Type any of the variables in the subject line or body of your message or click the 'Insert Variable' button to insert them. When adding recipients to your sequence, the column headers you add (like Email, Name, or Company) are automatically turned into variables you can use to personalize your email. Between: Set the time range and time zone for when follow-ups will be sent.Select “No” if you want to send the new stage as a unique thread with a unique subject line. As a reply: select “Yes” to thread the stage with previous stages.Send an email or add a task or even add a Salesforce task to a sequence (Available on the Enterprise plan only).Holidays are not considered when using any of these conditions. Type of day or hour: Choose between Weekdays (Monday through Friday), Days (every day of the week, including weekends), and Hours.Number of days or hours: How many days or hours after the previous stage is distributed should this stage be distributed.Trigger: Distribute this stage if the previous stage is not replied, not read, or regardless.While you can add content to your follow-up stages, similar to Stage 1, you can also build conditions for when these follow-up stages should be distributed: For email stages, you can choose to Send as Soon as Possible, use Smart Times, or pick a specific date.Ĭlick the + Add another stage button underneath Stage 1 to add follow-up stages. Stage 1 also determines when your sequence will start sending to your recipients. Stage 1 can be an automatic email, to-do task, call task, or LinkedIn task. This is a great time to make sure all first names are capitalized! Step 2: Edit Stages Add Content to Stage 1įirst, you will want to create Stage 1 of your sequence.
On the recipients table just click any cell to edit recipient data before sending.
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Learn how to connect Mixmax to Salesforce here. We recommend that you verify imported data before you send the sequence. Head over to any list of Contacts or Leads, and click Add to Mixmax Sequence. Growth and Enterprise users can add a list of Salesforce Contacts or Leads to a Mixmax sequence - all without leaving Salesforce. Learn more about adding a recipient from the compose window. You can also add a recipient to a previously activated sequence directly from Gmail. Search for any list of Contacts or Leads and we’ll import the records into your sequence, complete with all available fields. Growth and Enterprise users can import recipients from Salesforce lists: just click the Salesforce button in the upper left. In particular, all email addresses must be in a column named Email (no quotes, not case sensitive). Your CSV must follow our guidelines found here. Import a CSVĭrag and drop it in the window, or click CSV. You can also skip this stage if you want to add recipients after building your sequence. Simply click on Next: Edit Stages on the bottom-right. Alternatively, you can manually add email addresses by typing or pasting them into the recipients table. Import a list from Salesforce, a contact list, or a CSV. NOTE: If you are unable to create/copy a sequence it is likely that your workspace admin has disabled sequence creation and the ability to copy a sequence at your Role setting. Make sure to give your sequence a title at the top of the New Sequence screen. Go to the Sequences section of your dashboard and click + New Sequence at the top of this page. Occasionally they may take up to 60 minutes if there are extreme spikes in simultaneous sequences being sent. We have built our system to be highly scalable and performant while enabling your data to be secure. Typically, sequence stages will take under 5-10 minutes to distribute from the time they are triggered to run.
Sequences can be complicated and may be used to perform a significant number of events at a time. We understand that timely execution of sequences is critical to enabling your workflows to operate smoothly. Sequences let you choose when you want to distribute each email while setting conditions on how recipients navigate through the stages of your sequence. Mixmax Sequences allow you to personalize bulk outreach campaigns with the use of emails and tasks. Check out our pricing page for more information. Sequences are available on the Mixmax Small Business plan and above.
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