GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it simple and effective to duplicate campaigns, funnels and more across projects. Agencies utilize snapshots to onboard customers quicker and make certain uniformity throughout jobs.
Each snapshot includes an integrated collection of marketing campaigns, sales funnels, websites, automation series, web page templates and various other possessions.
Replicate entire funnels and automations in secs
Snapshots are complete back-ups of your HighLevel setup, consisting of automations, funnels, pages, touchdown forms, get in touch with listings, email campaigns and CRM pipelines. Snapshots make moving total systems in between customers easy without the requirement to recreate everything from the ground up; agencies can conserve hours by using snapshots as templates across customer accounts.
To create a snapshot, log right into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot before picking which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots category; when shared it can additionally be shared through sending web links produced. Any imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have a benefit in that they’re completely modular; that permits you to utilize just specific components while leaving others out – making customization and modifications much easier than with even more inflexible snapshots.
Automating crucial procedures with these snapshots not just automates them but also improves list building procedure and boosts customer relationship management (CRM) to increase scalability and productivity for better scalability and performance making it possible for individuals to create reliable marketing strategies concentrated on turning prospective clients into paying clients.
HighLevel snapshots offer one more considerable benefit – their flexibility in conference particular industry demands. As an example, oral snapshots might come pre-loaded with lead capture forms and campaigns using complimentary teeth bleaching to brand-new patients. This provides agencies with the liberty to customize options particularly customized for each client while still continuing to be constant in brand picture and message.
GoHighLevel’s snapshots are very configurable and can help your company rise efficiency and broaden. By replicating existing workflows, streamlining intricate automations, onboarding brand-new customers quickly and being centrally located with easy instructions they are an important possession in attaining growth faster and more effectively than in the past.
Speed up customer onboarding
Are You a Company Proprietor or Manager? HighLevel snapshots make scaling easy, making it feasible to duplicate funnels and automations for several customers simultaneously, thus speeding up results for clients while saving you time on arrangement! Snapshots make sure success for everybody included – firm and clients alike.
Snapshots give a detailed backup of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported right into one more customer account making use of Snapshot ImporterTM they automatically setup because account, making onboarding much faster. This decrease in manual setup time makes onboarding much more reliable!
To create a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, start selecting which elements of its system you would certainly like saved as part of this snapshot prior to clicking “Save”; HighLevel will create a portable duplicate that you can then release comparable systems in other places GoHighLevel Business Credit Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this a very useful feature for firms moving systems between clients. When exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes creating snapshots simpler than ever before, providing pre-equipped snapshot templates for various sectors from real estate to ecommerce. By swiftly onboarding brand-new clients while helping them meet their organization goals, these industry-specific snapshot templates make onboarding clients quicker than ever before and offering them with comprehensive marketing systems much faster than ever before.
Keep brand name consistency
Hand-operated arrangements may leave disparities that jeopardize brand name consistency, while snapshots allow you to reproduce an account configuration across numerous brand-new accounts without by hand recreating all setups for each one. This helps deploy totally set up customer accounts rapidly and properly while conserving addons such as triggers or e-mail templates in snapshots make preserving regular procedures across your client base much less complex.
Snapshots can be an invaluable asset to firms handling multiple accounts at the same time. By setting up the optimal account structure when and waiting as a snapshot for use later on with brand-new customers, snapshots help companies lower onboarding times by as much as half quicker. A 2025 research demonstrates how snapshots assist speed the onboarding procedure significantly.
To develop a Snapshot, browse to your Company Dashboard and select the sub-account you want to capture. From there, pick what aspects ought to be included (funnels, schedules, workflows, website templates, custom worths and so forth) prior to providing it a name and clicking “Conserve”.
As soon as your snapshot prepares to use, navigate to the Account Supervisor of the account or sub-account in which it requires to be used and pick it there (either all at once or part by element).
As a GoHighLevel reseller or marketing agency, making use of snapshots can dramatically boost efficiency and guarantee a more standardized account arrangement process. By making it less complicated to duplicate campaigns, funnels and automation schemes promptly, snapshots help scale quicker while raising profits streams.
Implementing and utilizing snapshots has lots of advantages that are vital to service success:.
Get rid of repeated arrangement tasks
Snapshots make it simple and reliable to clone and reuse existing funnels, automations and arrangements that have proven themselves beneficial to various other customers – saving you time, promoting faster customer onboarding times and creating an even more efficient working environment by removing the demand to transform the wheel each time a new client shows up.
Snapshots make sharing arrangements and campaigns with others within your agency simpler than ever, whether through single web link sent via email to staff member or completely shared via account access. Additionally, snapshots also permit you to restrict their import into certain subaccounts if wanted.
Begin by logging into your HighLevel agency view and navigating to the “Account Snapshots” area. Here, you can produce a snapshot by clicking the eco-friendly “Create New Snapshot” button, getting in a name for it, choosing its resource account( s) and selecting how it will be copied; make sure to select something descriptive yet easy-to-recall so it will become part of your portfolio of info in time.
Customize the settings for the snapshot by choosing options that best satisfy the requirements of your customer, for instance if they are realty clients you may desire to consist of:
Ultimately, you can personalize customized areas to gather details that’s distinct to every client. When satisfied with the result, merely press the “Conserve” switch to conserve changes and apply them across all customers.
As snapshots are a vital device for the success of GoHighLevel individuals, making them essential for marketing agencies and SaaS resellers alike. If you have not used them already, give it a try and see exactly how it can simplify workflows while creating extra remarkable results for customers.