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In a globe of overcrowded software application devices, Extendly’s snapshots use a balance of cost, specificity and support. Each snapshot is crafted for varied functional demands and incorporates perfectly with HighLevel CRM to make certain a smooth customer journey.
Quickly duplicate one of the most efficient marketing techniques and arrangements for your company in mins. This saves you time, ensures uniformity and helps grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template made to help you launch a white-labeled software as a service (SaaS) firm quickly. It equips you with a detailed collection of devices and attributes to bring in, support and transform introduce customers. This includes a web site, sales funnels, personalized form layouts, workflow automation, on-line calendars for booking and organizing, and Extendly Auto Filling.
Arranged snapshots are a convenient way for company leaders to maintain their clients and stakeholders updated with efficiency reports. It conserves them the moment of building their own regular reports or logging in to obtain on-demand information. Instead, they can send a purposeful performance dashboard on a set up basis that’s pertinent to their goals and problems to talk about in their next testimonial meeting.
When you produce a snapshot, all campaigns, design templates, automations, kinds, custom fields, tags, sections, racking up guidelines, pipelines, contacts and automated email and sms message campaigns that existed in your sandbox presently of production are instantly captured right into the brand-new account you develop from it. Furthermore, you’ll likewise have access to any kind of existing images that are included in the design template. You can choose to either use or remove the snapshot. As soon as a snapshot is developed, you can import it right into other GoHighlevel accounts utilizing a share web link that generates and sends to any type of address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the best method to obtain your company began. It’s completely automated to make running your small customer accounts a breeze, consisting of a representative internet site routine a call back button, evaluations and recommendation requests, lead capture and e-mail auto-responders, visit pointers, lost/inactive clients, no-show workflows, follow-up sequences and more. It even includes a complete company arrangement and modification 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 shows assurance for loved one financial stability compared to recent years, which is good information for brokers and their clients. The snapshot additionally suggests a growing interest among SMBs to connect with a PEO partner, which is an exceptional chance for brokers to help their small business customers simplify benefits monitoring and add more worth to the relationship.
This snapshot is an one-time acquisition and just legitimate for usage within 1 HighLevel firm account. You are not enabled to gift or market the snapshot. You can, nonetheless, add it to as lots of sub-accounts within your company as required. If you’re not satisfied with the snapshot, we provide a no-risk, money-back assurance within 30 days of purchase. Click here for more information. * Please note that this snapshot is just readily available for usage with the GoHighLevel CRM. If you are making use of an additional system, please call us to talk about alternatives.
Free Agency Snapshot
The Free Agency Snapshot is created to make your company run smoothly and effectively. It furnishes you with an effective toolkit to record leads, automate jobs and transform them right into customers. It additionally consists of a step-by-step video that walks you via the configuration process.
The snapshot will certainly move the adhering to things to a brand-new customer account:
Campaigns, themes, automations, types, personalized fields, tags, section conditions, scoring rules, pipelines, get in touches with and campaign reports. Note that pictures from themes, projects and automation e-mails will certainly not be transferred.
When you are ready to release the snapshot, click the Actions food selection in the top right corner of your agency view and select Load Snapshot. Then pick the client account that you want to fill it right into. You can after that apply any of the setups that you have customized in the snapshot.
You can also use this switch to refresh the snapshot. If you developed a snapshot and then produce 100 client sub-accounts utilizing it, this will certainly press any type of updates to all accounts that are attached to the snapshot.
Snapshots are fantastic devices for transferring your GoHighLevel setup to brand-new and existing customer accounts. They conserve you time and effort by reducing the manual steps needed to establish your business’s automations. Extendly sticks out from various other carriers by offering comprehensive snapshots that are made to fulfill the requirements of certain markets and common use instances. Their SAAS snapshot, small company snapshot, fitness snapshot and realty snapshot are simply a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you team associated automations with each other. Organizing an Automation Library helps you deal with great deals of automations and avoids the risk of forgetting to upgrade vital settings or mistakenly altering something by crash.
To create a new automation collection, click the “Add” button in the upper-right edge of the display. Next, select the desired tags and the sources that you wish to back up. You can additionally establish the back-up schedule. The simplest alternative is everyday with 35 day retention, which will take a snapshot everyday and maintain it for 35 days.
SM’s policy functions by inspecting all the tagged sources in your cluster to see if any of them have actually been customized given that the last backup. If it locates one, SM takes a new snapshot and checks the changes once again. If it finds one more modification, the oldest snapshot is removed and its information is duplicated to the latest one.
The automated snapshot development workflow makes use of a state maker that begins in the CREATION_START state and frequently checks the conditions to see to it that they are satisfied. When the conditions are satisfied, it relocates to the CREATION_CONDITION_MET state, then to the CREATION_START state once again. If the conditions are not satisfied, it relocates to DELETION_START and after that to DELETION_FINISHED states till the snapshot is produced or removed.