GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it basic and efficient to clone campaigns, funnels and even more throughout jobs. Agencies utilize snapshots to onboard customers faster and make sure uniformity throughout tasks.
Each snapshot consists of an incorporated set of marketing campaigns, sales funnels, web sites, automation series, page templates and various other properties.
Duplicate whole funnels and automations in seconds
Snapshots are full 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 transferring full systems in between clients easy without the demand to recreate every little thing from the ground up; companies can save hours by using snapshots as templates across customer accounts.
To develop a snapshot, log right into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot before picking which account or subaccount it puts on. When completed, the snapshot can be seen under Snapshots category; once shared it can also be shared through sending out web links created. Any imported snapshots appear under Imported Snapshots category.
GoHighLevel snapshots have a benefit in that they’re totally modular; that allows you to utilize just specific parts while leaving others out – making personalization and modifications a lot easier than with even more rigid snapshots.
Automating vital processes with these snapshots not only automates them yet also simplifies list building procedure and improves customer relationship management (CRM) to enhance scalability and performance for far better scalability and performance making it possible for users to develop effective marketing approaches concentrated on turning possible clients into paying customers.
HighLevel snapshots supply another significant benefit – their adaptability in conference certain market requirements. For example, oral snapshots could come pre-loaded with lead capture kinds and campaigns using free teeth bleaching to brand-new people. This supplies agencies with the liberty to customize options especially customized for each customer while still staying constant in brand name picture and message.
GoHighLevel’s snapshots are extremely configurable and can aid your agency boost effectiveness and broaden. By replicating existing workflows, streamlining complicated automations, onboarding new clients quickly and being centrally located with straightforward guidelines they are a crucial asset in attaining development quicker and more effectively than in the past.
Speed up customer onboarding
Are You an Agency Owner or Manager? HighLevel snapshots make scaling very easy, making it possible to duplicate funnels and automations for several clients simultaneously, hence quickening results for customers while saving you time on arrangement! Snapshots make certain success for everybody included – agency and clients alike.
Snapshots give a comprehensive back-up of an account’s setup, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported right into one more client account utilizing Snapshot ImporterTM they instantly configuration because account, making onboarding much quicker. This reduction in hand-operated arrangement time makes onboarding even more efficient!
To create 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 elements of its system you would like conserved as part of this snapshot prior to clicking “Conserve”; HighLevel will certainly create a mobile copy that you can after that deploy comparable systems in other places What Are GoHighLevel Snapshots.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this an invaluable feature for companies transferring systems in between clients. When exported, just import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes developing snapshots much easier than ever before, supplying pre-equipped snapshot templates for different markets from property to shopping. By quickly onboarding new customers while helping them fulfill their company goals, these industry-specific snapshot templates make onboarding clients faster than ever before and offering them with thorough marketing systems quicker than ever.
Maintain brand name consistency
Hand-operated setups may leave incongruities that compromise brand name uniformity, while snapshots permit you to replicate an account setup across multiple new accounts without manually recreating all settings for each one. This helps release fully set up client accounts swiftly and precisely while saving addons such as triggers or email templates in snapshots make preserving constant procedures across your customer base much simpler.
Snapshots can be an indispensable property to firms taking care of multiple accounts at the same time. By establishing the suitable account framework once and saving it as a snapshot for use later with brand-new clients, snapshots assist firms minimize onboarding times by approximately half quicker. A 2025 research 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 record. From there, choose what elements should be consisted of (funnels, schedules, workflows, website templates, customized worths and so forth) prior to providing it a name and clicking “Save”.
When your snapshot prepares to make use of, browse to the Account Manager of the account or sub-account in which it requires to be used and pick it there (either simultaneously or component by element).
As a GoHighLevel reseller or marketing agency, using snapshots can dramatically boost performance and guarantee an extra standardized account arrangement process. By making it simpler to reproduce campaigns, funnels and automation schemes rapidly, snapshots aid scale quicker while increasing revenue streams.
Applying and using snapshots has several benefits that are vital to business success:.
Eliminate repetitive arrangement tasks
Snapshots make it basic and reliable to clone and reuse existing funnels, automations and arrangements that have proven themselves beneficial to various other clients – conserving you time, helping with faster client onboarding times and producing an even more effective workplace by getting rid of the requirement to reinvent the wheel each time a brand-new customer gets here.
Snapshots make sharing arrangements and campaigns with others within your firm much easier than ever before, whether using single web link sent using email to employee or completely shared with account access. Furthermore, snapshots also allow you to restrict their import right into particular subaccounts if preferred.
Start by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Here, you can create a snapshot by clicking the environment-friendly “Create New Snapshot” button, going into a name for it, selecting its source account( s) and picking exactly how it will be copied; be sure to choose something detailed yet easy-to-recall so it will certainly enter into your portfolio of info in time.
Tailor the setups for the snapshot by picking options that best meet the needs of your client, as an example if they are realty customers you may desire to include:
Lastly, you can customize customized areas to gather details that’s unique to each customer. When satisfied with the result, merely push the “Conserve” button to conserve adjustments and use them across all clients.
As snapshots are a vital device for the success of GoHighLevel individuals, making them important 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 creating a lot more remarkable outcomes for customers.