Set up iMaxCRM connection with Flexmls 1) Click on the Setting from Menu 2. On the My Profile page, click on MY SETTINGS. 3. Under Gmail Settings, ensure that the Gmail details are added and also the Use Gmail and Sync Calendar option is selected. 4. Click Save. The Google […]
Training Videos
Setting up your profile Importing your contact Sending a mass email or text 4. Sending Video email Update your theme
How to send bulk texts and emails
iMaxCRM allows you to seamlessly send out bulk messages to large groups of contacts anytime you want within a matter of seconds. Sending Bulk texts/emails Go to contacts page 2. On the left hand side click check off the boxes of all the contacts you wish to send the message […]
Create Template for Auto Drip Campaign
Go to the “Marketing” tab and under that go to the “Email templates” tab Click the Fill out the different fields for the template (the only required field is the email subject) Once everything is filled out, check the to save the new template
Create Auto Drip Campaign
Go to the “Marketing” tab and under “Drip Campaigns” click “Action Plan Template” Fill out all the fields to create the new campaign (Select a plan type and action plan name) Select “Activity Template” Fill out all the required fields and customize the auto drip campaign to your liking and […]
Send an individual text/email
Go to contacts page Select which contact you wish to message and click on their name Under contact info select the drop down menu labeled “Message” Pick your preferred method of contact from the menu and send your message directly to your contact