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In a globe of chock-full software tools, Extendly’s snapshots supply a balance of affordability, uniqueness and assistance. Each snapshot is crafted for varied operational requirements and integrates perfectly with HighLevel CRM to guarantee a smooth individual journey.
Quickly reproduce one of the most effective advertising and marketing approaches and configurations for your company 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 made to assist you launch a white-labeled software application as a service (SaaS) firm quickly. It outfits you with an extensive collection of devices and attributes to bring in, support and convert introduce customers. This includes a web site, sales funnels, customized form design templates, workflow automation, online schedules for booking and scheduling, and Extendly Certificate Triggers & Actions in Workflows.
Set up snapshots are a hassle-free means for company leaders to keep their clients and stakeholders updated with efficiency records. It saves them the time of building their own regular reports or logging in to obtain on-demand information. Rather, they can send a meaningful efficiency control panel on an arranged basis that’s relevant to their goals and problems to review in their next review conference.
When you create a snapshot, all campaigns, templates, automations, kinds, customized fields, tags, sections, racking up rules, pipelines, get in touches with and automated email and sms message projects that existed in your sandbox currently of production are instantly caught right into the new account you develop from it. Additionally, you’ll likewise have access to any type of existing pictures that are included in the design template. You can pick to either usage or erase the snapshot. Once a snapshot is created, you can import it right into various other GoHighlevel accounts making use of a share web link that generates and sends to any kind of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the best method to obtain your company started. It’s fully automated to make running your tiny customer accounts a wind, including a representative site schedule a call back switch, reviews and recommendation requests, lead capture and email auto-responders, appointment suggestions, lost/inactive clients, no-show workflows, follow-up series and even more. It even consists of a full company setup and customization in your High Level CRM together with hands-on training and 6 months of FREE support gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals assurance for loved one economic stability contrasted to recent years, which is great news for brokers and their clients. The snapshot likewise suggests an expanding interest amongst SMBs to connect with a PEO companion, which is an outstanding chance for brokers to aid their small business clients improve advantages monitoring and add even more worth to the partnership.
This snapshot is a single purchase and only valid for use within 1 HighLevel company account. You are not permitted to gift or re-sell the snapshot. You can, however, add it to as several sub-accounts within your firm as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back assurance within 30 days of purchase. Click here for more details. * Please note that this snapshot is only readily available for use with the GoHighLevel CRM. If you are utilizing another system, please call us to discuss choices.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your firm run smoothly and efficiently. It equips you with a powerful toolkit to capture leads, automate tasks and convert them into customers. It additionally includes a detailed video clip that strolls you with the configuration process.
The snapshot will transfer the following items to a brand-new client account:
Projects, templates, automations, forms, custom-made fields, tags, section problems, scoring regulations, pipelines, calls and campaign records. Note that pictures from layouts, campaigns and automation e-mails will certainly not be moved.
When you are ready to deploy the snapshot, click the Actions food selection in the leading right corner of your agency sight and pick Load Snapshot. After that pick the customer account that you wish to fill it right into. You can then use any one of the setups that you have actually changed in the snapshot.
You can additionally utilize this switch to freshen the snapshot. If you developed a snapshot and after that create 100 client sub-accounts utilizing it, this will push any kind of updates to all accounts that are connected to the snapshot.
Snapshots are wonderful devices for moving your GoHighLevel arrangement to new and existing client accounts. They save you time and effort by lowering the hand-operated actions called for to set up your business’s automations. Extendly sticks out from various other providers by using detailed snapshots that are developed to satisfy the demands of certain industries and usual use cases. Their SAAS snapshot, local business snapshot, fitness snapshot and realty snapshot are just a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is a company device that lets you group related automations with each other. Organizing an Automation Library aids you work with large numbers of automations and prevents the risk of neglecting to update vital settings or accidentally altering something by crash.
To develop a brand-new automation library, click the “Add” switch in the upper-right corner of the screen. Next, choose the desired tags and the resources that you want to support. You can additionally set the back-up timetable. The simplest choice is day-to-day with 35 day retention, which will take a snapshot each day 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 changed since the last backup. If it locates one, SM takes a new snapshot and checks the changes once again. If it locates another change, the oldest snapshot is deleted and its data is copied 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 make sure that they are satisfied. When the conditions are fulfilled, it relocates to the CREATION_CONDITION_MET state, after that to the CREATION_START state again. If the conditions are not fulfilled, it relocates to DELETION_START and after that to DELETION_FINISHED states up until the snapshot is developed or erased.