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In a world of jammed software application tools, Extendly’s snapshots offer a balance of price, specificity and assistance. Each snapshot is crafted for varied operational needs and incorporates effortlessly with HighLevel CRM to guarantee a smooth customer journey.
Easily duplicate one of the most effective advertising approaches and arrangements for your company in mins. This saves you time, guarantees uniformity and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme created to aid you launch a white-labeled software application as a solution (SaaS) agency quickly. It outfits you with a detailed collection of devices and attributes to draw in, nurture and transform introduce clients. This consists of an internet site, sales funnels, customized form themes, workflow automation, on the internet schedules for booking and organizing, and Extendly Version History For Forms and Surveys.
Arranged snapshots are a convenient method for firm leaders to maintain their clients and stakeholders updated with efficiency reports. It saves them the time of building their own regular records or logging in to get on-demand data. Instead, they can send a meaningful performance dashboard on a set up basis that’s pertinent to their goals and problems to discuss in their following review conference.
When you produce a snapshot, all campaigns, templates, automations, types, personalized areas, tags, sections, scoring guidelines, pipelines, get in touches with and automated email and text campaigns that existed in your sandbox presently of creation are automatically caught right into the brand-new account you create from it. On top of that, you’ll likewise have accessibility to any kind of existing images that are consisted of in the template. You can select to either use or erase the snapshot. As soon as a snapshot is created, you can import it into other GoHighlevel accounts making use of a share link that creates and sends out to any type of address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the best way to obtain your firm started. It’s fully automated to make running your small customer accounts a wind, including an agent website timetable a recall button, reviews and recommendation requests, lead capture and e-mail auto-responders, consultation reminders, lost/inactive customers, no-show workflows, follow-up sequences and even more. It also consists of a full agency configuration and personalization in your High Level CRM along with hands-on training and 6 months of FREE support access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals guarantee for relative economic stability contrasted to recent years, which is excellent news for brokers and their clients. The snapshot likewise shows a growing rate of interest among SMBs to connect with a PEO partner, which is an exceptional chance for brokers to help their local business customers enhance advantages management and include more worth to the relationship.
This snapshot is a single acquisition and just valid for use within 1 HighLevel agency account. You are not allowed to present or re-sell the snapshot. You can, nevertheless, include it to as numerous sub-accounts within your firm as required. If you’re not pleased with the snapshot, we provide a no-risk, money-back warranty within 30 days of acquisition. Click here for even more information. * Please note that this snapshot is only available for use with the GoHighLevel CRM. If you are making use of an additional system, please call us to go over alternatives.
Free Agency Snapshot
The Free Agency Snapshot is created to make your agency run efficiently and successfully. It furnishes you with an effective toolkit to record leads, automate tasks and convert them right into clients. It also includes a detailed video clip that walks you through the setup procedure.
The snapshot will certainly transfer the adhering to items to a new customer account:
Projects, layouts, automations, kinds, custom-made fields, tags, sector problems, scoring regulations, pipelines, calls and campaign reports. Keep in mind that pictures from design templates, campaigns and automation e-mails will not be transferred.
When you prepare to release the snapshot, click the Actions food selection in the leading right edge of your firm sight and select Load Snapshot. After that select the customer account that you want to pack it right into. You can after that use any of the setups that you have customized in the snapshot.
You can also use this switch to rejuvenate the snapshot. If you created a snapshot and afterwards produce 100 customer sub-accounts utilizing it, this will push any kind of updates to all accounts that are linked to the snapshot.
Snapshots are fantastic tools for transferring your GoHighLevel configuration to new and existing client accounts. They conserve you time and effort by lowering the hand-operated actions needed to establish your business’s automations. Extendly attracts attention from other providers by supplying detailed snapshots that are developed to meet the requirements of details markets and typical use cases. Their SAAS snapshot, small company snapshot, health and fitness snapshot and property snapshot are simply a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that lets you team associated automations with each other. Organizing an Automation Library helps you work with large numbers of automations and avoids the threat of neglecting to upgrade important setups or mistakenly transforming something by accident.
To develop a new automation collection, click the “Add” switch in the upper-right corner of the display. Next, choose the wanted tags and the resources that you intend to back up. You can also set the back-up schedule. The simplest choice is day-to-day with 35 day retention, which will take a snapshot every day and keep it for 35 days.
SM’s plan works by inspecting all the marked sources in your collection to see if any of them have actually been modified since the last backup. If it discovers one, SM takes a brand-new snapshot and checks the modifications again. If it locates an additional modification, the earliest snapshot is deleted and its data is copied to the most recent one.
The automated snapshot development workflow makes use of a state maker that starts in the CREATION_START state and frequently checks the problems to make certain that they are met. When the conditions are satisfied, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state once again. If the conditions are not met, it moves to DELETION_START and then to DELETION_FINISHED states until the snapshot is created or erased.