GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it easy and efficient to clone campaigns, funnels and even more across projects. Agencies make use of snapshots to onboard customers faster and make sure consistency across jobs.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, web sites, automation sequences, web page templates and various other properties.
Replicate whole funnels and automations in secs
Snapshots are complete backups of your HighLevel arrangement, consisting of automations, funnels, pages, landing types, contact checklists, e-mail campaigns and CRM pipes. Snapshots make moving complete systems between clients easy without the requirement to recreate everything from the ground up; agencies can conserve hours by utilizing snapshots as templates across customer accounts.
To produce a snapshot, log into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot prior to selecting which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots group; as soon as shared it can additionally be shared by means of sending links generated. Any imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have an advantage because they’re completely modular; that enables you to use simply particular components while leaving others out – making modification and modifications a lot less complex than with even more stiff snapshots.
Automating crucial procedures with these snapshots not just automates them yet likewise improves lead generation process and improves customer relationship management (CRM) to increase scalability and efficiency for better scalability and productivity enabling customers to create efficient marketing strategies focused on transforming prospective clients right into paying customers.
HighLevel snapshots use another considerable benefit – their versatility in meeting details sector needs. As an example, dental snapshots could come pre-loaded with lead capture kinds and campaigns offering free teeth bleaching to brand-new patients. This gives agencies with the flexibility to customize services especially tailored for every customer while still remaining constant in brand image and message.
GoHighLevel’s snapshots are very configurable and can aid your company boost efficiency and expand. By duplicating existing workflows, simplifying complex automations, onboarding brand-new clients conveniently and being centrally located with straightforward directions they are an indispensable asset in achieving growth faster and better than ever before.
Accelerate customer onboarding
Are You a Company Proprietor or Manager? HighLevel snapshots make scaling very easy, making it feasible to duplicate funnels and automations for multiple customers concurrently, hence quickening outcomes for clients while saving you time on arrangement! Snapshots make certain success for every person entailed – firm and clients alike.
Snapshots provide a comprehensive back-up of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported right into one more customer account making use of Snapshot ImporterTM they immediately setup because account, making onboarding much quicker. This reduction in hands-on arrangement time makes onboarding far more efficient!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, begin choosing which parts of its system you would such as saved as part of this snapshot before clicking “Save”; HighLevel will certainly develop a mobile copy that you can after that deploy similar systems somewhere else GoHighLevel Agency Snapshot.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this a very useful feature for companies moving systems in between customers. As soon as exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes developing snapshots less complicated than ever before, using pre-equipped snapshot templates for different industries from real estate to e-commerce. By rapidly onboarding brand-new clients while helping them fulfill their organization goals, these industry-specific snapshot templates make onboarding clients faster than ever before and offering them with thorough marketing systems much faster than ever before.
Keep brand uniformity
Hand-operated arrangements may leave inconsistencies that compromise brand uniformity, while snapshots permit you to replicate an account arrangement across numerous new accounts without by hand recreating all settings for each one. This assists deploy totally set up client accounts promptly and precisely while saving addons such as triggers or e-mail templates in snapshots make keeping regular procedures throughout your customer base much easier.
Snapshots can be a vital possession to firms handling numerous accounts concurrently. By setting up the suitable account framework when and waiting as a snapshot for use later on with brand-new clients, snapshots help agencies minimize onboarding times by approximately half quicker. A 2025 research study demonstrates how snapshots assist speed up the onboarding procedure significantly.
To develop a Snapshot, navigate to your Firm Dashboard and pick the sub-account you wish to capture. From there, pick what aspects need to be included (funnels, calendars, workflows, web site templates, personalized values and so forth) before offering it a name and clicking “Conserve”.
Once your snapshot is ready to make use of, browse to the Account Supervisor of the account or sub-account in which it requires to be used and choose it there (either all at once or element by part).
As a GoHighLevel reseller or marketing firm, making use of snapshots can substantially boost productivity and guarantee a much more standard account configuration procedure. By making it less complicated to replicate campaigns, funnels and automation schemes swiftly, snapshots aid scale faster while boosting revenue streams.
Applying and utilizing snapshots has many benefits that are necessary to company success:.
Get rid of repetitive setup tasks
Snapshots make it simple and reliable to duplicate and reuse existing funnels, automations and configurations that have actually proven themselves beneficial to various other clients – conserving you time, promoting quicker customer onboarding times and developing a more efficient workplace by getting rid of the demand to change the wheel each time a brand-new customer shows up.
Snapshots make sharing configurations and campaigns with others within your agency simpler than ever, whether via one-time link sent out via e-mail to employee or completely shared through account accessibility. Additionally, snapshots also permit you to limit their import into specific subaccounts if desired.
Begin by logging right into your HighLevel agency view and browsing to the “Account Snapshots” section. Below, you can produce a snapshot by clicking the environment-friendly “Create New Snapshot” button, getting in a name for it, picking its resource account( s) and picking how it will be replicated; make sure to choose something detailed yet easy-to-recall so it will enter into your portfolio of details in time.
Tailor the setups for the snapshot by picking alternatives that best meet the needs of your customer, as an example if they are realty clients you might want to consist of:
Lastly, you can personalize custom fields to accumulate details that’s one-of-a-kind to each client. When satisfied with the outcome, just push the “Save” switch to conserve modifications and use them across all clients.
As snapshots are a vital tool for the success of GoHighLevel users, making them crucial for marketing firms and SaaS resellers alike. If you have not used them already, give it a try and see exactly how it can simplify workflows while creating extra remarkable results for clients.