Manage Linked Assets in GoHighLevel Snapshots
When you migrate complex automations from tools like ClickUp task plans into GoHighLevel, you need to understand how linked assets behave inside snapshots. This guide explains exactly how to manage those connections so your pipelines, workflows, and templates all stay aligned when you share, update, or restore a snapshot.
Linked assets are elements that reference, depend on, or control other assets in your account, such as campaigns that use tags, or workflows that reference triggers. In GoHighLevel snapshots, these relationships are tracked and handled in specific ways when you select items to include or exclude.
What Are Linked Assets in GoHighLevel Snapshots?
In GoHighLevel, a snapshot is a bundle of assets you can share between accounts, such as:
- Funnels and websites
- Workflows and campaigns
- Forms and surveys
- Calendars and triggers
- Tags, custom fields, and more
Many of these items are linked to each other. When you include one asset in a snapshot, GoHighLevel automatically detects and manages related items so the snapshot still works when imported.
Understanding this behavior prevents broken automations and missing fields when you deploy snapshots to client accounts.
How GoHighLevel Handles Nested Folder Selections
When you select nested folders and assets inside a GoHighLevel snapshot, the platform follows clear rules to determine what is included.
Full Folder vs Individual Asset Selection in GoHighLevel
If you select a whole folder in GoHighLevel, every future nested asset added to that folder will also be included in the snapshot automatically. This is useful for standard templates and reusable resources you expect to grow over time.
However, if you only select specific assets inside that folder (not the folder itself), then:
- Only the selected assets are included initially.
- New assets added later to the same folder are not automatically included.
This behavior is important when you want full control over which items a snapshot contains.
Default Behavior for Linked Assets in GoHighLevel
Every snapshot in GoHighLevel has a Default Behavior setting that controls how linked assets are treated when you make changes. This affects three actions:
- Share
- Update
- Restore
You can configure these behaviors differently per linked asset type, which allows fine-grained control over what is added or removed.
Options for Linked Assets in GoHighLevel
For each action (Share, Update, Restore), GoHighLevel lets you choose one of the following options:
- Always add
- Linked assets automatically get included or updated.
- Recommended when you want consistent, complete snapshots.
- Always remove
- Linked assets are excluded for that action.
- Useful when you want to keep certain assets private or local.
- Ask
- GoHighLevel prompts you during the action.
- Ideal when you need per-use decisions instead of fixed rules.
This configuration helps avoid accidental sharing of private funnels or workflows while allowing core elements to stay synchronized.
Examples of Linked Asset Combinations in GoHighLevel
Here are common linked asset types in GoHighLevel snapshots and how they interact:
Triggers and Workflows in GoHighLevel
When you include workflows in a GoHighLevel snapshot, they may reference triggers. Depending on your Default Behavior settings:
- Including a workflow may automatically include its connected triggers.
- Excluding the triggers can break automation unless you recreate or remap them later.
- Using the Ask option allows you to decide case by case when sharing or updating.
Campaigns, Tags, and Custom Fields
Campaigns typically rely on supporting assets such as tags, segments, and custom fields. In GoHighLevel:
- Campaigns and workflows can be linked to tags that trigger actions.
- Forms and calendars may reference custom fields for personalization.
- If the snapshot’s Default Behavior is set to Always add, those linked tags and fields are included when necessary.
If you set them to Always remove, the snapshot will exclude those items and you will need to manually recreate or map them in the target account.
Calendars and Pipelines in GoHighLevel
Calendars often integrate with pipelines and workflows:
- Calendar bookings can move opportunities to different stages.
- Workflows may trigger on calendar events.
When building a snapshot, review your Default Behavior for calendars, pipelines, and related workflows so that everything remains synchronized on import.
How to Configure Default Behavior in GoHighLevel Snapshots
Follow these general steps to manage linked asset behavior in your GoHighLevel snapshot settings:
- Open your agency or account settings and navigate to the Snapshots section.
- Select the snapshot you want to configure.
- Look for a configuration area labeled Manage Linked Assets or similar.
- For each linked asset type (for example, workflows, triggers, campaigns, etc.), choose your Default Behavior for:
- Share
- Update
- Restore
- Set each option to Always add, Always remove, or Ask based on how you want GoHighLevel to behave.
- Save your changes before closing the snapshot editor.
These settings apply whenever that snapshot is used, giving you predictable results across all connected accounts.
Best Practices for Linked Assets in GoHighLevel
Use the following best practices to keep your GoHighLevel snapshots clean and reliable:
- Group assets logically in folders so that selecting whole folders makes sense and keeps future additions covered.
- Use Always add for mission-critical elements that must always be transferred to keep automations working.
- Use Always remove for client-specific or sensitive resources that should not be shared.
- Use Ask when you manage mixed-use assets and need flexibility on a per-snapshot basis.
- Test imports in a sandbox account before rolling out to live client accounts.
Consistent configuration at the snapshot level reduces troubleshooting and helps you deliver a standardized GoHighLevel setup for every client.
Additional Resources for Mastering GoHighLevel
For further details on managing linked assets in snapshots, review the official documentation here: Manage linked assets in snapshots.
If you want expert implementation help, optimization, or snapshot design services for GoHighLevel, visit Consultevo for professional guidance.
By understanding how linked assets, nested folders, and Default Behavior work together, you can build robust, reusable GoHighLevel snapshots that deploy smoothly across every account you manage.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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