GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it simple and effective to duplicate campaigns, funnels and even more throughout projects. Agencies utilize snapshots to onboard clients much faster and make certain uniformity throughout projects.
Each snapshot consists of an integrated collection of marketing campaigns, sales funnels, websites, automation sequences, page templates and other assets.
Replicate whole funnels and automations in seconds
Snapshots are complete back-ups of your HighLevel setup, consisting of automations, funnels, web pages, touchdown forms, get in touch with checklists, email campaigns and CRM pipelines. Snapshots make transferring complete systems between clients easy without the need to recreate everything from the ground up; companies can save hours by using snapshots as templates across customer accounts.
To create a snapshot, log right into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to picking which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots group; once shared it can also be shared via sending links produced. Any type of imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage because they’re completely modular; that allows you to utilize simply certain parts while leaving others out – making personalization and modifications much less complex than with even more rigid snapshots.
Automating crucial procedures with these snapshots not only automates them yet likewise simplifies list building procedure and boosts customer relationship management (CRM) to enhance scalability and performance for much better scalability and efficiency allowing individuals to produce reliable marketing strategies focused on turning possible customers right into paying clients.
HighLevel snapshots supply one more considerable advantage – their flexibility in conference details market needs. For example, oral snapshots could come pre-loaded with lead capture forms and campaigns supplying totally free teeth bleaching to brand-new patients. This offers firms with the freedom to customize services especially tailored for every customer while still remaining regular in brand image and message.
GoHighLevel’s snapshots are extremely configurable and can help your agency rise performance and increase. By duplicating existing workflows, streamlining complicated automations, onboarding new clients quickly and being centrally located with straightforward instructions they are an essential property in attaining development faster and better than ever.
Quicken client onboarding
Are You a Company Owner or Administrator? HighLevel snapshots make scaling easy, making it possible to duplicate funnels and automations for numerous customers at the same time, hence accelerating outcomes for customers while conserving you time on configuration! Snapshots guarantee success for everyone entailed – company and clients alike.
Snapshots supply a detailed back-up of an account’s setup, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported into an additional customer account making use of Snapshot ImporterTM they instantly setup in that account, making onboarding much quicker. This reduction in manual setup time makes onboarding far more reliable!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, start picking which parts of its system you would such as conserved as part of this snapshot prior to clicking “Save”; HighLevel will develop a portable copy that you can then release similar systems somewhere else GoHighLevel Buyer Seller Real Estate Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an indispensable feature for agencies moving systems between customers. When exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes creating snapshots much easier than ever, supplying pre-equipped snapshot templates for numerous industries from property to ecommerce. By quickly onboarding new customers while helping them meet their organization objectives, these industry-specific snapshot templates make onboarding clients quicker than ever before and offering them with thorough marketing systems much faster than ever before.
Maintain brand consistency
Hands-on setups might leave inconsistencies that compromise brand uniformity, while snapshots enable you to duplicate an account setup across several new accounts without manually recreating all settings each. This aids deploy completely set up client accounts quickly and properly while saving addons such as triggers or e-mail templates in snapshots make preserving constant procedures throughout your client base much easier.
Snapshots can be an indispensable possession to agencies managing numerous accounts simultaneously. By setting up the excellent account framework as soon as and waiting as a snapshot for usage later with brand-new clients, snapshots aid agencies minimize onboarding times by up to half faster. A 2025 study demonstrates how snapshots help speed the onboarding procedure considerably.
To create a Snapshot, navigate to your Firm Control panel and pick the sub-account you desire to capture. From there, select what elements ought to be consisted of (funnels, calendars, workflows, website templates, customized values and so on) before providing it a name and clicking “Conserve”.
When your snapshot is ready to make use of, navigate to the Account Supervisor of the account or sub-account in which it requires to be applied and choose it there (either at one time or component by part).
As a GoHighLevel reseller or marketing firm, utilizing snapshots can dramatically boost performance and make certain a much more standardized account arrangement process. By making it easier to replicate campaigns, funnels and automation systems swiftly, snapshots assist scale faster while enhancing profits streams.
Carrying out and using snapshots has many advantages that are important to company success:.
Get rid of repeated setup jobs
Snapshots make it easy and effective to clone and reuse existing funnels, automations and configurations that have verified themselves beneficial to various other customers – saving you time, facilitating much faster client onboarding times and producing a more efficient workplace by removing the requirement to reinvent the wheel each time a new client gets here.
Snapshots make sharing configurations and campaigns with others within your firm easier than ever before, whether using one-time link sent through email to staff member or permanently shared with account access. In addition, snapshots likewise permit you to restrict their import into details subaccounts if wanted.
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” switch, entering a name for it, selecting its resource account( s) and choosing exactly how it will be copied; be sure to pick something detailed yet easy-to-recall so it will become part of your profile of information with time.
Tailor the setups for the snapshot by selecting alternatives that best fulfill the demands of your client, as an example if they are real estate clients you might want to consist of:
Finally, you can customize custom fields to gather info that’s distinct per customer. When pleased with the result, merely push the “Conserve” switch to conserve modifications and use them throughout all customers.
As snapshots are an important device for the success of GoHighLevel users, making them crucial for marketing agencies and SaaS resellers alike. If you have not used them currently, give it a try and see exactly how it can streamline workflows while producing more impressive outcomes for customers.