Who Is This For?
This snapshot is ideal for:
Users with existing GoHighLevel accounts.
Businesses running ad campaigns (Google, Facebook, etc.).
Those seeking a minimal yet effective setup to manage custom fields, workflows, and integrations.
What Does the Snapshot Include?
Custom Fields: Predefined fields for tracking membership data, purchases, and client details.
Workflows: Automated processes to manage leads, memberships, products, and synced data.
Pipelines: Two pipelines (Lead and Purchases) to track the sales process and revenue opportunities.
Step 1: Installing the Snapshot
Access GoHighLevel:
Visit app.gohighlevel.com.
Log in to your GoHighLevel account.
Import the Snapshot:
If using a white-labeled GoHighLevel instance (e.g.,
youragency.io), ensure you have agency-level access.If you lack agency admin access, request the snapshot link from your support team or SYNX resources.
Copy the snapshot URL and paste it into your GoHighLevel instance. Click Import Now.
Assign to Sub-Account:
Navigate to the desired sub-account.
Go to Settings > Snapshots.
Click Actions > Load Snapshot.
Select the SYNX Basic Snapshot and click Proceed.
Step 2: Configuring the Snapshot
Custom Fields
Navigate to Settings > Custom Fields.
Locate the "Membership Data" folder. Key fields include:
Client ID: Tracks integration with membership platforms like Mariana Tek or ClubReady.
Membership Name: Details about the purchased membership.
Membership Status: Tracks active, paused, or canceled memberships.
Product Name & Amount: Records purchases.
Customer LTV: Calculates lifetime value based on transactions.
Most Recent Visit: Automatically updated via workflows.
Pipelines
Lead Pipeline: Tracks leads from "New Lead" to "Intro Offer."
Purchases Pipeline: Logs product purchases with a focus on tracking revenue metrics.
Workflows
The snapshot includes 10 workflows categorized into four folders:
Booked Classes:
Tracks attendance and updates the pipeline automatically.
Memberships:
Updates lead status when a membership is purchased.
Products:
Updates Customer LTV and logs purchases in the Purchases Pipeline.
Webhooks to SYNX:
Automatically creates client accounts in SYNX upon contact creation in GoHighLevel.
Step 3: Workflow Overview
Booked Classes
Automates updates for:
First-class bookings.
Attendance tracking (e.g., "Showed" or "No Show").
Updates the "Most Recent Visit" field based on attendance status.
Memberships
Adds tags dynamically based on membership name.
Marks leads as "Won" in the Lead Pipeline without changing their stage.
Products
Tracks product purchases, updates Customer LTV, and creates purchase opportunities.
Clears fields after updates to enable future triggers.
Webhooks
Automatically syncs new contacts with SYNX.
Uses a custom webhook value for seamless updates across workflows.
Best Practices and Tips
Avoid Workflow Conflicts:
Ensure workflows don’t trigger conflicting actions.
Use weight steps to prevent duplicate entries.
Leverage Custom Values:
Set custom webhook URLs in Settings > Custom Values for efficient updates.
This minimizes the need to modify workflows manually.
Understand Default Settings:
No automated emails or messages are sent to clients/customers by default.
This ensures peace of mind during the initial setup.
FAQs
1. What if I lack agency-level access?
Reach out to your agency or support team to request the snapshot installation.
2. Can I modify the pipelines?
Yes! The pipelines are fully customizable to match your existing sales processes.
3. How do I update the webhook for SYNX?
Navigate to Settings > Custom Values, update the webhook URL, and save.
Support
For additional help or troubleshooting:
Check the onboarding email for snapshot resources.
Contact the SYNX support team for assistance.
The SYNX Basic Snapshot simplifies your GoHighLevel setup, ensuring essential workflows and fields are ready to use without over-complication. Take advantage of its streamlined features to manage leads, memberships, and purchases efficiently!