How to Refresh and Push Snapshot Updates in GoHighLevel

To refresh an existing snapshot and then push those updates to your sub-accounts, go to Agency Settings → Snapshots. This process ensures your client accounts stay current with your latest agency-level changes and typically takes 5-15 minutes.

• ✓Always refresh your snapshot before sharing it or pushing updates to ensure all changes are captured.
• ✓Use the Push Update feature to selectively sync specific changes to client sub-accounts without a full re-import.
• ✓Pushed updates are non-destructive; they update selected assets without overwriting existing client data.
• ✓If assets fail during a refresh, retry only the failed ones to save time instead of restarting the entire process.
• ✓Understand that GoHighLevel automatically removes contacts from workflow steps deleted during a snapshot refresh to prevent them from getting stuck.

How to Refresh a GoHighLevel Snapshot

Refreshing a snapshot captures all the latest changes you've made at the agency level into that snapshot. This is the first crucial step before you share the snapshot or push updates to any sub-accounts. It ensures your snapshot always contains the most current version of your funnels, forms, workflows, and other assets.

1

Access Agency Settings — From your GoHighLevel agency dashboard, click on Settings in the left-hand navigation menu. This opens your agency-level configurations.

2

Navigate to Snapshots — In the Agency Settings menu, locate and click on Snapshots. You will see a list of all snapshots created within your agency.

3

Find Your Snapshot — Scroll through the list or use the search bar to find the specific snapshot you wish to refresh. Ensure you select the correct snapshot to update.

4

Initiate the Refresh Process — Next to your chosen snapshot, click the Refresh icon. This icon typically looks like two arrows forming a circle. A confirmation prompt will appear.

5

Select Assets to Refresh — A window will open, allowing you to select which specific assets within the snapshot you want to refresh. You can choose to refresh all assets or pick individual items like Funnels, Workflows, or Forms.

6

Confirm and Start Refresh — After selecting your desired assets, click the Refresh button within the pop-up window. GoHighLevel will begin processing the update, capturing all recent changes.

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How to Push Snapshot Updates to Sub-Accounts

Once your snapshot is refreshed, you can push specific updates to sub-accounts that previously imported this snapshot. This allows you to selectively sync new features or fixes without requiring a full re-import, keeping your client accounts current with minimal disruption.

1

Click Push Update Button — After the refresh completes, return to the Snapshots list. Next to the refreshed snapshot, click the Push Update button. This button only appears after a refresh.

2

Select Target Sub-Accounts — A new window will display all sub-accounts that have previously imported this snapshot. Select the specific sub-accounts you want to receive the update.

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3

Choose Specific Assets to Push — You can choose to push all updated assets or select specific categories like Workflows, Forms, or Custom Fields. This gives you granular control over what gets updated in client accounts.

4

Review and Push Updates — Carefully review your selections of sub-accounts and assets. Once confirmed, click the Push Update button to sync the selected changes to those sub-accounts.

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What Happens During Workflow Contact Cleanup After a Refresh?

If a snapshot refresh removes steps from workflows that were originally created from that snapshot, GoHighLevel automatically performs a cleanup. This prevents contacts from getting stuck in a workflow step that no longer exists, ensuring smooth automation for your clients.

Handling Failed Assets During a Snapshot Refresh

Occasionally, one or more assets might fail to load properly during a snapshot refresh. GoHighLevel intelligently marks these assets as 'failed' while continuing to process the rest of your selections. This prevents a single issue from halting the entire update.

Troubleshooting Common Issues

Common Mistakes to Avoid

• →Forgetting to refresh the snapshot before attempting to push updates, leading to outdated changes.
• →Assuming the 'Push Update' feature works for sub-accounts managed by other GoHighLevel agencies.
• →Restarting the entire snapshot refresh process when only a few assets have failed, instead of using the targeted retry option.
• →Not understanding why contacts are automatically removed from workflows when a step is deleted during a snapshot refresh.
• →Pushing updates without carefully selecting the specific assets, potentially pushing unintended changes or missing desired ones.

Frequently Asked Questions

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