GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it simple and reliable to duplicate campaigns, funnels and more across tasks. Agencies use snapshots to onboard clients much faster and make certain uniformity throughout jobs.
Each snapshot includes an integrated set of marketing campaigns, sales funnels, sites, automation series, page templates and various other properties.
Duplicate entire funnels and automations in secs
Snapshots are total back-ups of your HighLevel arrangement, including automations, funnels, pages, landing kinds, contact checklists, e-mail campaigns and CRM pipes. Snapshots make transferring total systems in between customers easy without the requirement to recreate everything from scratch; agencies can save hours by using snapshots as templates across client accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Provide 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 group; as soon as shared it can likewise be shared via sending out links generated. Any imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have a benefit in that they’re fully modular; that allows you to use simply certain parts while leaving others out – making personalization and modifications a lot less complex than with even more rigid snapshots.
Automating crucial procedures with these snapshots not just automates them but also improves list building process and boosts customer relationship management (CRM) to increase scalability and performance for much better scalability and efficiency making it possible for customers to produce efficient marketing approaches focused on transforming potential customers right into paying customers.
HighLevel snapshots offer another considerable benefit – their flexibility in meeting certain market demands. For instance, oral snapshots can come pre-loaded with lead capture types and campaigns using complimentary teeth whitening to new people. This supplies firms with the liberty to tailor options particularly customized for every client while still continuing to be constant in brand picture and message.
GoHighLevel’s snapshots are highly configurable and can assist your firm boost effectiveness and broaden. By duplicating existing workflows, streamlining complicated automations, onboarding new clients conveniently and being centrally located with basic directions they are a vital asset in accomplishing development faster and better than in the past.
Quicken client onboarding
Are You a Firm Owner or Manager? HighLevel snapshots make scaling very easy, making it possible to replicate funnels and automations for several clients all at once, hence speeding up outcomes for clients while conserving you time on arrangement! Snapshots make sure success for everybody involved – company and clients alike.
Snapshots give a detailed back-up of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported into an additional client account making use of Snapshot ImporterTM they instantly arrangement in that account, making onboarding much faster. This reduction in manual arrangement time makes onboarding much more effective!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, begin picking which elements of its system you would like conserved as part of this snapshot prior to clicking “Save”; HighLevel will certainly develop a mobile duplicate that you can after that release comparable systems somewhere else GoHighLevel Physical Therapist Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this a very useful feature for firms moving systems in between customers. When exported, just import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes producing snapshots much easier than ever before, supplying pre-equipped snapshot templates for numerous markets from realty to shopping. By promptly onboarding new clients while helping them meet their company goals, these industry-specific snapshot templates make onboarding clients much faster than ever and providing them with detailed marketing systems quicker than ever.
Maintain brand name consistency
Hands-on arrangements might leave variances that jeopardize brand uniformity, while snapshots permit you to replicate an account arrangement across numerous brand-new accounts without by hand recreating all settings for each one. This assists release totally set up client accounts rapidly and accurately while conserving addons such as triggers or email templates in snapshots make maintaining regular procedures throughout your client base much simpler.
Snapshots can be an indispensable property to agencies handling several accounts concurrently. By setting up the optimal account structure as soon as and saving it as a snapshot for usage later with brand-new clients, snapshots help firms decrease onboarding times by up to 50 percent faster. A 2025 research demonstrates how snapshots help speed the onboarding process considerably.
To create a Snapshot, navigate to your Company Control panel and select the sub-account you wish to record. From there, select what elements should be included (funnels, calendars, workflows, website templates, personalized worths and so forth) before giving it a name and clicking “Save”.
When your snapshot is ready to use, browse to the Account Manager of the account or sub-account in which it requires to be used and select it there (either all at once or part by element).
As a GoHighLevel reseller or marketing agency, using snapshots can considerably boost productivity and ensure an extra standardized account configuration process. By making it easier to replicate campaigns, funnels and automation schemes rapidly, snapshots help scale quicker while raising income streams.
Implementing and using snapshots has several benefits that are essential to organization success:.
Get rid of recurring arrangement tasks
Snapshots make it simple and reliable to duplicate and reuse existing funnels, automations and configurations that have confirmed themselves beneficial to other clients – conserving you time, facilitating quicker customer onboarding times and developing a more efficient workplace by eliminating the demand to reinvent the wheel each time a brand-new client gets here.
Snapshots make sharing configurations and campaigns with others within your agency less complicated than ever, whether by means of single web link sent out by means of email to staff member or completely shared via account gain access to. Furthermore, snapshots likewise allow you to restrict their import right into details subaccounts if preferred.
Start by logging into your HighLevel agency view and navigating to the “Account Snapshots” section. Here, you can create a snapshot by clicking the environment-friendly “Create New Snapshot” button, going into a name for it, selecting its resource account( s) and choosing how it will be duplicated; make certain to select something descriptive yet easy-to-recall so it will certainly enter into your profile of information gradually.
Tailor the settings for the snapshot by choosing alternatives that ideal satisfy the requirements of your customer, for instance if they are property customers you may desire to include:
Lastly, you can tailor personalized fields to accumulate details that’s unique to every client. When satisfied with the outcome, merely push the “Conserve” button to conserve modifications and use them across all clients.
As snapshots are a crucial tool for the success of GoHighLevel customers, making them indispensable for marketing companies and SaaS resellers alike. If you have not utilized them already, give it a try and see how it can simplify workflows while creating extra excellent results for customers.