GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it straightforward and effective to duplicate campaigns, funnels and more across projects. Agencies make use of snapshots to onboard clients much faster and ensure consistency across jobs.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, internet sites, automation series, web page templates and other possessions.
Replicate whole funnels and automations in secs
Snapshots are full back-ups of your HighLevel configuration, consisting of automations, funnels, pages, touchdown forms, call checklists, e-mail campaigns and CRM pipes. Snapshots make moving complete systems between customers easy without the requirement to recreate whatever from square one; agencies can conserve 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 relates to. When completed, the snapshot can be seen under Snapshots classification; once shared it can likewise be shared using sending out links produced. Any type of imported snapshots appear under Imported Snapshots classification.
GoHighLevel snapshots have a benefit in that they’re totally modular; that permits you to use simply certain components while leaving others out – making modification and adjustments a lot simpler than with even more rigid snapshots.
Automating key procedures with these snapshots not just automates them yet additionally improves lead generation procedure and enhances customer relationship management (CRM) to enhance scalability and performance for much better scalability and efficiency making it possible for users to develop effective marketing strategies focused on turning prospective clients into paying customers.
HighLevel snapshots provide another significant benefit – their versatility in meeting details industry demands. For instance, oral snapshots could come pre-loaded with lead capture forms and campaigns providing free teeth whitening to new people. This provides agencies with the freedom to tailor remedies especially customized for every customer while still staying constant in brand name picture and message.
GoHighLevel’s snapshots are very configurable and can assist your company rise effectiveness and increase. By duplicating existing workflows, streamlining complicated automations, onboarding new customers easily and being centrally located with basic instructions they are a crucial property in achieving development faster and more effectively than ever.
Speed up client onboarding
Are You a Company Owner or Administrator? HighLevel snapshots make scaling easy, making it feasible to replicate funnels and automations for multiple customers simultaneously, thus accelerating outcomes for customers while conserving you time on arrangement! Snapshots guarantee success for everybody included – company and clients alike.
Snapshots supply a thorough backup of an account’s configuration, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported into another customer account utilizing Snapshot ImporterTM they automatically setup in that account, making onboarding much faster. This reduction in hands-on arrangement time makes onboarding far more efficient!
To produce a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, begin selecting which components of its system you would such as conserved as part of this snapshot before clicking “Save”; HighLevel will certainly produce a portable copy that you can after that release similar systems in other places GoHighLevel Carpet Cleaner Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an important feature for agencies transferring systems between clients. Once exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes producing snapshots simpler than ever, using pre-equipped snapshot templates for different sectors from real estate to shopping. By swiftly onboarding new customers while helping them fulfill their business objectives, these industry-specific snapshot templates make onboarding customers quicker than ever and supplying them with detailed marketing systems much faster than ever before.
Preserve brand name uniformity
Hands-on setups may leave variances that compromise brand uniformity, while snapshots permit you to duplicate an account arrangement throughout numerous brand-new accounts without manually recreating all settings for each one. This helps release totally set up customer accounts swiftly and properly while saving addons such as triggers or email templates in snapshots make keeping regular processes throughout your customer base much easier.
Snapshots can be an important property to firms handling multiple accounts simultaneously. By setting up the excellent account structure as soon as and waiting as a snapshot for use later with new customers, snapshots aid companies lower onboarding times by up to 50 percent quicker. A 2025 research study demonstrates how snapshots aid speed up the onboarding process significantly.
To create a Snapshot, navigate to your Company Control panel and pick the sub-account you want to record. From there, select what aspects should be consisted of (funnels, calendars, workflows, website templates, custom worths and so on) prior to offering it a name and clicking “Save”.
When your snapshot is ready to utilize, navigate to the Account Manager of the account or sub-account in which it needs to be applied and choose it there (either simultaneously or component by component).
As a GoHighLevel reseller or marketing company, using snapshots can significantly boost performance and make certain a much more standard account configuration procedure. By making it easier to duplicate campaigns, funnels and automation plans promptly, snapshots aid scale much faster while increasing earnings streams.
Carrying out and utilizing snapshots has many benefits that are necessary to company success:.
Eliminate repetitive arrangement tasks
Snapshots make it straightforward and efficient to clone and reuse existing funnels, automations and arrangements that have shown themselves beneficial to other customers – saving you time, assisting in quicker client onboarding times and creating a more efficient working environment by eliminating the need to change the wheel each time a new customer gets here.
Snapshots make sharing configurations and campaigns with others within your agency easier than ever, whether through one-time link sent out using e-mail to team members or permanently shared with account gain access to. Moreover, snapshots likewise allow you to restrict their import right into specific subaccounts if wanted.
Begin by logging into your HighLevel agency view and browsing to the “Account Snapshots” section. Here, you can produce a snapshot by clicking the eco-friendly “Create New Snapshot” switch, going into a name for it, choosing its resource account( s) and selecting just how it will be copied; be sure to choose something detailed yet easy-to-recall so it will become part of your portfolio of info with time.
Customize the setups for the snapshot by selecting options that best satisfy the demands of your client, for instance if they are real estate customers you might wish to include:
Lastly, you can tailor customized areas to accumulate information that’s one-of-a-kind to each customer. When satisfied with the result, simply press the “Save” switch to conserve modifications and apply them across all clients.
As snapshots are a crucial device for the success of GoHighLevel individuals, making them essential for marketing agencies and SaaS resellers alike. If you haven’t utilized them already, give it a try and see exactly how it can improve workflows while creating extra impressive results for clients.