GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it straightforward and effective to duplicate campaigns, funnels and more throughout projects. Agencies use snapshots to onboard customers quicker and ensure uniformity throughout tasks.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, sites, automation series, web page templates and various other possessions.
Replicate whole funnels and automations in secs
Snapshots are total back-ups of your HighLevel setup, consisting of automations, funnels, pages, touchdown forms, get in touch with checklists, e-mail campaigns and CRM pipelines. Snapshots make moving complete systems between clients easy without the demand to recreate whatever from the ground up; firms can conserve hours by using snapshots as templates across customer accounts.
To develop a snapshot, log right into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot before selecting which account or subaccount it relates to. When completed, the snapshot can be seen under Snapshots group; once shared it can additionally be shared via sending out links generated. Any type of imported snapshots show up under Imported Snapshots group.
GoHighLevel snapshots have a benefit because they’re completely modular; that enables you to use simply specific components while leaving others out – making customization and changes a lot easier than with more inflexible snapshots.
Automating vital procedures with these snapshots not just automates them yet additionally streamlines list building process and enhances customer relationship management (CRM) to boost scalability and performance for much better scalability and performance allowing users to develop effective marketing techniques focused on turning possible clients into paying clients.
HighLevel snapshots offer one more substantial advantage – their convenience in conference details sector demands. For example, dental snapshots can come pre-loaded with lead capture kinds and campaigns supplying cost-free teeth lightening to brand-new patients. This gives agencies with the liberty to customize services specifically customized for every customer while still staying constant in brand image and message.
GoHighLevel’s snapshots are extremely configurable and can assist your agency boost performance and expand. By replicating existing workflows, simplifying complex automations, onboarding brand-new customers quickly and being centrally located with simple directions they are an essential property in achieving development quicker and more effectively than ever before.
Speed up client onboarding
Are You a Firm Owner or Administrator? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for several clients all at once, thus quickening outcomes for customers while conserving you time on setup! Snapshots make certain success for everyone included – firm and customers alike.
Snapshots supply a thorough backup of an account’s arrangement, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas etc. When imported right into another client account making use of Snapshot ImporterTM they immediately configuration because account, making onboarding much quicker. This reduction in manual arrangement time makes onboarding even more efficient!
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 certainly such as conserved as part of this snapshot before clicking “Conserve”; HighLevel will produce a portable copy that you can then deploy similar systems somewhere else GoHighLevel Wedding Venue Snapshot.
Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this a vital feature for companies transferring systems between customers. When exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes producing snapshots simpler than ever, supplying pre-equipped snapshot templates for various industries from property to e-commerce. By promptly onboarding new customers while helping them satisfy their organization goals, these industry-specific snapshot templates make onboarding clients faster than ever and offering them with extensive marketing systems faster than ever.
Preserve brand name uniformity
Hand-operated arrangements might leave disparities that jeopardize brand consistency, while snapshots enable you to replicate an account setup throughout numerous new accounts without by hand recreating all setups each. This helps release totally set up client accounts rapidly and precisely while saving addons such as triggers or e-mail templates in snapshots make preserving regular procedures throughout your client base much easier.
Snapshots can be a very useful property to firms managing several accounts at the same time. By setting up the ideal account framework as soon as and saving it as a snapshot for use later on with brand-new customers, snapshots help firms lower onboarding times by up to 50 percent much faster. A 2025 study shows how snapshots help speed up the onboarding procedure substantially.
To produce a Snapshot, navigate to your Firm Control panel and choose the sub-account you desire to catch. From there, select what elements should be consisted of (funnels, schedules, workflows, internet site templates, custom values and so on) prior to giving it a name and clicking “Save”.
Once your snapshot is ready to make use of, browse to the Account Supervisor of the account or sub-account in which it requires to be applied and choose it there (either all at once or element by part).
As a GoHighLevel reseller or marketing agency, making use of snapshots can significantly boost performance and ensure a much more standardized account setup procedure. By making it much easier to replicate campaigns, funnels and automation schemes swiftly, snapshots assist scale quicker while enhancing revenue streams.
Carrying out and using snapshots has several advantages that are important to service success:.
Get rid of repetitive configuration jobs
Snapshots make it straightforward and reliable to clone and reuse existing funnels, automations and configurations that have proven themselves beneficial to various other clients – saving you time, assisting in much faster client onboarding times and developing a more productive working environment by removing the need to transform the wheel each time a brand-new client shows up.
Snapshots make sharing arrangements and campaigns with others within your company easier than ever, whether using one-time web link sent through email to team members or completely shared through account gain access to. Furthermore, snapshots additionally permit you to restrict their import right into details subaccounts if wanted.
Beginning by logging into your HighLevel agency view and navigating to the “Account Snapshots” area. Right here, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” switch, going into a name for it, picking its source account( s) and picking exactly how it will certainly be duplicated; be sure to pick something descriptive yet easy-to-recall so it will become part of your profile of info gradually.
Personalize the settings for the snapshot by selecting alternatives that best meet the needs of your customer, for example if they are real estate customers you might wish to consist of:
Ultimately, you can personalize personalized fields to collect details that’s special to each customer. When pleased with the result, simply press the “Conserve” switch to save adjustments and apply them across all customers.
As snapshots are an essential device for the success of GoHighLevel users, making them essential for marketing firms and SaaS resellers alike. If you have not used them already, give it a try and see just how it can streamline workflows while generating a lot more outstanding results for customers.