GoHighLevel Snapshots: Create, Export & Import Playbook

Who this is for

This playbook is for GoHighLevel agency owners and their teams looking to standardize their service offerings, accelerate client setup, and maintain consistency across multiple client sub-accounts.

What you'll build

You will learn the process of creating a GoHighLevel snapshot, configuring it with your desired settings and assets, and then exporting and importing that snapshot to replicate a pre-built system into any new or existing sub-account.

Step by step

1. Understand GoHighLevel Snapshots: A snapshot is a template that packages specific configurations (funnels, websites, forms, surveys, workflows, custom fields, calendars, etc.) from one sub-account, allowing you to deploy them quickly into others.

2. Prepare Your Source Sub-Account: Set up a dedicated 'master' sub-account or an existing client sub-account with all the funnels, websites, custom fields, forms, surveys, automation workflows, custom values, and other elements you want to include in your snapshot.

3. Create a New Snapshot:

   • Navigate to Agency Settings > Snapshots.
   • Click on + Create New Snapshot.
   • Select the sub-account you wish to use as the source for your snapshot.
   • Click Create Snapshot.

4. Edit and Configure Your Snapshot (Optional but Recommended):

   • After creation, click the three dots menu next to your new snapshot and select Edit Snapshot.
   • Carefully review and select the specific elements (e.g., funnels, workflows, custom fields, campaigns) you want to include in this snapshot. Deselect any items you don't want to carry over.
   • Click Update Snapshot to save your changes.

5. Export a Snapshot (Save for Future Use/Sharing):

   • Navigate to Agency Settings > Snapshots.
   • Click the three dots menu next to the snapshot you want to export.
   • Select Export Snapshot. This will download a .zip file of your snapshot to your computer.

6. Import a Snapshot into a Sub-Account:

   • Navigate to Agency Settings > Sub-Accounts.
   • Locate the sub-account where you want to import the snapshot and click the Manage Account icon (pencil icon) next to it.
   • On the Sub-Account Details page, scroll down to the Snapshot section.
   • Select your desired snapshot from the dropdown menu.
   • Click Save. The system will begin applying the snapshot to the sub-account. This may take a few minutes depending on the size of the snapshot.

Common mistakes

• Including Client-Specific Data: Accidentally leaving client-specific forms, campaigns, or custom values in a master snapshot, leading to irrelevant or incorrect data for new clients.
• Not Editing After Creation: Creating a snapshot but forgetting to edit it to deselect unnecessary elements from the source sub-account, resulting in bloat or conflicts.
• Forgetting to Update Source: Making changes to your master sub-account but not updating the corresponding snapshot, causing new sub-accounts to receive outdated configurations.
• Overwriting Existing Content: Importing a snapshot into a sub-account that already has similar assets without proper planning can lead to duplicate items or confusion.
• Skipping the Test: Not importing the snapshot into a test sub-account before deploying it widely to ensure all components transfer correctly and function as expected.