GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it straightforward and reliable to clone campaigns, funnels and even more throughout tasks. Agencies use snapshots to onboard clients much faster and make sure consistency across tasks.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, sites, automation sequences, page templates and various other properties.
Duplicate whole funnels and automations in secs
Snapshots are full back-ups of your HighLevel arrangement, including automations, funnels, pages, landing forms, get in touch with listings, email campaigns and CRM pipes. Snapshots make transferring full systems in between clients easy without the requirement to recreate every little thing from scratch; agencies can conserve hours by using snapshots as templates throughout customer accounts.
To create a snapshot, log right into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot prior to selecting which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots category; when shared it can likewise be shared by means of sending out links generated. Any type of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have an advantage in that they’re completely modular; that allows you to use just particular components while leaving others out – making customization and changes much simpler than with even more rigid snapshots.
Automating essential procedures with these snapshots not just automates them but additionally improves lead generation procedure and improves customer relationship management (CRM) to boost scalability and performance for much better scalability and efficiency making it possible for individuals to produce reliable marketing approaches concentrated on turning potential clients right into paying customers.
HighLevel snapshots provide an additional substantial advantage – their adaptability in meeting particular sector needs. For instance, oral snapshots might come pre-loaded with lead capture kinds and campaigns providing cost-free teeth lightening to brand-new clients. This gives agencies with the flexibility to tailor solutions specifically customized for every customer while still continuing to be regular in brand name image and message.
GoHighLevel’s snapshots are very configurable and can assist your agency boost effectiveness and broaden. By replicating existing workflows, simplifying intricate automations, onboarding new clients easily and being centrally located with simple instructions they are a vital possession in attaining growth much faster and better than ever before.
Accelerate customer onboarding
Are You an Agency Proprietor or Administrator? HighLevel snapshots make scaling very easy, making it feasible to replicate funnels and automations for numerous customers at the same time, hence speeding up outcomes for customers while saving you time on setup! Snapshots guarantee success for every person included – firm and customers alike.
Snapshots offer a detailed backup of an account’s arrangement, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported right into one more client account using Snapshot ImporterTM they immediately arrangement because account, making onboarding much quicker. This reduction in manual arrangement time makes onboarding even more reliable!
To create a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, start picking which components of its system you would certainly such as saved as part of this snapshot prior to clicking “Conserve”; HighLevel will develop a mobile duplicate that you can after that release similar systems in other places GoHighLevel Exterminator Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this a vital feature for agencies transferring systems between clients. Once exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes developing snapshots less complicated than ever before, supplying pre-equipped snapshot templates for various industries from property to shopping. By quickly onboarding new clients while helping them meet their organization objectives, these industry-specific snapshot templates make onboarding customers quicker than ever before and giving them with thorough marketing systems much faster than ever before.
Preserve brand name uniformity
Hands-on setups may leave incongruities that compromise brand consistency, while snapshots allow you to duplicate an account arrangement across numerous new accounts without manually recreating all setups each. This assists release completely set up customer accounts swiftly and properly while saving addons such as triggers or e-mail templates in snapshots make maintaining regular processes across your customer base much less complex.
Snapshots can be an invaluable asset to firms handling multiple accounts simultaneously. By setting up the ideal account framework when and waiting as a snapshot for usage later with new customers, snapshots help companies decrease onboarding times by up to 50 percent much faster. A 2025 research demonstrates how snapshots aid speed the onboarding process significantly.
To create a Snapshot, navigate to your Firm Dashboard and pick the sub-account you desire to record. From there, select what elements ought to be consisted of (funnels, schedules, workflows, web site templates, personalized worths and so forth) before giving it a name and clicking “Save”.
When your snapshot is ready to utilize, navigate to the Account Supervisor of the account or sub-account in which it requires to be applied and choose it there (either simultaneously or component by element).
As a GoHighLevel reseller or marketing company, utilizing snapshots can substantially boost performance and make certain an extra standard account setup process. By making it easier to reproduce campaigns, funnels and automation plans promptly, snapshots help range quicker while boosting profits streams.
Implementing and making use of snapshots has lots of advantages that are necessary to company success:.
Eliminate recurring configuration tasks
Snapshots make it basic and reliable to duplicate and reuse existing funnels, automations and configurations that have proven themselves beneficial to various other clients – saving you time, facilitating faster customer onboarding times and creating a more productive working environment by removing the need to change the wheel each time a brand-new customer arrives.
Snapshots make sharing setups and campaigns with others within your agency easier than ever, whether using one-time web link sent through email to team members or completely shared with account gain access to. Furthermore, snapshots also permit you to limit their import into details subaccounts if wanted.
Beginning by logging right into your HighLevel agency view and navigating to the “Account Snapshots” area. Right here, you can develop a snapshot by clicking the eco-friendly “Create New Snapshot” button, entering a name for it, selecting its source account( s) and choosing exactly how it will be replicated; be sure to choose something detailed yet easy-to-recall so it will certainly enter into your portfolio of info with time.
Customize the setups for the snapshot by selecting choices that best fulfill the needs of your client, for instance if they are real estate clients you might want to include:
Ultimately, you can personalize custom fields to gather info that’s distinct to every client. When pleased with the result, simply push the “Conserve” button to save adjustments and use them across all customers.
As snapshots are an indispensable device for the success of GoHighLevel individuals, making them vital for marketing companies and SaaS resellers alike. If you have not used them already, give it a try and see exactly how it can improve workflows while creating more outstanding outcomes for clients.