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In a globe of chock-full software program tools, Extendly’s snapshots provide a balance of cost, uniqueness and support. Each snapshot is crafted for varied operational needs and incorporates flawlessly with HighLevel CRM to guarantee a smooth user trip.
Quickly duplicate the most reliable advertising approaches and setups for your firm in minutes. This conserves you time, guarantees uniformity and assists grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template created to help you launch a white-labeled software application as a service (SaaS) agency quick. It furnishes you with a thorough collection of devices and attributes to bring in, support and convert leads into clients. This consists of a site, sales funnels, custom-made form themes, workflow automation, on the internet schedules for reservation and organizing, and Extendly Setup & Customization For GHL.
Scheduled snapshots are a convenient method for agency leaders to keep their customers and stakeholders updated with efficiency records. It saves them the moment of developing their own periodic records or logging in to get on-demand data. Rather, they can send a significant performance dashboard on a scheduled basis that’s relevant to their objectives and concerns to talk about in their next evaluation conference.
When you produce a snapshot, all campaigns, layouts, automations, forms, customized fields, tags, sections, scoring policies, pipelines, calls and automated e-mail and text message campaigns that existed in your sandbox currently of development are automatically recorded right into the new account you produce from it. On top of that, you’ll likewise have accessibility to any type of existing photos that are included in the layout. You can choose to either use or delete the snapshot. When a snapshot is created, 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 field.
Small Company Snapshot
The Small Business Snapshot is the best method to obtain your company began. It’s totally automated to make running your small customer accounts a breeze, consisting of a representative website schedule a call back button, testimonials and reference requests, lead capture and e-mail auto-responders, consultation pointers, lost/inactive customers, no-show workflows, follow-up sequences and more. It also includes a complete firm setup and customization in your High Level CRM together with hands-on training and 6 months of FREE support accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals pledge for family member financial security compared to current years, which is good news for brokers and their customers. The snapshot additionally indicates an expanding interest among SMBs to connect with a PEO companion, which is an outstanding possibility for brokers to assist their small business customers streamline advantages management and add even more value to the relationship.
This snapshot is a single purchase and just valid for use within 1 HighLevel firm account. You are not enabled to present or market the snapshot. You can, nonetheless, include it to as many sub-accounts within your firm as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back warranty within 30 days of acquisition. Go here for more information. * Please note that this snapshot is just offered for usage with the GoHighLevel CRM. If you are using one more system, please call us to go over options.
Free Agency Snapshot
The Free Agency Snapshot is made to make your company run smoothly and effectively. It furnishes you with an effective toolkit to catch leads, automate tasks and convert them into customers. It likewise includes a step-by-step video that strolls you with the arrangement process.
The snapshot will move the adhering to items to a brand-new customer account:
Campaigns, templates, automations, kinds, custom-made areas, tags, segment problems, racking up guidelines, pipelines, calls and campaign reports. Keep in mind that photos from design templates, projects and automation emails will not be moved.
When you prepare to release the snapshot, click the Actions menu in the leading 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 setups that you have modified in the snapshot.
You can likewise utilize this button to revitalize the snapshot. If you developed a snapshot and after that produce 100 customer sub-accounts using it, this will certainly press any type of updates to all accounts that are attached to the snapshot.
Snapshots are great devices for transferring your GoHighLevel configuration to brand-new and existing client accounts. They conserve you effort and time by minimizing the hands-on actions required to establish your business’s automations. Extendly attracts attention from various other providers by using comprehensive snapshots that are developed to fulfill the demands of details markets and usual use situations. Their SAAS snapshot, local business snapshot, fitness snapshot and realty snapshot are just a few instances of their industry-specific offerings.
Automation Library
The Automation Library is a company device that lets you group associated automations together. Organizing an Automation Library aids you work with lots of automations and stays clear of the danger of failing to remember to update important setups or inadvertently transforming something by crash.
To develop a new automation library, click the “Add” switch in the upper-right edge of the display. Next off, pick the wanted tags and the sources that you want to back up. You can additionally establish the back-up schedule. The simplest choice is day-to-day with 35 day retention, which will take a snapshot everyday and maintain it for 35 days.
SM’s policy functions by examining all the tagged resources in your cluster to see if any one of them have been customized since the last backup. If it finds one, SM takes a brand-new snapshot and checks the modifications again. If it finds an additional change, the oldest snapshot is deleted and its information is duplicated to the latest one.
The automated snapshot development workflow uses a state maker that begins in the CREATION_START state and continuously checks the conditions to see to it that they are met. When the problems are satisfied, it relocates to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the conditions are not satisfied, it relocates to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is produced or deleted.