Share Email Templates Across Agencies in GoHighLevel

If you manage multiple workspaces in tools like ClickUp and also run several client accounts, you will appreciate how GoHighLevel makes it possible to share email templates across agencies in a structured way. This guide walks you step by step through using snapshots so you can reuse your best email designs in other GoHighLevel accounts.

How GoHighLevel Handles Email Template Sharing

In GoHighLevel, email templates are not shared directly from one agency to another. Instead, they are included inside a snapshot. A snapshot is a package of assets that can contain funnels, workflows, forms, and email templates, which you can then import into another agency account.

Because of this structure, if you want to share email templates across agencies, you must first add them to a snapshot and then deliver that snapshot to the destination agency.

Prerequisites for Sharing GoHighLevel Email Templates

Before you begin, make sure you meet the following requirements in GoHighLevel:

• You have administrator access to the agency where the email templates currently exist.
• You are able to create or edit snapshots in that agency account.
• You have access to the target agency account or a way to send them a snapshot link.

If you meet these prerequisites, you can proceed to create and share a snapshot containing the email templates you need.

Step 1: Create or Identify Your Email Template in GoHighLevel

First, ensure the email template you want to share is set up correctly in your GoHighLevel sub-account.

1. Log in to your GoHighLevel agency dashboard.

2. Open the specific sub-account that contains the email template.

3. Navigate to the area where your email templates are stored (typically under Marketing or Email, depending on your layout).

4. Review the template content, subject line, and design to ensure everything is finalized.

Once you have confirmed that the template is ready, you can include it in a snapshot.

Step 2: Create a Snapshot in GoHighLevel

Snapshots are the core mechanism for moving email templates between agencies in GoHighLevel.

1. From the main agency view, go to the Agency settings section.

2. Locate the Snapshots area in the left-hand menu.

3. Click Create New Snapshot (or similar button depending on your interface version).

4. Give your snapshot a clear name that reflects the purpose of the email template, such as Onboarding Email Templates.

Naming your snapshot clearly helps you and other agencies recognize what is inside at a glance.

Step 3: Add Email Templates to the GoHighLevel Snapshot

After creating the snapshot shell, you need to include the assets you want to share, including email templates.

1. In the snapshot configuration screen, choose the sub-account where the email template exists.

2. Select the assets to include. Make sure you select the appropriate campaigns or workflows that contain the relevant email templates.

3. If the interface allows selecting individual email templates, pick only the ones you want to share to keep the snapshot lean.

4. Confirm your selections and save the snapshot.

When the snapshot is created, GoHighLevel packages the chosen assets, including the email templates, so that they can be imported elsewhere.

Step 4: Share the GoHighLevel Snapshot with Another Agency

Now you are ready to share the snapshot that contains your email templates with a different agency.

1. In the Snapshots section of your agency view, locate the snapshot you just created.

2. Click on the options icon (three dots or similar) next to the snapshot.

3. Choose the option to Share or Generate Link for that snapshot.

4. Copy the generated share link or enter the email address of the other agency owner if a direct share option is available.

The recipient agency will use this share link to import the snapshot into their own GoHighLevel account.

Step 5: Import the Snapshot in the Destination GoHighLevel Agency

On the destination side, the other agency needs to import the snapshot to receive the email templates.

1. The receiving agency logs in to their GoHighLevel account.

2. They navigate to the Agency view and then to the Snapshots area.

3. They choose the option to Import Snapshot or Use Snapshot Link.

4. They paste in the share link or accept the shared snapshot you provided.

5. Once imported, they assign the snapshot to one or more sub-accounts within their agency.

After the snapshot has been imported and applied, the email templates become available in the designated sub-accounts in the destination GoHighLevel agency.

Step 6: Locate and Use the Shared Email Templates

Once the snapshot has been applied to a sub-account, the receiving agency should verify that the email templates are present.

1. Open the sub-account where the snapshot was installed.

2. Navigate to the email builder or marketing section.

3. Locate the email templates that came from the snapshot. They may appear under campaigns, workflows, or stand-alone email templates, depending on the setup.

4. Clone or edit the templates as needed for the new agency’s branding and content guidelines.

This process ensures that your email templates are properly reused while still allowing each agency to customize details for their own clients.

Best Practices for Sharing GoHighLevel Email Templates

To get the most from sharing templates across agencies, consider these recommendations:

• Use clear naming conventions: Name templates and snapshots in a way that makes sense to other GoHighLevel users.
• Keep snapshots focused: Create dedicated snapshots for specific purposes, such as Newsletter Templates or Onboarding Sequences.
• Update snapshots when needed: If you improve an email template, create a new snapshot version so other agencies can benefit from the updated content.
• Test after import: Send test emails from the destination agency to confirm formatting, links, and personalization fields are all functioning.

Troubleshooting Shared GoHighLevel Email Templates

If the destination agency does not see the email templates after importing the snapshot, check the following:

• The snapshot was assigned to the correct sub-account.
• The relevant workflows or campaigns were included when the snapshot was created.
• User permissions in the destination agency allow access to email marketing features.

If issues persist, review the official documentation for more details and the latest interface updates: Share email templates across agencies in GoHighLevel.

Additional Resources for GoHighLevel Users

For broader strategy, automation design, and optimization help beyond email templates, you can explore agency-focused resources at Consultevo, which offers guidance on systems and processes that complement GoHighLevel implementations.

By following the steps above and using snapshots correctly, you can consistently share and reuse high-performing email templates across multiple GoHighLevel agencies, saving time and ensuring a unified communication strategy.

Need Help With GoHighLevel?

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