GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it straightforward and reliable to duplicate campaigns, funnels and even more throughout jobs. Agencies utilize snapshots to onboard customers quicker and make sure consistency across projects.
Each snapshot includes an integrated collection of marketing campaigns, sales funnels, internet sites, automation sequences, page templates and various other assets.
Replicate whole funnels and automations in secs
Snapshots are complete back-ups of your HighLevel arrangement, consisting of automations, funnels, web pages, touchdown forms, call checklists, email campaigns and CRM pipes. Snapshots make moving complete systems in between customers easy without the need to recreate everything from the ground up; agencies can save hours by using snapshots as templates throughout client accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot prior to picking which account or subaccount it puts on. When completed, the snapshot can be seen under Snapshots group; as soon as shared it can also be shared through sending out links created. Any type of imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have an advantage in that they’re completely modular; that allows you to utilize simply particular parts while leaving others out – making customization and adjustments much simpler than with more inflexible snapshots.
Automating essential processes with these snapshots not only automates them however additionally streamlines list building procedure and enhances customer relationship management (CRM) to enhance scalability and productivity for better scalability and productivity allowing users to develop reliable marketing methods focused on turning prospective customers into paying clients.
HighLevel snapshots use an additional substantial benefit – their adaptability in meeting specific market needs. For example, dental snapshots could come pre-loaded with lead capture forms and campaigns offering totally free teeth whitening to new people. This offers firms with the freedom to customize solutions especially tailored for every customer while still staying consistent in brand image and message.
GoHighLevel’s snapshots are very configurable and can aid your firm increase performance and expand. By duplicating existing workflows, simplifying intricate automations, onboarding brand-new customers easily and being centrally located with straightforward guidelines they are an important property in accomplishing development quicker and better than ever before.
Accelerate customer onboarding
Are You a Firm Owner or Manager? HighLevel snapshots make scaling easy, making it feasible to duplicate funnels and automations for multiple clients all at once, thus accelerating outcomes for clients while conserving you time on setup! Snapshots ensure success for everybody included – company and clients alike.
Snapshots give an extensive backup of an account’s setup, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported right into another client account utilizing Snapshot ImporterTM they instantly configuration because account, making onboarding much quicker. This reduction in manual configuration time makes onboarding much more efficient!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, begin choosing which components of its system you would such as conserved as part of this snapshot before clicking “Conserve”; HighLevel will certainly create a portable duplicate that you can then release similar systems elsewhere GoHighLevel CPR Certification Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this a very useful feature for companies moving systems between customers. Once exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes developing snapshots simpler than ever before, supplying pre-equipped snapshot templates for different markets from realty to shopping. By promptly onboarding new customers while helping them meet their business objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and offering them with thorough marketing systems much faster than ever before.
Maintain brand name consistency
Hands-on configurations may leave incongruities that jeopardize brand uniformity, while snapshots permit you to reproduce an account configuration throughout numerous brand-new accounts without manually recreating all setups for each one. This aids release totally configured client accounts swiftly and precisely while conserving addons such as triggers or e-mail templates in snapshots make maintaining consistent processes across your client base much simpler.
Snapshots can be a vital asset to companies taking care of several accounts concurrently. By establishing the perfect account framework as soon as and saving it as a snapshot for usage later with brand-new customers, snapshots aid companies lower onboarding times by as much as 50 percent much faster. A 2025 research study demonstrates how snapshots assist speed the onboarding procedure significantly.
To create a Snapshot, browse to your Agency Control panel and pick the sub-account you wish to catch. From there, pick what elements should be consisted of (funnels, schedules, workflows, website templates, custom-made worths and so on) prior to providing it a name and clicking “Save”.
When your snapshot prepares to use, browse to the Account Supervisor of the account or sub-account in which it requires to be applied and select it there (either at one time or part by component).
As a GoHighLevel reseller or marketing agency, making use of snapshots can dramatically boost performance and make certain an extra standard account arrangement procedure. By making it much easier to reproduce campaigns, funnels and automation schemes quickly, snapshots assist scale faster while raising income streams.
Implementing and using snapshots has lots of benefits that are important to business success:.
Get rid of repetitive setup jobs
Snapshots make it simple and reliable to duplicate and reuse existing funnels, automations and configurations that have proven themselves beneficial to various other clients – conserving you time, facilitating faster client onboarding times and creating a more effective working environment by removing the demand to reinvent the wheel each time a new customer gets here.
Snapshots make sharing arrangements and campaigns with others within your company simpler than ever before, whether using one-time web link sent via e-mail to staff member or completely shared with account access. Moreover, snapshots additionally allow you to restrict their import right into particular subaccounts if wanted.
Begin by logging right into your HighLevel agency view and navigating to the “Account Snapshots” area. Right here, you can develop a snapshot by clicking the eco-friendly “Create New Snapshot” button, entering a name for it, choosing its resource account( s) and picking how it will be copied; be sure to choose something detailed yet easy-to-recall so it will certainly become part of your profile of info over time.
Personalize the settings for the snapshot by selecting options that best fulfill the demands of your customer, for example if they are property customers you may want to consist of:
Ultimately, you can customize personalized fields to accumulate details that’s special to each client. When satisfied with the outcome, just push the “Save” button to conserve adjustments and apply them across all customers.
As snapshots are a vital device for the success of GoHighLevel users, making them important for marketing companies and SaaS resellers alike. If you haven’t used them currently, give it a try and see just how it can improve workflows while producing extra remarkable results for clients.