Managing subaccounts in GoHighLevel can sometimes be challenging. Many users face technical issues, configuration errors, and usability concerns. To help you navigate these challenges, we’ve created a comprehensive guide on GoHighLevel subaccount checklist issues and solutions so you can optimize your workflow efficiently.

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Content Table

1. Incorrect Subaccount Setup

2. Integrations Not Working

3. Automation and Workflow Errors

4. Email and SMS Delivery Issues

5. CRM and Contact Management Glitches

Common GoHighLevel Subaccount Checklist Issues

1. Incorrect Subaccount Setup

One of the most common issues is improper configuration during subaccount creation. This can lead to missing features, access restrictions, or faulty automations. Here are some frequent mistakes and how to fix them:

Common Mistakes:

• Choosing the wrong business type or industry settings during setup.

• Not assigning the correct user roles and permissions.

• Failing to integrate essential services like email and SMS providers.

• Missing pipeline, calendar, or automation configurations.

Solution:

• Review Initial Setup: Ensure you select the correct business type and enable necessary features during subaccount creation.

• Verify User Roles & Permissions: Go to the settings tab and confirm that users have appropriate access levels.

• Check Integrations: Link required services like Twilio, Mailgun, or Stripe immediately after setup to prevent disruptions.

• Set Up Pipelines & Workflows: Create sales pipelines, calendars, and automation workflows early to streamline operations.

• Test Before Going Live: Run a test by creating dummy leads, sending emails, and triggering automations to ensure everything works correctly.

2. Integrations Not Working

If third-party integrations (e.g., Twilio, Stripe, or Mailgun) are not functioning correctly, it could impact communication, payments, or email automation.

Common Causes:

• Incorrect API keys or authentication issues.

• Expired or inactive third-party accounts.

• Firewall or security settings blocking API connections.

• Misconfigured webhook settings preventing data synchronization.

• Limitations or restrictions imposed by the third-party service.

Solution:

• Verify API Keys & Authentication: Double-check that the API keys are correct and properly authorized in GoHighLevel.

• Ensure Active Third-Party Accounts: Confirm that your Twilio, Stripe, or Mailgun accounts are active and not restricted.

• Check Firewall & Security Settings: Adjust settings to allow GoHighLevel to communicate with external services.

• Review Webhook Configurations: Make sure webhooks are correctly set up and properly linked to GoHighLevel.

• Test Integrations Before Deployment: Run test transactions, messages, or API calls to confirm smooth functionality.

• Monitor Error Logs: Regularly review error logs in GoHighLevel and third-party dashboards to identify and resolve issues.

3. Automation and Workflow Errors

Automation workflows can break if improperly configured, resulting in failed triggers or incomplete actions.

Common Causes:

• Missing or incorrect workflow triggers.

• Actions not properly linked or configured.

• Conditional logic errors causing workflows to stop unexpectedly.

• Issues with delays and timing settings.

• Conflicts between multiple automations.

Solution:

• Verify Triggers: Ensure all automation workflows have correct and active triggers that align with your intended actions.

• Check Action Steps: Review each action in the workflow to ensure proper execution, sequencing, and dependencies.

• Fix Conditional Logic Issues: Test different scenarios to confirm that logic conditions are met correctly.

• Optimize Timing & Delays: Adjust delay settings to prevent overlapping or conflicting automations.

• Use Debugging Tools: Utilize GoHighLevel’s built-in debugging features to identify issues in automation workflows.

• Test Regularly: Perform routine tests to ensure automations continue functioning as expected after updates or changes.

4. Email and SMS Delivery Issues

Users often encounter problems where emails and SMS messages fail to send or land in spam folders.

Common Causes:

• Incorrect DNS and SPF/DKIM settings.

• Use of non-verified domains or email addresses.

• Poor email or SMS content triggering spam filters.

• High bounce rates leading to blacklisting.

• Exceeding sending limits or quotas.

Solution:

• Verify DNS & SPF/DKIM Records: Set up and authenticate your email domain correctly to improve deliverability.

• Use Verified Domains: Ensure all emails are sent from verified domains and avoid using free email providers.

• Optimize Email & SMS Content: Avoid spammy words, excessive links, and misleading subject lines to reduce spam filtering.

• Monitor Bounce & Complaint Rates: Regularly review bounce reports and remove invalid email addresses from your list.

• Check Sending Limits: Ensure you’re within the allowed sending quotas for your email/SMS provider.

• Use Dedicated IPs & Warm Up Emails: If you send a high volume of emails, consider using a dedicated IP address and gradually increase sending volume to improve reputation.

5. CRM and Contact Management Glitches

Contacts may not sync correctly, or CRM features might not work as intended.

Solution:

• Clear cache and refresh the platform.

• Check for duplicate contacts and merge where necessary.

• Update GoHighLevel to the latest version to fix potential bugs.

Best Practices to Avoid Subaccount Issues

• Regularly review and update subaccount settings.

• Train team members on GoHighLevel’s latest features.

• Keep an eye on GoHighLevel’s community forums and updates for new solutions.

Handling GoHighLevel subaccount checklist issues and solutions efficiently ensures a smooth experience for both you and your clients. By following best practices, troubleshooting errors, and maintaining a structured approach, you can maximize the platform’s potential and minimize disruptions. Stay proactive, and your GoHighLevel subaccounts will function seamlessly!