Snapshots & Templates
Overview
Snapshots capture a whole workspace setup - funnels, automations, emails, and settings - so you can clone a proven configuration into a new workspace or deliver it to a client in minutes.
Where to find it
Open Snapshots from your agency or workspace settings.
How it works
- Build a workspace the way you want it.
- Create a snapshot of it.
- Apply the snapshot to a new workspace to recreate the setup instantly.
- Reuse snapshots to onboard clients with a consistent starting point.
What you get
- One-click cloning of a full workspace setup.
- Faster client onboarding with a proven baseline.
- Reusable templates for your standard build.
Tips
- Build one strong "starter" snapshot and reuse it for every new client.
- Update your snapshot when you improve your standard setup so new workspaces get the latest.