GoHigh Level offers many options under one umbrella, and the snapshot feature is one of them that has a lot of positive aspects. Snapshot allows users to create copies of clients, and you can use those copies to make templates for your new accounts and for the accounts you are sharing with other people or clients. Snapshot is basically a clone of your account, and you can add this clone account to another account with the help of a unique link. Imagine you have one account that has all the funnels and campaigns, including email, marketing, automation, app automation, and landing pages. Now, you want to transfer all your data to another account. Here comes our hero snapshot that helps you make clones of all the things and assists you in transferring them to another account.

How can you make a Snapshot in HighLevel?

You have to follow these three steps to create a snapshot in HighLevel

Step1: Go to HighLevel Dashboard and navigate to your desired client

• You have to Login into your account and navigate the dashboard button on the top left corner of the screen.

• Now, navigate the client section and explore your existing clients list.

• Now click on the desired client account to create a snapshot, and you will be taken to the client’s specific dashboard.

• From that dashboard, you can now create a snapshot by following these steps.
  

Step2: Go to the Account Snapshot tab and create your desired account snapshot

• You have to click on the Account Snapshot tab on the upper left-hand side of the screen

• Now click the “Create Snapshot” option.

• Give it a name to relocate it easily.

• Now, you can select the data you want to add to the Snapshot.

• Now click Create your snapshot is ready.

• For the correct maintenance of the client’s data, you can regularly take snapshots of the client’s data. Also, you need to understand that you have to select the right client before making the Snapshot, as each snapshot has its own unique identity, and you can't change it later, nor can you transfer it to another account.

Step3: Customization of Snapshot with selective data and saving of the Snapshot for easy access

• Select your desired data fields to add them in Snapshot.

• The data may include revenues, leads generated, or appointments.

• Now, after selecting the data fields, you can save them so that you can easily access them in the future.

• You can make progress by regularly comparing the snapshots over time. These comparisons will assist you to make rational, data-driven decisions to increase the productivity of your business.

• Overall, the customization of Snapshots helps you understand the different curves of businesses, and you can predict and see the future of your business.

What Data Can Be Transferred With a GoHighLevel Snapshot?

Here is the list of data you can transfer with a Snapshot

• Custom Fields

• Custom Values (Specific values do not get imported due to privacy regulations, only the value keys)

• Triggers (Defaults to draft mode upon import)

• Trigger Links

• Surveys

• Forms

• SMS Templates

• Email Templates (Import multiple email templates)

• SMS (SMS template for reputation management)

• Email (Email template for reputation management)

• Custom Communications (Custom communication settings for reputation management)

• Campaigns (Start in "published" mode; Users are not copied over)

• Pipelines

• Calendars (Calendar settings included)

• Tags

• Folders

• Funnels (Products and tracking codes do not get imported)

• Automation

• Membership Products and Offers

• Workflows (Doesn't import 3rd party system data like Facebook, Google, Adwords, etc.)

• Teams (Imports, but not active by default; must be manually activated in the new account)

Well, there is another list you have to be careful about, as this list consists of the data that you can't transfer(clone).

• Contacts

• Conversations

• Tracking codes

• Integrations

• Users

• Reporting data

• Reputation data

• Custom Values data

• Chat widget customizations

• Domains

• Company settings

• Existing tasks / manual actions

How Can You Import a high-level snapshot?

Here are the steps. Just follow them, and you will import your Snapshot from GoHighLevel.

• First, get the snapshot link from the person or the provider so that you can import the snapshot into your account.

• Now, log into your account.

• Now open another tab and make sure that you do not log out from your account.

• Now select the unique link of the snapshot, copy it and now you have to paste that link on the Address bar of the next tab.

• Now press and enter, and it will open a window and will ask your permission to import a snapshot from it.

• Click on Yes! Import now tab and your fill will import.

• You can access your imported snapshot file in the imported snapshot tab available in the settings section of your business portal.

With these simple steps, you can import your desired snapshot, and now you have access to contacts, email campaigns, appointments, pre-configured settings, integrations, tracking codes, reporting data, domains, automated chatbots, and much more depending on what you have imported.

How Powerful are Snapshots in HighLevel?

Every business has its own SOPS(Standard operating procedures), and you also import these SOPs into your business when you import any business snapshot in HighLevel. These snapshots allow you to duplicate a business model that is already successfully running completely. With the data like landing pages, funnels, appointments, chats, and email campaigns of a successful business, you can make greater chances of the success of your business. This feature also makes the process of setting up a business account very easy because you have to copy the data and paste it into your profile. This feature not only makes your business life easy, but it also saves a lot of your time and effort. This feature increases the automation of business, which increases the growth of business.

1. Onboarding and setting up quickly: These snapshots significantly decrease the onboarding time of the new clients and users when they are setting their businesses on HighLevel. That gives them an edge to get ready in minutes rather than taking the conventional way of onboarding that takes many hours, even days. With this time saving, you can accelerate the other processes of your business and can start as soon as possible to serve your clients.

2. Automation Processes and Market Optimization: The snapshots you will import will show you the graphical representation of sales and marketing funnels that will enable you to overview the effects of marketing campaigns on sales. The graphical representation of data will assist you in the analysis and optimization of strategies as snapshots follow a singular interface to show you the automation workflows, funnels, and customer journeys. This view will assist in easy identification, the rectification of obstructions, and also the automation of repetitive tasks to streamline operations. This will also increase customer engagement and boost the productivity of the business. 

3. Upgrade Customer Engagement: You will analyze the business of imported snapshots that will assist you in working on the weak points of the business. You will check the client's responses and the criticism of the business; by analyzing the mistakes of previous business models based on customer satisfaction, you can shape your business strategies accordingly for a successful startup. Snapshots enable you to personalize the targeting of marketing more effectively, which will eventually help you enhance customer interactions, experience customized deliveries, and create long-lasting relations with your customers. 

4. Enhancement in efficiency and efficacy: The use of snapshots enables you to centralize the running business information, you can analyze the situation, and improve the negative aspects of the business in imported files. These snapshots will also help you in making the right choice of tools that you will use for that specific business. This will save you time and money as well as you don't have to invest and run a variety of tools. You can make strategies easily with a drag-and-drop user-friendly interface. By reducing your time with the help of snapshots, you can enhance your focus more on making revenues and potential growths of business.

5. Clear ROI reporting: The snapshots offer you clear Return of Investment reports by providing every analysis needed for evaluating the effectiveness of sales and marketing strategies. With the graphical representation of ROI, you can easily analyze the drawbacks and potentials of that business, and by implementing effective strategies and decision-making, you can increase the sales and growth of the business.

6. Using Saas Model for growth revenue: There is a high-level Saas model available in conjunction, and you can use that model to its full potential to increase the revenues of the business and decrease the drawbacks such as churn rates.

These are some of the features a Snapshot gives, and they significantly help you in the automation of your business to save your time and cost. By implementing the correct strategies with data-driven analysis, you can increase your business presence in a minimal time.

Downloads of Free GoHighLevel Snapshots

Here are the free GoHighLevel snapshots that are available on our website. You can import them and utilize them for the growth of your business.

Chiro $39 New Patient Snapshot (You can import a pre-built funnel for a $39 new offer for your Chiropractic business.)

Attorney Free Consultation (You can get a free attorney snapshot designed for free consultation calls.)

Pest Control Snapshot (You can get it for your pest control)

Crossfit Snapshot (Free Week) (You can Import this CrossFit gym snapshot and offer a free week to new customers.)

Restaurant Snapshot (Free Appetizer) (You can import a "free appetizer" snapshot for your restaurant to convert new customers.)

Medical Spa ($250 Gift Card Snapshot) (You can own a medical spa or related biz? Convert new customers with a $250 gift card.)

Gym Snapshot (Free Week Membership) (You can offer a free week pass to entice new member sign-ups with this gym snapshot.)

Coaching Snapshot (Free Discovery Call) (You can run a coaching business and want to convert prospects on free calls? This is for you.)

Solar Snapshot (Free Solar Quote) (You can import this solar snapshot and offer a free quote to entice new solar business.)

Mortgage Loan Snapshot (If you are looking for home buyers for your mortgage loan business? Try this free snapshot.)

Yoga Studio (Free Week Offer) (You can import this yoga studio snapshot and offer a free week pass for new sign-ups.)

Hair Salon (Free Cut or 30% Off Offer) (You can import this hair salon snapshot and offer a free haircut or 30% off your services.)

Martial Arts Studios (Free Week) (You can use this martial arts snapshot to offer a free week class to your prospects.)

Real Estate Agents Snapshot (You can import this Real Estate Agent snapshot to convert buyers and sellers.)

Dentist Snapshot (Free Whitening) (You can convert new dentist customers with a free teeth whitening offer.)

Marketing Agency Snapshot (Every HighLevel account comes loaded with the free marketing agency snapshot.)

Home Services $150 Off Coupon (You can offer a $150 off coupon for your home services business with this free snapshot.)

Day Spa $50 Gift Card Snapshot (You can offer a $50 gift card to convert new customers to your day spa business.)

How GoHighLevel Snapshots Simplifies the Setup of an Account?

• These snapshots are game changers, especially for new businesses; even existing businesses that are not progressing can opt for the option of Snapshots and increase the presence and profits of their businesses.

• It saves your time and efforts as instead of making a new account from scratch and implementing new strategies for its growth you can import the Snapshots of other businesses of the same niche and shape your business in no time. That gives you extra time to develop more and more strategies for the successful running of your business. For the agencies, B2B suppliers, and mentors, the feature of Snapshots is a true blessing.

  Conclusion

  In short, the feature of Snapshots saves a lot of time and effort in boarding a business. In the development phase of business, it helps in creating strategies, removal of drawbacks, the addition of positive aspects, and gives a lot of data on the running business. With the right implementation of data-driven strategies, you can elevate your business sales and presence in minimal time. If you do that all conventionally, you will need many hours, even days ju, st onboarding your business. The later phase requires weeks and even months, much effort, and a lot of money because you have to test different strategies and campaigns for marketing your products.