How to Create a Snapshot in GoHighLevel (It’s Easy!)

Snapshots are one of GoHighLevel’s most useful features. They let you copy a complete account setup—landing pages, funnels, email campaigns, automations, and more—and reuse that setup as a template for a new client or share it with another account.

My own use case is client onboarding. Instead of rebuilding a proven funnel stack each time, I save it once as a snapshot and import it into the next account. Mike Weinberg’s New Sales Driver framework from New Sales. Simplified. shapes how I think about this: select the target, create the weapon, then deploy it. In GoHighLevel, the snapshot is the deployable weapon. You can read more about my background on the About page.

To create a GoHighLevel snapshot, open your dashboard, select the client account, click the Snapshots tab, choose Create Snapshot, name it, pick the data fields to include, and click Create. This saves the account's pages, funnels, automations, and campaigns as a reusable template you can import into new accounts or share.

What does a GoHighLevel snapshot include?

A snapshot can package much more than a single funnel. When you import one, you bring in landing pages, funnels, email marketing campaigns, automations, and the workflows that connect them. It can also carry contacts, conversations, tracking codes, integrations, users, reporting data, chat widget customizations, domains, company settings, and existing tasks or manual actions. That makes it closer to a full business SOP than a simple template. If you have already designed a custom sales cadence based on buyer personas, it can live inside the snapshot instead of being rebuilt account by account.

How do I create a snapshot in GoHighLevel?

Follow these steps from inside your GoHighLevel account.

1. Open the dashboard and choose the client account. Log in, open the dashboard, and select the correct client from the clients list. Each snapshot is tied to the account you are viewing, so double-check before you start.
2. Click the Snapshots tab. Select “Create Snapshot” from the options.
3. Name the snapshot. Use a clear name that tells you what the template includes or who it is for.
4. Choose the data to include. Select the relevant data fields—such as funnels, campaigns, automations, or metrics—so the snapshot captures what you need.
5. Save the snapshot. Click Create to generate it. This becomes a point-in-time copy you can access and compare later.

Before you create, confirm you're viewing the correct client account. Choosing which account to template is the same discipline as building an ideal customer profile for outbound sales; a clear target makes the snapshot more reusable.

How do I import a shared GoHighLevel snapshot?

Importing a shared snapshot takes about a minute.

1. Ask the sender for the shareable snapshot link.
2. Log into your HighLevel account in your browser.
3. Open a new tab while staying logged in.
4. Paste the snapshot link into the address bar and press Enter.
5. When prompted, click “Yes! Import Now.”
6. Find the imported snapshot under the “Imported Snapshots” tab in Settings in your Agency View.

Once imported, you can use the preconfigured settings and automation immediately. This is the fastest way to bring a proven setup into a fresh account.

How do I keep a GoHighLevel snapshot clean and reusable?

A snapshot only helps if the source account is worth copying. Before you save, review the underlying processes. The Bridge Group’s GTM Engineering guidance puts it directly: if your CRM data is incomplete or your workflows are disconnected, automation will scale those problems faster. A snapshot does the same thing with your client setup.

Email sequences are often part of a snapshot, so check those too. Lavender’s sales email cadence breakdown notes that most first-touch cold emails are ignored, so the follow-up structure matters more than the initial send. If the cadence inside your snapshot is weak, every imported account inherits that weakness.

For cold email campaigns, also remember that deliverability infrastructure—like secondary domains for cold email outreach—does not automatically fix itself in a cloned account. Plan the domain setup before you share the snapshot. And if you clone a sequence, run it through a cold email deliverability audit to catch problems early.

Frequently asked questions

How do I update my existing GoHighLevel snapshot?

Go to Settings in the Agency View, open Account Snapshot, find the snapshot you want to refresh, and click Refresh Snapshot. Click Ok when prompted. This updates the existing snapshot with the current state of the account.

Can I share my snapshot with someone outside my own HighLevel account?

Yes. When you create a snapshot, it becomes a shareable template. Share the snapshot link with the other person. They can paste it into their browser while logged into HighLevel and import it into their account.

What happens to the source account when I create a snapshot?

Nothing changes in the source account. Creating a snapshot captures a point-in-time copy of the account's data and settings. The original account continues to work normally, and the snapshot exists as a separate reusable template.