Domain Name Verification Instructions

Domain Name Verification Instructions

In order to successfully verify your domain name for email sending you will need to be able to adjust and apply additional settings directly into the DNS records of your domain.  This requires administrative access to the system where your domain name is hosted.  This may be your domain registrar, your parent organization, or your website hosting provider.  GoMax Solutions cannot perform these steps as we are not authorized to make changes to your domain name.  The following changes are … Continued
Online Mortgage Application

Online Mortgage Application

This article and attachment will help you better understand the GoMax Web Mortgage Application. Where is the link for my GoMax Mortgage Application? The link for Gomax Solutions Mortgage Application can be seen in your Tools > Settings > Profile > Settings > Mortgage Application. This is a link that you can use to relink any “apply now” buttons on your website. If you do not have control of your own website changes, simply provide this link to your Webmaster. … Continued
Sending and Receiving test emails

Sending and Receiving test emails

Did you send an email from GoMax and have yet to receive it? Before requesting support when it comes to sending and receiving test emails from within the system, please confirm the following. Ensure that you are not actively in a GoMax “15 day trial”. Trial accounts are blocked from sending emails from the platform. This includes email tagging verification codes, test emails of templates and any other outbound messages. If you’d like to start testing your emails, kindly email … Continued
Not seeing a recent update – Clear your Cache

Not seeing a recent update – Clear your Cache

Not seeing a recent Gomax update? Did you click on a button and nothing happened?     Before submitting a support ticket, try updating your browsers, cleaning your cache, cookies and history to your browser to see if that solved your ghostly problem! Here’s why: The browser cache exists because of a basic assumption made by the folks who design browsers: the internet is slow. Perhaps more correctly, your internet connection is slower than your computer. What that means is that it’s … Continued
Creating and printing address labels

Creating and printing address labels

The following article demonstrates how to create mailing labels using the GoMax Mailing List module. The final label is produced using a .csv file (excel spread sheet) and a Microsoft Word mail merge.   Step 1: Set up, download and edit your contact list for your labels from your GoMax account: Go to your ‘InTouch > Mailing Lists’ menu in your Gomax account. Select ‘New List’ and use the filters provided under ‘Search your CRM’. Some of the most popular … Continued
Creating and printing directly to envelopes

Creating and printing directly to envelopes

The following instructions will help you with printing addresses directly onto envelopes along with a standard size 10 envelope template. GoMax Steps: Please create and download a list of merged recipients from your Intouch > Mailing Lists > New List Do not delete any of the headers in this spreadsheet, make sure to clean up your data and then save your file as a .csv (comma delimited). Download and save the merged Salutation Size 10 envelope template document (from below) … Continued
Building a template

Building a template

The Template Builder That Allows You To Design Email Templates In A Snap! Check out our video tutorial! Text, Images, Colours & Backgrounds… Add or change any text, titles, paragraphs… Import your images, change the size, modify them and insert the link you want. Your images are hosted in your GoMax Solutions media library. Personalize text colours, background colours, background colours of each module, and more…Insert your custom company colours! Unlimited layout options. No coding required. Create your own email … Continued
Adding a ‘mailto’ link to a template

Adding a ‘mailto’ link to a template

Add a mailto link to an email When your contacts click on a mailto link within your template email, their email client will open a new email draft and the “To” address will be filled in with an email of your choosing. This can be helpful if you want emails on certain topics to go to a specific email account or to a specific employee. The web browser requires a default e-mail client software installed on his/her computer in order … Continued
Email Tagging Setup

Email Tagging Setup

One of the many features of the GoMax platform is the ability for you to send in emails with attachments and have those emails attached to a client and/or a clients mortgage files with the simple click of a button.   In order to get that up and running quickly here is a link direct to a video demo. After watching the demo you should be able to start using this feature immediately.   Common Questions about email tagging answered: … Continued
Adding a custom signature to your marketing

Adding a custom signature to your marketing

Users can add a custom signature to their outbound marketing by going to Tools > Settings > Profile. This signature can be a graphic or typed text. Adding a graphic to your Signature Users can add a custom signature to their outbound marketing by going to Tools > Settings > Profile. This signature can be a graphic or typed text. Scroll down to the middle of the page where you will see ‘Email Signature’. By clicking the icon circled in … Continued