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In a world of overcrowded software program tools, Extendly’s snapshots offer an equilibrium of affordability, specificity and support. Each snapshot is crafted for diverse operational requirements and incorporates seamlessly with HighLevel CRM to ensure a seamless user trip.
Quickly replicate one of the most efficient advertising techniques and setups for your agency in mins. This conserves you time, guarantees consistency and assists grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme created to aid you launch a white-labeled software program as a service (SaaS) firm fast. It equips you with an extensive set of devices and functions to draw in, support and convert introduce customers. This includes an internet site, sales funnels, personalized kind themes, workflow automation, on the internet schedules for reservation and organizing, and Extendly Upgrade SaaS.
Scheduled snapshots are a hassle-free way for firm leaders to keep their customers and stakeholders updated with performance records. It conserves them the time of constructing their own regular reports or visiting to get on-demand information. Instead, they can send a purposeful efficiency dashboard on a scheduled basis that’s relevant to their objectives and problems to discuss in their next review conference.
When you create a snapshot, all campaigns, layouts, automations, kinds, custom-made fields, tags, segments, racking up guidelines, pipelines, calls and automated e-mail and text projects that existed in your sandbox presently of creation are automatically captured into the brand-new account you produce from it. Furthermore, you’ll also have accessibility to any type of existing photos that are consisted of in the theme. You can pick to either usage or erase the snapshot. When a snapshot is developed, you can import it into other GoHighlevel accounts making use of a share 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 excellent method to get your firm began. It’s totally automated to make running your tiny customer accounts a wind, including a representative web site routine a recall button, testimonials and recommendation requests, lead capture and e-mail auto-responders, appointment pointers, lost/inactive customers, no-show workflows, follow-up series and even more. It also consists of a full agency arrangement and customization in your High Level CRM in addition to 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 guarantee for loved one economic stability compared to recent years, which is great news for brokers and their customers. The snapshot additionally indicates a growing rate of interest amongst SMBs to connect with a PEO companion, which is an outstanding chance for brokers to aid their small company customers enhance advantages monitoring and include more worth to the connection.
This snapshot is an one-time acquisition and just legitimate for usage within 1 HighLevel agency account. You are not allowed to present or market the snapshot. You can, nonetheless, add it to as many sub-accounts within your company as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back warranty within 30 days of acquisition. Click on this link for more information. * Please note that this snapshot is just offered for use with the GoHighLevel CRM. If you are using an additional system, please contact us to discuss alternatives.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your agency run efficiently and efficiently. It outfits you with an effective toolkit to catch leads, automate tasks and transform them right into customers. It likewise consists of a detailed video clip that walks you through the setup process.
The snapshot will transfer the adhering to things to a brand-new customer account:
Campaigns, design templates, automations, kinds, customized areas, tags, section problems, scoring guidelines, pipelines, contacts and project reports. Keep in mind that photos from design templates, campaigns and automation e-mails will certainly not be moved.
When you prepare to deploy the snapshot, click the Actions food selection in the top right edge of your agency view and select Load Snapshot. After that pick the client account that you wish to fill it into. You can then apply any one of the setups that you have actually customized in the snapshot.
You can also use this switch to freshen the snapshot. If you created a snapshot and after that develop 100 client sub-accounts using it, this will push any updates to all accounts that are connected to the snapshot.
Snapshots are wonderful tools for transferring your GoHighLevel arrangement to brand-new and existing client accounts. They conserve you effort and time by decreasing the hands-on steps required to set up your business’s automations. Extendly stands apart from various other carriers by providing detailed snapshots that are created to fulfill the demands of particular markets and typical usage instances. Their SAAS snapshot, small company snapshot, health and fitness snapshot and real estate snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that allows you group relevant automations with each other. Organizing an Automation Library assists you work with multitudes of automations and avoids the threat of forgetting to update essential settings or inadvertently altering something by crash.
To develop a new automation collection, click the “Add” switch in the upper-right edge of the screen. Next, select the desired tags and the resources that you want to back up. You can also establish the backup schedule. The simplest alternative is day-to-day with 35 day retention, which will certainly take a snapshot daily and keep it for 35 days.
SM’s policy functions by examining all the tagged resources in your collection to see if any of them have been customized considering that the last backup. If it finds one, SM takes a new snapshot and checks the modifications once more. If it discovers an additional adjustment, the earliest snapshot is deleted and its information is copied to the most recent one.
The automated snapshot creation workflow makes use of a state maker that begins in the CREATION_START state and continuously checks the problems to ensure that they are satisfied. When the conditions are fulfilled, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the problems are not fulfilled, it relocates to DELETION_START and after that to DELETION_FINISHED states till the snapshot is developed or deleted.