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
CASL Compliance – Can you email it?

CASL Compliance – Can you email it?

Canada’s anti-spam legislation (CASL) came into effect July 1, 2014. It is in place to protect Canadians while ensuring that businesses can continue to compete in the global marketplace. If you use electronic channels to promote or market your organization, products or services, Canada’s new anti-spam law may affect you. Below is a handy info graph to assist you with whether or not you can email that electronic communication. (The information displayed in this article is not to be used … Continued
Support Options

Support Options

GoMax is here to help! Usually most issues can be resolved from our Knowledge Base or from experimenting within your CRM to discover the best approach to accomplish your needs. We realize there will be situations where you need help – this is where the Support Ticket system comes to the rescue.  Simply submit a Support Ticket through your account and our support team will be happy to assist. Support times are usually within the hour depending on the current … Continued
News and Rate Advisor – Common Q&A

News and Rate Advisor – Common Q&A

The following article will help you better understand and utilize your News and Rate Advisor. When is the New and Rate Advisor sent? This marketing piece is automatically delivered on the 15th of each month by our servers to your list of recipients. You will be advised in your “Morning Summary” email that the NRA delivery is approaching. This allows you time to go into your newsletter and edit it as you see fit. Please have all changes saved and … 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
Events and Opportunities – FAQ’s

Events and Opportunities – FAQ’s

Q: What is an Event? A: An event is a place for you to create automated tasks based on specific mortgage details, special occasions/holidays or birthdays. We have built these for you, but you will need to subscribe your database. Please visit Opportunities and sign up address your possible opportunities ASAP. Q: I am not getting any Birthday or Mortgage renewal reminders, do I have to set up my own events? A: No, all you need to do is go … Continued
Easy Action Plans

Easy Action Plans

Looking for a quick tutorial on Easy Action Plans? Look no further! Easy action plans are a simple way to brand all of your campaign material from a central location. They can also be co-branded with you favourite business partners for added value.   Need assistance with your easy action plans? Contact us today at support@gomaxsolutions.com
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
Creating New Templates Quickly

Creating New Templates Quickly

I need to make a template for a marketing piece, what is the easiest way to do this? When you do not want to make a new template (and we don’t blame you!) why not download one from the shop tab in the Share Centre located in intouch? There are many template layouts available in the shop tab that are free for you to use. Customize these all you like once you import them. Watch the video tutorial in the … 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