GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it basic and efficient to duplicate campaigns, funnels and even more throughout jobs. Agencies make use of snapshots to onboard clients much faster and make certain uniformity throughout jobs.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, sites, automation series, page templates and other assets.
Duplicate whole funnels and automations in secs
Snapshots are full back-ups of your HighLevel setup, consisting of automations, funnels, web pages, landing forms, get in touch with lists, e-mail campaigns and CRM pipelines. Snapshots make moving complete systems between customers easy without the demand to recreate every little thing from square one; agencies can save hours by utilizing snapshots as templates across customer accounts.
To develop a snapshot, log 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 completed, the snapshot can be seen under Snapshots group; when shared it can likewise be shared using sending out web links generated. Any imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have an advantage because they’re totally modular; that allows you to utilize simply specific components while leaving others out – making personalization and modifications a lot less complex than with more rigid snapshots.
Automating key processes with these snapshots not just automates them however also enhances list building process and boosts customer relationship management (CRM) to raise scalability and efficiency for better scalability and productivity enabling users to produce effective marketing methods focused on turning prospective clients into paying customers.
HighLevel snapshots use one more significant benefit – their convenience in meeting certain sector demands. For instance, oral snapshots can come pre-loaded with lead capture forms and campaigns supplying totally free teeth lightening to new individuals. This gives companies with the flexibility to tailor services specifically customized for each client while still continuing to be consistent in brand name picture and message.
GoHighLevel’s snapshots are highly configurable and can aid your firm increase performance and increase. By duplicating existing workflows, streamlining intricate automations, onboarding brand-new customers easily and being centrally located with easy instructions they are an essential asset in attaining development much faster and better than ever.
Accelerate customer onboarding
Are You a Firm Owner or Administrator? HighLevel snapshots make scaling very easy, making it possible to replicate funnels and automations for several clients at the same time, hence accelerating results for customers while conserving you time on arrangement! Snapshots make certain success for everybody involved – firm and clients alike.
Snapshots supply a thorough back-up of an account’s configuration, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported into an additional client account utilizing Snapshot ImporterTM they automatically setup because account, making onboarding much faster. This decrease in hands-on configuration time makes onboarding far more reliable!
To produce 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 elements of its system you would certainly like saved as part of this snapshot prior to clicking “Conserve”; HighLevel will produce a portable duplicate that you can after that release comparable systems in other places GoHighLevel Home Care Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this a vital feature for agencies moving systems in between customers. As soon as exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes developing snapshots simpler than ever, using pre-equipped snapshot templates for various industries from realty to e-commerce. By rapidly onboarding new customers while helping them fulfill their company goals, these industry-specific snapshot templates make onboarding customers quicker than ever before and providing them with extensive marketing systems faster than ever.
Maintain brand consistency
Hands-on arrangements may leave incongruities that jeopardize brand name uniformity, while snapshots allow you to duplicate an account arrangement throughout numerous brand-new accounts without by hand recreating all settings for each one. This aids deploy fully configured customer accounts rapidly and precisely while saving addons such as triggers or e-mail templates in snapshots make keeping consistent processes across your customer base much less complex.
Snapshots can be an important possession to agencies handling multiple accounts all at once. By establishing the suitable account structure as soon as and saving it as a snapshot for use later with brand-new customers, snapshots help firms reduce onboarding times by approximately half faster. A 2025 research shows how snapshots assist speed up the onboarding procedure substantially.
To create a Snapshot, navigate to your Company Control panel and pick the sub-account you desire to catch. From there, pick what components should be consisted of (funnels, schedules, workflows, internet site templates, personalized worths and so forth) before offering it a name and clicking “Save”.
As soon as your snapshot prepares to utilize, browse to the Account Manager of the account or sub-account in which it needs to be used and select it there (either all at once or element by component).
As a GoHighLevel reseller or marketing agency, utilizing snapshots can substantially boost performance and make sure a more standardized account setup procedure. By making it easier to duplicate campaigns, funnels and automation plans swiftly, snapshots assist scale faster while enhancing revenue streams.
Executing and utilizing snapshots has numerous advantages that are vital to service success:.
Get rid of recurring configuration jobs
Snapshots make it simple and reliable to duplicate and reuse existing funnels, automations and setups that have actually confirmed themselves beneficial to other clients – conserving you time, helping with faster customer onboarding times and creating an even more efficient workplace by getting rid of the demand to transform the wheel each time a brand-new client shows up.
Snapshots make sharing setups and campaigns with others within your firm less complicated than ever, whether by means of single link sent out by means of e-mail to team members or completely shared via account gain access to. In addition, snapshots also allow you to limit their import right into specific subaccounts if preferred.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can develop a snapshot by clicking the eco-friendly “Create New Snapshot” switch, getting in a name for it, picking its resource account( s) and selecting how it will be copied; be sure to pick something detailed yet easy-to-recall so it will certainly enter into your profile of information gradually.
Personalize the settings for the snapshot by selecting options that best meet the requirements of your client, for instance if they are realty clients you might desire to include:
Finally, you can personalize personalized areas to gather information that’s special to each client. When satisfied with the outcome, just push the “Conserve” button to save adjustments and apply them across all clients.
As snapshots are an important device for the success of GoHighLevel users, making them vital for marketing firms and SaaS resellers alike. If you haven’t utilized them currently, give it a try and see exactly how it can simplify workflows while creating a lot more remarkable results for customers.