GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it simple and efficient to clone campaigns, funnels and even more throughout jobs. Agencies utilize snapshots to onboard customers much faster and ensure consistency across jobs.
Each snapshot includes an integrated collection of marketing campaigns, sales funnels, sites, automation sequences, web page templates and other possessions.
Replicate whole funnels and automations in secs
Snapshots are full backups of your HighLevel arrangement, consisting of automations, funnels, pages, touchdown types, contact checklists, e-mail campaigns and CRM pipelines. Snapshots make moving full systems between customers easy without the requirement to recreate whatever from square one; companies can save hours by using snapshots as templates throughout client accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot before choosing which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots classification; when shared it can also be shared using sending links generated. Any imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have an advantage in that they’re fully modular; that permits you to use simply certain parts while leaving others out – making personalization and changes a lot easier than with more inflexible snapshots.
Automating key processes with these snapshots not just automates them however additionally simplifies list building procedure and enhances customer relationship management (CRM) to enhance scalability and efficiency for better scalability and performance making it possible for individuals to create effective marketing methods focused on turning possible customers right into paying customers.
HighLevel snapshots use another significant benefit – their flexibility in meeting specific sector needs. As an example, dental snapshots might come pre-loaded with lead capture forms and campaigns offering totally free teeth lightening to new clients. This offers agencies with the flexibility to tailor options specifically tailored for each and every customer while still continuing to be consistent in brand image and message.
GoHighLevel’s snapshots are very configurable and can aid your firm rise efficiency and increase. By duplicating existing workflows, simplifying intricate automations, onboarding brand-new customers conveniently and being centrally located with easy instructions they are an indispensable possession in attaining growth much faster and better than ever before.
Speed up customer onboarding
Are You a Company Proprietor or Manager? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for numerous customers all at once, thus quickening outcomes for clients while conserving you time on setup! Snapshots make sure success for everybody included – firm and customers alike.
Snapshots provide a detailed backup of an account’s configuration, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported right into another customer account utilizing Snapshot ImporterTM they instantly setup because account, making onboarding much quicker. This decrease in hands-on arrangement time makes onboarding far more reliable!
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 selecting which parts of its system you would like conserved as part of this snapshot prior to clicking “Save”; HighLevel will certainly develop a mobile duplicate that you can after that deploy comparable systems elsewhere GoHighLevel Dental Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an invaluable feature for companies transferring systems between clients. When exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes creating snapshots less complicated than ever before, using pre-equipped snapshot templates for various sectors from real estate to shopping. By rapidly onboarding new clients while helping them satisfy their business goals, these industry-specific snapshot templates make onboarding customers quicker than ever before and providing them with comprehensive marketing systems much faster than ever.
Keep brand name uniformity
Hands-on arrangements may leave inconsistencies that jeopardize brand name uniformity, while snapshots permit you to replicate an account arrangement throughout several brand-new accounts without manually recreating all settings each. This assists deploy completely configured customer accounts rapidly and precisely while saving addons such as triggers or email templates in snapshots make preserving constant procedures across your customer base much easier.
Snapshots can be an indispensable property to agencies taking care of numerous accounts simultaneously. By setting up the optimal account structure once and saving it as a snapshot for use later on with brand-new customers, snapshots assist agencies minimize onboarding times by as much as half quicker. A 2025 research study shows how snapshots assist speed up the onboarding process significantly.
To create a Snapshot, browse to your Firm Dashboard and choose the sub-account you desire to catch. From there, select what components should be consisted of (funnels, schedules, workflows, internet site templates, custom-made worths and so forth) prior to offering it a name and clicking “Save”.
When your snapshot prepares to utilize, navigate to the Account Supervisor of the account or sub-account in which it needs to be applied and select it there (either simultaneously or part by part).
As a GoHighLevel reseller or marketing firm, utilizing snapshots can considerably boost productivity and guarantee an extra standardized account configuration procedure. By making it simpler to reproduce campaigns, funnels and automation plans swiftly, snapshots assist range much faster while enhancing earnings streams.
Carrying out and utilizing snapshots has many benefits that are necessary to organization success:.
Remove repetitive setup tasks
Snapshots make it straightforward and reliable to clone and reuse existing funnels, automations and arrangements that have proven themselves beneficial to other customers – saving you time, helping with faster client onboarding times and producing a more productive working environment by removing the requirement to transform the wheel each time a brand-new client shows up.
Snapshots make sharing arrangements and campaigns with others within your agency much easier than ever before, whether through one-time web link sent by means of e-mail to team members or permanently shared through account gain access to. In addition, snapshots likewise allow you to limit their import right into certain subaccounts if wanted.
Beginning by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can create a snapshot by clicking the green “Create New Snapshot” button, going into a name for it, picking its resource account( s) and picking exactly how it will certainly be duplicated; be sure to choose something detailed yet easy-to-recall so it will certainly enter into your profile of information gradually.
Tailor the setups for the snapshot by picking alternatives that finest fulfill the requirements of your customer, as an example if they are realty customers you might desire to include:
Ultimately, you can personalize customized fields to collect info that’s unique per customer. When pleased with the result, just push the “Conserve” switch to save modifications and apply them across all customers.
As snapshots are a vital device for the success of GoHighLevel customers, making them crucial for marketing firms and SaaS resellers alike. If you have not utilized them already, give it a try and see just how it can simplify workflows while creating more impressive outcomes for customers.