GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it simple and efficient to duplicate campaigns, funnels and more across projects. Agencies use snapshots to onboard clients quicker and make sure consistency throughout projects.
Each snapshot includes an integrated collection of marketing campaigns, sales funnels, web sites, automation series, web page templates and other possessions.
Replicate entire funnels and automations in seconds
Snapshots are full back-ups of your HighLevel arrangement, consisting of automations, funnels, pages, landing forms, call listings, e-mail campaigns and CRM pipes. Snapshots make moving complete systems between customers easy without the demand to recreate whatever from square one; firms can conserve hours by utilizing snapshots as templates throughout customer accounts.
To produce a snapshot, log into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot prior to choosing which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots category; as soon as shared it can also be shared by means of sending out links produced. Any type of imported snapshots show up under Imported Snapshots category.
GoHighLevel snapshots have an advantage in that they’re fully modular; that allows you to use just certain components while leaving others out – making modification and adjustments much simpler than with more rigid snapshots.
Automating crucial procedures with these snapshots not only automates them but additionally simplifies lead generation procedure and improves customer relationship management (CRM) to enhance scalability and efficiency for far better scalability and performance allowing users to create reliable marketing strategies focused on turning potential clients into paying customers.
HighLevel snapshots offer an additional significant advantage – their adaptability in conference specific market needs. For instance, dental snapshots can come pre-loaded with lead capture types and campaigns using free teeth whitening to brand-new clients. This offers agencies with the liberty to tailor options especially tailored for every client while still continuing to be consistent in brand name picture and message.
GoHighLevel’s snapshots are very configurable and can help your company boost efficiency and expand. By duplicating existing workflows, simplifying complicated automations, onboarding brand-new customers quickly and being centrally located with simple instructions they are an indispensable asset in attaining development faster and more effectively than ever.
Accelerate customer onboarding
Are You a Firm Proprietor or Manager? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for multiple customers at the same time, hence accelerating results for customers while conserving you time on setup! Snapshots make certain success for every person included – firm and customers alike.
Snapshots provide a thorough backup of an account’s setup, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported right into an additional client account utilizing Snapshot ImporterTM they automatically setup in that account, making onboarding much faster. This decrease in hands-on configuration time makes onboarding much more efficient!
To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the source for your snapshot, begin picking which components of its system you would like conserved as part of this snapshot prior to clicking “Conserve”; HighLevel will produce a portable copy that you can after that deploy comparable systems elsewhere GoHighLevel Auto Mechanic Snapshot.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this an invaluable feature for firms transferring systems between customers. As soon as exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes developing snapshots easier than ever before, using pre-equipped snapshot templates for different sectors from real estate to e-commerce. By promptly onboarding brand-new clients while helping them meet their company goals, these industry-specific snapshot templates make onboarding customers faster than ever before and providing them with thorough marketing systems faster than ever before.
Preserve brand name uniformity
Hand-operated configurations might leave inconsistencies that endanger brand consistency, while snapshots enable you to replicate an account setup across several brand-new accounts without manually recreating all setups for each one. This assists release completely configured client accounts rapidly and precisely while saving addons such as triggers or e-mail templates in snapshots make keeping constant processes throughout your customer base much simpler.
Snapshots can be a very useful asset to agencies handling multiple accounts simultaneously. By establishing the ideal account structure as soon as and saving it as a snapshot for use later with brand-new clients, snapshots help companies reduce onboarding times by as much as half quicker. A 2025 study shows how snapshots assist speed up the onboarding process substantially.
To produce a Snapshot, browse to your Company Dashboard and select the sub-account you want to capture. From there, select what components should be included (funnels, calendars, workflows, web site templates, customized worths and more) before providing it a name and clicking “Conserve”.
Once your snapshot prepares to use, browse to the Account Manager of the account or sub-account in which it needs to be applied and choose it there (either at one time or part by component).
As a GoHighLevel reseller or marketing firm, utilizing snapshots can considerably boost performance and guarantee a much more standardized account configuration process. By making it much easier to replicate campaigns, funnels and automation schemes swiftly, snapshots aid range faster while enhancing income streams.
Implementing and utilizing snapshots has numerous advantages that are essential to business success:.
Remove repetitive setup tasks
Snapshots make it easy and efficient to clone and reuse existing funnels, automations and setups that have verified themselves beneficial to other customers – conserving you time, helping with quicker client onboarding times and producing a more efficient workplace by removing the need to transform the wheel each time a brand-new customer arrives.
Snapshots make sharing setups and campaigns with others within your company simpler than ever before, whether through one-time web link sent out via email to staff member or completely shared through account access. In addition, snapshots additionally allow you to restrict their import right into details subaccounts if desired.
Start by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Below, you can create a snapshot by clicking the green “Create New Snapshot” switch, entering a name for it, choosing its resource account( s) and choosing just how it will certainly be replicated; make sure to choose something detailed yet easy-to-recall so it will become part of your profile of information gradually.
Customize the setups for the snapshot by choosing options that best meet the needs of your client, for instance if they are real estate customers you might wish to consist of:
Ultimately, you can customize customized areas to collect information that’s distinct to every customer. When pleased with the outcome, merely push the “Conserve” switch to save modifications and apply them across all customers.
As snapshots are an indispensable device for the success of GoHighLevel users, making them important for marketing agencies and SaaS resellers alike. If you haven’t utilized them currently, give it a try and see how it can enhance workflows while creating extra remarkable results for customers.