GoHighLevel snapshots are mobile, pre-configured templates of an account arrangement that make it simple and effective to duplicate campaigns, funnels and more throughout jobs. Agencies make use of snapshots to onboard customers quicker and make certain uniformity throughout tasks.
Each snapshot includes an incorporated collection of marketing campaigns, sales funnels, websites, automation sequences, web page templates and various other possessions.
Replicate entire funnels and automations in secs
Snapshots are complete backups of your HighLevel setup, consisting of automations, funnels, pages, landing types, call lists, email campaigns and CRM pipes. Snapshots make moving total systems between customers easy without the need to recreate every little thing from square one; firms can save hours by using snapshots as templates throughout client accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to picking which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots category; as soon as shared it can additionally be shared via sending links created. Any imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have an advantage in that they’re totally modular; that permits you to utilize just specific components while leaving others out – making customization and modifications much less complex than with even more stiff snapshots.
Automating essential processes with these snapshots not only automates them yet additionally streamlines list building process and improves customer relationship management (CRM) to raise scalability and performance for better scalability and productivity enabling users to develop reliable marketing methods focused on transforming possible customers into paying customers.
HighLevel snapshots provide an additional considerable advantage – their convenience in conference details market demands. As an example, dental snapshots could come pre-loaded with lead capture kinds and campaigns offering cost-free teeth lightening to brand-new patients. This gives companies with the flexibility to customize services particularly customized for each and every customer while still remaining regular in brand name image and message.
GoHighLevel’s snapshots are extremely configurable and can aid your company boost efficiency and broaden. By duplicating existing workflows, streamlining complicated automations, onboarding new clients easily and being centrally located with easy guidelines they are an essential asset in accomplishing growth much faster and more effectively than in the past.
Quicken customer onboarding
Are You a Firm Owner or Manager? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for numerous clients concurrently, hence speeding up results for clients while saving you time on setup! Snapshots ensure success for everybody entailed – company and clients alike.
Snapshots offer an extensive backup of an account’s setup, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported right into one more customer account utilizing Snapshot ImporterTM they immediately setup because account, making onboarding much quicker. This decrease in hand-operated arrangement time makes onboarding far more reliable!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, begin picking which components of its system you would like saved as part of this snapshot prior to clicking “Conserve”; HighLevel will develop a mobile duplicate that you can after that release comparable systems somewhere else GoHighLevel Business Opportunity Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this an indispensable feature for agencies moving systems between clients. Once exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes producing snapshots much easier than ever, offering pre-equipped snapshot templates for various sectors from property to e-commerce. By swiftly onboarding new clients while helping them meet their business objectives, these industry-specific snapshot templates make onboarding clients much faster than ever and giving them with detailed marketing systems faster than ever.
Keep brand consistency
Hand-operated configurations might leave inconsistencies that jeopardize brand uniformity, while snapshots permit you to duplicate an account setup throughout several brand-new accounts without manually recreating all settings each. This aids release totally set up client accounts quickly and precisely while saving addons such as triggers or email templates in snapshots make maintaining constant procedures throughout your client base much less complex.
Snapshots can be a vital asset to agencies managing numerous accounts at the same time. By establishing the excellent account framework as soon as and saving it as a snapshot for use later on with new clients, snapshots aid companies decrease onboarding times by approximately half faster. A 2025 study demonstrates how snapshots help speed up the onboarding process significantly.
To produce a Snapshot, navigate to your Agency Control panel and pick the sub-account you wish to capture. From there, choose what elements ought to be consisted of (funnels, calendars, workflows, internet site templates, personalized worths and so forth) prior to offering it a name and clicking “Save”.
When your snapshot is ready to utilize, 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 part).
As a GoHighLevel reseller or marketing company, making use of snapshots can significantly boost productivity and guarantee a much more standard account configuration procedure. By making it less complicated to reproduce campaigns, funnels and automation schemes swiftly, snapshots aid scale faster while boosting earnings streams.
Applying and using snapshots has numerous advantages that are important to service success:.
Remove repetitive arrangement jobs
Snapshots make it straightforward and effective to duplicate and reuse existing funnels, automations and setups that have verified themselves beneficial to various other customers – saving you time, helping with much faster client onboarding times and developing an even more effective working environment by eliminating the requirement to reinvent the wheel each time a new client shows up.
Snapshots make sharing arrangements and campaigns with others within your firm easier than ever before, whether via one-time web link sent out via e-mail to staff member or permanently shared via account gain access to. Moreover, snapshots likewise enable you to restrict their import into specific 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” button, entering a name for it, selecting its source account( s) and selecting how it will certainly be duplicated; be sure to choose something descriptive yet easy-to-recall so it will certainly enter into your profile of details in time.
Personalize the settings for the snapshot by selecting alternatives that best satisfy the demands of your client, for example if they are real estate clients you may wish to include:
Finally, you can customize custom-made areas to collect details that’s special to every client. When satisfied with the result, merely press the “Save” switch to save adjustments and apply them across all customers.
As snapshots are an indispensable tool for the success of GoHighLevel customers, making them indispensable for marketing agencies and SaaS resellers alike. If you haven’t used them currently, give it a try and see how it can improve workflows while producing a lot more impressive outcomes for customers.