GoHighLevel snapshots are mobile, pre-configured templates of an account arrangement that make it simple and efficient to duplicate campaigns, funnels and more across projects. Agencies make use of snapshots to onboard customers faster and guarantee consistency across projects.
Each snapshot consists of an incorporated set of marketing campaigns, sales funnels, websites, automation series, web page templates and other possessions.
Replicate entire funnels and automations in seconds
Snapshots are complete backups of your HighLevel configuration, consisting of automations, funnels, web pages, landing kinds, contact checklists, email campaigns and CRM pipelines. Snapshots make moving complete systems in between clients easy without the need to recreate whatever from the ground up; firms can conserve hours by using snapshots as templates throughout customer accounts.
To create a snapshot, log right into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to picking which account or subaccount it relates to. When completed, the snapshot can be seen under Snapshots group; as soon as shared it can likewise be shared using sending web links created. Any kind of imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have a benefit in that they’re completely modular; that enables you to utilize just specific components while leaving others out – making modification and changes much simpler than with even more rigid snapshots.
Automating key processes with these snapshots not only automates them but additionally enhances list building procedure and improves customer relationship management (CRM) to increase scalability and efficiency for better scalability and efficiency making it possible for individuals to produce effective marketing techniques concentrated on transforming potential customers right into paying clients.
HighLevel snapshots provide another significant advantage – their convenience in conference certain sector needs. For example, dental snapshots could come pre-loaded with lead capture types and campaigns supplying totally free teeth bleaching to new clients. This offers firms with the freedom to customize remedies specifically customized for each customer while still continuing to be regular in brand name picture and message.
GoHighLevel’s snapshots are very configurable and can help your firm boost effectiveness and broaden. By replicating existing workflows, streamlining complicated automations, onboarding brand-new customers quickly and being centrally located with simple directions they are a vital possession in attaining growth faster and better than ever.
Quicken client onboarding
Are You a Firm Proprietor or Administrator? HighLevel snapshots make scaling very easy, making it possible to duplicate funnels and automations for several clients simultaneously, thus accelerating outcomes for clients while saving you time on configuration! Snapshots make certain success for everybody included – company and clients alike.
Snapshots give a comprehensive backup of an account’s arrangement, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas and so on. When imported into one more client account utilizing Snapshot ImporterTM they automatically setup in that account, making onboarding much quicker. This decrease in manual arrangement time makes onboarding even more reliable!
To create a snapshot, browse 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 certainly like conserved as part of this snapshot before clicking “Save”; HighLevel will certainly develop a mobile duplicate that you can after that release comparable systems in other places GoHighLevel Hair Salon Snapshot.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this a vital feature for agencies moving systems between customers. When exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes creating snapshots much easier than ever, offering pre-equipped snapshot templates for different markets from realty to e-commerce. By rapidly onboarding new clients while helping them satisfy their company objectives, these industry-specific snapshot templates make onboarding customers much faster than ever before and providing them with detailed marketing systems much faster than ever.
Preserve brand name consistency
Manual arrangements might leave disparities that compromise brand name consistency, while snapshots allow you to duplicate an account configuration throughout numerous new accounts without by hand recreating all setups each. This aids release totally configured customer accounts quickly and precisely while saving addons such as triggers or e-mail templates in snapshots make maintaining regular procedures across your client base much simpler.
Snapshots can be an important asset to agencies managing several accounts concurrently. By establishing the excellent account framework once and saving it as a snapshot for usage later with new clients, snapshots assist companies minimize onboarding times by up to 50 percent faster. A 2025 study shows how snapshots assist speed the onboarding procedure significantly.
To produce a Snapshot, browse to your Firm Control panel and choose the sub-account you desire to capture. From there, select what elements need to be included (funnels, schedules, workflows, site templates, custom-made worths and so on) before providing it a name and clicking “Save”.
As soon as your snapshot prepares to make use of, browse to the Account Supervisor 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, making use of snapshots can considerably boost performance and make sure a more standardized account arrangement process. By making it much easier to replicate campaigns, funnels and automation systems promptly, snapshots assist range quicker while boosting earnings streams.
Executing and making use of snapshots has many benefits that are necessary to company success:.
Remove recurring 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, facilitating faster client onboarding times and producing a more effective working environment by removing the need to change the wheel each time a brand-new client gets here.
Snapshots make sharing setups and campaigns with others within your company simpler than ever before, whether using single web link sent through e-mail to employee or permanently shared with account gain access to. Furthermore, snapshots additionally permit you to limit their import into details subaccounts if wanted.
Start by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Here, you can create a snapshot by clicking the green “Create New Snapshot” switch, getting in a name for it, picking its source account( s) and choosing just how it will certainly be duplicated; be sure to select something descriptive yet easy-to-recall so it will enter into your portfolio of information in time.
Customize the setups for the snapshot by choosing alternatives that ideal meet the demands of your client, for instance if they are property clients you may wish to include:
Ultimately, you can customize custom-made fields to collect information that’s distinct to every client. When satisfied with the result, merely push the “Save” switch to conserve modifications and use them throughout all clients.
As snapshots are a crucial device for the success of GoHighLevel individuals, making them essential for marketing firms and SaaS resellers alike. If you haven’t utilized them already, give it a try and see just how it can simplify workflows while generating extra outstanding outcomes for clients.