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In a globe of chock-full software devices, Extendly’s snapshots use a balance of price, specificity and support. Each snapshot is crafted for varied functional needs and integrates seamlessly with HighLevel CRM to guarantee a smooth user trip.
Conveniently duplicate one of the most effective marketing methods and configurations for your company in minutes. This saves you time, guarantees uniformity and helps grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout developed to help you launch a white-labeled software as a solution (SaaS) firm quickly. It equips you with a thorough collection of devices and functions to draw in, nurture and convert introduce customers. This consists of a site, sales funnels, custom-made type layouts, workflow automation, online schedules for reservation and organizing, and Extendly Revamped Blog Builder.
Scheduled snapshots are a practical means for firm leaders to keep their customers and stakeholders up-to-date with performance reports. It saves them the time of developing their own periodic records or logging in to get on-demand information. Rather, they can send a meaningful performance control panel on an arranged basis that’s pertinent to their goals and issues to review in their next testimonial conference.
When you produce a snapshot, all campaigns, layouts, automations, forms, custom areas, tags, sectors, scoring regulations, pipelines, contacts and automated e-mail and sms message projects that existed in your sandbox presently of production are instantly recorded into the brand-new account you create from it. In addition, you’ll also have access to any type of existing pictures that are included in the theme. You can select to either use or delete the snapshot. Once a snapshot is produced, you can import it into various other GoHighlevel accounts utilizing a share web link that generates and sends out to any kind of address entered in the Emails area.
Small Company Snapshot
The Small Business Snapshot is the ideal method to obtain your agency began. It’s totally automated to make running your small customer accounts a wind, including a representative website schedule a recall switch, reviews and reference requests, lead capture and email auto-responders, consultation tips, lost/inactive customers, no-show workflows, follow-up series and more. It also consists of a complete company arrangement and personalization in your High Level CRM in addition to hands-on training and 6 months of FREE assistance access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows pledge for loved one financial security contrasted to current years, which is good news for brokers and their customers. The snapshot also indicates a growing passion amongst SMBs to get in touch with a PEO partner, which is an exceptional chance for brokers to aid their small business clients improve benefits administration and include even more worth to the relationship.
This snapshot is a single purchase and only legitimate for usage within 1 HighLevel agency account. You are not permitted to present or resell the snapshot. You can, nevertheless, add it to as several sub-accounts within your agency as needed. If you’re not satisfied with the snapshot, we offer a no-risk, money-back assurance within 30 days of purchase. Click on this link for more information. * Please keep in mind that this snapshot is just available for use with the GoHighLevel CRM. If you are using one more system, please contact us to go over options.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your agency run efficiently and efficiently. It furnishes you with a powerful toolkit to record leads, automate jobs and transform them into customers. It also consists of a detailed video clip that strolls you with the setup process.
The snapshot will transfer the complying with items to a brand-new customer account:
Projects, themes, automations, kinds, custom fields, tags, sector problems, scoring rules, pipelines, contacts and project records. Keep in mind that images from themes, campaigns and automation e-mails will certainly not be moved.
When you are ready to deploy the snapshot, click the Actions food selection in the top right corner of your company view and select Load Snapshot. After that pick the client account that you want to pack it into. You can after that use any of the setups that you have actually customized in the snapshot.
You can additionally use this switch to revitalize the snapshot. If you created a snapshot and afterwards create 100 client sub-accounts utilizing it, this will certainly push any type of updates to all accounts that are linked to the snapshot.
Snapshots are excellent tools for transferring your GoHighLevel setup to new and existing customer accounts. They save you effort and time by lowering the manual actions needed to establish your business’s automations. Extendly attracts attention from other providers by supplying thorough snapshots that are created to satisfy the needs of specific sectors and usual use cases. Their SAAS snapshot, small business snapshot, fitness snapshot and realty snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that allows you group related automations together. Organizing an Automation Library assists you deal with great deals of automations and avoids the threat of failing to remember to upgrade essential settings or unintentionally transforming something by crash.
To create a brand-new automation library, click the “Add” button in the upper-right corner of the display. Next off, pick the preferred tags and the resources that you want to support. You can additionally set the back-up timetable. The easiest choice is everyday with 35 day retention, which will certainly take a snapshot each day and maintain it for 35 days.
SM’s policy functions by inspecting all the labelled sources in your cluster to see if any of them have actually been customized given that the last backup. If it locates one, SM takes a new snapshot and checks the modifications once again. If it locates another change, the earliest snapshot is deleted and its data is replicated to the most recent one.
The automated snapshot development workflow makes use of a state machine that starts in the CREATION_START state and continuously checks the problems to see to it that they are satisfied. When the conditions are fulfilled, it relocates to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the problems are not satisfied, it transfers to DELETION_START and then to DELETION_FINISHED states up until the snapshot is produced or deleted.