New Articles

  1. Branding Center Overview

    Created On: 09/06/2019 in Administration Branding Center
    The Branding Center is where you add template branding and your logo so they feed into emails, webforms, landing pages, and thank you pages. Your browser does not support HTML5 video. ...

  2. Marketing Settings

    Created On: 09/06/2019 in Marketing Legacy Legacy (Other)
    Using your marketing settings you control branding for thank you messages, emails, and more.

  3. My Day

    Created On: 09/06/2019 in Productivity Tools Productivity Tools
    The My Day section of Max Classic helps you stay on top of the Tasks, Appointments, and “next actions” that keep your business organized, your follow up on schedule, and your deals on track.

  4. Advanced Contact Searching

    Published On: 09/05/2019 in CRM Contacts Search and tag contacts
    Your browser does not support HTML5 video. Search Tab In this tab you can search by basic contact information, including name, company, email, email status, lead score, and tags. You can obtain multiple results by searching for general ...

  5. Campaign Goals - Internal Forms

    Created On: 09/06/2019 in CRM Contacts Manage Contacts Internal Forms
    An internal form gives a user the ability to submit a form on behalf of a contact in your database. This is an excellent way to standardize the collection of information from your contacts as you and your team work through your sales process. An internal form can also be a trigger for launching automation to streamline your work flow.

  6. Strong Customer Authentication FAQ

    Created On: 09/05/2019 in E-Commerce E-Commerce Settings
    Strong Customer Authentication is a rule that went into effect on September 14, 2019 as a part of the PSD2 regulation in Europe. It requires changes to how European customers authenticate online payments, requiring a different user experience throug...

  7. Monthly Sales Totals

    Created On: 08/12/2019 in E-Commerce Financial Reporting
    This report helps you see what and how much you are selling. The Monthly Sales Totals report shows you gross sales grouped by month. Go to E-Commerce > Reports in the main navigation menu. Click on Monthly Sales Totals Click the Edit ...

  8. Editing campaign timers while contacts are active

    Created On: 08/06/2019 in Marketing Campaign Builder Campaign Sequences
    Editing campaign timers in which contacts are active can cause unintended consequences and result in unpredictable behavior. If you need to edit a timer that is in a launched campaign, review our best practices for editing timers:  Check the timer...

  9. Receivables Report

    Created On: 08/02/2019 in E-Commerce Financial Reporting
    The Receivables report shows you a detailed list of orders with a balance due. It is intended to help you keep an eye on your cash flow. The report searches all invoices that have a payment plan including those with unpaid invoices. Find the Repo...

  10. All Sales Report

    Created On: 08/01/2019 in E-Commerce Financial Reporting
    Introduction The All Sales Report helps you see what and how much you are selling with robust search criteria, including Tags and Products. You can use it to create a customized sales summary report. This report displays results by invoice. Click...
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