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In a world of jammed software devices, Extendly’s snapshots provide a balance of cost, uniqueness and assistance. Each snapshot is crafted for diverse operational requirements and incorporates flawlessly with HighLevel CRM to make certain a seamless user journey.
Conveniently duplicate the most efficient advertising and marketing methods and setups for your company in mins. This saves you time, makes certain uniformity and assists grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout designed to assist you launch a white-labeled software application as a service (SaaS) company quickly. It outfits you with a comprehensive set of devices and attributes to attract, nurture and transform leads into clients. This includes an internet site, sales funnels, custom type layouts, workflow automation, on the internet schedules for reservation and organizing, and Extendly Bonuses.
Arranged snapshots are a hassle-free means for company leaders to maintain their clients and stakeholders up-to-date with performance records. It conserves them the time of developing their very own routine records or visiting to get on-demand information. Instead, they can send a meaningful performance control panel on a set up basis that’s relevant to their goals and problems to discuss in their following testimonial conference.
When you develop a snapshot, all campaigns, templates, automations, kinds, customized fields, tags, sections, scoring regulations, pipelines, get in touches with and automated email and text message campaigns that existed in your sandbox presently of production are immediately caught right into the brand-new account you create from it. Furthermore, you’ll additionally have access to any existing pictures that are included in the design template. You can pick to either usage or erase the snapshot. Once a snapshot is developed, you can import it right into various other GoHighlevel accounts utilizing a share web link that generates and sends out to any address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the excellent method to obtain your firm began. It’s completely automated to make running your little customer accounts a breeze, consisting of an agent web site schedule a recall switch, testimonials and recommendation requests, lead capture and email auto-responders, visit tips, lost/inactive clients, no-show workflows, follow-up sequences and more. It even consists of a complete agency arrangement and modification in your High Level CRM together with hands-on training and 6 months of FREE assistance gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows guarantee for loved one financial security contrasted to recent years, which is excellent information for brokers and their clients. The snapshot also shows an expanding interest among SMBs to connect with a PEO partner, which is a superb possibility for brokers to help their small company customers improve benefits administration and include even more worth to the relationship.
This snapshot is an one-time purchase and only legitimate for use within 1 HighLevel agency account. You are not permitted to gift or re-sell the snapshot. You can, however, add it to as many sub-accounts within your firm as required. If you’re not pleased with the snapshot, we offer a no-risk, money-back guarantee within 30 days of acquisition. Click here for more information. * Please keep in mind that this snapshot is only available for use with the GoHighLevel CRM. If you are utilizing an additional system, please call us to review alternatives.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your company run efficiently and efficiently. It furnishes you with an effective toolkit to record leads, automate jobs and transform them right into clients. It likewise consists of a detailed video clip that walks you with the arrangement process.
The snapshot will move the following things to a brand-new client account:
Campaigns, themes, automations, forms, custom-made fields, tags, segment problems, scoring regulations, pipelines, calls and project reports. Keep in mind that photos from templates, campaigns and automation emails will certainly not be transferred.
When you prepare to deploy the snapshot, click the Actions menu in the top right edge of your firm sight and pick Load Snapshot. After that choose the customer account that you intend to fill it right into. You can then use any one of the settings that you have customized in the snapshot.
You can also use this switch to refresh the snapshot. If you created a snapshot and afterwards create 100 client sub-accounts utilizing it, this will press any updates to all accounts that are attached to the snapshot.
Snapshots are wonderful devices for transferring your GoHighLevel configuration to new and existing client accounts. They conserve you effort and time by lowering the hands-on actions needed to set up your business’s automations. Extendly stands out from various other providers by supplying detailed snapshots that are made to meet the needs of details sectors and typical use instances. Their SAAS snapshot, small company snapshot, fitness snapshot and real estate snapshot are simply a few instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that allows you team associated automations with each other. Organizing an Automation Library aids you deal with large numbers of automations and prevents the danger of forgetting to update essential settings or accidentally transforming something by crash.
To produce a new automation library, click the “Add” switch in the upper-right corner of the display. Next off, pick the wanted tags and the resources that you want to support. You can also set the backup routine. The simplest choice is day-to-day with 35 day retention, which will certainly take a snapshot on a daily basis and maintain it for 35 days.
SM’s plan functions by inspecting all the identified sources in your collection to see if any one of them have actually been customized considering that the last backup. If it discovers one, SM takes a brand-new snapshot and checks the adjustments once more. If it locates an additional adjustment, the earliest snapshot is deleted and its information is replicated to the newest one.
The automated snapshot development workflow makes use of a state machine that starts in the CREATION_START state and frequently checks the problems to make sure that they are satisfied. When the conditions are met, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the conditions are not fulfilled, it moves to DELETION_START and then to DELETION_FINISHED states up until the snapshot is developed or removed.