making onboarding much quicker. This reduction in manual configuration time makes onboarding even more efficient!
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 components of its system you would certainly like conserved as part of this snapshot prior to clicking “Save”; HighLevel will develop a portable copy that you can then release comparable systems elsewhere GoHighLevel Yacht Rental Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an important feature for agencies moving systems between customers. When exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes developing snapshots simpler than ever before, providing pre-equipped snapshot templates for various sectors from real estate to e-commerce. By quickly onboarding new customers while helping them fulfill their organization objectives, these industry-specific snapshot templates make onboarding customers quicker than ever before and providing them with extensive marketing systems quicker than ever.
Preserve brand uniformity
Manual configurations may leave disparities that compromise brand consistency, while snapshots allow you to reproduce an account setup across numerous brand-new accounts without manually recreating all settings for each one. This aids deploy fully configured customer accounts quickly and properly while conserving addons such as triggers or email templates in snapshots make maintaining regular procedures throughout your customer base much easier.
Snapshots can be an indispensable property to agencies handling multiple accounts all at once. By establishing the optimal account framework when and waiting as a snapshot for usage later with brand-new clients, snapshots aid agencies decrease onboarding times by approximately half quicker. A 2025 research demonstrates how snapshots assist speed the onboarding process significantly.
To create a Snapshot, browse to your Agency Control panel and pick the sub-account you want to record. From there, pick what elements should be included (funnels, schedules, workflows, site templates, custom values and so on) before offering it a name and clicking “Save”.
When your snapshot prepares to use, browse to the Account Supervisor of the account or sub-account in which it needs to be used and choose it there (either at one time or element by element).
As a GoHighLevel reseller or marketing firm, making use of snapshots can considerably boost efficiency and make certain a more standardized account setup process. By making it simpler to duplicate campaigns, funnels and automation plans swiftly, snapshots help scale faster while enhancing earnings streams.
Applying and using snapshots has lots of advantages that are vital to organization success:.
Remove repetitive arrangement tasks
Snapshots make it simple and effective to duplicate and reuse existing funnels, automations and setups that have actually verified themselves beneficial to various other clients – conserving you time, promoting faster customer onboarding times and developing a more productive workplace by eliminating the need to reinvent the wheel each time a new customer gets here.
Snapshots make sharing configurations and campaigns with others within your company simpler than ever, whether using single link sent out using email to team members or completely shared through account access. In addition, snapshots likewise permit you to limit their import into details subaccounts if desired.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” section. Here, you can produce a snapshot by clicking the eco-friendly “Create New Snapshot” button, entering a name for it, selecting its resource account( s) and picking just how it will be copied; make sure to pick something detailed yet easy-to-recall so it will become part of your portfolio of details in time.
Personalize the settings for the snapshot by selecting options that finest meet the requirements of your client, for instance if they are real estate clients you might want to consist of:
Ultimately, you can personalize custom fields to collect details that’s unique per customer. When satisfied with the outcome, just press the “Conserve” button to conserve modifications and use them throughout all customers.
As snapshots are an important tool for the success of GoHighLevel users, making them important for marketing firms and SaaS resellers alike. If you haven’t used them already, give it a try and see how it can enhance workflows while generating extra impressive results for clients.