GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it simple and efficient to clone campaigns, funnels and even more across jobs. Agencies utilize snapshots to onboard clients faster and ensure consistency throughout projects.
Each snapshot consists of an integrated collection of marketing campaigns, sales funnels, web sites, automation series, page templates and other assets.
Replicate whole funnels and automations in secs
Snapshots are full backups of your HighLevel arrangement, consisting of automations, funnels, pages, touchdown kinds, get in touch with listings, email campaigns and CRM pipelines. Snapshots make moving complete systems between customers easy without the need to recreate everything from the ground up; agencies can conserve hours by utilizing snapshots as templates throughout customer accounts.
To develop a snapshot, log right into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot prior to selecting 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 by means of sending links generated. Any imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have an advantage in that they’re fully modular; that permits you to make use of just particular components while leaving others out – making personalization and changes a lot simpler than with even more rigid snapshots.
Automating crucial processes with these snapshots not just automates them yet also streamlines list building procedure and improves customer relationship management (CRM) to increase scalability and productivity for much better scalability and productivity making it possible for individuals to produce efficient marketing strategies concentrated on turning possible customers right into paying clients.
HighLevel snapshots offer an additional substantial advantage – their adaptability in conference specific market demands. For instance, dental snapshots might come pre-loaded with lead capture forms and campaigns providing complimentary teeth bleaching to brand-new individuals. This offers agencies with the freedom to tailor options particularly tailored for every customer while still remaining regular in brand photo and message.
GoHighLevel’s snapshots are extremely configurable and can help your firm rise effectiveness and expand. By duplicating existing workflows, simplifying complex automations, onboarding new clients quickly and being centrally located with basic directions they are a crucial property in achieving development faster and better than ever before.
Speed up client onboarding
Are You a Company Owner or Administrator? HighLevel snapshots make scaling simple, making it feasible to duplicate funnels and automations for numerous customers simultaneously, therefore quickening outcomes for clients while saving you time on arrangement! Snapshots guarantee success for everyone entailed – company and customers alike.
Snapshots supply a thorough back-up of an account’s arrangement, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported into another customer account making use of Snapshot ImporterTM they instantly arrangement in that account, making onboarding much quicker. This decrease in manual arrangement time makes onboarding even more efficient!
To create a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, start selecting which elements of its system you would such as saved as part of this snapshot prior to clicking “Save”; HighLevel will certainly produce a mobile duplicate that you can then release comparable systems in other places GoHighLevel Dog Training Snapshot.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this a very useful feature for firms moving systems between customers. Once exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots simpler than ever, supplying pre-equipped snapshot templates for various industries from property to ecommerce. By rapidly onboarding new customers while helping them meet their organization goals, these industry-specific snapshot templates make onboarding customers quicker than ever before and giving them with extensive marketing systems much faster than ever.
Preserve brand name consistency
Hand-operated setups may leave incongruities that endanger brand consistency, while snapshots permit you to replicate an account configuration throughout several new accounts without manually recreating all settings for each one. This aids deploy totally set up customer accounts rapidly and precisely while conserving addons such as triggers or email templates in snapshots make maintaining regular processes throughout your client base much less complex.
Snapshots can be an invaluable asset to companies handling multiple accounts all at once. By establishing the excellent account structure as soon as and saving it as a snapshot for usage later with new customers, snapshots aid companies minimize onboarding times by approximately half faster. A 2025 study shows how snapshots aid speed the onboarding procedure considerably.
To develop a Snapshot, navigate to your Agency Dashboard and choose the sub-account you desire to capture. From there, select what elements ought to be consisted of (funnels, schedules, workflows, website templates, custom values and so forth) prior to offering it a name and clicking “Save”.
Once your snapshot prepares to use, navigate to the Account Supervisor of the account or sub-account in which it needs to be used and select it there (either all at once or part by element).
As a GoHighLevel reseller or marketing agency, using snapshots can significantly boost performance and make sure an extra standard account setup procedure. By making it less complicated to reproduce campaigns, funnels and automation schemes swiftly, snapshots aid scale quicker while boosting income streams.
Applying and utilizing snapshots has many benefits that are essential to service success:.
Remove repeated configuration tasks
Snapshots make it easy and reliable to clone and reuse existing funnels, automations and setups that have actually confirmed themselves beneficial to other clients – saving you time, assisting in quicker customer onboarding times and producing an even more productive workplace by getting rid of the demand to transform the wheel each time a brand-new customer arrives.
Snapshots make sharing setups and campaigns with others within your agency simpler than ever, whether through single link sent out via email to employee or completely shared with account access. Furthermore, snapshots likewise allow you to restrict their import right into specific subaccounts if preferred.
Start by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Below, you can create a snapshot by clicking the green “Create New Snapshot” button, getting in a name for it, picking its resource account( s) and selecting just how it will be copied; be sure to choose something descriptive yet easy-to-recall so it will become part of your portfolio of information with time.
Tailor the settings for the snapshot by choosing options that best meet the requirements of your client, for instance if they are realty customers you may wish to consist of:
Ultimately, you can personalize custom areas to collect information that’s special to each customer. When pleased with the outcome, merely press the “Save” button to conserve modifications and use them throughout all clients.
As snapshots are a crucial tool for the success of GoHighLevel individuals, making them essential for marketing companies and SaaS resellers alike. If you have not used them already, give it a try and see exactly how it can improve workflows while producing a lot more excellent results for customers.