GoHighLevel snapshots are mobile, pre-configured templates of an account configuration that make it straightforward and reliable to duplicate campaigns, funnels and even more across projects. Agencies use snapshots to onboard clients faster and guarantee uniformity across tasks.
Each snapshot includes an integrated set of marketing campaigns, sales funnels, sites, automation series, web page templates and other possessions.
Duplicate entire funnels and automations in secs
Snapshots are full back-ups of your HighLevel arrangement, including automations, funnels, web pages, touchdown types, contact listings, email campaigns and CRM pipes. Snapshots make transferring complete systems between customers easy without the demand to recreate every little thing from square one; agencies can conserve hours by utilizing snapshots as templates across client accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot before choosing which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots category; when shared it can additionally be shared via sending out web links created. Any imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have a benefit in that they’re completely modular; that enables you to make use of simply specific components while leaving others out – making personalization and modifications much simpler than with more stiff snapshots.
Automating essential procedures with these snapshots not only automates them but additionally streamlines lead generation procedure and boosts customer relationship management (CRM) to increase scalability and productivity for better scalability and efficiency enabling users to produce effective marketing techniques concentrated on turning potential customers into paying customers.
HighLevel snapshots use another considerable benefit – their versatility in meeting specific sector demands. As an example, dental snapshots could come pre-loaded with lead capture forms and campaigns offering free teeth bleaching to brand-new people. This gives firms with the flexibility to customize options especially tailored for each customer while still continuing to be consistent in brand photo and message.
GoHighLevel’s snapshots are extremely configurable and can aid your agency increase performance and increase. By duplicating existing workflows, simplifying complicated automations, onboarding brand-new customers easily and being centrally located with straightforward directions they are a vital asset in achieving development much faster and more effectively than ever.
Accelerate customer onboarding
Are You an Agency Proprietor or Manager? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for numerous customers at the same time, hence speeding up results for customers while saving you time on arrangement! Snapshots make certain success for everybody entailed – agency and clients alike.
Snapshots supply a detailed back-up of an account’s configuration, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported right into an additional client account using Snapshot ImporterTM they instantly setup in that account, making onboarding much faster. This decrease in hands-on arrangement time makes onboarding far 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, start choosing which elements of its system you would certainly like conserved as part of this snapshot before clicking “Save”; HighLevel will certainly develop a portable duplicate that you can then deploy similar systems somewhere else GoHighLevel Kitchen Remodel Snapshot.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this an indispensable feature for agencies moving systems in between customers. Once exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.
HighLevel makes developing snapshots much easier than ever before, using pre-equipped snapshot templates for numerous sectors from real estate to shopping. By swiftly onboarding new clients while helping them satisfy their service objectives, these industry-specific snapshot templates make onboarding clients faster than ever and providing them with detailed marketing systems quicker than ever.
Preserve brand name consistency
Manual setups may leave incongruities that endanger brand name uniformity, while snapshots enable you to reproduce an account setup across several new accounts without manually recreating all settings for each one. This assists release totally configured customer accounts quickly and precisely while conserving addons such as triggers or e-mail templates in snapshots make keeping constant procedures throughout your client base much less complex.
Snapshots can be a very useful possession to companies managing numerous accounts simultaneously. By setting up the ideal account structure once and waiting as a snapshot for use later with new clients, snapshots aid firms lower onboarding times by up to half quicker. A 2025 research study shows how snapshots aid speed up the onboarding procedure considerably.
To produce a Snapshot, browse to your Company Dashboard and pick the sub-account you wish to capture. From there, choose what aspects need to be included (funnels, schedules, workflows, internet site templates, customized values and so on) before providing it a name and clicking “Save”.
As soon as your snapshot is ready to use, 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 company, utilizing snapshots can dramatically boost productivity and ensure a much more standardized account setup procedure. By making it simpler to duplicate campaigns, funnels and automation systems rapidly, snapshots aid scale faster while raising earnings streams.
Carrying out and using snapshots has many advantages that are essential to business success:.
Remove repeated setup jobs
Snapshots make it easy and effective to clone and reuse existing funnels, automations and setups that have actually confirmed themselves beneficial to various other clients – saving you time, assisting in faster client onboarding times and producing a more efficient working environment by getting rid of the requirement to change the wheel each time a new client gets here.
Snapshots make sharing setups and campaigns with others within your company much easier than ever, whether using single link sent out through e-mail to employee or permanently shared via account access. Additionally, snapshots also allow you to restrict their import into details subaccounts if wanted.
Beginning by logging into your HighLevel agency view and navigating to the “Account Snapshots” section. Below, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” switch, going into a name for it, choosing its resource account( s) and picking just how it will certainly be copied; make certain to choose something detailed yet easy-to-recall so it will enter into your portfolio of info over time.
Tailor the setups for the snapshot by picking options that finest fulfill the needs of your client, as an example if they are property customers you may want to include:
Lastly, you can customize custom areas to accumulate details that’s special to each client. When pleased with the outcome, merely press the “Save” button to save modifications and use them across all clients.
As snapshots are an important device for the success of GoHighLevel users, making them important for marketing firms and SaaS resellers alike. If you have not used them already, give it a try and see just how it can enhance workflows while creating much more excellent outcomes for clients.