We value your interest in this Extendly FAQ article and hope it fulfills your needs.
In a world of overcrowded software application devices, Extendly’s snapshots provide a balance of cost, uniqueness and assistance. Each snapshot is crafted for diverse functional needs and integrates effortlessly with HighLevel CRM to make sure a smooth individual trip.
Easily duplicate one of the most reliable advertising methods and setups for your agency in mins. This conserves you time, makes sure consistency and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout created to aid you launch a white-labeled software as a service (SaaS) company quickly. It furnishes you with a comprehensive set of tools and attributes to draw in, nurture and transform leads into clients. This includes a site, sales funnels, custom-made type themes, workflow automation, online calendars for reservation and organizing, and Extendly FAQ.
Set up snapshots are a practical method for agency leaders to keep their clients and stakeholders current with efficiency records. It saves them the time of developing their own routine records or logging in to obtain on-demand information. Instead, they can send out a meaningful efficiency control panel on an arranged basis that’s relevant to their goals and problems to review in their following review conference.
When you develop a snapshot, all projects, design templates, automations, forms, customized areas, tags, sections, racking up rules, pipelines, contacts and automated email and sms message campaigns that existed in your sandbox at the moment of creation are automatically recorded into the brand-new account you create from it. In addition, you’ll additionally have access to any existing images that are consisted of in the template. You can choose to either use or erase the snapshot. Once a snapshot is developed, you can import it right into other GoHighlevel accounts making use of a share web link that generates and sends out to any kind of address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the best method to obtain your agency started. It’s totally automated to make running your small client accounts a wind, consisting of a representative internet site routine a recall switch, evaluations and recommendation requests, lead capture and email auto-responders, visit suggestions, lost/inactive clients, no-show workflows, follow-up series and even more. It even consists of a full agency arrangement and modification in your High Level CRM together with hands-on training and 6 months of FREE assistance access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals pledge for relative financial security compared to recent years, which is great information for brokers and their clients. The snapshot additionally indicates an expanding rate of interest among SMBs to connect with a PEO companion, which is an exceptional chance for brokers to help their small company customers simplify benefits monitoring and include more value to the partnership.
This snapshot is a single acquisition and only valid for usage within 1 HighLevel company account. You are not permitted to gift or resell the snapshot. You can, nonetheless, add it to as many sub-accounts within your company as required. If you’re not satisfied with the snapshot, we provide a no-risk, money-back guarantee within 30 days of purchase. Click on this link for more details. * Please keep in mind that this snapshot is just offered for usage with the GoHighLevel CRM. If you are utilizing an additional system, please call us to go over choices.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your company run efficiently and effectively. It furnishes you with a powerful toolkit to record leads, automate tasks and convert them right into clients. It additionally includes a detailed video clip that walks you via the configuration procedure.
The snapshot will certainly transfer the following items to a brand-new client account:
Campaigns, layouts, automations, forms, custom fields, tags, segment conditions, scoring policies, pipelines, contacts and campaign reports. Note that photos from design templates, projects and automation e-mails will certainly not be transferred.
When you prepare to deploy the snapshot, click the Actions food selection in the top right corner of your agency sight and pick Load Snapshot. Then pick the customer account that you want to fill it right into. You can then use any one of the settings that you have actually modified in the snapshot.
You can also utilize this button to refresh the snapshot. If you developed a snapshot and then create 100 customer sub-accounts utilizing it, this will press any updates to all accounts that are linked to the snapshot.
Snapshots are terrific tools for transferring your GoHighLevel arrangement to new and existing customer accounts. They conserve you effort and time by decreasing the manual steps called for to set up your business’s automations. Extendly stands apart from various other service providers by supplying detailed snapshots that are designed to meet the requirements of particular markets and common use cases. Their SAAS snapshot, small company snapshot, health and fitness snapshot and realty snapshot are just a few instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that lets you team relevant automations with each other. Organizing an Automation Library assists you deal with large numbers of automations and stays clear of the risk of failing to remember to upgrade crucial settings or mistakenly altering something by mishap.
To develop a new automation collection, click the “Add” switch in the upper-right edge of the screen. Next, pick the desired tags and the sources that you intend to back up. You can additionally set the back-up routine. The easiest option is day-to-day with 35 day retention, which will certainly take a snapshot daily and maintain it for 35 days.
SM’s policy works by checking all the tagged resources in your cluster to see if any of them have been changed considering that the last backup. If it locates one, SM takes a new snapshot and checks the changes once more. If it finds an additional adjustment, the earliest snapshot is removed and its data is replicated to the newest one.
The automated snapshot production workflow utilizes a state maker that begins in the CREATION_START state and frequently checks the problems to make certain that they are satisfied. When the problems are met, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the conditions are not met, it transfers to DELETION_START and afterwards to DELETION_FINISHED states until the snapshot is produced or erased.