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Gohighlevel snapshots

Updated: Aug 3

In the digital marketing space, every SEO needs the right tools to carry out the job properly. When taking on a client whether it be an agency or freelance, it’s very important that the client starts to see conversations on the leads that eventually come through, otherwise they are most likely going to stop paying for the service (or even worse believing in it). 


You need to make sure that your website is always up to the standards that search engines set. If you’re familiar with digital marketing then you understand just how much ongoing maintenance is required to keep your website performing at its best.


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This is where Go Highlevel comes in. Similar to the likes of Clickfunnels this tool is designed to help your clients create the best path and right level of engagement for their customers so that all of those leads gained from your other types of marketing eventually pay off.


GoHighlevel is a new-age marketing tool that attempts to consolidate the most useful marketing tools under a single umbrella.


Once you’re all signed up, you’ll be given a log into the app which takes you to the dashboard. From where you’ll be able to set up accounts (Client locations) for your clients and own agency.


You can also import snapshots from other accounts which can be useful if you work with clients in a very similar niche.


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Create Snapshots


Follow the steps below to Create a Snapshot:

  1. Click Settings in the Agency View 

  2. Click Account Snapshot

  3. Click Create New Snapshot

  4. Name your snapshot in the Snapshot name field

  5. Choose which account you want to base your snapshot of using the dropdown in the Account field

  6. Click Save


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Load Snapshots Into Existing Account


Follow the steps below to load a Snapshot into an already existing client account

  1. Click Accounts on the Agency view

  2. Click view details (right side) of the client account you want to load the Snapshot into

  3. Click the Actions dropdown

  4. Click Load Snapshot

  5. Using the dropdown in the Snapshot field choose the Snapshot you wish to load into this account

  6. Click Load





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Import Snapshots


Import Snapshot from Snapshot Share Link

Follow the steps below to import a snapshot from a shareable link

  1. Log into HighLevel in your web browser

  2. Open an additional tab in your browser

  3. Paste the snapshot share link into the browser address bar and hit enter

  4. Click Yes! Import Now


Import Snapshot from Email

Follow the steps below to import a snapshot from email

  1. Log into HighLevel in your web browser

  2. Click Click here. in the email

  3. Click Yes! Import Now


Pushing & Loading Snapshot Updates to Client Accounts


Pushing Snapshot Updates to Client Accounts

Follow the steps below to push Snapshot updates to linked accounts:

  1. Click Settings on the Agency View

  2. Click Account Snapshot

  3. Click the Push update to linked accounts button found on the right side of the Snapshot you wish to push out updates for

  4. Click Ok when prompted


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What happens?

*Important*

  1. New Snapshot client account items (Snapshots Overview for the list of items) which were not in the Snapshot prior, thus were added by a Refresh (update) Snapshots, will be added to the client account

  2. *Any items in the client account that were created originally from the Snapshot will be updated to their state in the most updated (present) version of the Snapshot

  3. Based on (2.) if you make a change to items (ex: Campaigns) in the client account and then push an update to linked accounts, it will update the items to their state in the most updated (present) version of the Snapshot, thus deleting the changes if they are not in the most updated version of the Snapshot -- *Workaround: Create a copy of the item (campaign: Copying Campaigns) originally created by the Snapshot and make the edits there. This untethers the campaign from the Snapshot thus pushing updates out to linked accounts will not touch the copy. Note that you may need to update triggers and other items in the client account to reflect the new campaign

  4. Custom Values will not be edited or deleted, meaning it is the one exception to the rules 2. & 3. above. This is why we suggest to use them (Using Custom Values to Master Snapshots)

  5. Client account Users and Users (setting in Campaign Configurations) will not be edited or deleted

  6. Other client account items that were not originally created by the Snapshot or have been added since the Snapshot was originally loaded will not be edited or deleted

  7. Snapshot updates will not be pushed to client accounts created in other agency accounts. These are client accounts that may exist in other agency accounts based off a Snapshot you shared - Share Snapshots (with other agencies)



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