GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it basic and reliable to clone campaigns, funnels and even more throughout tasks. Agencies use snapshots to onboard customers faster and guarantee consistency across projects.
Each snapshot consists of an incorporated set of marketing campaigns, sales funnels, sites, automation series, web page templates and various other assets.
Replicate whole funnels and automations in secs
Snapshots are full backups of your HighLevel arrangement, consisting of automations, funnels, web pages, touchdown forms, call checklists, e-mail campaigns and CRM pipes. Snapshots make moving complete systems between customers easy without the requirement to recreate every little thing from the ground up; firms can conserve hours by utilizing snapshots as templates across client accounts.
To develop a snapshot, log right into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot before choosing which account or subaccount it puts on. When completed, the snapshot can be seen under Snapshots classification; once shared it can likewise be shared via sending links created. Any kind of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re fully modular; that enables you to use simply specific parts while leaving others out – making modification and changes a lot less complex than with more inflexible snapshots.
Automating crucial procedures with these snapshots not only automates them however likewise enhances lead generation procedure and boosts customer relationship management (CRM) to raise scalability and efficiency for much better scalability and performance enabling individuals to develop effective marketing approaches focused on turning possible clients into paying customers.
HighLevel snapshots use another significant benefit – their flexibility in meeting particular industry demands. As an example, oral snapshots can come pre-loaded with lead capture forms and campaigns providing free teeth bleaching to new individuals. This supplies firms with the liberty to customize options especially tailored for every customer while still continuing to be constant in brand image and message.
GoHighLevel’s snapshots are extremely configurable and can aid your company boost efficiency and increase. By replicating existing workflows, streamlining intricate automations, onboarding new customers easily and being centrally located with straightforward directions they are an indispensable possession in achieving development much faster and better than in the past.
Speed up customer onboarding
Are You an Agency Proprietor or Administrator? HighLevel snapshots make scaling easy, making it feasible to replicate funnels and automations for numerous clients simultaneously, hence accelerating results for customers while saving you time on setup! Snapshots make certain success for every person included – firm and clients alike.
Snapshots supply a detailed backup of an account’s arrangement, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported into one more customer account utilizing Snapshot ImporterTM they instantly arrangement in that account, making onboarding much faster. This reduction in hands-on setup time makes onboarding much more reliable!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, begin picking which components of its system you would such as saved as part of this snapshot prior to clicking “Conserve”; HighLevel will produce a portable duplicate that you can after that release similar systems in other places GoHighLevel Healing Services Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this a vital feature for agencies moving systems in between clients. When exported, just import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes developing snapshots less complicated than ever, using pre-equipped snapshot templates for various markets from property to e-commerce. By promptly onboarding brand-new clients while helping them meet their organization objectives, these industry-specific snapshot templates make onboarding clients faster than ever before and supplying them with comprehensive marketing systems faster than ever before.
Maintain brand name uniformity
Manual arrangements may leave variances that jeopardize brand name uniformity, while snapshots permit you to reproduce an account arrangement throughout numerous new accounts without manually recreating all setups each. This aids release completely configured client accounts promptly and accurately while saving addons such as triggers or email templates in snapshots make preserving regular processes across your customer base much easier.
Snapshots can be an important possession to agencies taking care of numerous accounts concurrently. By establishing the perfect account framework as soon as and waiting as a snapshot for use later with new customers, snapshots help firms minimize onboarding times by up to half faster. A 2025 study demonstrates how snapshots aid speed up the onboarding process significantly.
To develop a Snapshot, browse to your Firm Control panel and pick the sub-account you want to capture. From there, select what components must be included (funnels, calendars, workflows, site templates, personalized values and so forth) prior to offering it a name and clicking “Save”.
As soon as your snapshot prepares to utilize, browse to the Account Manager of the account or sub-account in which it needs to be applied and select it there (either simultaneously or element by component).
As a GoHighLevel reseller or marketing firm, making use of snapshots can significantly boost productivity and make sure a much more standardized account arrangement process. By making it less complicated to reproduce campaigns, funnels and automation plans swiftly, snapshots assist range faster while enhancing revenue streams.
Carrying out and utilizing snapshots has lots of benefits that are vital to organization success:.
Eliminate repetitive arrangement tasks
Snapshots make it basic and effective to duplicate and reuse existing funnels, automations and configurations that have actually proven themselves beneficial to other clients – saving you time, facilitating quicker client onboarding times and creating an even more productive working environment by eliminating the requirement to transform the wheel each time a brand-new customer shows up.
Snapshots make sharing setups and campaigns with others within your company less complicated than ever, whether through one-time link sent using e-mail to employee or completely shared via account accessibility. Moreover, snapshots additionally enable you to restrict their import right into particular subaccounts if desired.
Beginning by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can develop a snapshot by clicking the green “Create New Snapshot” button, getting in a name for it, selecting its resource account( s) and choosing exactly how it will be copied; make certain to pick something detailed yet easy-to-recall so it will enter into your portfolio of details in time.
Customize the settings for the snapshot by picking alternatives that ideal fulfill the requirements of your customer, for instance if they are real estate customers you may wish to include:
Finally, you can customize custom-made areas to gather details that’s one-of-a-kind per customer. When satisfied with the outcome, just press the “Conserve” button to save adjustments and use them across all customers.
As snapshots are an indispensable device for the success of GoHighLevel individuals, making them essential for marketing firms and SaaS resellers alike. If you have not utilized them already, give it a try and see just how it can improve workflows while generating extra excellent results for clients.