Set up your first space

A space is your business workspace in maxclicks. After you sign in and complete your profile, maxclicks walks you through a short setup wizard that creates your first space, brand, and sending domain, and defines your first contact schema. This guide covers each step so you finish with a workspace that is ready to hold data and send email.

What a space is

A space holds everything for one business: members, brand, contacts, segments, broadcasts, workflows, forms, domains, and billing. Each space has its own URL slug and its own billing identity.

You can create and belong to more than one space. Additional spaces use the same setup wizard, so this guide applies whether it is your first space or your fifth.

Create your space

Choose Set it up myself. Setup has three steps: Workspace, Brand and Contacts. Enter the business details yourself, then configure design assets and voice guidance in a brand kit after creating the workspace.

1. Name your space

   Enter a name for your business in the Workspace name field. maxclicks suggests a handle from the name; edit the Handle field if you want a shorter or clearer one. The handle appears in your workspace address and has to be unique across maxclicks, so keep it simple.

   Then pick a Data region. Your contacts, records, and files are stored there. Choose the region closest to your customers, or the one your compliance rules require.

2. Add your brand and sending domain

   Add your brand details in Brand name, Website, and Business address. Use the business postal address that should appear in your marketing email footer. Add a logo and icon if you have them.

   Then fill in Sending domain. maxclicks suggests a subdomain, such as mail.example.com, to give your marketing email a distinct sending identity. It does not guarantee reputation isolation. maxclicks creates the domain and shows you the DNS records to add next.

3. Create your first contact schema

   A contact schema defines the shape of the people you message, such as Customer or Subscriber. Give it a name and continue. maxclicks adds the standard fields (email, first name, last name, and more) for you.

When you finish the wizard, your space opens. The first contact schema you create becomes the space default, and you cannot delete your last contact schema.

Verify your domain before you send

Adding a domain during setup does not make it ready to send. You verify it by proving you own it.

1. Add the DNS records

   Open Settings, then Domains, and select your domain. Copy the SPF, DKIM, DMARC, and return path records shown there, then add them at your DNS provider.

2. Start the verification check

   Back in maxclicks, choose Start verification check. A background job then checks your records roughly every 90 minutes and marks the domain verified once they resolve. Opening the domain refreshes the saved status; it is not proof that a new DNS check has completed.

For the full walkthrough, including how to recover a domain that was un-verified, read verify your sending domain.

What happens after setup

Your space tracks a few defaults that pre-fill inputs across the app: a default verified domain, a default sender profile, and a default contact schema. The first domain you add becomes the default domain, and the first sender on it becomes the default sender.

You are the admin of the space you created. Admins manage members, billing, and the space name and slug. You can invite teammates and set their roles at any time from Settings, then Members.

From here, a good next step is to add the fields your business needs to your contact schema, then bring in your people. Learn how in create your first contact schema and understand schemas, contacts, objects, and events.

Admins can change the workspace name and slug in Settings. Changing the slug changes links into the workspace. Billing is managed by admins, including a Non-paid Admin assigned to finance.