GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it straightforward and reliable to duplicate campaigns, funnels and more throughout jobs. Agencies use snapshots to onboard clients faster and guarantee consistency throughout jobs.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, sites, automation series, web page templates and other assets.
Duplicate whole funnels and automations in seconds
Snapshots are total backups of your HighLevel arrangement, including automations, funnels, pages, touchdown kinds, call checklists, e-mail campaigns and CRM pipelines. Snapshots make transferring full systems between clients easy without the requirement to recreate everything from square one; agencies can save hours by using snapshots as templates across customer accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Give 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; when shared it can likewise be shared by means of sending out links generated. Any imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have an advantage because they’re totally modular; that enables you to use simply specific parts while leaving others out – making modification and changes a lot simpler than with even more stiff snapshots.
Automating vital processes with these snapshots not just automates them however additionally streamlines lead generation process and improves customer relationship management (CRM) to raise scalability and efficiency for better scalability and performance enabling customers to develop effective marketing strategies focused on transforming possible customers into paying customers.
HighLevel snapshots supply one more considerable advantage – their adaptability in meeting particular sector needs. As an example, oral snapshots can come pre-loaded with lead capture forms and campaigns providing totally free teeth whitening to new clients. This supplies agencies with the freedom to customize solutions especially customized for each customer while still staying constant in brand picture and message.
GoHighLevel’s snapshots are very configurable and can help your agency boost efficiency and increase. By duplicating existing workflows, streamlining complex automations, onboarding brand-new customers quickly and being centrally located with basic guidelines they are an important possession in accomplishing growth quicker and more effectively than ever before.
Accelerate customer onboarding
Are You a Company Owner or Administrator? HighLevel snapshots make scaling easy, making it feasible to replicate funnels and automations for numerous clients simultaneously, thus quickening results for clients while conserving you time on setup! Snapshots ensure success for everyone included – company and customers alike.
Snapshots offer a detailed back-up of an account’s configuration, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas etc. When imported right into one more client account utilizing Snapshot ImporterTM they automatically setup in that account, making onboarding much quicker. This decrease in manual arrangement time makes onboarding much more reliable!
To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, start selecting which components of its system you would such as saved as part of this snapshot before clicking “Save”; HighLevel will certainly create a mobile duplicate that you can after that deploy similar systems somewhere else GoHighLevel Home Mover Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this an invaluable feature for agencies transferring systems between customers. Once exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes developing snapshots less complicated than ever, supplying pre-equipped snapshot templates for various sectors from real estate to shopping. By swiftly onboarding new customers while helping them satisfy their service objectives, these industry-specific snapshot templates make onboarding customers much faster than ever and giving them with comprehensive marketing systems quicker than ever.
Keep brand consistency
Hands-on setups might leave inconsistencies that endanger brand name uniformity, while snapshots permit you to reproduce an account configuration throughout numerous new accounts without by hand recreating all settings each. This aids release completely set up customer accounts promptly and properly while conserving addons such as triggers or e-mail templates in snapshots make preserving constant processes across your customer base much less complex.
Snapshots can be an invaluable asset to agencies handling numerous accounts all at once. By setting up the suitable account structure when and waiting as a snapshot for usage later with new clients, snapshots assist companies lower onboarding times by as much as 50 percent quicker. A 2025 study demonstrates how snapshots aid speed up the onboarding procedure substantially.
To produce a Snapshot, browse to your Company Dashboard and select the sub-account you want to record. From there, pick what components ought to be included (funnels, schedules, workflows, web site templates, customized values and so on) prior to offering it a name and clicking “Save”.
As soon as 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 all at once or element by component).
As a GoHighLevel reseller or marketing agency, making use of snapshots can considerably boost performance and make certain a much more standard account setup procedure. By making it less complicated to duplicate campaigns, funnels and automation schemes swiftly, snapshots help range faster while increasing profits streams.
Applying and making use of snapshots has several benefits that are vital to business success:.
Remove recurring setup jobs
Snapshots make it basic and efficient to clone and reuse existing funnels, automations and arrangements that have actually confirmed themselves beneficial to various other customers – conserving you time, promoting much faster client onboarding times and producing an even more productive working environment by getting rid of the demand to reinvent the wheel each time a new client arrives.
Snapshots make sharing setups and campaigns with others within your agency less complicated than ever before, whether via single link sent out through e-mail to staff member or completely shared via account access. Furthermore, snapshots likewise enable you to restrict their import right into certain subaccounts if preferred.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” section. Here, you can create a snapshot by clicking the green “Create New Snapshot” switch, getting in a name for it, picking its resource account( s) and selecting how it will certainly be duplicated; make sure to choose something detailed yet easy-to-recall so it will enter into your profile of details over time.
Personalize the settings for the snapshot by picking options that ideal satisfy the requirements of your customer, for instance if they are property customers you may want to consist of:
Ultimately, you can personalize personalized areas to collect info that’s distinct per customer. When pleased with the outcome, just push the “Save” switch to save changes and use them throughout all clients.
As snapshots are an indispensable device for the success of GoHighLevel individuals, making them essential for marketing agencies and SaaS resellers alike. If you have not utilized them already, give it a try and see exactly how it can enhance workflows while producing much more remarkable outcomes for clients.