Gohighlevel snapshots

What is a GoHighLevel Snapshot? 

A GoHighLevel Snapshot is a comprehensive template that includes pre-configured settings, campaigns, workflows, and other tools that can be applied to new sub-accounts within the GoHighLevel platform. Snapshots are designed to simplify and speed up the process of setting up new accounts, particularly for marketing agencies or businesses that manage multiple clients.

What Comes with a GoHighLevel Snapshot?

When you use a GoHighLevel Snapshot, a variety of pre-configured tools and settings are transferred to your new sub-account. Here’s what you get

Workflows and Automations

Automated sequences that handle tasks like follow-ups, lead nurturing, and customer onboarding, set up and ready to go.

Funnels and Landing Pages

Complete sales funnels, landing pages, and websites that can be easily deployed and tailored for specific clients.

 Forms and Surveys

Pre-configured forms and surveys designed for lead generation, customer feedback, and more.

CRM and Pipelines

Sales pipelines and CRM configurations to manage and track leads through the entire sales process.

Triggers

Automation triggers that perform specific actions based on customer behavior or other conditions.

Appointment Scheduling

Pre-set appointment scheduling systems that sync with calendars and automate the booking process.

 Tags and Custom Fields

Tools to segment leads and capture detailed information, helping you organize and manage your contacts more effectively.

SMS Templates

• Ready-Made SMS Scripts: Pre-configured text message templates for quick deployment.
• Customizable: Easily tailor templates to match specific client campaigns.

Email Templates

• Pre-Built Emails: A collection of pre-designed email templates ready for use.
• Easy Import: Quickly import and customize multiple templates for different campaigns.

Custom Communications

• Tailored Messaging: Pre-configured templates for SMS, emails, and more, designed to fit specific needs.
• Flexible Setup: Easily customize communication workflows and messages for each client.
  

Membership Products and Offers

• Pre-Built Membership Areas: Ready-to-use templates for creating membership sites with gated content.
• Customizable Offers: Easily configure and tailor membership products and offers to fit different client needs.

 Trigger Links

• Automated Actions: Pre-set links that trigger specific actions or workflows when clicked.
• Tracking and Engagement: Easily track user interactions and automate follow-ups based on link clicks.

What  features cannot Come with a GoHighLevel Snapshot?

While GoHighLevel Snapshots are incredibly useful for quickly setting up new sub-accounts with a wide range of pre-configured tools and settings, there are certain features and elements that do not get transferred with a snapshot. Here’s a breakdown of what isn’t included

1 : Custom Domain Settings

Domain configurations, such as DNS settings, must be set up manually for each account. These settings are specific to individual domains and are not part of the snapshot.

2 : Third-Party Integrations

Integrations with external tools or platforms, such as payment gateways or CRMs, need to be reconnected after applying a snapshot. These connections are unique to each account and are not automatically transferred.

3 : User Accounts and Permissions

Individual user accounts, along with their roles and permissions, are not carried over with a snapshot. You’ll need to create and assign roles for users separately for each new sub-account.

4 : Uploaded Media Files

Media files like images, videos, and documents that are uploaded to the media library are not included in the snapshot. These need to be re-uploaded or transferred manually.

5 : Email and Phone Number Verification

Verification settings for email sending domains and phone numbers do not transfer with the snapshot. These verifications must be completed again for each new account.

6 : Custom Code and Scripts

Any custom code, JavaScript, or HTML scripts that were added to specific pages, funnels, or workflows are not included in the snapshot and must be re-added manually.

How to Create a HighLevel Snapshot ? 

Creating a HighLevel Snapshot might seem a bit complex, but with the right approach, it’s straightforward. Here’s how you can craft and export a Snapshot, ready for import into a new account or sharing with another GoHighLevel user:

1. Start in Agency View: Begin by navigating to the “Settings” menu from the Agency View.
2. Access Account Snapshots: Once in Settings, click on “Account Snapshot.”
3. Initiate a New Snapshot: Hit the “Create New Snapshot” button to start the process.
4. Name Your Snapshot: Give your Snapshot a unique name that you’ll easily recognize later.
5. Select the Base Account: Use the dropdown menu to choose the account you want to base this Snapshot on.
6. Save Your Work: Click “Save” to finalize your Snapshot.
7. Share the Snapshot: Once saved, copy the Share URL and send it to whoever needs it.

How do you import a HighLevel Snapshot?  

Importing a HighLevel Snapshot is a breeze! Here’s how you do it:

1. Get the Snapshot Share Link: Make sure you have the correct Snapshot share link ready.
2. Log into Your GoHighLevel Account: Start by logging into your GoHighLevel account as usual.
3. Open a New Tab: In the same browser, open a new tab while staying logged into your account.
4. Paste the Snapshot Link: Copy the Snapshot share link and paste it into the address bar of your new tab.
5. Hit Enter: Press “Enter,” and you’ll be directed to a page asking if you want to import the snapshot.
6. Click “Yes! Import Now”: Confirm by clicking the “Yes! Import Now” button, and you’re all set!

Benefits of Using GoHighLevel Snapshots

1 . Time-Saving

One of the most significant advantages of using Snapshots is the time it saves. Setting up a new account from scratch can be a daunting task, especially if you have a complex configuration. With Snapshots, you can simply import a pre-configured setup, eliminating the need to recreate everything manually.

2 . Consistency Across Accounts

For agencies managing multiple clients or businesses with several locations, maintaining consistency in setup and processes is crucial. Snapshots ensure that every account has the same workflows, campaigns, and configurations, leading to uniformity and streamlined operations.

 3 . Easy Onboarding

Onboarding new clients can be a hassle, but Snapshots simplify this process. By importing a Snapshot, new clients can quickly have a fully functional setup tailored to their needs, allowing them to hit the ground running.

 4 . Error Reduction

Manual setup increases the risk of errors. Snapshots mitigate this risk by providing a tried and tested configuration, ensuring that every detail is correct and functioning as intended.

5 . Scalability

As your business grows, so does the need for scalable solutions. Snapshots allow you to scale your operations effortlessly. Whether you’re adding new clients or expanding to new locations, Snapshots provide a scalable and efficient way to replicate your successful setups.

FAQ,s

1. What is a GoHighLevel Snapshot?

A GoHighLevel Snapshot is a comprehensive template that includes pre-configured settings, campaigns, workflows, and more, allowing you to quickly set up new sub-accounts with everything you need already in place.

2. What gets transferred in a GoHighLevel Snapshot?

Snapshots include pre-built campaigns, workflows, funnels, landing pages, CRM configurations, tags, custom fields, appointment settings, and more. However, certain elements like domain settings, user accounts, and third-party integrations are not included.

3. How do I create a GoHighLevel Snapshot?

To create a Snapshot, navigate to the “Settings” menu from the Agency View, select “Account Snapshot,” click “Create New Snapshot,” name it, choose the base account, and save it. Once done, you can share it using the provided URL.

4. How do I import a GoHighLevel Snapshot?

Importing a Snapshot is easy. Log into your GoHighLevel account, paste the Snapshot share link into a new browser tab, and hit “Enter.” You’ll be prompted to confirm the import—just click “Yes! Import now.”

5. Can I customize a Snapshot after importing it?

Yes, once you import a Snapshot, you can customize it to fit the specific needs of your new sub-account, adjusting campaigns, workflows, and other settings as required.

6. What features don’t come with a GoHighLevel Snapshot?

Certain features, such as custom domain settings, third-party integrations, user accounts and permissions, uploaded media files, email and phone number verifications, and custom code/scripts, are not transferred with a Snapshot.

7. Can I share my Snapshot with others?

Absolutely! After creating a Snapshot, you can copy the share URL and send it to other GoHighLevel users, allowing them to import it into their accounts.

8. Why would I use a GoHighLevel Snapshot?

Snapshots save time and ensure consistency when setting up new accounts. They are particularly useful for agencies managing multiple clients, allowing for quick deployment of pre-configured settings and workflows.

9. How often should I update my Snapshots?

It’s a good practice to update your Snapshots regularly, especially after making significant changes to your campaigns, workflows, or account settings, to ensure that your templates remain up-to-date.

10. Can I delete a Snapshot?

Yes, you can delete a Snapshot if it’s no longer needed. Simply navigate to the “Account Snapshot” section in Settings, find the Snapshot you want to remove, and delete it.

Conclusion

GoHighLevel Snapshots are a powerful tool for agencies and businesses looking to streamline the setup and management of client accounts. By encapsulating everything from campaigns and workflows to landing pages and CRM settings into a single, reusable template, Snapshots save time, ensure consistency, and simplify the onboarding process. Whether you’re scaling your operations or maintaining a high standard across multiple accounts, Snapshots offer a practical and efficient solution that enhances your ability to deliver top-notch services quickly and effectively. With the flexibility to customize and share Snapshots, you can tailor your approach to meet the unique needs of each client, driving better results and greater satisfaction.