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In a world of overcrowded software program tools, Extendly’s snapshots provide a balance of price, uniqueness and support. Each snapshot is crafted for diverse operational demands and integrates seamlessly with HighLevel CRM to ensure a seamless individual trip.
Easily reproduce the most efficient advertising and marketing techniques and arrangements for your firm in minutes. This saves you time, ensures consistency and aids grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme designed to help you launch a white-labeled software application as a solution (SaaS) agency quickly. It equips you with a detailed set of devices and attributes to draw in, support and transform leads into clients. This includes a site, sales funnels, customized kind templates, workflow automation, on-line calendars for reservation and scheduling, and Extendly WhatsApp Bulk Action.
Arranged snapshots are a practical way for company leaders to keep their customers and stakeholders current with efficiency reports. It conserves them the time of constructing their very own periodic records or logging in to obtain on-demand information. Instead, they can send out a significant efficiency dashboard on a scheduled basis that’s pertinent to their objectives and issues to go over in their following testimonial meeting.
When you create a snapshot, all campaigns, themes, automations, forms, custom-made fields, tags, sections, scoring guidelines, pipelines, get in touches with and automated email and text message campaigns that existed in your sandbox right now of creation are instantly captured right into the new account you create from it. In addition, you’ll additionally have access to any type of existing photos that are consisted of in the design template. You can select to either use or delete the snapshot. Once a snapshot is created, you can import it into various other GoHighlevel accounts making use of a share web link that generates and sends out to any kind of address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the ideal means to obtain your company started. It’s fully automated to make running your tiny client accounts a wind, consisting of an agent web site timetable a call back button, reviews and referral demands, lead capture and email auto-responders, appointment reminders, lost/inactive customers, no-show workflows, follow-up sequences and more. It even consists of a complete firm configuration and personalization in your High Level CRM in addition to hands-on training and 6 months of FREE assistance accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals promise for relative economic stability compared to current years, which is excellent news for brokers and their customers. The snapshot likewise indicates a growing interest among SMBs to connect with a PEO partner, which is a superb chance for brokers to help their small company clients enhance benefits management and include more value to the connection.
This snapshot is a single purchase and only valid for usage within 1 HighLevel company account. You are not allowed to present or resell the snapshot. You can, however, include it to as numerous sub-accounts within your agency as required. If you’re not pleased with the snapshot, we offer a no-risk, money-back guarantee within 30 days of purchase. Visit this site for more information. * Please keep in mind that this snapshot is only readily available for use with the GoHighLevel CRM. If you are using one more system, please call us to talk about alternatives.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your agency run efficiently and effectively. It outfits you with a powerful toolkit to catch leads, automate tasks and transform them into clients. It likewise includes a detailed video clip that strolls you through the configuration process.
The snapshot will transfer the adhering to products to a new client account:
Campaigns, templates, automations, kinds, custom fields, tags, sector problems, racking up rules, pipelines, get in touches with and project records. Note that images from templates, campaigns and automation e-mails will not be transferred.
When you prepare to release the snapshot, click the Actions food selection in the leading right edge of your agency view and select Load Snapshot. Then pick the customer account that you intend to load it right into. You can after that apply any of the settings that you have modified in the snapshot.
You can additionally utilize this switch to rejuvenate the snapshot. If you created a snapshot and then develop 100 customer sub-accounts using it, this will certainly push any type of updates to all accounts that are attached to the snapshot.
Snapshots are fantastic devices for transferring your GoHighLevel setup to brand-new and existing client accounts. They conserve you time and effort by reducing the manual steps needed to set up your business’s automations. Extendly attracts attention from other carriers by offering thorough snapshots that are designed to satisfy the demands of certain markets and common use situations. 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 an organization tool that allows you group related automations together. Organizing an Automation Library assists you collaborate with lots of automations and avoids the danger of forgetting to upgrade crucial setups or unintentionally changing something by mishap.
To develop a new automation library, click the “Add” button in the upper-right edge of the display. Next, select the desired tags and the sources that you wish to back up. You can additionally set the back-up timetable. The most basic alternative is day-to-day with 35 day retention, which will certainly take a snapshot daily and keep it for 35 days.
SM’s plan functions by examining all the marked sources in your collection to see if any of them have actually been modified because the last back-up. If it discovers one, SM takes a brand-new snapshot and checks the adjustments once more. If it discovers an additional change, the earliest snapshot is erased and its information is replicated to the latest one.
The automated snapshot development workflow uses a state maker that starts in the CREATION_START state and continuously checks the conditions to make sure that they are fulfilled. When the conditions are met, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the problems are not satisfied, it transfers to DELETION_START and after that to DELETION_FINISHED states up until the snapshot is produced or erased.