GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it straightforward and effective to duplicate campaigns, funnels and even more throughout projects. Agencies make use of snapshots to onboard clients much faster and make certain uniformity throughout tasks.
Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, web sites, automation sequences, page templates and various other properties.
Duplicate whole funnels and automations in secs
Snapshots are full backups of your HighLevel configuration, consisting of automations, funnels, pages, touchdown kinds, call listings, email campaigns and CRM pipes. Snapshots make moving total systems between customers easy without the demand to recreate everything from square one; agencies can save hours by using snapshots as templates across client accounts.
To develop a snapshot, log into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot before selecting which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots group; as soon as shared it can additionally be shared through sending links generated. Any kind of imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have an advantage in that they’re completely modular; that permits you to use just specific parts while leaving others out – making customization and changes a lot simpler than with more stiff snapshots.
Automating crucial procedures with these snapshots not just automates them however likewise simplifies list building procedure and improves customer relationship management (CRM) to raise scalability and efficiency for better scalability and efficiency allowing users to create efficient marketing methods focused on turning potential clients into paying clients.
HighLevel snapshots provide one more significant advantage – their adaptability in meeting specific market demands. For instance, oral snapshots might come pre-loaded with lead capture kinds and campaigns providing free teeth bleaching to brand-new individuals. This offers companies with the flexibility to tailor services particularly tailored for every client while still remaining regular in brand photo and message.
GoHighLevel’s snapshots are highly configurable and can help your firm increase performance and broaden. By replicating existing workflows, streamlining complicated automations, onboarding brand-new clients easily and being centrally located with simple instructions they are an important asset in achieving growth quicker and more effectively than ever.
Accelerate client onboarding
Are You a Firm Proprietor or Manager? HighLevel snapshots make scaling very easy, making it possible to duplicate funnels and automations for numerous clients at the same time, hence quickening outcomes for customers while conserving you time on configuration! Snapshots make sure success for everyone entailed – company and clients alike.
Snapshots provide a detailed backup of an account’s arrangement, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields etc. When imported right into another client account using Snapshot ImporterTM they instantly arrangement in that account, making onboarding much faster. This decrease in hand-operated 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 resource for your snapshot, begin choosing which parts of its system you would certainly such as saved as part of this snapshot prior to clicking “Save”; HighLevel will certainly develop a portable copy that you can then release comparable systems in other places Snapshots For GoHighLevel.
Snapshots can also be exported and imported between GoHighLevel accounts, making this a very useful feature for companies transferring systems in between clients. Once exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.
HighLevel makes producing snapshots simpler than ever, offering pre-equipped snapshot templates for numerous industries from property to ecommerce. By rapidly onboarding new clients while helping them fulfill their company goals, these industry-specific snapshot templates make onboarding customers much faster than ever before and offering them with thorough marketing systems faster than ever before.
Maintain brand name uniformity
Hand-operated arrangements might leave incongruities that endanger brand name consistency, while snapshots permit you to reproduce an account configuration throughout multiple new accounts without by hand recreating all setups for each one. This assists release completely configured customer accounts rapidly and precisely while saving addons such as triggers or e-mail templates in snapshots make maintaining regular procedures across your client base much easier.
Snapshots can be a very useful property to agencies taking care of several accounts simultaneously. By setting up the perfect account framework once and waiting as a snapshot for use later on with new customers, snapshots assist agencies minimize onboarding times by approximately half much faster. A 2025 research shows how snapshots help speed the onboarding process dramatically.
To create a Snapshot, navigate to your Company Control panel and choose the sub-account you desire to capture. From there, choose what elements need to be included (funnels, schedules, workflows, internet site templates, custom-made values and so on) before providing it a name and clicking “Save”.
Once your snapshot is ready to make use of, 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 element by component).
As a GoHighLevel reseller or marketing agency, using snapshots can dramatically boost productivity and make certain an extra standardized account configuration process. By making it simpler to replicate campaigns, funnels and automation systems quickly, snapshots aid range quicker while raising income streams.
Carrying out and using snapshots has many advantages that are essential to business success:.
Remove recurring arrangement jobs
Snapshots make it basic and reliable to duplicate and reuse existing funnels, automations and setups that have actually shown themselves beneficial to various other clients – conserving you time, facilitating quicker client onboarding times and producing a more efficient workplace by removing the requirement to transform the wheel each time a new customer shows up.
Snapshots make sharing setups and campaigns with others within your firm less complicated than ever before, whether using one-time web link sent via e-mail to employee or permanently shared via account access. Additionally, snapshots also enable you to limit their import into certain subaccounts if preferred.
Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can create a snapshot by clicking the environment-friendly “Create New Snapshot” switch, getting in a name for it, choosing its resource account( s) and picking how it will be copied; make certain to select something detailed yet easy-to-recall so it will become part of your portfolio of info in time.
Customize the setups for the snapshot by choosing options that finest meet the demands of your client, for example if they are realty clients you may want to consist of:
Finally, you can personalize customized fields to accumulate info that’s special per customer. When satisfied with the result, simply press the “Save” switch to save adjustments and use them across all clients.
As snapshots are a crucial device for the success of GoHighLevel users, making them crucial for marketing agencies and SaaS resellers alike. If you have not utilized them currently, give it a try and see just how it can streamline workflows while generating a lot more excellent results for clients.