GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it simple and effective to duplicate campaigns, funnels and even more throughout jobs. Agencies make use of snapshots to onboard clients faster and ensure uniformity across jobs.
Each snapshot includes an integrated set of marketing campaigns, sales funnels, sites, automation sequences, web page templates and other possessions.
Duplicate whole funnels and automations in seconds
Snapshots are complete backups of your HighLevel arrangement, consisting of automations, funnels, web pages, landing types, get in touch with lists, e-mail campaigns and CRM pipelines. Snapshots make moving full systems between clients easy without the need to recreate whatever from square one; firms can save hours by utilizing snapshots as templates across client accounts.
To develop 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 puts on. When completed, the snapshot can be seen under Snapshots group; when shared it can also be shared by means of sending out links created. Any kind of imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have a benefit in that they’re totally modular; that allows you to use simply particular parts while leaving others out – making modification and modifications a lot less complex than with even more rigid snapshots.
Automating essential procedures with these snapshots not only automates them however also streamlines list building procedure and boosts customer relationship management (CRM) to enhance scalability and performance for far better scalability and efficiency allowing individuals to develop reliable marketing strategies focused on turning prospective customers into paying customers.
HighLevel snapshots offer another substantial advantage – their adaptability in conference particular sector needs. For instance, oral snapshots can come pre-loaded with lead capture forms and campaigns providing free teeth bleaching to brand-new clients. This offers agencies with the liberty to customize services especially customized for each customer while still remaining consistent in brand image and message.
GoHighLevel’s snapshots are very configurable and can assist your agency boost performance and broaden. By duplicating existing workflows, simplifying complex automations, onboarding brand-new customers quickly and being centrally located with simple guidelines they are a crucial asset in achieving growth faster and more effectively than in the past.
Accelerate client onboarding
Are You a Firm Owner or Manager? HighLevel snapshots make scaling simple, making it feasible to duplicate funnels and automations for multiple customers at the same time, thus accelerating results for customers while conserving you time on configuration! Snapshots make sure success for every person involved – company and clients alike.
Snapshots supply a detailed backup of an account’s setup, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported right into an additional customer account utilizing Snapshot ImporterTM they automatically setup in that account, making onboarding much quicker. This reduction in manual arrangement time makes onboarding far more reliable!
To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, start selecting which parts of its system you would such as conserved as part of this snapshot before clicking “Conserve”; HighLevel will certainly develop a portable duplicate that you can then release comparable systems somewhere else GoHighLevel Dentist Snapshot.
Snapshots can likewise be exported and imported in between GoHighLevel accounts, making this an important 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, providing pre-equipped snapshot templates for different markets from realty to ecommerce. By quickly onboarding new customers while helping them satisfy their service goals, these industry-specific snapshot templates make onboarding customers much faster than ever before and providing them with thorough marketing systems quicker than ever before.
Keep brand name consistency
Manual arrangements may leave variances that compromise brand name consistency, while snapshots allow you to replicate an account arrangement across multiple brand-new accounts without manually recreating all setups for each one. This aids deploy fully set up customer accounts promptly and properly while saving addons such as triggers or e-mail templates in snapshots make maintaining consistent procedures across your customer base much less complex.
Snapshots can be an invaluable asset to companies managing multiple accounts simultaneously. By establishing the suitable account framework as soon as and waiting as a snapshot for usage later with brand-new customers, snapshots assist agencies reduce onboarding times by up to 50 percent much faster. A 2025 study shows how snapshots aid speed the onboarding process substantially.
To create a Snapshot, browse to your Agency Dashboard and select the sub-account you desire to record. From there, pick what elements ought to be included (funnels, calendars, workflows, internet site templates, custom values and so forth) prior to providing it a name and clicking “Conserve”.
Once 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 simultaneously or element by element).
As a GoHighLevel reseller or marketing agency, making use of snapshots can substantially boost performance and ensure a much more standardized account setup process. By making it less complicated to replicate campaigns, funnels and automation systems swiftly, snapshots aid range much faster while increasing earnings streams.
Executing and making use of snapshots has lots of advantages that are vital to service success:.
Get rid of recurring arrangement jobs
Snapshots make it simple and reliable to clone and reuse existing funnels, automations and configurations that have shown themselves beneficial to other customers – conserving you time, helping with much faster customer onboarding times and producing an even more effective workplace by eliminating the requirement to transform the wheel each time a new client shows up.
Snapshots make sharing arrangements and campaigns with others within your company much easier than ever before, whether by means of one-time web link sent out through email to staff member or permanently shared through account accessibility. Furthermore, snapshots additionally enable you to restrict their import into specific subaccounts if wanted.
Beginning by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Right here, you can create a snapshot by clicking the green “Create New Snapshot” button, getting in a name for it, choosing its resource account( s) and picking exactly how it will be replicated; make certain to select something detailed yet easy-to-recall so it will certainly become part of your profile of details gradually.
Customize the setups for the snapshot by choosing choices that ideal fulfill the needs of your client, for instance if they are realty clients you may desire to include:
Finally, you can customize personalized areas to accumulate info that’s unique to every customer. When satisfied with the outcome, just push the “Conserve” button to conserve changes and use them throughout all clients.
As snapshots are an important tool for the success of GoHighLevel users, making them indispensable for marketing companies and SaaS resellers alike. If you haven’t utilized them already, give it a try and see how it can streamline workflows while generating extra impressive outcomes for clients.