Snapshots Overview (MD) in HighLevel

• What Are Snapshots and Why Are They So Powerful?
• How to Create a Snapshot
• Sharing Your Snapshot
• Updating Snapshots
• Conclusion

In the fast-paced world of digital marketing, efficiency is key. One powerful tool that can save you significant time and effort is HighLevel Snapshots. If you’re not yet familiar with snapshots or unsure how to fully leverage their potential, this guide is for you. Let’s dive right in and explore everything you need to know about HighLevel Snapshots and how they can revolutionize your workflow.

What Are Snapshots and Why Are They So Powerful?

Snapshots in HighLevel are essentially captures of the settings and contents of a sub-account. They can be easily imported into other HighLevel accounts, which means you can quickly replicate successful setups across multiple accounts. This is particularly useful for creating effective marketing campaigns swiftly and consistently. Snapshots can include a variety of elements such as:

• Custom Fields
• Custom Values
• Email Builder Templates
• Funnels
• Websites
• Trigger Links
• Membership Offers and Products
• Pipelines
• Review Settings
• Forms
• Surveys
• Calendar Groups
• Triggers and Workflows

Imagine you’ve developed a perfect setup for a dental clinic. With snapshots, you can effortlessly use this setup for future dental clients, saving both time and providing added value.

How to Create a Snapshot

Creating a snapshot is straightforward. Here’s how:

1. Access the Snapshots Section:
   • Navigate to the “Settings” tab in your agency account.
   • Click on “Snapshots”.
2. Create a New Snapshot:
   • Click on “Create New Snapshot” at the top right.
   • Name your snapshot (e.g., “Test Video”).
   • Choose the sub-account you want to copy from the list of your created accounts.
   • Click “Save” and within a few seconds, your snapshot is ready.

Sharing Your Snapshot

Sharing snapshots is just as easy and highly versatile. Here’s how you can do it:

1. Select the Snapshot:
   • In the snapshots menu, find the snapshot you want to share.
   • Click the share icon on the right.
2. Choose Your Sharing Option:
   • Single-use Link: Ideal if you want the customer to use it without reselling or giving it away.
   • Email Share Link: Send the link via email.
   • Permanent Link: Useful for sharing on websites, YouTube channels, or courses, allowing repeated use.
   • Agency/Sub-account Restricted Link: Limit the link’s use to specific agencies or sub-accounts, ensuring controlled distribution.
3. Copy and Share the Link:
   • Click on the “Get Link” button.
   • Use the copy icon to copy the link and share it as needed.

Updating Snapshots

Keeping your snapshots up-to-date is crucial, especially as HighLevel continues to evolve. Here’s how to update and push changes to linked sub-accounts:

1. Update the Snapshot:
   • Make necessary changes to the sub-account.
   • In the snapshots menu, find the snapshot and click “Refresh Snapshot”.
   • Confirm the update.
2. Push Updates to Linked Accounts:
   • Select “Push Update to Linked Accounts”.
   • Choose the elements you want to update.
   • Confirm the push.

Conclusion

HighLevel Snapshots are a game-changer for anyone looking to optimize their marketing efforts. By understanding how to create, share, and update snapshots, you can ensure a consistent and efficient workflow, saving countless hours while impressing clients with swift and seamless setups.

Leverage the power of snapshots to prepare new sub-accounts even before client meetings, showcasing a setup that is nearly complete. This not only saves you time but also demonstrates professionalism and preparedness, setting you apart from the competition.