The GoHighLevel real estate snapshot can be used with any sub-account you create for a real estate agency.
The snapshot includes prebuilt funnels, forms, campaigns, and more, saving you the time and effort of creating them from scratch.
What Is the GoHighLevel Real Estate Snapshot?
The GoHighLevel real estate snapshot is a template – or clone – of a sub-account that can be used with any other sub-account that you create. It contains a set of assets such as campaigns, funnels, and triggers designed specifically for use with real estate clients.
To use the snapshot, all you have to do is load it into your chosen sub-account and all the assets will appear, ready for use.
There is no limit to how many times you can use GoHighLevel snapshots, so whether you have one or 1,000 clients, you can use the snapshot with all of them.
What Is the GoHighLevel Real Estate Snapshot Used for?
If you take on multiple real estate clients, you will likely find that you are creating a lot of similar campaigns and marketing assets for them.
Instead of going to the effort of creating them from scratch for each client, you can use the snapshot instead. This loads up all the premade assets specific to real estate agencies which you can then go in and edit as needed.
Doing this saves you loads of time and essentially automates what would otherwise be a very repetitive task.
What Does the GoHighLevel Real Estate Snapshot Include?
GoHighLevel Real Estate Snapshot Funnels
There are three premade funnels included for real estate agencies:
- Buyer List: A landing page with a data collection form aimed at those interested in receiving a list of available properties.
- Homebuyer: A landing page with a data collection form aimed at those interested in a specific property.
- Seller’s Guide: A landing page, Thank You page, and a data collection form aimed at those wanting to sell their property.
GoHighLevel Real Estate Snapshot Forms
There are three data collection forms contained in the real estate snapshot. They are all used in the snapshot funnels, but you can use them on other web pages as needed.
Here’s what you get:
- Homebuyer’s info form
- Home buyer’s list form
- Home sellers form
GoHighLevel Real Estate Snapshot Campaigns
Campaigns are automated workflows that lead a contact through a sequence of events from start to finish to achieve a specific outcome. They include actions and triggers and a variety of elements such as email, SMS, callbacks, and more.
There are seven premade campaigns for real estate agencies that you can pick from:
- Homebuyer nurture
- Homebuyer’s list nurture
- Home seller nurture
- No show nurture
- Not yet ready
- Booking requested reply
- Appointment reminders
To find the real estate campaigns, select “Automation” from the sub-account’s left-hand menu. Click on “Import from a campaign” and choose the desired workflow from the dropdown list.
GoHighLevel Real Estate Snapshot Triggers
Triggers are used within automated workflows and are what happens when a certain action is performed. For example, an action could be the submission of a data collection form which then triggers an email to be sent.
The real estate snapshot includes 11 different triggers, including automatically moving a contact to a pipeline, creating an opportunity, notifying the client, and more.
GoHighLevel Real Estate Snapshot Calendar
In the calendars section, you will find a pre-built calendar for a free real estate consultation. When someone books an appointment online, you can set it so that the appointment is automatically added.
GoHighLevel Real Estate Snapshot Pipeline
A basic pipeline is included which you can use with any of your real estate campaigns. The pipeline can be cloned and edited for use with multiple campaigns, saving you the hassle of creating new ones each time.
How to Set Up the GoHighLevel Real Estate Snapshot (Step by Step)
There are two ways to add a snapshot to a sub-account:
- Load the snapshot when creating a new sub-account.
- Add the snapshot to an existing sub-account.
First, let’s take a look at how to set up the real estate snapshot for a new sub-account.
Step 1: Log into your GoHighLevel account and make sure you’re in Agency View.
Select “Account Snapshots” from the left-hand menu and scroll down until you see the real estate snapshot.
Step 2: Hover your mouse over the real estate snapshot icon and two choices will appear. You can either click to “sSelect and Create New Account,” or you can click “Know More.”
Step 3: If you clicked “Know More,” you will be taken to a training page containing a video, examples, and a setup guide. When you’re ready, click the green “Create New Account” button in the top-right corner.
Step 4: Click on “Add Account Manually” and input all the requested details for the new sub-account – name, email address, physical address, etc.
When you’re done, click “Save.” The new sub-account will now be generated. This may take a few moments, so don’t click away from the screen while it’s doing its thing.
Step 5: Once the sub-account has been generated, you can take a look inside the various features and you will see that the real-estate snapshot elements have been loaded and are ready for use.
How to Add the GoHighLevel Real Estate Snapshot to an Existing Sub-Account
Step 1: Log into your GoHighLevel account and make sure you’re in Agency View. Click “Sub-Accounts” from the left-hand menu.
Step 2: Find the sub-account you want to use and click on the three dots located to the right of where it says “Switch to Sub-Account.” A small menu will appear – select “Manage Client.”
Step 3: In the top-right corner, click on “Actions” and select “Load Snapshot” from the dropdown that appears.
Step 5: Select the real estate snapshot from the dropdown box and click “Proceed.”
Step 6: An asset menu will appear, listing everything that is included with the snapshot. If there are any that you don’t need you can click “Skip” next to where it is listed. When done, click “Proceed.”
Step 7: The system will now check for conflicts. If it finds any, you can choose to skip or overwrite them. When complete, click “Proceed.”
Step 7: The snapshot will now load. This takes a short while, and you will get a platform notification once it is complete and ready for use.
Frequently Asked Questions
The GoHighLevel real estate snapshot can be found in the Agency View of your GoHighLevel account. Select “Account Snapshots” from the left-hand menu and you will see it listed in this tab.
The purpose of the GoHighLevel real estate snapshot is to save you time and effort. It contains ready-made campaigns, funnels, and other assets, removing the need to create them from scratch.
You can use third-party real estate snapshots with GoHighLevel. You achieve this by purchasing the snapshot and importing it into the GoHighLevel platform. Then, you follow the same setup process as required for the GoHighLevel snapshots.
You can create your own GoHighLevel real estate snapshot. You do this by cloning an existing sub-account’s assets and saving them as a snapshot.