GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it simple and effective to duplicate campaigns, funnels and more throughout projects. Agencies use snapshots to onboard clients faster and ensure uniformity throughout projects.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, sites, automation series, web page templates and other possessions.
Duplicate entire funnels and automations in seconds
Snapshots are total back-ups of your HighLevel configuration, consisting of automations, funnels, web pages, touchdown kinds, get in touch with checklists, e-mail campaigns and CRM pipes. Snapshots make moving full systems between customers easy without the demand to recreate whatever from scratch; firms 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 selecting which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots category; when shared it can likewise be shared through sending out web links created. Any imported snapshots show up under Imported Snapshots classification.
GoHighLevel snapshots have a benefit in that they’re completely modular; that enables you to utilize simply certain components while leaving others out – making modification and modifications a lot less complex than with more inflexible snapshots.
Automating essential processes with these snapshots not just automates them yet also simplifies lead generation process and boosts customer relationship management (CRM) to boost scalability and performance for far better scalability and performance enabling users to create effective marketing approaches focused on turning potential customers into paying customers.
HighLevel snapshots provide one more considerable benefit – their adaptability in conference details industry needs. For example, dental snapshots could come pre-loaded with lead capture forms and campaigns offering cost-free teeth lightening to new clients. This offers firms with the flexibility to customize options especially tailored for every customer while still staying regular in brand name photo and message.
GoHighLevel’s snapshots are extremely configurable and can aid your company increase performance and broaden. By duplicating existing workflows, streamlining complex automations, onboarding brand-new customers quickly and being centrally located with simple instructions they are an essential property in accomplishing development quicker and better than ever.
Speed up customer onboarding
Are You a Company Owner or Administrator? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for multiple customers all at once, therefore accelerating results for customers while conserving you time on arrangement! Snapshots guarantee success for every person involved – agency and customers alike.
Snapshots provide a comprehensive backup of an account’s configuration, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported right into another client account using Snapshot ImporterTM they automatically arrangement because account, making onboarding much quicker. This decrease in manual configuration time makes onboarding far more efficient!
To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, start choosing which parts of its system you would certainly such as saved as part of this snapshot prior to clicking “Conserve”; HighLevel will certainly produce a portable copy that you can then release comparable systems in other places GoHighLevel Window Cleaning Snapshot.
Snapshots can also be exported and imported in between GoHighLevel accounts, making this an invaluable feature for agencies transferring systems in between clients. Once exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots much easier than ever, supplying pre-equipped snapshot templates for various markets from realty to shopping. By swiftly onboarding new clients while helping them fulfill their business objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and supplying them with extensive marketing systems quicker than ever before.
Keep brand name consistency
Hands-on arrangements might leave variances that compromise brand name consistency, while snapshots enable you to duplicate an account configuration throughout multiple new accounts without manually recreating all setups each. This helps deploy fully configured customer accounts quickly and precisely while saving addons such as triggers or email templates in snapshots make preserving constant processes across your customer base much less complex.
Snapshots can be a very useful asset to firms taking care of multiple accounts concurrently. By setting up the excellent account framework as soon as and saving it as a snapshot for use later with brand-new customers, snapshots assist agencies lower onboarding times by approximately 50 percent faster. A 2025 research shows how snapshots help speed up the onboarding procedure substantially.
To develop a Snapshot, navigate to your Company Control panel and select the sub-account you wish to record. From there, pick what components should be consisted of (funnels, calendars, workflows, site templates, custom-made worths and so on) prior to giving it a name and clicking “Save”.
As soon as your snapshot is ready to use, navigate to the Account Supervisor of the account or sub-account in which it needs to be used and pick it there (either at one time or component by component).
As a GoHighLevel reseller or marketing firm, using snapshots can considerably boost performance and make certain a more standard account arrangement procedure. By making it simpler to reproduce campaigns, funnels and automation plans quickly, snapshots assist scale much faster while increasing profits streams.
Carrying out and making use of snapshots has several benefits that are necessary to organization success:.
Eliminate repetitive setup tasks
Snapshots make it easy and efficient to clone and reuse existing funnels, automations and arrangements that have verified themselves beneficial to various other clients – saving you time, assisting in quicker customer onboarding times and producing an even more effective workplace by eliminating the need to reinvent the wheel each time a new customer gets here.
Snapshots make sharing arrangements and campaigns with others within your agency simpler than ever before, whether through one-time web link sent out using email to team members or completely shared via account access. In addition, snapshots also allow you to limit their import right into particular subaccounts if wanted.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Here, you can develop a snapshot by clicking the environment-friendly “Create New Snapshot” button, going into a name for it, choosing its resource account( s) and choosing how it will certainly be duplicated; be sure to choose something descriptive yet easy-to-recall so it will certainly enter into your portfolio of information gradually.
Personalize the setups for the snapshot by choosing alternatives that best fulfill the requirements of your customer, for example if they are realty customers you may desire to consist of:
Lastly, you can tailor personalized fields to gather information that’s unique to every client. When satisfied with the outcome, just push the “Conserve” button to conserve modifications and apply them throughout all clients.
As snapshots are a crucial tool for the success of GoHighLevel users, making them crucial for marketing companies and SaaS resellers alike. If you haven’t utilized them currently, give it a try and see how it can improve workflows while generating more excellent results for customers.