GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it easy and efficient to duplicate campaigns, funnels and even more across tasks. Agencies make use of snapshots to onboard clients much faster and make certain consistency across tasks.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, internet sites, automation series, web page templates and other properties.
Duplicate entire funnels and automations in secs
Snapshots are total backups of your HighLevel setup, consisting of automations, funnels, web pages, touchdown kinds, contact lists, e-mail campaigns and CRM pipelines. Snapshots make transferring full systems between customers easy without the requirement to recreate whatever from square one; companies can conserve hours by utilizing snapshots as templates throughout customer accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to choosing which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots group; when shared it can likewise be shared using sending web links produced. Any kind of imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have a benefit because they’re completely modular; that permits you to make use of just specific components while leaving others out – making modification and modifications much simpler than with even more stiff snapshots.
Automating vital procedures with these snapshots not only automates them however additionally enhances lead generation process and enhances customer relationship management (CRM) to increase scalability and performance for better scalability and efficiency allowing customers to develop effective marketing methods concentrated on transforming potential customers into paying customers.
HighLevel snapshots provide another considerable advantage – their adaptability in conference particular sector needs. For example, dental snapshots can come pre-loaded with lead capture forms and campaigns providing totally free teeth bleaching to brand-new individuals. This provides firms with the liberty to customize remedies particularly customized for each and every customer while still staying constant in brand picture and message.
GoHighLevel’s snapshots are very configurable and can assist your company rise effectiveness and expand. By replicating existing workflows, simplifying complex automations, onboarding brand-new customers easily and being centrally located with straightforward guidelines they are a crucial asset in accomplishing growth faster and more effectively than in the past.
Accelerate client onboarding
Are You a Company Owner or Manager? HighLevel snapshots make scaling very easy, making it possible to duplicate funnels and automations for numerous clients all at once, therefore speeding up outcomes for customers while conserving you time on setup! Snapshots ensure success for everyone included – firm and clients alike.
Snapshots supply a thorough backup of an account’s configuration, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported into an additional customer account utilizing Snapshot ImporterTM they instantly setup in that account, making onboarding much quicker. This decrease in hands-on configuration time makes onboarding much more effective!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, begin picking which elements of its system you would certainly such as saved as part of this snapshot before clicking “Conserve”; HighLevel will create a portable copy that you can then release similar systems elsewhere GoHighLevel Pre-Built HighLevel Snapshots.
Snapshots can additionally be exported and imported between GoHighLevel accounts, making this an invaluable feature for companies transferring systems between customers. When exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes producing snapshots simpler than ever before, offering pre-equipped snapshot templates for different industries from real estate to shopping. By promptly onboarding brand-new clients while helping them satisfy their business goals, these industry-specific snapshot templates make onboarding clients faster than ever and supplying them with comprehensive marketing systems much faster than ever.
Preserve brand uniformity
Hand-operated setups might leave disparities that jeopardize brand consistency, while snapshots permit you to replicate an account arrangement throughout numerous brand-new accounts without by hand recreating all settings for each one. This helps release completely configured customer accounts promptly and properly while conserving addons such as triggers or e-mail templates in snapshots make keeping consistent procedures across your customer base much easier.
Snapshots can be an important possession to companies managing multiple accounts at the same time. By establishing the excellent account structure as soon as and saving it as a snapshot for use later with new customers, snapshots assist companies reduce onboarding times by as much as half faster. A 2025 study demonstrates how snapshots help speed the onboarding process significantly.
To develop a Snapshot, browse to your Company Control panel and select the sub-account you wish to capture. From there, select what components ought to be consisted of (funnels, schedules, workflows, internet site templates, custom worths and so on) prior to giving it a name and clicking “Conserve”.
As soon as your snapshot is ready to utilize, browse to the Account Manager of the account or sub-account in which it needs to be applied and select it there (either at one time or component by element).
As a GoHighLevel reseller or marketing agency, making use of snapshots can significantly boost productivity and ensure a more standard account configuration process. By making it easier to replicate campaigns, funnels and automation schemes swiftly, snapshots aid scale faster while enhancing profits streams.
Implementing and making use of snapshots has numerous advantages that are vital to service success:.
Eliminate repetitive setup tasks
Snapshots make it easy and reliable to duplicate and reuse existing funnels, automations and configurations that have actually shown themselves beneficial to other customers – conserving you time, promoting quicker client onboarding times and producing an even more effective workplace by getting rid of the requirement to reinvent the wheel each time a brand-new client gets here.
Snapshots make sharing arrangements and campaigns with others within your company simpler than ever, whether via single link sent out via email to employee or completely shared via account accessibility. Moreover, snapshots likewise enable you to restrict their import right into details subaccounts if preferred.
Begin by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can develop a snapshot by clicking the environment-friendly “Create New Snapshot” switch, entering a name for it, picking its source account( s) and choosing exactly how it will certainly be duplicated; make certain to choose something detailed yet easy-to-recall so it will certainly become part of your portfolio of information gradually.
Tailor the setups for the snapshot by choosing alternatives that best satisfy the requirements of your client, as an example if they are property customers you might desire to include:
Finally, you can customize custom-made areas to gather information that’s one-of-a-kind to every client. When satisfied with the outcome, simply press the “Conserve” switch to conserve modifications and apply them throughout all customers.
As snapshots are an indispensable tool for the success of GoHighLevel individuals, making them indispensable for marketing agencies and SaaS resellers alike. If you haven’t used them currently, give it a try and see just how it can enhance workflows while creating much more excellent results for clients.