GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it simple and reliable to clone campaigns, funnels and even more across projects. Agencies make use of snapshots to onboard clients quicker and ensure uniformity across tasks.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, sites, automation sequences, web page templates and various other assets.
Replicate entire funnels and automations in seconds
Snapshots are total backups of your HighLevel arrangement, consisting of automations, funnels, web pages, touchdown types, get in touch with checklists, e-mail campaigns and CRM pipes. Snapshots make transferring complete systems between customers easy without the need to recreate whatever from the ground up; firms can conserve hours by using snapshots as templates across client accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot prior to choosing which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots group; as soon as shared it can also be shared via sending links produced. Any imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have a benefit in that they’re totally modular; that enables you to utilize simply specific components while leaving others out – making modification and modifications a lot easier than with even more inflexible snapshots.
Automating vital procedures with these snapshots not only automates them yet likewise streamlines list building procedure and enhances customer relationship management (CRM) to enhance scalability and performance for much better scalability and efficiency making it possible for customers to create efficient marketing techniques focused on transforming potential clients right into paying clients.
HighLevel snapshots use another considerable advantage – their flexibility in conference details market needs. As an example, oral snapshots might come pre-loaded with lead capture kinds and campaigns supplying free teeth bleaching to new clients. This gives agencies with the liberty to customize services especially tailored for each and every customer while still remaining consistent in brand name picture and message.
GoHighLevel’s snapshots are highly configurable and can help your firm increase performance and broaden. By replicating existing workflows, streamlining complicated automations, onboarding brand-new customers quickly and being centrally located with simple instructions they are an indispensable possession in accomplishing growth quicker and better than in the past.
Quicken client onboarding
Are You a Firm Proprietor or Administrator? HighLevel snapshots make scaling very easy, making it feasible to duplicate funnels and automations for several customers all at once, thus accelerating results for customers while saving you time on configuration! Snapshots make sure success for every person involved – company and clients alike.
Snapshots give an extensive backup of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported into another customer account utilizing Snapshot ImporterTM they instantly arrangement because account, making onboarding much faster. This reduction in manual arrangement time makes onboarding even more effective!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, start choosing which parts of its system you would certainly such as conserved as part of this snapshot before clicking “Save”; HighLevel will certainly develop a mobile copy that you can then release similar systems somewhere else GoHighLevel Moving Company Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this a vital feature for firms moving systems between customers. As soon as exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes developing snapshots much easier than ever before, using pre-equipped snapshot templates for different industries from real estate to e-commerce. By quickly onboarding new clients while helping them fulfill their organization objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and giving them with extensive marketing systems quicker than ever before.
Preserve brand name consistency
Hand-operated setups may leave variances that endanger brand uniformity, while snapshots allow you to duplicate an account configuration throughout several new accounts without manually recreating all settings each. This aids release totally set up customer accounts promptly and precisely while saving addons such as triggers or e-mail templates in snapshots make keeping regular procedures across your customer base much simpler.
Snapshots can be an invaluable asset to firms managing numerous accounts simultaneously. By establishing the ideal account framework as soon as and waiting as a snapshot for usage later with brand-new customers, snapshots assist companies decrease onboarding times by as much as half much faster. A 2025 research study demonstrates how snapshots aid speed the onboarding procedure substantially.
To develop a Snapshot, browse to your Firm Control panel and pick the sub-account you wish to capture. From there, select what components should be consisted of (funnels, calendars, workflows, web site templates, customized values and so on) prior to providing it a name and clicking “Conserve”.
When your snapshot prepares to utilize, browse to the Account Manager of the account or sub-account in which it needs to be used and choose it there (either at one time or element by element).
As a GoHighLevel reseller or marketing agency, making use of snapshots can considerably boost performance and ensure a much more standardized account configuration procedure. By making it easier to reproduce campaigns, funnels and automation schemes rapidly, snapshots assist range much faster while enhancing income streams.
Applying and using snapshots has lots of benefits that are necessary to business success:.
Remove repeated configuration jobs
Snapshots make it simple and reliable to clone and reuse existing funnels, automations and setups that have actually proven themselves beneficial to other customers – saving you time, assisting in quicker customer onboarding times and producing a more efficient working environment by eliminating the requirement to transform the wheel each time a brand-new customer arrives.
Snapshots make sharing configurations and campaigns with others within your company easier than ever, whether via single link sent out using e-mail to employee or permanently shared through account accessibility. Additionally, snapshots likewise enable you to restrict their import into certain subaccounts if preferred.
Start 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 eco-friendly “Create New Snapshot” switch, entering a name for it, picking its source account( s) and choosing exactly how it will be replicated; make sure to pick something descriptive yet easy-to-recall so it will enter into your profile of information gradually.
Personalize the setups for the snapshot by picking options that finest meet the requirements of your customer, for example if they are real estate clients you might wish to include:
Lastly, you can personalize custom areas to collect details that’s distinct per customer. When satisfied with the result, just push the “Conserve” button to conserve changes and apply them across all customers.
As snapshots are an important device for the success of GoHighLevel individuals, making them crucial for marketing firms and SaaS resellers alike. If you haven’t utilized them already, give it a try and see exactly how it can simplify workflows while producing much more impressive results for customers.