GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it simple and reliable to duplicate campaigns, funnels and even more throughout jobs. Agencies utilize snapshots to onboard customers much faster and make sure uniformity across tasks.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, websites, automation sequences, web page templates and various other assets.
Replicate whole funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel setup, including automations, funnels, web pages, landing kinds, call lists, e-mail campaigns and CRM pipes. Snapshots make transferring complete systems in between customers easy without the need to recreate whatever from scratch; companies can save hours by utilizing snapshots as templates across client accounts.
To develop a snapshot, log right into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot before picking which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots group; when shared it can additionally be shared via sending out links produced. Any imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have a benefit in that they’re completely modular; that allows you to utilize just specific components while leaving others out – making customization and changes a lot less complex than with even more inflexible snapshots.
Automating essential procedures with these snapshots not just automates them but additionally enhances list building procedure and boosts customer relationship management (CRM) to enhance scalability and efficiency for better scalability and productivity enabling individuals to develop efficient marketing techniques focused on transforming prospective customers into paying clients.
HighLevel snapshots use one more substantial advantage – their flexibility in meeting specific market requirements. For example, oral snapshots might come pre-loaded with lead capture kinds and campaigns offering free teeth lightening to brand-new clients. This offers agencies with the liberty to tailor services particularly tailored for each client while still remaining regular in brand name image and message.
GoHighLevel’s snapshots are very configurable and can assist your firm rise effectiveness and broaden. By replicating existing workflows, simplifying complicated automations, onboarding brand-new customers quickly and being centrally located with easy directions they are an essential possession in accomplishing development faster and more effectively than ever before.
Quicken client onboarding
Are You a Company Proprietor or Administrator? HighLevel snapshots make scaling very easy, making it feasible to duplicate funnels and automations for numerous clients simultaneously, therefore accelerating results for customers while saving you time on arrangement! Snapshots make certain success for everybody involved – company and clients alike.
Snapshots offer a detailed back-up of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported into an additional customer account using Snapshot ImporterTM they instantly arrangement because account, making onboarding much faster. This decrease in manual setup time makes onboarding much more efficient!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, begin picking which elements of its system you would such as conserved as part of this snapshot prior to clicking “Conserve”; HighLevel will certainly create a portable duplicate that you can then deploy similar systems elsewhere GoHighLevel Float Spa Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an invaluable feature for agencies transferring systems between clients. As soon as exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes developing snapshots easier than ever before, using pre-equipped snapshot templates for numerous industries from real estate to shopping. By rapidly onboarding new customers while helping them meet their business objectives, these industry-specific snapshot templates make onboarding clients quicker than ever before and offering them with detailed marketing systems much faster than ever.
Maintain brand consistency
Hands-on arrangements might leave inconsistencies that jeopardize brand name consistency, while snapshots enable you to replicate an account setup across several brand-new accounts without by hand recreating all setups for each one. This assists release totally configured customer accounts quickly and precisely while saving addons such as triggers or email templates in snapshots make preserving regular processes throughout your client base much simpler.
Snapshots can be an indispensable possession to companies managing multiple accounts all at once. By setting up the suitable account framework when and saving it as a snapshot for usage later with brand-new customers, snapshots aid firms decrease onboarding times by up to half much faster. A 2025 research demonstrates how snapshots assist speed the onboarding process substantially.
To create a Snapshot, browse to your Agency Dashboard and select the sub-account you desire to capture. From there, choose what aspects ought to be consisted of (funnels, schedules, workflows, website templates, customized values and so on) prior to offering it a name and clicking “Save”.
When your snapshot is ready to utilize, browse to the Account Manager of the account or sub-account in which it needs to be applied and select it there (either simultaneously or part by component).
As a GoHighLevel reseller or marketing firm, using snapshots can considerably boost productivity and ensure a much more standardized account arrangement process. By making it simpler to duplicate campaigns, funnels and automation plans quickly, snapshots help scale much faster while increasing income streams.
Carrying out and making use of snapshots has lots of advantages that are vital to service success:.
Remove repeated arrangement jobs
Snapshots make it basic and reliable to duplicate and reuse existing funnels, automations and configurations that have confirmed themselves beneficial to various other customers – saving you time, assisting in much faster customer onboarding times and producing a more effective workplace by removing the demand to transform the wheel each time a new client shows up.
Snapshots make sharing setups and campaigns with others within your agency easier than ever, whether by means of single web link sent by means of email to staff member or completely shared through account accessibility. Moreover, snapshots additionally enable you to restrict their import right into particular subaccounts if desired.
Begin by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Right here, you can produce a snapshot by clicking the environment-friendly “Create New Snapshot” button, going into a name for it, choosing its resource account( s) and selecting how it will be copied; be sure to select something detailed yet easy-to-recall so it will certainly enter into your portfolio of information with time.
Customize the setups for the snapshot by choosing alternatives that finest satisfy the needs of your customer, for instance if they are property clients you may desire to consist of:
Ultimately, you can personalize personalized areas to gather details that’s special to each customer. When satisfied with the outcome, just press the “Conserve” button to save modifications and use them throughout all clients.
As snapshots are an important tool for the success of GoHighLevel customers, making them indispensable for marketing firms and SaaS resellers alike. If you have not utilized them currently, give it a try and see exactly how it can enhance workflows while producing more impressive outcomes for clients.