GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it basic and reliable to duplicate campaigns, funnels and more throughout projects. Agencies utilize snapshots to onboard customers quicker and make sure consistency across projects.
Each snapshot consists of an integrated collection of marketing campaigns, sales funnels, sites, automation series, page templates and other possessions.
Replicate entire funnels and automations in secs
Snapshots are total backups of your HighLevel setup, including automations, funnels, web pages, touchdown types, call listings, email campaigns and CRM pipelines. Snapshots make moving full systems in between customers easy without the requirement to recreate whatever from scratch; companies can conserve hours by utilizing snapshots as templates across customer accounts.
To develop a snapshot, log right into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot prior to picking which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots category; when shared it can likewise be shared through sending out web links generated. Any type of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re completely modular; that allows you to utilize just particular components while leaving others out – making modification and modifications a lot less complex than with even more inflexible snapshots.
Automating vital processes with these snapshots not only automates them however additionally improves lead generation process and enhances customer relationship management (CRM) to raise scalability and efficiency for better scalability and efficiency allowing individuals to create efficient marketing techniques focused on turning possible clients right into paying clients.
HighLevel snapshots supply an additional substantial advantage – their convenience in conference details market needs. For example, oral snapshots could come pre-loaded with lead capture kinds and campaigns offering free teeth whitening to brand-new people. This gives companies with the flexibility to tailor options specifically tailored for each and every client while still remaining consistent in brand name image and message.
GoHighLevel’s snapshots are very configurable and can help your company increase effectiveness and expand. By replicating existing workflows, simplifying complicated automations, onboarding new clients conveniently and being centrally located with straightforward guidelines they are a crucial possession in accomplishing development faster and more effectively than ever before.
Speed up customer onboarding
Are You a Firm Proprietor or Manager? HighLevel snapshots make scaling very easy, making it possible to replicate funnels and automations for numerous customers concurrently, therefore speeding up results for clients while conserving you time on configuration! Snapshots make sure success for everyone included – agency and customers alike.
Snapshots supply a comprehensive back-up of an account’s arrangement, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas and so on. When imported right into another client account using Snapshot ImporterTM they instantly setup because account, making onboarding much faster. This decrease in manual configuration time makes onboarding even more effective!
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 selecting which elements of its system you would such as conserved as part of this snapshot prior to clicking “Save”; HighLevel will create a mobile duplicate that you can after that release comparable systems somewhere else GoHighLevel Hiring Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an invaluable feature for firms transferring systems between customers. As soon as exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots less complicated than ever before, using pre-equipped snapshot templates for numerous markets from realty to shopping. By quickly onboarding new clients while helping them fulfill their company goals, these industry-specific snapshot templates make onboarding clients much faster than ever and offering them with thorough marketing systems much faster than ever before.
Keep brand consistency
Hands-on configurations may leave variances that compromise brand uniformity, while snapshots permit you to reproduce an account setup across numerous new accounts without manually recreating all settings each. This aids release fully configured customer accounts promptly and precisely while saving addons such as triggers or email templates in snapshots make preserving consistent procedures throughout your client base much easier.
Snapshots can be an indispensable property to agencies handling multiple accounts at the same time. By establishing the perfect account framework once and waiting as a snapshot for use later with new customers, snapshots aid firms lower onboarding times by up to half faster. A 2025 research study shows how snapshots help speed up the onboarding procedure significantly.
To produce a Snapshot, navigate to your Firm Dashboard and pick the sub-account you desire to catch. From there, choose what aspects should be included (funnels, schedules, workflows, internet site templates, personalized worths and more) before providing it a name and clicking “Save”.
Once your snapshot is ready 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 all at once or component by part).
As a GoHighLevel reseller or marketing firm, making use of snapshots can considerably boost efficiency and ensure a much more standardized account setup process. By making it less complicated to replicate campaigns, funnels and automation systems quickly, snapshots aid scale quicker while boosting revenue streams.
Applying and using snapshots has many advantages that are essential to organization success:.
Eliminate repeated setup tasks
Snapshots make it simple and efficient to duplicate and reuse existing funnels, automations and configurations that have actually verified themselves beneficial to other clients – saving you time, promoting quicker customer onboarding times and producing a more effective working environment by eliminating the need to change the wheel each time a brand-new customer gets here.
Snapshots make sharing arrangements and campaigns with others within your firm simpler than ever before, whether by means of one-time link sent out via e-mail to employee or permanently shared with account access. Additionally, snapshots likewise permit you to limit their import into details subaccounts if preferred.
Begin by logging 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, choosing its source account( s) and selecting how it will certainly be replicated; be sure to select something descriptive yet easy-to-recall so it will enter into your portfolio of info in time.
Tailor the settings for the snapshot by choosing alternatives that finest meet the needs of your client, for example if they are real estate customers you might desire to include:
Ultimately, you can personalize customized fields to collect details that’s unique to each customer. When satisfied with the outcome, just press the “Conserve” button to save adjustments and use them across all customers.
As snapshots are a crucial tool for the success of GoHighLevel individuals, making them indispensable for marketing companies and SaaS resellers alike. If you haven’t used them already, give it a try and see just how it can streamline workflows while producing a lot more excellent results for customers.