GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it basic and efficient to duplicate campaigns, funnels and more throughout projects. Agencies use snapshots to onboard clients quicker and guarantee uniformity throughout tasks.
Each snapshot consists of an incorporated set of marketing campaigns, sales funnels, web sites, automation sequences, page templates and other assets.
Replicate entire funnels and automations in secs
Snapshots are total backups of your HighLevel setup, including automations, funnels, web pages, touchdown types, call checklists, email campaigns and CRM pipes. Snapshots make moving complete systems between clients easy without the requirement to recreate everything from scratch; companies can save hours by utilizing snapshots as templates throughout client accounts.
To produce a snapshot, log into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot before choosing which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots category; as soon as shared it can additionally be shared using sending links created. Any imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have a benefit in that they’re fully modular; that allows you to use just particular components while leaving others out – making customization and adjustments a lot easier than with more stiff snapshots.
Automating key procedures with these snapshots not just automates them yet likewise improves list building process and enhances customer relationship management (CRM) to boost scalability and productivity for much better scalability and performance enabling users to create efficient marketing methods focused on transforming prospective clients into paying customers.
HighLevel snapshots offer an additional significant advantage – their flexibility in conference details sector demands. As an example, dental snapshots could come pre-loaded with lead capture forms and campaigns supplying cost-free teeth whitening to new people. This gives firms with the flexibility to customize remedies specifically customized for every client while still staying consistent in brand name image and message.
GoHighLevel’s snapshots are highly configurable and can assist your firm increase efficiency and expand. By duplicating existing workflows, streamlining complicated automations, onboarding new customers quickly and being centrally located with easy instructions they are an essential property in achieving growth quicker and more effectively than ever.
Quicken customer onboarding
Are You a Firm Owner or Manager? HighLevel snapshots make scaling very easy, making it feasible to duplicate funnels and automations for several customers all at once, therefore quickening outcomes for clients while saving you time on configuration! Snapshots guarantee success for every person involved – agency and customers alike.
Snapshots offer a comprehensive back-up of an account’s setup, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported right into one more client account using Snapshot ImporterTM they automatically configuration because account, making onboarding much faster. This decrease in hand-operated configuration time makes onboarding far more efficient!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, begin picking which parts of its system you would such as conserved as part of this snapshot prior to clicking “Conserve”; HighLevel will create a portable duplicate that you can then release similar systems in other places GoHighLevel Education Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an important feature for companies transferring systems in between clients. As soon as exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots simpler than ever before, supplying pre-equipped snapshot templates for numerous industries from property to e-commerce. By quickly onboarding new clients while helping them satisfy their business goals, these industry-specific snapshot templates make onboarding clients faster than ever before and giving them with comprehensive marketing systems much faster than ever.
Preserve brand name consistency
Hands-on arrangements may leave variances that endanger brand uniformity, while snapshots permit you to replicate an account setup across multiple new accounts without manually recreating all setups for each one. This aids deploy totally configured client accounts rapidly and accurately while saving addons such as triggers or e-mail templates in snapshots make keeping consistent processes throughout your customer base much less complex.
Snapshots can be a very useful property to agencies handling several accounts simultaneously. By setting up the perfect account framework once and waiting as a snapshot for usage later on with new customers, snapshots assist firms decrease onboarding times by as much as 50 percent quicker. A 2025 research study shows how snapshots help speed the onboarding process considerably.
To create a Snapshot, browse to your Firm Control panel and pick the sub-account you desire to record. From there, choose what elements should be consisted of (funnels, calendars, workflows, website templates, personalized values and more) before providing it a name and clicking “Save”.
When your snapshot prepares to make use of, browse to the Account Supervisor of the account or sub-account in which it needs to be used and pick it there (either all at once or element by component).
As a GoHighLevel reseller or marketing agency, making use of snapshots can substantially boost efficiency and ensure a much more standardized account setup procedure. By making it less complicated to replicate campaigns, funnels and automation plans rapidly, snapshots help scale faster while raising income streams.
Implementing and making use of snapshots has many benefits that are necessary to organization success:.
Eliminate repeated setup tasks
Snapshots make it basic and effective to duplicate and reuse existing funnels, automations and setups that have actually confirmed themselves beneficial to various other clients – saving you time, promoting quicker customer onboarding times and developing an even more productive workplace by getting rid of the requirement to reinvent the wheel each time a brand-new customer gets here.
Snapshots make sharing arrangements and campaigns with others within your agency easier than ever, whether using one-time link sent via e-mail to staff member or completely shared through account accessibility. In addition, snapshots likewise allow you to restrict their import into details subaccounts if wanted.
Begin by logging into your HighLevel agency view and browsing to the “Account Snapshots” section. Below, you can develop a snapshot by clicking the green “Create New Snapshot” button, going into a name for it, selecting its source account( s) and selecting exactly how it will certainly be copied; make certain to pick something detailed yet easy-to-recall so it will enter into your portfolio of info gradually.
Tailor the setups for the snapshot by selecting alternatives that ideal fulfill the demands of your customer, for instance if they are property customers you may want to include:
Ultimately, you can customize custom-made fields to collect information that’s special per customer. When satisfied with the result, just press the “Conserve” button to save adjustments and use them throughout all clients.
As snapshots are an important tool for the success of GoHighLevel users, making them important for marketing firms and SaaS resellers alike. If you have not utilized them currently, give it a try and see exactly how it can streamline workflows while producing much more excellent outcomes for customers.