View Snapshot Assets in GoHighLevel

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How to View Snapshot Assets in GoHighLevel

If you manage multiple accounts in GoHighLevel and organize your work in tools like ClickUp, you need a fast way to see exactly what each snapshot will install. This guide walks you step by step through the built-in Snapshot Assets view so you can review, filter, and export all snapshot components before you apply them to a location.

The information below is based on the official help documentation and focuses on what you can see and do inside the Snapshot Assets interface.

What Are Snapshot Assets in GoHighLevel?

In GoHighLevel, a snapshot is a packaged set of assets you can install into a sub-account or multiple accounts. The Snapshot Assets view shows you a detailed breakdown of what is included before you apply it.

Typical items inside a snapshot can include:

  • Workflows and automations
  • Pipelines and pipeline stages
  • Forms and surveys
  • Funnels and websites
  • Calendars and triggers
  • Custom fields and tags
  • Email templates and other assets

Having a clear overview of these assets helps agencies and resellers control what is deployed and avoid unwanted changes.

How to Access the GoHighLevel Snapshot Assets View

Follow these steps to open the Snapshot Assets screen inside your GoHighLevel Agency account:

  1. Log in to your Agency view in GoHighLevel.
  2. Go to the Settings or Snapshots area, depending on your navigation layout.
  3. Locate the snapshot you want to inspect from your list of available snapshots.
  4. Click on the snapshot name or the dedicated option (such as View Assets) to open the Snapshot Assets page.

Once open, you will see a structured list of each asset type included inside that snapshot.

Snapshot Assets Layout in GoHighLevel

The Snapshot Assets view in GoHighLevel is organized to make it easy to understand what the snapshot will install. While the exact look can change with updates, you will typically see:

  • A header with the name of the snapshot
  • Tabs, filters, or columns that group assets by type
  • A table view listing each asset and its details

From this main view you can scroll, search, and sort the list to find the exact items you need to audit.

Common Asset Types Shown in GoHighLevel Snapshots

Within the Snapshot Assets page, you will commonly see these categories represented:

  • Workflows / Campaigns – Automation flows that will be copied into the target account.
  • Pipelines – Sales pipelines and associated stages.
  • Funnels & Websites – Marketing funnels and website pages.
  • Forms & Surveys – Lead capture tools.
  • Calendars – Booking calendars and related configuration.
  • Other Assets – Such as tags, custom fields, and email templates.

This breakdown gives you an instant inventory of what the snapshot will introduce into any GoHighLevel location.

How to Filter Snapshot Assets in GoHighLevel

When a snapshot includes many items, filters help you narrow the view. Inside the Snapshot Assets screen in GoHighLevel, use the filters to quickly locate the assets you care about.

Step-by-Step: Filtering Snapshot Assets

  1. Open the Snapshot Assets page for the snapshot you want to review.
  2. Look for filter controls at the top of the asset list, usually including asset type and possibly name or category.
  3. Select an asset type, such as Funnels or Workflows, to show only those items.
  4. Apply additional filters (when available) to refine your results further.
  5. Clear or reset filters to go back to viewing all assets.

Filters are especially useful when comparing multiple GoHighLevel snapshots or when you only want to check a specific category, like pipelines or calendars.

How to Search Within Snapshot Assets in GoHighLevel

Beyond filters, the Snapshot Assets view typically includes a search input. This lets you find assets by name without scanning the entire table.

  1. Open the Snapshot Assets section for your chosen snapshot.
  2. Locate the Search box above the list of assets.
  3. Type the name or part of the name of the asset you are looking for.
  4. Review the filtered results to confirm whether that asset is included in the snapshot.

This is especially helpful when you are validating whether specific funnels, workflows, or tags are present before installing a snapshot into a live GoHighLevel account.

How to Export Snapshot Assets from GoHighLevel

In some cases, you may want an offline or shareable record of what a snapshot includes. The Snapshot Assets interface in GoHighLevel offers an export option to help with documentation and client communication.

Steps to Export Snapshot Assets

  1. Open the Snapshot Assets page for the snapshot you want to document.
  2. Confirm any filters or searches you want to keep in the export (for example, only workflows or only funnels).
  3. Click the Export button (usually located near the top-right of the table or toolbar).
  4. Choose the format offered (commonly CSV or similar).
  5. Download the exported file to your computer.

You can then open this export in a spreadsheet, attach it to standard operating procedures, or share with your team for review.

Best Practices for Reviewing GoHighLevel Snapshot Assets

To get the most out of the Snapshot Assets view in GoHighLevel, consider the following best practices:

  • Review before installing: Always confirm which assets will be added or updated before you apply a snapshot to a production sub-account.
  • Document key assets: Use the export feature to create a change log or implementation checklist.
  • Compare snapshots: Open the Snapshot Assets view for multiple GoHighLevel snapshots and compare exports to understand their differences.
  • Train your team: Make the Snapshot Assets screen part of your onboarding process so new team members understand what each snapshot does.

When to Use the GoHighLevel Snapshot Assets View

You should rely on the Snapshot Assets page whenever you are:

  • Auditing a new snapshot you just received or created
  • Confirming whether a specific workflow, funnel, or pipeline is inside a snapshot
  • Preparing documentation for client sign-off
  • Planning a migration from one GoHighLevel sub-account to another

This approach reduces surprises and makes your deployments more predictable and repeatable.

More GoHighLevel Snapshot Resources

For deeper technical details about how the Snapshot Assets feature works and any recent interface updates, consult the official documentation:

If you need strategic guidance on building repeatable systems, snapshots, and automations, you can also work with specialized consultants:

By consistently using the Snapshot Assets view in GoHighLevel, you gain full visibility into what each snapshot contains, reduce deployment risk, and maintain clear documentation for your agency and your clients.

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