GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it straightforward and efficient to duplicate campaigns, funnels and more across jobs. Agencies use snapshots to onboard clients quicker and make sure uniformity across tasks.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, internet sites, automation sequences, page templates and various other assets.
Duplicate entire funnels and automations in secs
Snapshots are complete back-ups of your HighLevel configuration, including automations, funnels, web pages, touchdown kinds, call listings, e-mail campaigns and CRM pipelines. Snapshots make moving total systems in between clients easy without the need to recreate every little thing from scratch; 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”. Give a clear name for your snapshot prior to picking which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots classification; as soon as shared it can additionally be shared through sending web links created. Any imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re fully modular; that enables you to use simply specific components while leaving others out – making customization and adjustments much easier than with even more rigid snapshots.
Automating vital processes with these snapshots not only automates them however additionally simplifies lead generation process and boosts customer relationship management (CRM) to increase scalability and performance for better scalability and efficiency enabling users to produce efficient marketing approaches concentrated on turning prospective customers into paying clients.
HighLevel snapshots provide an additional considerable benefit – their versatility in meeting certain industry requirements. As an example, dental snapshots might come pre-loaded with lead capture forms and campaigns offering cost-free teeth bleaching to new clients. This supplies firms with the flexibility to tailor services specifically tailored for every customer while still remaining regular in brand name photo and message.
GoHighLevel’s snapshots are extremely configurable and can help your firm increase efficiency and increase. By duplicating existing workflows, streamlining complex automations, onboarding brand-new customers easily and being centrally located with straightforward guidelines they are an essential asset in accomplishing development much faster and more effectively than in the past.
Accelerate client onboarding
Are You a Firm Owner or Administrator? HighLevel snapshots make scaling easy, making it feasible to replicate funnels and automations for numerous customers all at once, thus speeding up outcomes for clients while saving you time on arrangement! Snapshots make sure success for everybody included – company and customers alike.
Snapshots supply a detailed backup of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas etc. When imported into an additional customer account utilizing Snapshot ImporterTM they instantly arrangement because account, making onboarding much quicker. This reduction in manual setup time makes onboarding much more efficient!
To create a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, begin choosing which parts of its system you would like saved as part of this snapshot prior to clicking “Save”; HighLevel will create a portable copy that you can after that release similar systems elsewhere GoHighLevel Outdoor Lighting Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an important feature for agencies transferring systems in between customers. As soon as exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes producing snapshots easier than ever, offering pre-equipped snapshot templates for numerous markets from property to shopping. By promptly onboarding new customers while helping them fulfill their organization goals, these industry-specific snapshot templates make onboarding clients quicker than ever before and giving them with comprehensive marketing systems faster than ever before.
Preserve brand consistency
Hand-operated setups might leave disparities that compromise brand name consistency, while snapshots enable you to reproduce an account setup across several brand-new accounts without manually recreating all setups for each one. This aids release completely set up client accounts swiftly and properly while saving addons such as triggers or email templates in snapshots make keeping consistent processes throughout your customer base much simpler.
Snapshots can be a vital possession to firms handling multiple accounts at the same time. By establishing the ideal account structure once and saving it as a snapshot for usage later on with new clients, snapshots help companies lower onboarding times by up to 50 percent much faster. A 2025 study shows how snapshots assist speed up the onboarding process considerably.
To create a Snapshot, browse to your Firm Control panel and select the sub-account you desire to capture. From there, pick what elements should be included (funnels, calendars, workflows, site templates, custom values and so on) prior to giving it a name and clicking “Save”.
When your snapshot prepares to utilize, browse to the Account Manager of the account or sub-account in which it requires to be applied and select it there (either at one time or element by part).
As a GoHighLevel reseller or marketing firm, utilizing snapshots can significantly boost efficiency and make sure a much more standardized account configuration procedure. By making it much easier to duplicate campaigns, funnels and automation schemes quickly, snapshots help range quicker while increasing earnings streams.
Carrying out and making use of snapshots has many benefits that are important to business success:.
Get rid of repetitive setup jobs
Snapshots make it straightforward and effective to clone and reuse existing funnels, automations and configurations that have proven themselves beneficial to other clients – conserving you time, facilitating much faster customer onboarding times and creating an even more efficient workplace by eliminating the requirement to transform the wheel each time a new client gets here.
Snapshots make sharing setups and campaigns with others within your firm simpler than ever, whether using single link sent using e-mail to staff member or completely shared through account access. Furthermore, snapshots likewise enable you to restrict their import into specific subaccounts if desired.
Begin by logging into your HighLevel agency view and browsing to the “Account Snapshots” section. Below, you can produce a snapshot by clicking the eco-friendly “Create New Snapshot” switch, going into a name for it, picking its source account( s) and picking just how it will be copied; make sure to choose something detailed yet easy-to-recall so it will become part of your profile of info with time.
Customize the setups for the snapshot by choosing options that ideal satisfy the demands of your customer, as an example if they are property clients you might wish to include:
Ultimately, you can customize personalized areas to collect details that’s special per customer. When pleased with the outcome, merely press the “Conserve” button to conserve modifications and apply them throughout all customers.
As snapshots are a vital device for the success of GoHighLevel users, making them important for marketing agencies and SaaS resellers alike. If you have not utilized them currently, give it a try and see how it can improve workflows while generating extra remarkable outcomes for clients.