15 Questions
What is a Snapshot in GoHighLevel?
A blueprint of a business with pre-built elements and tools based on industry
What is the process to share a snapshot?
Go to Agency Dashboard > Settings > Snapshot > My Snapshots, select the snapshot to share, and choose to get a share link, email the link, or generate a permanent link.
What is the process to push snapshot updates to clients?
Go to Agency Dashboard > Settings > Snapshot > My Snapshots, select the snapshot to update, and choose which linked sub-accounts to push the updates to.
Can custom Snapshots be created in GoHighLevel?
Yes, by anyone with a GoHighLevel account
How can someone import a snapshot?
Someone must share their link with you, and you can click "Yes! Import Now" to add it to your account.
What happens to sensitive data when sharing or uploading a Snapshot?
It is not copied over
What is the process to upload a blank snapshot?
Go to Agency Dashboard > Accounts > Add Account, and the blank snapshot will be available there
How many tabs are there in the Snapshot library?
Three
What is the process to create a new snapshot based on an existing snapshot?
Go to Agency Dashboard > Settings > Snapshot and click "Create New Snapshot" to name the new snapshot and choose a sub-account to take the snapshot of.
What is the purpose of the Know More button in the Snapshot setup process?
To provide additional help and guidelines
What is the Setup Guide for Snapshots?
A checklist to ensure all necessary elements are in place before starting work
How can a new account be created with a Snapshot?
By selecting a template and entering the client's Google information
What are Snapshots used for in GoHighLevel?
Setting up client accounts quickly
What happens if conflicts arise when uploading a Snapshot?
The user is prompted to choose whether to skip or overwrite conflicting assets
How can a Snapshot be updated in GoHighLevel?
By clicking the refresh arrow next to the Snapshot name
Study Notes
- The video covers the Account Snapshots link on the agency dashboard sidebar.
- A Snapshot is a blueprint of a business, with pre-built elements and tools based on industry.
- GoHighLevel provides pre-built Snapshots for different industries.
- Custom Snapshots can also be created or imported.
- Sensitive data does not copy over when sharing or uploading a Snapshot.
- The Snapshot library has three tabs: default, custom, and imported.
- The Know More button provides additional help and guidelines for setting up a Snapshot.
- The Setup Guide is a checklist to ensure all necessary elements are in place before starting work.
- To create a new account with a Snapshot, select a template and either enter the client's Google information or manually enter it.
- There is a Snapshot FAQ section with additional information.
- The text provides instructions for creating, uploading, editing, deleting, and updating snapshots in GoHighLevel.
- Snapshots are collections of assets used to set up client accounts quickly.
- To create a new location, fill out the required information and click Save.
- To upload a snapshot to an existing location, select the location from the Accounts list and choose Upload Snapshot from the Actions dropdown.
- Conflicts may arise when uploading a snapshot, and users must choose whether to skip or overwrite conflicting assets.
- To edit the name of a snapshot, go to Settings, select Snapshots, and click the pencil icon next to the snapshot name.
- To delete a snapshot, go to Settings, select Snapshots, and click the delete icon next to the snapshot.
- Snapshots do not update automatically, but users can update them by clicking the refresh arrow next to the snapshot name.
- Users can only change the names of snapshots they own or have imported.
- The text assumes some familiarity with GoHighLevel terminology and interface.
Test your knowledge of GoHighLevel's powerful Snapshot feature with this informative quiz! Whether you're new to the platform or a seasoned user, this quiz will challenge you to recall important details about creating, uploading, editing, and deleting Snapshots. From selecting industry-specific templates to managing conflicts, this quiz covers it all. So, put your GoHighLevel skills to the test and see how well you know the ins and outs of Snapshots!
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