GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it easy and effective to clone campaigns, funnels and even more throughout jobs. Agencies utilize snapshots to onboard customers much faster and guarantee consistency across projects.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, internet sites, automation series, web page templates and various other possessions.
Replicate whole funnels and automations in secs
Snapshots are full backups of your HighLevel arrangement, including automations, funnels, pages, touchdown forms, contact listings, e-mail campaigns and CRM pipes. Snapshots make transferring full systems in between customers easy without the need to recreate whatever from scratch; agencies can conserve hours by utilizing snapshots as templates across customer accounts.
To create a snapshot, log into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot prior to selecting which account or subaccount it relates to. When completed, the snapshot can be seen under Snapshots classification; as soon as shared it can also be shared using sending out links produced. Any imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage because they’re completely modular; that enables you to utilize just certain parts while leaving others out – making personalization and adjustments a lot less complex than with more stiff snapshots.
Automating vital procedures with these snapshots not just automates them but also improves list building procedure and enhances customer relationship management (CRM) to raise scalability and efficiency for far better scalability and efficiency making it possible for individuals to create reliable marketing approaches focused on transforming prospective customers right into paying customers.
HighLevel snapshots offer an additional significant benefit – their versatility in conference particular market requirements. For example, oral snapshots could come pre-loaded with lead capture forms and campaigns using complimentary teeth bleaching to brand-new clients. This supplies companies with the flexibility to customize services specifically tailored for every client while still remaining constant in brand picture and message.
GoHighLevel’s snapshots are very configurable and can aid your company boost performance and broaden. By duplicating existing workflows, streamlining complex automations, onboarding brand-new clients easily and being centrally located with easy guidelines they are an indispensable property in attaining growth quicker and better than ever before.
Speed up client onboarding
Are You an Agency Owner or Manager? HighLevel snapshots make scaling very easy, making it possible to duplicate funnels and automations for numerous clients concurrently, hence accelerating outcomes for customers while saving you time on setup! Snapshots make certain success for everybody entailed – firm and clients alike.
Snapshots give a detailed back-up of an account’s arrangement, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported right into an additional customer account making use of Snapshot ImporterTM they automatically arrangement because account, making onboarding much faster. This reduction in manual configuration time makes onboarding much more effective!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, begin selecting which parts of its system you would like conserved as part of this snapshot prior to clicking “Conserve”; HighLevel will certainly create a mobile duplicate that you can then release comparable systems elsewhere GoHighLevel Vacation Rental Manager.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an invaluable feature for companies transferring systems between customers. When exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes producing snapshots less complicated than ever before, supplying pre-equipped snapshot templates for various industries from realty to e-commerce. By rapidly onboarding new clients while helping them meet their organization objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and giving them with comprehensive marketing systems much faster than ever before.
Maintain brand name consistency
Manual configurations might leave incongruities that endanger brand consistency, while snapshots enable you to duplicate an account setup across numerous brand-new accounts without by hand recreating all settings each. This helps release totally set up client accounts swiftly and precisely while conserving addons such as triggers or e-mail templates in snapshots make maintaining consistent processes across your client base much simpler.
Snapshots can be a vital asset to firms taking care of numerous accounts at the same time. By establishing the perfect account structure once and saving it as a snapshot for use later with brand-new customers, snapshots help agencies reduce onboarding times by up to 50 percent quicker. A 2025 research study shows how snapshots assist speed up the onboarding process considerably.
To create a Snapshot, browse to your Firm Dashboard and select the sub-account you want to record. From there, choose what components should be included (funnels, schedules, workflows, web site templates, custom-made worths and so forth) prior to offering it a name and clicking “Save”.
When your snapshot is ready to use, navigate 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 element by part).
As a GoHighLevel reseller or marketing firm, making use of snapshots can considerably boost performance and guarantee a more standardized account setup procedure. By making it simpler to replicate campaigns, funnels and automation schemes swiftly, snapshots assist scale quicker while increasing profits streams.
Executing and utilizing snapshots has lots of benefits that are necessary to business success:.
Get rid of repetitive arrangement tasks
Snapshots make it straightforward and efficient to duplicate and reuse existing funnels, automations and arrangements that have actually proven themselves beneficial to other clients – saving you time, assisting in faster customer onboarding times and producing an even more effective working environment by eliminating the demand 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 by means of one-time web link sent via email to employee or completely shared with account gain access to. Furthermore, snapshots also permit you to limit their import right into certain subaccounts if preferred.
Begin by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Below, you can create a snapshot by clicking the environment-friendly “Create New Snapshot” switch, entering a name for it, picking its resource account( s) and choosing exactly how it will be replicated; make certain to choose something detailed yet easy-to-recall so it will certainly enter into your profile of details in time.
Tailor the setups for the snapshot by choosing choices that ideal satisfy the requirements of your client, for instance if they are property clients you might desire to include:
Lastly, you can personalize custom areas to gather information that’s one-of-a-kind to each customer. When satisfied with the result, merely press the “Save” button to save changes and apply them across all clients.
As snapshots are a crucial device for the success of GoHighLevel users, making them crucial for marketing firms and SaaS resellers alike. If you have not used them already, give it a try and see how it can simplify workflows while creating a lot more remarkable results for customers.