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In a globe of jammed software devices, Extendly’s snapshots provide a balance of affordability, uniqueness and assistance. Each snapshot is crafted for varied functional demands and integrates seamlessly with HighLevel CRM to make sure a smooth user journey.
Conveniently duplicate the most effective advertising strategies and setups for your firm in minutes. This conserves you time, guarantees uniformity and assists grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme created to help you launch a white-labeled software as a solution (SaaS) company quickly. It equips you with a thorough collection of devices and features to attract, support and convert leads into clients. This consists of a site, sales funnels, customized type design templates, workflow automation, online calendars for reservation and scheduling, and Extendly Name Editing.
Set up snapshots are a convenient way for firm leaders to maintain their customers and stakeholders current with performance records. It conserves them the moment of constructing their very own routine records or visiting to get on-demand data. Rather, they can send a meaningful performance control panel on a scheduled basis that’s appropriate to their goals and concerns to go over in their next evaluation conference.
When you develop a snapshot, all campaigns, layouts, automations, kinds, personalized fields, tags, sections, scoring policies, pipelines, calls and automated e-mail and sms message campaigns that existed in your sandbox at the moment of production are instantly recorded into the new account you create from it. On top of that, you’ll additionally have access to any existing photos that are included in the template. You can select to either usage or remove the snapshot. As soon as a snapshot is developed, you can import it into various other GoHighlevel accounts making use of a share web link that creates and sends out to any type of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the best means to obtain your company began. It’s fully automated to make running your little customer accounts a wind, including a representative web site timetable a recall switch, testimonials and reference demands, lead capture and e-mail auto-responders, appointment reminders, lost/inactive customers, no-show workflows, follow-up sequences and more. It even consists of a full firm setup and customization 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 pledge for relative economic stability contrasted to current years, which is great information for brokers and their customers. The snapshot additionally shows an expanding rate of interest among SMBs to get in touch with a PEO partner, which is an excellent possibility for brokers to aid their local business customers improve advantages management and add more worth to the partnership.
This snapshot is a single purchase and only valid for use within 1 HighLevel agency account. You are not allowed to present or re-sell the snapshot. You can, nonetheless, include it to as numerous sub-accounts within your firm as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back assurance within 30 days of purchase. Click on this link for more information. * Please note that this snapshot is just readily available for use with the GoHighLevel CRM. If you are utilizing another system, please call us to discuss choices.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your company run smoothly and successfully. It outfits you with an effective toolkit to catch leads, automate jobs and transform them right into customers. It also includes a detailed video that walks you through the arrangement procedure.
The snapshot will transfer the following items to a new client account:
Projects, templates, automations, types, customized fields, tags, segment problems, racking up regulations, pipelines, get in touches with and project records. Keep in mind that pictures from layouts, projects and automation emails will not be moved.
When you are ready to deploy the snapshot, click the Actions food selection in the leading right edge of your agency view and select Load Snapshot. Then choose the customer account that you wish to load it right into. You can then apply any one of the setups that you have customized in the snapshot.
You can likewise utilize this button to refresh the snapshot. If you developed a snapshot and after that develop 100 client sub-accounts utilizing it, this will push any updates to all accounts that are linked to the snapshot.
Snapshots are fantastic tools for transferring your GoHighLevel arrangement to new and existing customer accounts. They conserve you effort and time by lowering the hand-operated steps called for to establish your business’s automations. Extendly sticks out from various other carriers by offering thorough snapshots that are made to fulfill the requirements of certain markets and typical use situations. Their SAAS snapshot, small company snapshot, health and fitness snapshot and property snapshot are simply a few instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that allows you group associated automations together. Organizing an Automation Library helps you collaborate with lots of automations and stays clear of the threat of neglecting to upgrade essential setups or inadvertently transforming something by mishap.
To develop a new automation collection, click the “Add” button in the upper-right corner of the display. Next off, choose the preferred tags and the sources that you want to back up. You can also set the backup timetable. The simplest alternative is daily with 35 day retention, which will take a snapshot daily and maintain it for 35 days.
SM’s plan functions by inspecting all the labelled sources in your cluster to see if any of them have been customized considering that the last back-up. If it locates one, SM takes a new snapshot and checks the modifications once again. If it discovers another change, the earliest snapshot is deleted and its information is replicated to the most recent one.
The automated snapshot production workflow utilizes a state equipment that starts in the CREATION_START state and constantly checks the problems to make certain that they are fulfilled. When the problems are satisfied, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the conditions are not met, it transfers to DELETION_START and afterwards to DELETION_FINISHED states up until the snapshot is produced or erased.