GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it straightforward and efficient to clone campaigns, funnels and even more throughout tasks. Agencies make use of snapshots to onboard customers much faster and ensure consistency throughout tasks.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, sites, automation series, web page templates and various other properties.
Duplicate whole funnels and automations in secs
Snapshots are total backups of your HighLevel setup, including automations, funnels, pages, landing forms, get in touch with lists, email campaigns and CRM pipelines. Snapshots make transferring total systems in between clients easy without the demand to recreate everything from the ground up; companies can conserve hours by utilizing snapshots as templates throughout client accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Supply 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 group; once shared it can also be shared using sending web links generated. Any imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have a benefit in that they’re fully modular; that enables you to utilize just certain components while leaving others out – making modification and modifications a lot easier than with more stiff snapshots.
Automating vital processes with these snapshots not just automates them however likewise enhances list building procedure and boosts customer relationship management (CRM) to raise scalability and productivity for far better scalability and productivity allowing individuals to develop reliable marketing techniques concentrated on turning potential clients into paying clients.
HighLevel snapshots use another substantial benefit – their convenience in meeting specific industry needs. As an example, dental snapshots might come pre-loaded with lead capture forms and campaigns supplying totally free teeth lightening to brand-new people. This gives agencies with the liberty to tailor options specifically tailored for every client while still continuing to be constant in brand photo and message.
GoHighLevel’s snapshots are highly configurable and can assist your agency increase effectiveness and expand. By duplicating existing workflows, streamlining complicated automations, onboarding new clients easily and being centrally located with easy guidelines they are a crucial property in accomplishing development quicker and more effectively than ever.
Speed up client onboarding
Are You a Firm Owner or Administrator? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for several customers all at once, thus accelerating outcomes for customers while conserving you time on setup! Snapshots ensure success for everyone entailed – firm and clients alike.
Snapshots offer an extensive backup of an account’s setup, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported right into one more customer account using Snapshot ImporterTM they automatically setup because account, making onboarding much faster. This reduction in manual configuration time makes onboarding far more efficient!
To develop 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 components of its system you would certainly like conserved as part of this snapshot before clicking “Conserve”; HighLevel will certainly develop a portable copy that you can after that deploy comparable systems elsewhere GoHighLevel Yoga Studio Snapshot.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this a very useful feature for firms transferring systems in between customers. Once exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes creating snapshots simpler than ever, providing pre-equipped snapshot templates for different sectors from realty to e-commerce. By rapidly onboarding brand-new customers while helping them fulfill their company goals, these industry-specific snapshot templates make onboarding customers faster than ever before and giving them with detailed marketing systems much faster than ever before.
Keep brand name uniformity
Manual arrangements might leave disparities that endanger brand name uniformity, while snapshots enable you to replicate an account setup throughout multiple new accounts without by hand recreating all settings each. This helps release fully set up customer accounts quickly and accurately while conserving addons such as triggers or email templates in snapshots make maintaining regular processes throughout your customer base much simpler.
Snapshots can be a vital property to companies managing multiple accounts concurrently. By setting up the excellent account framework once and waiting as a snapshot for usage later on with brand-new clients, snapshots assist firms reduce onboarding times by approximately half faster. A 2025 research shows how snapshots aid speed the onboarding procedure considerably.
To develop a Snapshot, navigate to your Company Control panel and choose the sub-account you desire to catch. From there, select what components ought to be consisted of (funnels, schedules, workflows, site templates, custom worths and so forth) before offering it a name and clicking “Save”.
Once your snapshot prepares to make use of, browse to the Account Supervisor of the account or sub-account in which it requires to be applied and select it there (either all at once or component by part).
As a GoHighLevel reseller or marketing agency, making use of snapshots can significantly boost performance and make sure an extra standard account arrangement procedure. By making it much easier to replicate campaigns, funnels and automation schemes quickly, snapshots assist range much faster while enhancing earnings streams.
Applying and utilizing snapshots has lots of advantages that are vital to company success:.
Eliminate recurring arrangement jobs
Snapshots make it straightforward and efficient to duplicate and reuse existing funnels, automations and arrangements that have actually proven themselves beneficial to other clients – conserving you time, promoting faster customer onboarding times and producing a more productive working environment by eliminating the requirement to change the wheel each time a brand-new client arrives.
Snapshots make sharing arrangements and campaigns with others within your agency easier than ever before, whether via one-time link sent out by means of e-mail to employee or completely shared through account accessibility. Furthermore, snapshots additionally enable you to limit their import right into certain subaccounts if desired.
Start by logging into your HighLevel agency view and navigating to the “Account Snapshots” section. Here, you can create a snapshot by clicking the green “Create New Snapshot” switch, entering a name for it, choosing its source account( s) and choosing just how it will be copied; make certain to choose something detailed yet easy-to-recall so it will certainly enter into your profile of info with time.
Personalize the setups for the snapshot by selecting choices that ideal meet the requirements of your client, for instance if they are realty clients you might wish to include:
Lastly, you can customize custom areas to accumulate information that’s one-of-a-kind per customer. When pleased with the outcome, just press the “Conserve” switch to conserve changes and use them throughout all clients.
As snapshots are a crucial device for the success of GoHighLevel customers, making them crucial for marketing agencies and SaaS resellers alike. If you have not utilized them already, give it a try and see just how it can improve workflows while generating much more outstanding results for clients.