8 Sub Accounts Created with GoHighLevel Software! Helpful tips for maximum utilization: 1. Utilize the tax filing document provided by GoHighLevel…

By | July 20, 2023


8 Sub Accounts done!

Few tips that can help:

1. Use the tax filing document and everything as it is on there and your brand will be approved

2. For campaign provide sample messages that you are already sending in that subaccount.

3. In campaign description be very straight forward about the campaign usage

4. Always add OPT OUT info in your sample messages along with legal business name.

5. Modify the website, add chat widget, add the disclaimer that any submission that requires phone numbers is with their consent of receiving messages over SMS which they can always opt out from.



Title: Tips for Setting Up Sub Accounts in GoHighLevel CRM: A Step-by-Step Guide

Introduction:
Setting up sub accounts in GoHighLevel CRM allows users to manage multiple brands or businesses within a single account. However, there are certain steps and guidelines to follow to ensure a smooth approval process. In this article, we will summarize the key points and provide valuable insights for successfully setting up sub accounts in GoHighLevel software.

1. Use Accurate Tax Filing Information:
To expedite the approval process, it is crucial to provide accurate tax filing information when creating a sub account. By using the exact tax filing document, ensuring consistency with your brand's information, your account is more likely to be approved promptly.

2. Provide Sample Messages for Campaigns:
When setting up campaigns in your sub account, it is advisable to include sample messages that are representative of the content you plan to send. By showcasing the messages you are already sending, you demonstrate transparency and relevance, thus increasing the chances of approval.

3. Be Clear and Direct in Campaign Descriptions:
When describing your campaigns, it is essential to be straightforward about their purpose and how they will be utilized. Providing a clear and concise campaign description helps GoHighLevel understand your intentions, leading to a smoother approval process.

4. Include OPT OUT Information and Legal Business Name in Sample Messages:
To ensure compliance with regulations, it is imperative to include opt-out information and your legal business name in any sample messages you provide. This ensures transparency and helps build trust with your audience.

5. Customize Your Website and Add Disclaimers:
To enhance the credibility of your sub account, consider making modifications to your website. This can include adding a chat widget to provide immediate customer support and a disclaimer clarifying that any submission requiring phone numbers is done with the consent of the recipient. Emphasize that recipients can opt-out at any time.

Conclusion:
Setting up sub accounts in GoHighLevel CRM can be a seamless process if you follow the aforementioned best practices and guidelines. By utilizing accurate tax filing information, providing representative sample messages, being clear about campaign usage, including opt-out information, and customizing your website, you can improve your chances of approval and ensure compliance with regulations.

Note: For more insights and updates on setting up sub accounts in GoHighLevel CRM, we recommend reading the comments below or checking the source link.

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10 thoughts on “8 Sub Accounts Created with GoHighLevel Software! Helpful tips for maximum utilization: 1. Utilize the tax filing document provided by GoHighLevel…

  1. Tiw Nodms Shi

    Congratulations!

    Feel free to share your experience and any tips with the community if you wish to! 🙂

  2. Tyler Smith

    I’m about to do this myself, totally new. What tips do you have? Any help is appreciated!

  3. Kelvin Khoo

    For this point:

    5. Modify the website, add chat widget, add the disclaimer that any submission that requires phone numbers is with their consent of receiving messages over SMS which they can always opt out from.

    Do you add a check box to form or privacy page? what specifically did you do? Sharing a screenshot will help.

  4. William Huff Jr.

    For Point #5 – what SPECIFICALLY needs to be done and where?

    All my campaigns are triggered off someone submitting a form on Facebook, then they go into automations, NOT a funnel or website – so WHERE or HOW am I going to add chat widgets or text on optin forms?

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