GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it basic and efficient to duplicate campaigns, funnels and even more across projects. Agencies utilize snapshots to onboard customers faster and make sure consistency across projects.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, internet sites, automation sequences, web page templates and other assets.
Duplicate whole funnels and automations in seconds
Snapshots are full backups of your HighLevel arrangement, consisting of automations, funnels, web pages, touchdown types, contact checklists, e-mail campaigns and CRM pipelines. Snapshots make moving total systems between clients easy without the need to recreate every little thing from the ground up; firms can save hours by using snapshots as templates across client accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to selecting which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots category; once shared it can additionally be shared by means of sending links created. Any type of imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have a benefit because they’re fully modular; that allows you to utilize just certain components while leaving others out – making customization and adjustments much easier than with more inflexible snapshots.
Automating essential procedures with these snapshots not just automates them however likewise improves list building procedure and enhances customer relationship management (CRM) to enhance scalability and performance for better scalability and efficiency enabling individuals to develop efficient marketing methods focused on transforming prospective clients right into paying clients.
HighLevel snapshots provide one more significant advantage – their versatility in meeting details market demands. For example, dental snapshots might come pre-loaded with lead capture kinds and campaigns supplying free teeth lightening to brand-new patients. This offers firms with the liberty to customize solutions specifically customized for each client while still continuing to be constant in brand image and message.
GoHighLevel’s snapshots are extremely configurable and can assist your company boost efficiency and broaden. By replicating existing workflows, simplifying complex automations, onboarding new customers easily and being centrally located with basic directions they are an essential property in achieving growth quicker and better than ever.
Accelerate customer onboarding
Are You an Agency Owner or Manager? HighLevel snapshots make scaling simple, making it feasible to replicate funnels and automations for several customers all at once, therefore speeding up results for clients while saving you time on setup! Snapshots make certain success for every person involved – company and clients alike.
Snapshots offer an extensive back-up of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported into an additional client account using Snapshot ImporterTM they instantly setup because account, making onboarding much faster. This reduction in hands-on arrangement time makes onboarding much 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, begin choosing which components of its system you would certainly such as saved as part of this snapshot before clicking “Save”; HighLevel will create a mobile duplicate that you can after that deploy similar systems in other places GoHighLevel Massage Snapshot.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this an indispensable feature for firms moving systems between customers. Once exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes creating snapshots simpler than ever, providing pre-equipped snapshot templates for numerous markets from realty to ecommerce. By swiftly onboarding new customers while helping them meet their business goals, these industry-specific snapshot templates make onboarding clients faster than ever and providing them with comprehensive marketing systems faster than ever.
Keep brand name uniformity
Hands-on configurations might leave inconsistencies that endanger brand name uniformity, while snapshots allow you to reproduce an account arrangement throughout numerous new accounts without by hand recreating all settings for each one. This helps deploy completely set up customer accounts promptly and accurately while conserving addons such as triggers or e-mail templates in snapshots make maintaining consistent processes throughout your customer base much easier.
Snapshots can be a very useful possession to companies handling several accounts simultaneously. By establishing the ideal account framework as soon as and waiting as a snapshot for use later with brand-new clients, snapshots help agencies minimize onboarding times by as much as half faster. A 2025 study demonstrates how snapshots assist speed the onboarding process considerably.
To develop a Snapshot, navigate to your Company Control panel and select the sub-account you desire to capture. From there, pick what aspects need to be included (funnels, calendars, workflows, internet site templates, custom worths and more) before providing it a name and clicking “Conserve”.
Once your snapshot prepares to utilize, browse to the Account Manager of the account or sub-account in which it requires to be applied and choose it there (either all at once or component by component).
As a GoHighLevel reseller or marketing company, making use of snapshots can significantly boost productivity and make certain a much more standard account setup procedure. By making it simpler to duplicate campaigns, funnels and automation plans swiftly, snapshots aid range quicker while raising revenue streams.
Carrying out and making use of snapshots has numerous benefits that are necessary to service success:.
Eliminate repeated arrangement jobs
Snapshots make it basic and effective to clone and reuse existing funnels, automations and arrangements that have shown themselves beneficial to other clients – saving you time, facilitating much faster customer onboarding times and producing a more productive workplace by removing the need to transform the wheel each time a new customer arrives.
Snapshots make sharing setups and campaigns with others within your firm less complicated than ever before, whether through single link sent out via e-mail to employee or completely shared via account accessibility. Additionally, snapshots additionally enable you to restrict their import right into certain subaccounts if wanted.
Beginning by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can produce a snapshot by clicking the green “Create New Snapshot” button, going into a name for it, picking its resource account( s) and selecting how it will certainly be copied; make sure to select something detailed yet easy-to-recall so it will become part of your profile of details gradually.
Tailor the setups for the snapshot by selecting alternatives that ideal fulfill the requirements of your client, for instance if they are property customers you may desire to include:
Ultimately, you can tailor personalized areas to accumulate details that’s distinct to every client. When pleased with the result, merely press the “Conserve” switch to conserve changes and apply them throughout all customers.
As snapshots are a vital tool for the success of GoHighLevel customers, making them indispensable for marketing agencies and SaaS resellers alike. If you have not utilized them already, give it a try and see exactly how it can improve workflows while creating more impressive outcomes for clients.