Snapshots
20 articles66 explained images
Snapshots - Overview
Snapshots help agencies save time by copying reusable account configurations from one sub-account into another. Use them to launch new clients faster, standardize proven setups, share templates with other agencies, and…
6 min4Creating New Snapshots in GHL Customer Care
This article shows you how to create a new snapshot in GHL Customer Care. Snapshots allow you to clone a sub-account's configuration so you can reuse them across other sub-accounts efficiently. TABLE OF CONTENTS What is…
2 min4How to Share Snapshots
Snapshots • Sharing • Assets Protection How to Share Snapshots Share reusable Snapshot configurations with the right recipients, choose the appropriate link type, and control how protected assets behave when a Snapshot…
7 min7Load Snapshots Into Existing Sub-Account
This article explains how to load a snapshot into an existing sub-account. Snapshots allow you to copy pre-built workflows, funnels and other assets into a sub-account without starting from scratch. This article walks…
4 min7Refresh or Update Snapshots
When you make changes to a client sub-account (like new workflows, forms, or funnels), your existing snapshot does not update automatically. To capture these new changes and make them available for future imports or…
2 min5Delete & Edit the Name of Snapshots
Delete Snapshots Follow the steps below to delete a Snapshot Click Settings (Agency view) Click Account Snapshot Locate the Snapshot you want to delete in either the My Snapshots, Imported Snapshots or Default…
1 minAssets Protected Snapshots ( Called "IP Protected" Earlier )
Snapshots • Assets Protection • Internal Reuse Assets Protected Snapshots (Called "IP Protected" Earlier) Protect snapshot assets from external redistribution while allowing those assets to be reused across…
7 min6How to Easily Replicate Documents and Contracts Setup Across Different Accounts
Documents and Contracts are now supported in Snapshots! Now, agencies can effortlessly save time during onboarding and ensure consistent Document templates across multiple locations. How It Works: Navigate to Account…
1 min5Snapshot Push Update History
You can view a history of all the times you pushed an update to a snapshot into subaccounts. You can see subaccounts processed, pending, and failed. You can also see the details of assets loaded in each subaccount. As…
1 min4Granular Permissions for Snapshots
Overview The granular permissions feature for Snapshots provides more control over who can perform specific snapshot-related actions within the system. With this update, admins can assign precise permissions to users…
1 min1Creating Custom Objects using Snapshots
This support doc provides step-by-step instructions on using the Custom Object Support in Snapshots feature. Customers can copy custom object data, including all custom fields and associations, between sub-accounts…
1 min2Manage Linked Assets in Snapshots
Manage Linked Assets in Snapshots Gain more control over what gets included in your snapshot pushes! You can now view, link, and unlink assets inside each snapshot. This makes snapshot management easier, faster, and…
3 minSnapshot Management: Selective Asset Snapshots and Force Snapshot Creation
This article shows you how to use GHL Customer Care’s enhanced snapshot management tools to selectively create and refresh snapshots, or force-create them even if some assets fail to load. These updates help you save…
3 minVoice AI Configuration Support for Snapshots
This article will show you how to use the new Snapshot feature for Voice AI in GHL Customer Care. With this enhancement, you can easily duplicate Voice AI setups — including agents, prompts, workflows, and actions —…
3 minManage Snapshot Push Settings for Individual Sub-Accounts
Managing your snapshots just got easier. With our latest update, you can now edit the locations for snapshot push, giving you greater control over where your snapshots are sent. This enhancement simplifies the process…
1 min3Snapshot Notification Preferences
Snapshot Notification Preferences is a High-Level feature that empowers Agency Admins with enhanced control over email notifications for snapshot pushes. This feature streamlines communication by ensuring the right…
3 min3Create a New Sub-Account Using Snapshot
This article will show you how to quickly create a new sub-account in GHL Customer Care using a snapshot. This process automatically loads assets like funnels, workflows, and settings into the new account, saving you…
3 min3Rolling Notifications for Snapshot Push
This article explains how GHL Customer Care’s “rolling notifications” improve the experience of pushing snapshots to multiple sub-accounts. Instead of receiving a separate notification for every location, grouped updates…
3 min3How to View Snapshot Assets
GHL Customer Care’s Snapshot Asset Viewer—You can now easily view the contents of a snapshot directly from the Account Snapshots page. Simply click on a snapshot to see a list of all the assets it contains. TABLE OF…
2 min2Integrated Onboarding for Snapshots
Kickstart your Snapshot setup with GHL Customer Care’s Integrated Onboarding Experience. Inside the Snapshot module, you’ll find quick tips, short videos, and links to trusted help docs so you can create, import, and…
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