GoHighLevel Snapshots Explained

The ability to quickly duplicate a marketing funnel, automation workflow, or website within another account is a powerful capability for agencies and marketers. However, importing a snapshot can sometimes cause issues that can be easily resolved with a few simple troubleshooting techniques.

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By learning how to work with snapshots effectively, you can streamline your CRM efforts and improve lead tracking and conversion rates. This article provides a step-by-step guide to understanding snapshots, troubleshooting common issues, and best practices for using this GoHighLevel feature.

Snapshots are a great way to save time and effort when launching campaigns for new clients. Instead of having to recreate all their settings, marketing automations, and sales funnels manually, you can simply import a pre-configured snapshot into the client’s account via a unique link. This feature significantly cuts down the onboarding and setup time for clients, allowing you to serve them faster.

However, a common challenge that many users encounter when importing a snapshot is the fact that some elements don’t transfer over. For example, a user may notice that their email templates, conversation history, branding settings, chat widget customizations, reputation data, and custom values do not get imported over with the snapshot. In order to fix this issue, you can refresh the snapshot, which will ensure that all new settings are updated in the client’s account. This will help you eliminate any errors associated with manual setups and migrations. Moreover, it will also ensure that all new changes in the client’s marketing and automation strategy are updated in their Go HighLevel account.