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In a globe of jammed software application devices, Extendly’s snapshots provide an equilibrium of affordability, specificity and assistance. Each snapshot is crafted for varied functional needs and integrates perfectly with HighLevel CRM to ensure a seamless customer trip.
Quickly duplicate one of the most efficient advertising and marketing techniques and setups for your company in minutes. This saves you time, makes certain consistency and aids grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template created to assist you launch a white-labeled software as a service (SaaS) firm fast. It equips you with a detailed collection of devices and features to attract, support and transform introduce customers. This consists of a site, sales funnels, custom-made type design templates, workflow automation, online schedules for booking and scheduling, and Extendly Login.
Scheduled snapshots are a practical way for agency leaders to keep their customers and stakeholders updated with performance records. It conserves them the moment of developing their own routine records or visiting to obtain on-demand information. Instead, they can send out a purposeful performance dashboard on a set up basis that’s appropriate to their objectives and issues to talk about in their next review meeting.
When you develop a snapshot, all campaigns, layouts, automations, kinds, personalized fields, tags, sections, scoring policies, pipelines, contacts and automated email and text campaigns that existed in your sandbox right now of creation are instantly recorded right into the new account you produce from it. Additionally, you’ll additionally have access to any kind of existing photos that are included in the layout. You can choose to either use or erase the snapshot. As soon as a snapshot is produced, you can import it right into other GoHighlevel accounts utilizing a share web link that produces and sends to any kind of address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the perfect way to obtain your firm began. It’s fully automated to make running your little client accounts a breeze, consisting of a representative site timetable a recall button, evaluations and recommendation demands, lead capture and e-mail auto-responders, appointment tips, lost/inactive customers, no-show workflows, follow-up sequences and even more. It also includes a complete firm arrangement and personalization in your High Level CRM together with hands-on training and 6 months of FREE assistance accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows promise for relative economic stability compared to current years, which is excellent news for brokers and their customers. The snapshot likewise indicates an expanding interest amongst SMBs to connect with a PEO partner, which is an exceptional opportunity for brokers to aid their small company clients enhance advantages administration and add more worth to the connection.
This snapshot is a single purchase and just legitimate for use within 1 HighLevel firm account. You are not permitted to gift or resell the snapshot. You can, nonetheless, include it to as lots of sub-accounts within your agency as needed. If you’re not pleased with the snapshot, we offer a no-risk, money-back warranty within 30 days of purchase. Click on this link for more information. * Please keep in mind that this snapshot is only available for usage with the GoHighLevel CRM. If you are utilizing one more system, please call us to review alternatives.
Free Agency Snapshot
The Free Agency Snapshot is created to make your firm run smoothly and successfully. It outfits you with an effective toolkit to capture leads, automate tasks and convert them into customers. It likewise includes a detailed video that strolls you through the configuration process.
The snapshot will certainly move the complying with things to a new client account:
Campaigns, layouts, automations, types, personalized areas, tags, segment conditions, racking up policies, pipelines, get in touches with and project reports. Keep in mind that pictures from design templates, campaigns and automation e-mails will 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. After that select the customer account that you intend to load it into. You can after that use any one of the settings that you have modified in the snapshot.
You can also utilize this button to freshen the snapshot. If you created a snapshot and after that develop 100 client sub-accounts utilizing it, this will certainly push any kind of updates to all accounts that are linked to the snapshot.
Snapshots are great devices for moving your GoHighLevel setup to new and existing client accounts. They save you effort and time by minimizing the hand-operated steps called for to set up your business’s automations. Extendly sticks out from various other providers by offering comprehensive snapshots that are developed to fulfill the requirements of particular markets and usual use situations. Their SAAS snapshot, small business snapshot, fitness snapshot and realty snapshot are simply a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that lets you group associated automations together. Organizing an Automation Library aids you deal with large numbers of automations and prevents the threat of forgetting to update crucial settings or mistakenly changing something by mishap.
To produce a new automation library, click the “Add” switch in the upper-right corner of the screen. Next off, select the preferred tags and the resources that you intend to back up. You can additionally establish the back-up schedule. The easiest choice is daily with 35 day retention, which will certainly take a snapshot every day and keep it for 35 days.
SM’s policy works by examining all the tagged resources in your collection to see if any of them have actually been changed because the last back-up. If it finds one, SM takes a brand-new snapshot and checks the changes again. If it locates an additional adjustment, the earliest snapshot is erased and its data is copied to the most recent one.
The automated snapshot development workflow utilizes a state machine that starts in the CREATION_START state and constantly checks the conditions to ensure that they are satisfied. When the problems are met, it relocates to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the problems are not met, it moves to DELETION_START and after that to DELETION_FINISHED states up until the snapshot is created or removed.