Testing Notifcation Delivery
In order to test delivery of MAX Tech notifications, you can send test messages to yourself using the following procedure:
- Log into MAX Tech. Go to Connect.
- Click on the gear icon in the top right hand corner to access connect settings.
- On the Connect Settings page, click on the test icon in the right hand corner that's labeled "Send MAX test messages"
- Verify that sample notifications were received to all your contact entries.
Download The MAX Tech vCard
In order to facilitate email delivery, we recommend that you download a vCard under Connect Settings using the icon in the top right labeled Download MAX Tech Contact Info.
Troubleshooting Junk Mail Issues
To ensure delivery of MAX Tech emails, please add email@example.com to the contact list and/or your safe sender list in your email client.
In order to find emails that have been sent from MAX Tech, you may need to check your junk mail or other email filtering to ensure emails have not gone into those spam filters. Email clients vary on the way they organize junk mail, but many contain a Junk Mail or Spam folder.
The Gmail web interface and email client have categories of Social, Promotions, and Updates where emails are often automatically sent by Gmail to try and organize your inbox. Make sure to check these locations for your MAX Tech emails. If you find the message in one of these categories, you can select it and choose “Not Promotions” in order to get the emails delivered into your inbox directly.
Every LeadStreet/engageRE CRM account comes standard with a professionally written and designed monthly real estate newsletter. This is a great tool to keep your name and brand in front of your customers - past, present, and future! In order to enable the newsletter, simply add the applicable contacts to the Monthly Newsletter Action Plan. The monthly newsletter will be sent using the email subject of Real Estate Advisor. You'll find additional information on utilizing this valuable feature on our Action Plans webpage.
The monthly newsletter is sent on specific days of the month based on your region. The schedule is as follows:
1st of the Month
RE/MAX Central Atlantic
2nd of the Month
RE/MAX Mountain States
3rd of the Month
RE/MAX California & Hawaii
RE/MAX of Kentucky (previously on the 25th)
RE/MAX Mississippi (previously on the 27th)
RE/MAX of Tennessee (previously on the 25th)
5th of the Month
RE/MAX of New Jersey
RE/MAX of New England
6th of the Month
RE/MAX Arkansas (previously on the 22nd)
7th of the Month
RE/MAX of Michigan (previously on the 22nd)
9th of the Month
RE/MAX of Indiana
10th of the Month
RE/MAX of Texas
RE/MAX of Southern Ohio
11th of the Month
RE/MAX of New York
12th of the Month
RE/MAX Pacific Northwest
22nd of the Month
RE/MAX SE Michigan
RE/MAX of Georgia
RE/MAX North Central
23rd of the Month
RE/MAX Kansas-Missouri (previously on the 24th and 27th)
24th of the Month
RE/MAX Oklahoma (previously on the 24th and 27th)
RE/MAX Central & Northern Ohio
RE/MAX Pennsylvania & Delaware
25th of the Month
RE/MAX Alabama (previously on the 25th and 27th)
26th of the Month
RE/MAX St. Louis
27th of the Month
28th of the Month
RE/MAX Northern Illinois
You are bombarded with technology choices in today's market, so how do you know which ones to choose? Join our guest speaker, Darci LaRocque, to find out the best tips and real world examples to help you on the road to being a technology superstar!
With the recent addition of Action Plans, the existing Campaigns were discontinued on Monday Jan. 15th.
Current stock campaigns were retired. Many agents had active recipients receiving emails from the Stock Campaigns - they were moved to an equivalent Action Plan as follows:
Buyers campaign - moved to Buyer action plan
First Time Buyers campaign - moved to Buyer action plan
Owners campaign - moved to Client for Life action plan
Sellers campaign - moved to Seller action plan
Welcome New Client campaign - moved to New Client action plan
All active Company, Office, and My Custom Campaigns were automatically converted to Action Plans.
The Relocation Stock Campaign did not have an equivalent system action plan so any active recipients would need to be added to a company/office/agent action plan.
The Monthly Newsletter was converted to a new system action plan. It will continue to be prepared and sent as usual, but it will now have the Action Plan features which includes the ability to copy, revise, and schedule as needed.
For more information, please refer to our recorded webinar on Action Plans.
The new Action Plan module has been launched and is ready to use as part of your website business arsenal! Seven system plans already exist, just waiting for you to activate. Not only that, YOU can create your own custom ones, as many as you want, tailored specifically to how you do business. Invest about 30 minutes so you can immediately put Action Plans into operation!
Action Plan Resources
We have several resources to get you started. In the first recorded webinar, you'll find a comprehensive review of all of the various marketing tools in the engageRE Agent Portal including Action Plans, Letter Library, Post Cards, Flyers, and Buyers Tour. The second webinar demonstrates only the process of adding and editing an Action Plan. Finally, we have provided a technical document below with additional information to work with Action Plans.