GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it easy and efficient to clone campaigns, funnels and even more throughout projects. Agencies make use of snapshots to onboard customers faster and make sure consistency across projects.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, internet sites, automation series, web page templates and other assets.
Duplicate whole funnels and automations in seconds
Snapshots are total backups of your HighLevel configuration, including automations, funnels, web pages, landing kinds, contact lists, e-mail campaigns and CRM pipelines. Snapshots make transferring complete systems between clients easy without the need to recreate every little thing from square one; firms can save hours by utilizing snapshots as templates across client accounts.
To produce a snapshot, log into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot prior to choosing which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots group; when shared it can additionally be shared via sending out web links created. Any kind of imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have a benefit in that they’re completely modular; that allows you to make use of just particular parts while leaving others out – making customization and adjustments a lot simpler than with even more rigid snapshots.
Automating vital procedures with these snapshots not just automates them yet also enhances lead generation process and boosts customer relationship management (CRM) to boost scalability and performance for much better scalability and performance allowing customers to produce efficient marketing methods focused on turning possible clients right into paying customers.
HighLevel snapshots supply another substantial advantage – their flexibility in conference specific sector demands. For instance, dental snapshots can come pre-loaded with lead capture types and campaigns supplying totally free teeth bleaching to brand-new clients. This supplies companies with the flexibility to tailor remedies particularly tailored for every client while still remaining regular in brand name picture and message.
GoHighLevel’s snapshots are highly configurable and can aid your agency boost performance and increase. By duplicating existing workflows, simplifying complicated automations, onboarding new clients conveniently and being centrally located with straightforward directions they are a crucial possession in attaining development much faster and more effectively than ever before.
Quicken customer onboarding
Are You an Agency Proprietor or Administrator? HighLevel snapshots make scaling very easy, making it feasible to replicate funnels and automations for numerous clients concurrently, therefore quickening results for clients while saving you time on setup! Snapshots make certain success for everybody involved – agency and customers alike.
Snapshots provide a comprehensive back-up of an account’s setup, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported into one more client account utilizing Snapshot ImporterTM they instantly configuration in that account, making onboarding much quicker. This reduction in manual setup time makes onboarding much more efficient!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, begin choosing which components of its system you would certainly like conserved as part of this snapshot before clicking “Save”; HighLevel will certainly create a mobile copy that you can after that deploy comparable systems elsewhere GoHighLevel Snapshots.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this a very useful feature for firms moving systems in between clients. When exported, just import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes developing snapshots less complicated than ever before, using pre-equipped snapshot templates for different markets from realty to e-commerce. By promptly onboarding new clients while helping them meet their service goals, these industry-specific snapshot templates make onboarding clients much faster than ever and offering them with thorough marketing systems quicker than ever.
Maintain brand name uniformity
Hand-operated configurations may leave inconsistencies that endanger brand consistency, while snapshots allow you to replicate an account arrangement throughout numerous new accounts without by hand recreating all setups for each one. This assists release totally set up customer accounts promptly and accurately while saving addons such as triggers or e-mail templates in snapshots make maintaining regular procedures across your customer base much easier.
Snapshots can be a very useful property to companies handling numerous accounts at the same time. By establishing the optimal account structure as soon as and saving it as a snapshot for usage later with new customers, snapshots aid agencies minimize onboarding times by approximately 50 percent quicker. A 2025 study demonstrates how snapshots aid speed the onboarding procedure substantially.
To develop a Snapshot, navigate to your Agency Control panel and pick the sub-account you want to record. From there, select what components ought to be included (funnels, calendars, workflows, website templates, customized values and so forth) before providing it a name and clicking “Conserve”.
Once your snapshot is ready to make use of, navigate to the Account Manager of the account or sub-account in which it needs to be applied and select it there (either all at once or component by part).
As a GoHighLevel reseller or marketing firm, making use of snapshots can dramatically boost productivity and make certain a much more standard account setup procedure. By making it much easier to duplicate campaigns, funnels and automation systems rapidly, snapshots help scale much faster while increasing earnings streams.
Implementing and utilizing snapshots has several advantages that are important to organization success:.
Eliminate recurring setup tasks
Snapshots make it simple and reliable to clone and reuse existing funnels, automations and configurations that have proven themselves beneficial to other customers – saving you time, assisting in much faster client onboarding times and developing a more efficient workplace by getting rid of the demand to change the wheel each time a brand-new client gets here.
Snapshots make sharing configurations and campaigns with others within your agency much easier than ever, whether using single web link sent by means of email to team members or completely shared via account access. Furthermore, snapshots also permit you to restrict their import right into particular subaccounts if wanted.
Start by logging right into your HighLevel agency view and navigating to the “Account Snapshots” area. Here, you can create a snapshot by clicking the environment-friendly “Create New Snapshot” button, going into a name for it, picking its resource account( s) and selecting exactly how it will be duplicated; be sure to choose something descriptive yet easy-to-recall so it will become part of your portfolio of information with time.
Customize the settings for the snapshot by choosing alternatives that finest fulfill the needs of your customer, for instance if they are real estate clients you might desire to include:
Lastly, you can tailor customized fields to accumulate info that’s unique to each customer. When pleased with the outcome, simply push the “Conserve” button to conserve modifications and use them throughout all clients.
As snapshots are an indispensable device for the success of GoHighLevel users, making them essential for marketing companies and SaaS resellers alike. If you haven’t used them already, give it a try and see just how it can enhance workflows while generating extra remarkable results for customers.