How to Use GoHighLevel Ad Manager in Snapshots
This step-by-step guide shows you how to manage Ad Manager when creating and sharing snapshots in GoHighLevel. If you are migrating from tools like ClickUp or other CRMs, understanding how ad accounts behave inside snapshots will help you avoid access errors and protect client data.
What Is Ad Manager in GoHighLevel Snapshots?
Within GoHighLevel, the Ad Manager lets you connect Facebook (Meta) ad accounts to your sub-accounts so you can manage ads centrally. When you build a snapshot that includes Ad Manager settings, some assets and connections will transfer, while others will not. Knowing these differences is critical when deploying templates to multiple locations or client accounts.
This article is based on the official product documentation and explains what is included, what is excluded, and how to share Ad Manager assets in a safe, repeatable way.
Key Rules for GoHighLevel Ad Manager in Snapshots
Ad Manager inside GoHighLevel snapshots follows strict rules to protect ad accounts and user permissions. These rules determine how your ad-related configurations behave when a snapshot is installed into another account.
Account Connections and Asset Visibility
- Facebook ad accounts themselves are not connected through snapshots.
- Existing ad account connections stay attached only to the original sub-account where they were connected.
- Any user with valid access to an ad account will still see that ad account as long as they remain authorized on Facebook.
- Snapshots do not grant new Facebook permissions or modify user roles on existing ad accounts.
In other words, GoHighLevel snapshots carry configuration and assets, but not direct ad account authorizations.
What Is Included in GoHighLevel Ad Manager Snapshots?
When you create a snapshot that includes Ad Manager in GoHighLevel, these items can be bundled and later imported into another sub-account:
- Ad templates and creative structures that are compatible with the platform integration.
- Campaign-level and ad-set-level configuration templates saved in your account.
- Standardized workflows and related automation that reference Ad Manager components.
- Settings and layouts that define how Ad Manager assets are organized in the interface.
These elements help you deploy consistent ad setups quickly to other locations or client accounts without manually rebuilding each campaign from scratch.
What Is Not Included from GoHighLevel Ad Manager?
Certain sensitive or account-bound items are intentionally excluded from GoHighLevel snapshots to maintain data privacy and compliance with Meta policies:
- Direct Facebook ad account connections.
- Billing and payment details related to the ad account.
- Actual campaign performance data, analytics, or historical metrics.
- User-level permissions and roles on the Facebook side.
Because of these exclusions, you must manually connect the appropriate ad account in each destination sub-account after installing a snapshot.
How to Create a Snapshot with GoHighLevel Ad Manager
Follow these steps when you want to create a new snapshot that includes your Ad Manager configurations in GoHighLevel.
- Open the main agency view.
Log into your agency account and navigate to the main dashboard that lists all sub-accounts.
- Select the source sub-account.
Choose the sub-account where your Ad Manager setup, templates, and related workflows already exist.
- Verify Ad Manager is configured.
Inside the sub-account, confirm your campaigns, templates, and related assets are set up the way you want them to appear in the snapshot. Do not rely on live ad account data; focus on reusable structures.
- Create a new snapshot.
From the agency dashboard, open the snapshots section and click the option to create a new snapshot from this sub-account.
- Include Ad Manager elements.
When selecting what to include, make sure any Ad Manager-related templates, workflows, and configurations are checked so they are bundled into the snapshot.
- Save and name the snapshot.
Use a descriptive name that clearly indicates Ad Manager elements are included, such as “Core Funnel + Ad Manager Template”.
Once created, your GoHighLevel snapshot can be shared with other sub-accounts or external agencies according to your access settings.
How to Install a GoHighLevel Snapshot with Ad Manager
After a snapshot is built, installing it into a new sub-account correctly is essential for using Ad Manager features.
- Create or open the destination sub-account.
From your agency view, either create a new sub-account or select an existing one that will receive the snapshot.
- Install the snapshot.
Go to the snapshots section, locate the snapshot that includes Ad Manager, and apply it to the destination sub-account.
- Reconnect Facebook ad accounts.
Inside the destination sub-account, open Ad Manager and connect the appropriate Facebook ad account directly. This step cannot be automated through snapshots.
- Review imported templates.
Check that campaigns, ad-set structures, and any automation tied to Ad Manager have been imported and are visible.
- Customize for the new client.
Update naming conventions, targeting, and creative as needed for the specific client or business, while leveraging the core structure from the snapshot.
Best Practices for Managing GoHighLevel Ad Manager in Snapshots
Using snapshots safely and efficiently with Ad Manager in GoHighLevel requires a few best practices.
Separate Templates from Live Campaigns
- Create dedicated “template” campaigns that are not actively running ads.
- Include only those templates in the snapshot to avoid confusion between template and live data.
- Maintain a clear naming standard for template assets, such as adding “_TEMPLATE” to each name.
Maintain Client Privacy and Compliance
- Never expect snapshots to transfer sensitive billing or permissions data.
- Grant Facebook ad account access through Meta Business Manager, not through the snapshot itself.
- Audit which staff have access to each sub-account before connecting any ad accounts.
Document Your GoHighLevel Snapshot Process
- Use internal SOPs to document exactly which items are included for Ad Manager.
- Keep a checklist for new installations that covers connection of ad accounts, testing of templates, and verification of tracking.
- Provide training notes so team members understand what snapshots do and do not move between accounts.
Where to Learn More About GoHighLevel Snapshots
For deeper technical details on Ad Manager support and snapshot behavior in GoHighLevel, review the official documentation here: Inclusion of Ad Manager in Snapshots.
If you need expert implementation help, migration strategy, or process design for scaling with GoHighLevel, you can also consult specialized agencies such as Consultevo for done-for-you setup and optimization.
By following the rules above and understanding what is and is not transferred, you can confidently use GoHighLevel snapshots with Ad Manager to standardize your marketing systems while keeping client accounts secure.
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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