GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it easy and reliable to clone campaigns, funnels and even more throughout tasks. Agencies make use of snapshots to onboard customers much faster and guarantee consistency throughout tasks.
Each snapshot consists of an integrated collection of marketing campaigns, sales funnels, sites, automation sequences, web page templates and other properties.
Duplicate entire funnels and automations in seconds
Snapshots are total back-ups of your HighLevel arrangement, including automations, funnels, web pages, touchdown kinds, get in touch with checklists, email campaigns and CRM pipes. Snapshots make transferring complete systems in between customers easy without the requirement to recreate every little thing from the ground up; agencies can conserve hours by utilizing snapshots as templates throughout customer 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 category; once shared it can likewise be shared through sending links generated. Any kind of imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re fully modular; that permits you to use just specific parts while leaving others out – making modification and changes much easier than with more rigid snapshots.
Automating key procedures with these snapshots not just automates them but also simplifies list building process and enhances customer relationship management (CRM) to raise scalability and efficiency for better scalability and performance making it possible for customers to create reliable marketing methods concentrated on turning possible customers into paying clients.
HighLevel snapshots offer another significant advantage – their flexibility in conference details industry needs. For example, oral snapshots might come pre-loaded with lead capture forms and campaigns supplying totally free teeth lightening to new people. This offers companies with the liberty to tailor services especially customized for each client while still remaining regular in brand photo and message.
GoHighLevel’s snapshots are extremely configurable and can help your firm increase effectiveness and increase. By replicating existing workflows, streamlining intricate automations, onboarding new clients conveniently and being centrally located with basic instructions they are a vital property in accomplishing development quicker and better than in the past.
Accelerate customer onboarding
Are You an Agency Owner or Manager? HighLevel snapshots make scaling easy, making it possible to replicate funnels and automations for numerous customers all at once, hence accelerating outcomes for clients while saving you time on arrangement! Snapshots make certain success for everybody involved – agency and clients alike.
Snapshots give a detailed back-up of an account’s configuration, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported into one more customer account making use of Snapshot ImporterTM they immediately setup in that account, making onboarding much faster. This reduction in manual setup time makes onboarding even more reliable!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, start picking which components of its system you would such as saved as part of this snapshot prior to clicking “Save”; HighLevel will certainly produce a portable duplicate that you can after that release comparable systems in other places GoHighLevel Snapshot Pour Massage.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this a very useful feature for firms moving systems between customers. Once exported, just import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes developing snapshots much easier than ever, offering pre-equipped snapshot templates for various sectors from property to shopping. By promptly onboarding new customers while helping them meet their organization objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and supplying them with comprehensive marketing systems quicker than ever.
Preserve brand name consistency
Manual arrangements may leave inconsistencies that endanger brand consistency, while snapshots enable you to duplicate an account arrangement throughout multiple new accounts without by hand recreating all setups each. This aids deploy totally set up client accounts swiftly and accurately while saving addons such as triggers or e-mail templates in snapshots make preserving regular procedures throughout your client base much easier.
Snapshots can be an invaluable possession to agencies handling numerous accounts concurrently. By establishing the optimal account structure once and saving it as a snapshot for use later on with brand-new customers, snapshots help firms reduce onboarding times by approximately half quicker. A 2025 research study demonstrates how snapshots help speed the onboarding process dramatically.
To develop a Snapshot, browse to your Agency Control panel and choose the sub-account you want to record. From there, select what elements need to be included (funnels, schedules, workflows, internet site templates, custom worths and so on) prior to giving it a name and clicking “Save”.
When your snapshot prepares to make use of, browse to the Account Supervisor of the account or sub-account in which it needs to be used and select it there (either all at once or element by part).
As a GoHighLevel reseller or marketing firm, using snapshots can considerably boost performance and make certain a much more standard account arrangement procedure. By making it less complicated to duplicate campaigns, funnels and automation plans rapidly, snapshots help scale quicker while increasing revenue streams.
Implementing and making use of snapshots has numerous benefits that are important to company success:.
Eliminate repetitive configuration tasks
Snapshots make it straightforward and reliable to duplicate and reuse existing funnels, automations and arrangements that have proven themselves beneficial to other customers – saving you time, helping with much faster customer onboarding times and developing a more productive working environment by getting rid of the demand to change the wheel each time a brand-new customer gets here.
Snapshots make sharing configurations and campaigns with others within your firm much easier than ever, whether by means of single web link sent out via email to team members or completely shared via account accessibility. Moreover, snapshots also enable you to limit their import into specific subaccounts if wanted.
Beginning by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Here, you can develop a snapshot by clicking the eco-friendly “Create New Snapshot” button, getting in a name for it, selecting its source account( s) and selecting exactly how it will certainly be replicated; make certain to select something descriptive yet easy-to-recall so it will enter into your profile of details with time.
Customize the setups for the snapshot by picking alternatives that finest meet the needs of your client, for instance if they are real estate clients you may want to consist of:
Ultimately, you can tailor custom fields to gather information that’s one-of-a-kind per customer. When satisfied with the outcome, just press the “Conserve” switch to conserve changes and use them across all customers.
As snapshots are an indispensable tool for the success of GoHighLevel customers, making them indispensable for marketing companies and SaaS resellers alike. If you have not utilized them currently, give it a try and see exactly how it can enhance workflows while creating a lot more remarkable outcomes for clients.