GoHighLevel snapshots are mobile, pre-configured templates of an account arrangement that make it simple and efficient to duplicate campaigns, funnels and more throughout tasks. Agencies utilize snapshots to onboard clients much faster and make certain uniformity across tasks.
Each snapshot includes an incorporated set of marketing campaigns, sales funnels, websites, automation sequences, page templates and various other assets.
Duplicate entire funnels and automations in seconds
Snapshots are full back-ups of your HighLevel configuration, including automations, funnels, pages, landing types, get in touch with lists, email campaigns and CRM pipes. Snapshots make transferring full systems in between customers easy without the need to recreate every little thing from square one; firms can conserve hours by utilizing snapshots as templates across customer accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot before picking which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots group; once shared it can additionally be shared through sending web links created. Any imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have a benefit because they’re totally modular; that allows you to utilize just certain components while leaving others out – making customization and adjustments a lot simpler than with more rigid snapshots.
Automating crucial processes with these snapshots not only automates them however also simplifies lead generation process and enhances customer relationship management (CRM) to raise scalability and productivity for far better scalability and productivity enabling individuals to develop effective marketing techniques concentrated on transforming potential customers right into paying clients.
HighLevel snapshots offer another significant advantage – their convenience in conference certain market demands. For example, oral snapshots could come pre-loaded with lead capture forms and campaigns offering totally free teeth lightening to new people. This provides firms with the flexibility to tailor options especially customized for every customer while still remaining constant in brand name picture and message.
GoHighLevel’s snapshots are extremely configurable and can help your firm rise efficiency and expand. By duplicating existing workflows, streamlining complicated automations, onboarding new clients conveniently and being centrally located with simple directions they are an indispensable possession in attaining development quicker and more effectively than in the past.
Quicken customer onboarding
Are You a Company Owner or Administrator? HighLevel snapshots make scaling easy, making it feasible to duplicate funnels and automations for numerous customers all at once, thus accelerating outcomes for clients while saving you time on configuration! Snapshots guarantee success for every person included – company and customers alike.
Snapshots give an extensive backup of an account’s setup, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported into one more customer account using Snapshot ImporterTM they immediately arrangement because account, making onboarding much quicker. This reduction in hand-operated setup time makes onboarding even more effective!
To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, start choosing which parts of its system you would certainly such as conserved as part of this snapshot prior to clicking “Conserve”; HighLevel will certainly create a portable copy that you can after that deploy comparable systems elsewhere GoHighLevel Nutrition Snapshot.
Snapshots can also be exported and imported between GoHighLevel accounts, making this a very useful feature for companies moving systems in between clients. As soon as exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.
HighLevel makes producing snapshots less complicated than ever before, supplying pre-equipped snapshot templates for different industries from property to ecommerce. By swiftly onboarding new clients while helping them meet their business goals, these industry-specific snapshot templates make onboarding customers much faster than ever before and offering them with extensive marketing systems quicker than ever.
Maintain brand name consistency
Hand-operated configurations may leave disparities that compromise brand uniformity, while snapshots permit you to reproduce an account arrangement throughout multiple new accounts without by hand recreating all settings each. This aids release completely configured client accounts promptly and accurately while conserving addons such as triggers or e-mail templates in snapshots make preserving constant processes across your client base much less complex.
Snapshots can be a very useful possession to agencies handling several accounts concurrently. By establishing the suitable account structure when and waiting as a snapshot for usage later with new customers, snapshots assist companies minimize onboarding times by as much as half quicker. A 2025 research study shows how snapshots aid speed the onboarding process considerably.
To produce a Snapshot, browse to your Company Control panel and select the sub-account you want to capture. From there, pick what components should be consisted of (funnels, schedules, workflows, website templates, customized worths and so on) before offering it a name and clicking “Save”.
Once your snapshot prepares to use, navigate to the Account Manager of the account or sub-account in which it needs to be applied and choose it there (either all at once or part by component).
As a GoHighLevel reseller or marketing agency, making use of snapshots can considerably boost efficiency and make sure an extra standard account setup process. By making it much easier to replicate campaigns, funnels and automation plans quickly, snapshots help range much faster while boosting profits streams.
Executing and using snapshots has several advantages that are important to business success:.
Remove repetitive arrangement jobs
Snapshots make it simple and reliable to duplicate and reuse existing funnels, automations and setups that have confirmed themselves beneficial to other customers – saving you time, helping with much faster customer onboarding times and creating a more effective workplace by eliminating the requirement to change the wheel each time a new client shows up.
Snapshots make sharing configurations and campaigns with others within your company much easier than ever, whether through one-time web link sent using email to staff member or permanently shared through account access. Furthermore, snapshots additionally enable you to limit their import right into specific subaccounts if preferred.
Begin by logging into your HighLevel agency view and navigating to the “Account Snapshots” section. Right here, you can develop a snapshot by clicking the eco-friendly “Create New Snapshot” switch, getting in a name for it, picking its resource account( s) and choosing how it will certainly be replicated; make sure to pick something detailed yet easy-to-recall so it will become part of your portfolio of information over time.
Tailor the settings for the snapshot by choosing choices that best satisfy the demands of your customer, for instance if they are real estate customers you might wish to consist of:
Finally, you can customize custom-made fields to gather details that’s one-of-a-kind per customer. When satisfied with the result, merely push the “Save” switch to save modifications and apply them throughout all clients.
As snapshots are a vital tool for the success of GoHighLevel customers, making them crucial for marketing companies and SaaS resellers alike. If you have not utilized them already, give it a try and see just how it can simplify workflows while producing extra outstanding outcomes for customers.