We value your passion in this Extendly White Label Onboarding & Training write-up and wish it meets your demands.
In a world of chock-full software tools, Extendly’s snapshots offer an equilibrium of price, uniqueness and assistance. Each snapshot is crafted for diverse operational requirements and incorporates seamlessly with HighLevel CRM to make certain a smooth customer journey.
Easily replicate the most effective advertising methods and arrangements for your agency in minutes. This saves you time, makes sure consistency and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout created to assist you launch a white-labeled software program as a solution (SaaS) company fast. It furnishes you with a comprehensive collection of tools and attributes to bring in, support and transform leads into customers. This consists of a site, sales funnels, customized type layouts, workflow automation, online schedules for booking and scheduling, and Extendly White Label Onboarding & Training.
Arranged snapshots are a convenient way for company leaders to keep their clients and stakeholders current with performance reports. It saves them the moment of developing their own periodic reports or logging in to obtain on-demand data. Instead, they can send a purposeful performance dashboard on a scheduled basis that’s appropriate to their goals and issues to go over in their following review conference.
When you produce a snapshot, all campaigns, layouts, automations, types, custom fields, tags, sections, racking up regulations, pipelines, get in touches with and automated e-mail and text message campaigns that existed in your sandbox currently of development are instantly caught into the new account you develop from it. Furthermore, you’ll likewise have accessibility to any type of existing pictures that are included in the design template. You can choose to either usage or delete the snapshot. As soon as a snapshot is developed, you can import it into other GoHighlevel accounts using a share web link that creates and sends out to any kind of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the ideal method to obtain your company started. It’s fully automated to make running your small client accounts a wind, including a representative internet site timetable a call back button, testimonials and recommendation requests, lead capture and email auto-responders, visit reminders, lost/inactive customers, no-show workflows, follow-up series and even more. It also includes a complete company arrangement and customization in your High Level CRM in addition to hands-on training and 6 months of FREE support accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals assurance for family member financial stability compared to current years, which is excellent information for brokers and their customers. The snapshot additionally indicates an expanding passion among SMBs to get in touch with a PEO companion, which is a superb chance for brokers to help their local business clients simplify benefits management and include even more worth to the partnership.
This snapshot is an one-time acquisition and only legitimate for usage within 1 HighLevel firm account. You are not permitted to present or market the snapshot. You can, nevertheless, include it to as numerous sub-accounts within your company as required. If you’re not pleased with the snapshot, we offer a no-risk, money-back assurance within 30 days of acquisition. Go here for more information. * Please note that this snapshot is just available for use with the GoHighLevel CRM. If you are using an additional system, please call us to discuss choices.
Free Agency Snapshot
The Free Agency Snapshot is made to make your agency run smoothly and effectively. It outfits you with a powerful toolkit to record leads, automate jobs and transform them into customers. It also includes a step-by-step video clip that strolls you with the setup procedure.
The snapshot will certainly transfer the following items to a new customer account:
Campaigns, design templates, automations, types, personalized areas, tags, segment conditions, racking up regulations, pipelines, calls and campaign reports. Note that pictures from layouts, projects 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 edge of your company view and choose Load Snapshot. Then select the client account that you wish to fill it into. You can then use any of the settings that you have customized in the snapshot.
You can likewise utilize this button to refresh the snapshot. If you produced a snapshot and then produce 100 customer sub-accounts utilizing it, this will push any kind of updates to all accounts that are connected to the snapshot.
Snapshots are great devices for transferring your GoHighLevel configuration to new and existing customer accounts. They conserve you effort and time by minimizing the hand-operated actions required to establish your business’s automations. Extendly attracts attention from various other suppliers by offering thorough snapshots that are made to fulfill the requirements of details markets and typical use cases. Their SAAS snapshot, local business snapshot, physical fitness snapshot and property snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that lets you group related automations together. Organizing an Automation Library aids you work with multitudes of automations and avoids the threat of forgetting to upgrade crucial setups or inadvertently changing something by mishap.
To develop a new automation library, click the “Add” button in the upper-right corner of the screen. Next off, select the desired tags and the resources that you wish to back up. You can also set the back-up routine. The simplest alternative is daily with 35 day retention, which will certainly take a snapshot every day and maintain it for 35 days.
SM’s policy works by inspecting all the tagged sources in your cluster to see if any one of them have actually been modified since the last back-up. If it locates one, SM takes a brand-new snapshot and checks the changes again. If it discovers an additional change, the earliest snapshot is removed and its data is replicated to the most recent one.
The automated snapshot creation workflow uses a state machine that begins in the CREATION_START state and frequently checks the problems to make sure that they are met. When the conditions are fulfilled, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state again. If the conditions are not met, it moves to DELETION_START and after that to DELETION_FINISHED states up until the snapshot is created or erased.