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In a world of overcrowded software program tools, Extendly’s snapshots provide an equilibrium of cost, specificity and assistance. Each snapshot is crafted for varied functional requirements and integrates seamlessly with HighLevel CRM to ensure a smooth user trip.
Easily replicate one of the most efficient advertising techniques and setups for your agency in minutes. This conserves you time, makes certain uniformity and helps grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template created to aid you launch a white-labeled software program as a service (SaaS) firm quick. It equips you with an extensive collection of tools and functions to draw in, nurture and convert introduce customers. This consists of a web site, sales funnels, custom-made kind design templates, workflow automation, on the internet schedules for booking and scheduling, and Extendly Review.
Arranged snapshots are a hassle-free way for agency leaders to keep their clients and stakeholders updated with performance records. It saves them the moment of building their very own periodic records or visiting to get on-demand information. Rather, they can send a purposeful performance dashboard on an arranged basis that’s relevant to their goals and issues to review in their following evaluation meeting.
When you produce a snapshot, all campaigns, design templates, automations, forms, custom fields, tags, sections, scoring rules, pipelines, calls and automated e-mail and text message campaigns that existed in your sandbox presently of production are automatically recorded into the new account you produce from it. Furthermore, you’ll also have accessibility to any existing images that are included in the design template. You can select to either usage or delete the snapshot. As soon as a snapshot is created, you can import it right into other GoHighlevel accounts utilizing a share web link that creates and sends to any address entered in the Emails area.
Small Company Snapshot
The Small Business Snapshot is the perfect means to obtain your agency began. It’s fully automated to make running your small client accounts a breeze, including a representative web site timetable a recall button, reviews and reference requests, lead capture and email auto-responders, visit tips, lost/inactive clients, no-show workflows, follow-up sequences and even more. It also includes a complete company configuration and modification in your High Level CRM in addition to hands-on training and 6 months of FREE support access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows promise for loved one economic stability compared to recent years, which is excellent news for brokers and their clients. The snapshot likewise suggests an expanding passion among SMBs to get in touch with a PEO companion, which is an outstanding possibility for brokers to help their local business customers enhance benefits monitoring and include more worth to the partnership.
This snapshot is a single purchase and only legitimate for use within 1 HighLevel company account. You are not allowed to present or re-sell the snapshot. You can, nevertheless, include it to as many sub-accounts within your firm as required. If you’re not pleased with the snapshot, we provide a no-risk, money-back warranty within 30 days of purchase. Click here for even more information. * Please note that this snapshot is only available for use with the GoHighLevel CRM. If you are utilizing an additional system, please contact us to review choices.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your firm run efficiently and successfully. It furnishes you with a powerful toolkit to record leads, automate jobs and transform them into clients. It likewise consists of a step-by-step video clip that strolls you via the configuration procedure.
The snapshot will certainly transfer the complying with things to a new client account:
Projects, layouts, automations, kinds, customized fields, tags, sector problems, scoring policies, pipelines, contacts and campaign records. Note that photos from design templates, projects and automation emails will not be transferred.
When you are ready to release the snapshot, click the Actions menu in the top right edge of your firm view and select Load Snapshot. After that select the client account that you want to pack it into. You can after that apply any one of the setups that you have actually modified in the snapshot.
You can likewise use this button to rejuvenate the snapshot. If you produced a snapshot and afterwards develop 100 client sub-accounts utilizing it, this will push any updates to all accounts that are linked to the snapshot.
Snapshots are wonderful tools for transferring your GoHighLevel configuration to brand-new and existing client accounts. They save you time and effort by lowering the hand-operated steps required to set up your business’s automations. Extendly attracts attention from other companies by offering detailed snapshots that are made to meet the demands of details markets and common usage situations. Their SAAS snapshot, small business snapshot, physical fitness snapshot and property snapshot are just a few examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that lets you group associated automations with each other. Organizing an Automation Library aids you collaborate with large numbers of automations and stays clear of the danger of forgetting to upgrade crucial setups or unintentionally altering something by accident.
To produce a brand-new automation collection, click the “Add” switch in the upper-right corner of the screen. Next, select the desired tags and the sources that you want to back up. You can likewise set the backup timetable. The simplest option is everyday with 35 day retention, which will take a snapshot everyday and maintain it for 35 days.
SM’s policy works by examining all the tagged resources in your collection to see if any of them have been changed given that the last back-up. If it discovers one, SM takes a new snapshot and checks the changes once more. If it locates an additional change, the oldest snapshot is erased and its information is copied to the latest one.
The automated snapshot production workflow makes use of a state machine that begins in the CREATION_START state and continuously checks the conditions to ensure that they are satisfied. When the problems are fulfilled, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the problems are not satisfied, it relocates to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is created or deleted.