Mastering Snapshot Creation for Seamless Duplication with High Level

Hello everyone, Bridget Bartlett here with Vision Agency. Today, I'm excited to guide you through the process of creating a duplicatable snapshot of a landing page using High Level. This is an essential tool for smoothly transferring workflows and website designs into new client accounts. Let's dive right in!

Preparing for Duplication

Before we create the snapshot, we need to ensure the website is ready for duplication. If you've missed any prior training sessions, be sure to check the link in the description for the complete training playlist. Let's head into the builder to get started. We’re working with both the homepage and the thank you page, and the first step is setting up custom values.

Custom values in High Level allow us to seamlessly update data across a site, emails, and more. First, we set up custom values for hex codes. This ensures that when we transfer a setup into a new client’s account, updating site-wide colors becomes effortless. I’ll demonstrate by setting primary, secondary, and tertiary brand colors using a color palette in Canva.

Customizing the Site

Once you've created these custom values, you can easily update them in a new client account, drastically simplifying rebranding tasks. I will showcase how I adjust our demo site by replacing existing placeholders with these custom values, ensuring consistent rebranding across any new accounts.

For example, to replace placeholders like "My Vision Agency" with a client's business name, we simply use a custom value for the account name. Furthermore, custom values like year ensure components like the footer automatically update each year.

Removing and Updating Design Elements

While designing, we often include specific CSS for aesthetics. However, when optimizing for duplication, elements that would need frequent updates, such as hover effects, are best removed to maintain simplicity and uniformity.

Overseeing Mobile Compatibility

Don't overlook mobile views in your checks! Remember, some sections designed specifically for mobile need updating too. Always ensure mobile views carry over the same brand consistency as desktop views.

Creating the Snapshot

Finally, we move on to creating the actual snapshot, an essential step in High Level. By accessing the admin settings, I demonstrate how to set up a snapshot from scratch and highlight the importance of ensuring your sub-account is a clean slate focused solely on vital information to avoid clutter.

Deploying a Snapshot

Once the snapshot is created, deploying it into a new or existing account is straightforward. I share step-by-step instructions for adding it to demo accounts, showcasing how custom values drive the branding changes with just a few clicks, reiterating that the power of duplication in High Level is transformative for businesses.

Experiment and Update

Witnessing updates live is always enlightening. By changing color values in the settings and refreshing the site, you can quickly see how effortlessly customizations propagate.

Conclusion

In closing, this guide is just the beginning—the tip of the iceberg—of what High Level can achieve in terms of system-wide duplications. For those with further questions, feel free to join our community events, whether you're a reseller or just starting, by checking our calendar at myvisionagency.com. Thank you all for joining me today. Keep pushing boundaries and make your vision a reality!

Thank you for reading, and I hope this step-by-step guide empowers your workflows as much as it has for me! See you in our open office hours. Bye!