how to create go high level snap shots
|

How to Create GoHighLevel Snapshots For More Leads & Revenue 2023

A couple of weeks back, my buddy called me cause he was on the hunt for a new CRM. He’d already looked at all the big players, but he wasn’t convinced any of them would be a great fit for his business.

Feeling a bit overwhelmed with it all, he asked me which would I personally recommend. I told him Go High Level is the best option for this kitchen design business. I told him to pick up their free 14-day free trial, then implement a new Snap Shot so all his marketing, lead management, and reputation management would be in place from day one. And lo and behold, that’s exactly what he did.

more leads & revenue

Get Pre-built 1-Click GHL Snap Shots

Time is money right? GHL knows this. That’s why Snap Shots exist. It’s a 1-click, install-money-making-automations option. A quality snap shot will install the best tags, email copy, graphics, custom fields, custom values, triggers, trigger links, surveys, forms, and SMS to help you see a huge boost in new leads and revenue. Save yourself a tonne of headaches and get either a pre-built Extendly snap shot, or install one of the built in GHL snap shots below.

Get Extendly Pre-built Snapshots 14-Day Free GHL Trial

Done right, Go High Level Snapshots are a total gamer charger that can save you a whole bunch of time, but also make you a bucket load of moneygenerally on autopilot. 

In this article, I’ll walk you through the step-by-step process of creating a snapshot in Go High Level, providing you with everything you need to get up and running in no time.

Ready to crush it with Snapshots? Yep, thought so.

Let’s do this!

TL;DR:

Go High Level is an all-in-one funnel builder, website builder, landing page tool, email marketing tool, and lead management system. It starts from as little as $97 a month. 

Snapshots are a super powerful 1-click install solution to help you implement email flows, landing pages, SMS, tags and business workflows in Go High Level. 

Snapshots are available for dentists, real estate, window cleaners, builders, kitchen designers, roofers, and basically any business you can think of! 

Setting up a Snapshot is an easy process, but does require some copywriting and basic technical skills. If you’re time-poor or need some additional help, check out Extendly. 

Go High Level Snap Shots can be created as an Agency to manage client accounts

To get started with Go High Level, click this link. 

Understanding Go High Level Snapshots

Go High Level Snapshots are a powerful feature that help you achieve two super important things. They put all the digital marketing in place and they generate extra referrals, leads, and revenue while you sleep. (Which every business needs!)

Snap shots allow you to quickly copy various elements from one account to another with just a few clicks. So, for example, if I had an email marketing campaign setup for one accountant, I could quickly duplicate that to a completely different accountant (who aren’t related in any way) with just a few clicks. 

Go high level snap shots
The default Snap Shots available inside GHL

All the tags, email copy, graphics, custom fields, custom values, triggers, trigger links, surveys, forms, and SMS settings EVERYTHING – are duplicated within minutes. 

If you an agency this is particularly helpful when onboarding new clients or applying successful campaign settings across multiple accounts. It’s also useful for creating a set of templates or “best practices” that you can apply across any client. 

Steps to 1 Click Import a Snapshot

Ready to create your first Snap shot? 

1.First, navigate to the Settings section in the Agency View. (This is for an Agency btw). 

This is where the Account Snapshot settings are located.

2. Upon clicking Account Snapshot, notice the option to create a new snapshot. To proceed, click on Create New Snapshot.

3. Next, you’ll need to give my snapshot a name. In the Snapshot name field, I enter a unique and descriptive name to easily recognize it later.

4. Finally, choose which account to base my snapshot on by selecting an account from the dropdown in the Account field. (It’s important to select the right account, as this is where all the data for the snapshot will come from).

5. Once I’ve filled out the necessary fields, I simply click Save

6. The snapshot creation process will then begin, and in a short time, the snapshot will be available to use in other accounts. Boom, ready to rock.

7. It’s a good idea if you’re planning on creating/using multiple Snap Shots you come up with an easy way to categorize each Snap shot you created. 

Everything You Can Copy with a Snapshot

Custom FieldsSMS
Custom ValuesEmail flows
TriggersCustom Communications
Trigger LinksCampaigns
SurveysPipelines
FormsCalendars
SMS Templates (these are really handy)Tags
FoldersFunnels (huge time saver!)
Membership products and offersWorkflows
All the goodies you can copy with Go High Level snap shots

All The Things That Don’t Copy

ContactsReputation
Conversations (for privacy reasons)Custom value data
FB & Google Tracking CodesAny customization in the chat widget
Integrations (Zapier etc)Integrated domains
UsersCompany settings
ReportingExisting tasks or manual actions
Anything with sensitive data doesn’t get copied over, which is a good thing!

Setting Up the Snapshot Structure

Here are some basic ideas to help you create a GoHighLevel Snap shot structure. Sounds silly I know, but doing this will make soooo much easier.

Naming Convention

While creating Go High Level snapshots, it’s essential to have a consistent naming convention. I like to name my snapshots in a way that reflects their purpose and the features included. For example, use the format “Snapshot-Feature1-Feature2”, such as “Snapshot-LandingPage-EmailSequences”.

This way, it’s much easier to identify the contents of the snapshot without having to open the details. 

Organizing Cards

Organizing the cards within my snapshot is crucial for maintaining a clean and easy-to-navigate structure. I prefer creating separate sections for different types of assets, such as landing pages, email sequences, and automation. By grouping cards based on their functionality, I make it easier for myself and others to find the desired assets and understand the snapshot’s flow.

Using Labels and Tags

In addition to organizing cards, I find it useful to use labels and tags in my snapshots. These can help me filter and search for specific cards with ease. For example, I may label each card with the asset type (e.g., “email”, “landing page”, “automation”) and tag them with relevant categories (e.g., “lead generation”, “sales funnel”). This way, I can quickly locate the appropriate card within the snapshot. Using labels and tags effectively streamlines my workflow and enhances asset management inside snapshots.

Pros and Cons of GoHighLevel Snap shots

Product Pros

  • Literally the easiest method to setup all the automation a business needs to grow
  • 1-click install of EVERY-BLOODY-thing
  • Easy to put in place as a beginner, even if you haven’t done one before
  • Available for almost any business type
  • Easy as hell to manage your leads and new clients

Product Cons

  • The default GoHighLevel snap shots are decent, but still need some time to improve

Adding Content to the Snapshot

Managing Campaigns

With my experience using Go High Level, I’ve learned that the first step in building a successful snapshot is managing campaigns. By going to the Marketing section in the platform, I can access Email and SMS campaigns, where I’ll find a list of available templates. I can choose the templates relevant to my agency and customize them as needed, ensuring that the campaigns accurately represent my agency’s services and branding.

go high level snap shot campaigns

Integrating Funnels

Next, I’ll integrate funnels into my snapshot. The Funnels section in Go High Level allows me to view existing funnels and create new ones. To make the funnel relevant to my snapshot and targeted audience, I can either choose a pre-built template or build a custom design from scratch. Using the drag-and-drop builder, I can easily add elements such as text, images, buttons, and forms to personalize the funnel and optimize it for conversions.

funnels inside go high level

Incorporating Automation

Last but not least, I’ll incorporate automation into my Go High Level snapshot. Automations are crucial for streamlining the marketing process, saving both time and effort. In the platform, I can find automation tools under the Triggers section, where I can create, edit, and manage trigger-based actions. By utilizing these automation features, I can create a snapshot that runs on autopilot, providing my agency with a smooth and efficient marketing workflow.

automations in go high level snapshots

Sharing and Collaborating on Client Snapshots

Granting Snapshot Access

Sharing Snapshots in Go High Level dead simple! Here how it works:

First, navigate to the desired Snapshot and click the Share button on the right-hand side. Then, select the Get share link option, which generates a shareable URL link that you can copy and paste to send to someone for collaboration 1

This works well if you’re helping clients in one vertical (coffee shops for example) and you want to speed up the process of getting all their automation in place. 

Best Practices for Collaboration

When working together on Snapshots in Go High Level, it’s essential to keep a few basic things in mind:

  • Communicate clearly: Make sure to inform your collaborators about the Snapshot’s purpose and any specific modifications or updates needed. Clear communication helps to avoid misunderstandings and ensures a smooth collaboration process.
  • Organize your work: Break down tasks into smaller, manageable steps, and assign them to the appropriate team members. This approach fosters a clear understanding of individual responsibilities and helps to track progress effectively.
  • Stay up-to-date: Regularly sync with your collaborators to discuss the Snapshot’s status and any new developments or changes. Keeping everyone in the loop is crucial for efficient collaboration and helps to address potential issues proactively.

Finalizing and Implementing the Snapshot

Review and Quality Assurance

Before implementing any Go High Level Snapshot, it’s a real good idea to perform a thorough review and quality assurance. I typically double-check the snapshot name, verify the chosen account, and make sure all the necessary elements are included within the snapshot. (nothing worse than copying everything over, and then it’s all wrong 🤣)

During the review process, I focus on factors such as email templates, marketing campaigns, and CRM configurations to ensure everything is correctly set up. This also includes proper links, images, and tailored content for the target audience.

Just take your time, and get it right the first time around.

My Review of Go High Level

If you’re interested in getting started with Go High Level, I recently wrote an updated review of the software and who I think it’s best suited to. Check out the post below for more info:

Conclusion

So there we have it. Snap shots for GoHigh Level are pretty amazing. I’m actually surprised other CRM’s aren’t copying the idea (or maybe they are? lol 😝).

Like I mentioned in the beginning of this article, Snap Shots are a really simple and powerful way to implement everything a business needs for more revenue, referrals, leads and business growth. If you like the idea of a full calendar of new clients and all of your sales and marketing taken care of – High Level snapshots are the way to go. 

What used to take months of work, hiring crappy copywriters and multiple pieces of software can now be setup in a few clicks. 

It’s worth noting that if you find the default Snap Shots in GoHighLevel not suitable for your business, there’s an excellent service I recommend called Extendly who have a huge range of ready to Snap Shots + ongoing support to help you get everything set up. 

If you need help with anything Go High Level related, drop me a line on my contact page.

Frequently Asked Questions

What are the steps to create a Go High Level snapshot?

Creating a Go High Level snapshot involves several steps. First, I click on Settings in the Agency View. Next, I select Account Snapshot and click on Create New Snapshot. I then provide a name for my snapshot in the Snapshot name field and choose the account I want to base my snapshot on using the dropdown in the Account field. Finally, I click Save to create the snapshot.

How do I import and export snapshots in Go High Level?

To import a snapshot, I navigate to the account I want to import it into and click on the Account Snapshots tab. Then, I select Import Snapshot and follow the prompts to upload the snapshot file. To export a snapshot, I go to the account that has the snapshot I want to export and click on the Account Snapshots tab. I find the snapshot I want to export and click the Export button to download the snapshot file.

How can I refresh a Go High Level snapshot?

Refreshing a snapshot entirely depends on the specific snapshot and its settings. Generally, I would need to update the content, links, and other relevant information within the snapshot to reflect any changes or improvements I want to implement in my campaigns.

Are there any available Go High Level snapshots for sale?

Yes, there are various Go High Level snapshots for sale, mainly on the Go High Level snapshot marketplace. Users can purchase these snapshots to get a head start on their campaigns, saving time and effort in building their own. Keep in mind that it’s essential to verify the snapshot’s quality, relevance, and source before making the purchase.

Author

Similar Posts