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In a world of chock-full software application tools, Extendly’s snapshots supply a balance of affordability, uniqueness and support. Each snapshot is crafted for diverse functional needs and integrates effortlessly with HighLevel CRM to make sure a seamless individual journey.
Quickly replicate the most reliable advertising approaches and configurations for your company in minutes. This conserves you time, guarantees uniformity and assists grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme designed to aid you launch a white-labeled software application as a solution (SaaS) agency fast. It furnishes you with a comprehensive collection of devices and functions to bring in, support and transform leads into clients. This includes a website, sales funnels, custom-made kind templates, workflow automation, on-line calendars for reservation and scheduling, and Extendly Notification Posts Status.
Set up snapshots are a hassle-free means for firm leaders to maintain their customers and stakeholders updated with efficiency records. It saves them the time of developing their very own routine reports or logging in to get on-demand information. Rather, they can send a purposeful performance dashboard on an arranged basis that’s pertinent to their objectives and concerns to discuss in their next review conference.
When you create a snapshot, all campaigns, themes, automations, types, customized fields, tags, segments, scoring rules, pipelines, calls and automated e-mail and text message campaigns that existed in your sandbox right now of development are immediately caught right into the brand-new account you develop from it. In addition, you’ll also have accessibility to any kind of existing pictures that are consisted of in the template. You can select to either usage or erase the snapshot. As soon as a snapshot is created, you can import it right into other GoHighlevel accounts making use of a share link that produces and sends out to any kind of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the perfect way to get your agency began. It’s totally automated to make running your tiny customer accounts a wind, including an agent site timetable a call back switch, testimonials and reference demands, lead capture and email auto-responders, appointment tips, lost/inactive customers, no-show workflows, follow-up series and even more. It even consists of a complete agency configuration and modification in your High Level CRM in addition to hands-on training and 6 months of FREE support gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows guarantee for family member economic stability compared to recent years, which is excellent news for brokers and their clients. The snapshot also indicates an expanding rate of interest among SMBs to get in touch with a PEO companion, which is an excellent opportunity for brokers to assist their local business customers streamline benefits monitoring and include more worth to the partnership.
This snapshot is a single purchase and just valid for use within 1 HighLevel company account. You are not allowed to present or market the snapshot. You can, nonetheless, include it to as many sub-accounts within your firm as required. If you’re not satisfied with the snapshot, we provide a no-risk, money-back warranty within 30 days of acquisition. Click here for more information. * Please keep in mind that this snapshot is just available for use with the GoHighLevel CRM. If you are using another system, please call us to discuss alternatives.
Free Agency Snapshot
The Free Agency Snapshot is created to make your agency run smoothly and effectively. It outfits you with a powerful toolkit to catch leads, automate jobs and convert them into customers. It likewise includes a step-by-step video clip that strolls you via the configuration process.
The snapshot will transfer the complying with products to a new customer account:
Campaigns, layouts, automations, forms, personalized areas, tags, segment problems, scoring rules, pipelines, get in touches with and campaign records. Note that images from themes, projects and automation e-mails will certainly not be moved.
When you are ready to release the snapshot, click the Actions food selection in the leading right corner of your company view and pick 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 actually changed in the snapshot.
You can likewise utilize this button to freshen the snapshot. If you created a snapshot and then create 100 customer sub-accounts using 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 arrangement to brand-new and existing customer accounts. They conserve you time and effort by reducing the hands-on actions needed to set up your business’s automations. Extendly sticks out from other suppliers by using thorough snapshots that are made to meet the needs of particular industries and usual use situations. Their SAAS snapshot, small business snapshot, physical 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 lets you team related automations together. Organizing an Automation Library assists you collaborate with lots of automations and stays clear of the risk of forgetting to update essential setups or unintentionally altering something by mishap.
To produce a brand-new automation library, click the “Add” button in the upper-right corner of the screen. Next off, choose the wanted tags and the sources that you wish to support. You can likewise set the backup timetable. The easiest option is daily with 35 day retention, which will certainly take a snapshot each day and maintain it for 35 days.
SM’s policy functions by examining all the labelled sources in your collection to see if any one of them have actually been modified considering that the last back-up. If it discovers one, SM takes a new snapshot and checks the changes again. If it locates another modification, the oldest snapshot is deleted and its information is copied to the latest one.
The automated snapshot creation workflow makes use of a state maker that starts in the CREATION_START state and constantly checks the conditions to ensure that they are satisfied. When the problems are met, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the conditions are not fulfilled, it transfers to DELETION_START and after that to DELETION_FINISHED states till the snapshot is developed or removed.