Product Release Notes

Here at Mixmax, we are frequently releasing new features. Want to see what we’re building next — and vote on what you’d like to see? Take a look at our product roadmap.

November 2017

Team Outbox

We’re excited to the announce the  Team Outbox, which gives you complete visibility into all your team’s upcoming outreach.
Use the Outbox to make sure you and your team have set up the right activities to hit your goals. You can:
  • See all the messages, sequences, and tasks that you and your teammates have scheduled.
  • Search by teammate, by individual recipient, and by domain - even by Salesforce account or opportunity!
  • Confirm that you’re going to reach the right contacts and accounts, every day. And as a team lead, see who’s set up for success and who needs coaching.
So we now provide a glimpse of your future, and not just  actionable insights based on past interactions:)
Pro-tip as we approach the holiday season: check the Outbox to make sure you and your team aren’t sending messages during the holidays. Reschedule them for right before or after.

Pause and reschedule sequences

We’re excited to share that you can now quickly pause and reschedule any  sequence, giving you even more flexibility over your outreach.
Pausing sequences is helpful when you need to rethink your approach and messaging, or before you go on vacation so your inbox doesn’t get filled with replies while you're away:) To pause a sequence, click on the 'Pause' icon. To reactivate, hit 'Play'.
Rescheduling helps you get the timing right for your follow-ups. To reschedule any stage with active recipients, first click the triangle to the left of a sequence to show all of its stages.
Next, click 'Reschedule stage'

September 2017

Clone Sequences

You can now clone/duplicate sequences from your Sequences Dashboard.  Click the Clone Sequence button to create a duplicate of your sequence.  

Recommended Send Times

Mixmax now tells you the best time to send email, based on real data. (No more guessing!)


Click “Send Later”, and you’ll see the times when your recipient is most likely to engage with your message.

Recommended Send Times is based on your recipient’s prior interactions with your emails. If you haven’t emailed them yet, it suggests times from similar people. 

Add unique cc or bcc recipients for each recipient in your Sequence

For each recipient in your sequence, you can cc (or bcc) different recipients. Just add a column with the title "cc" (or "bcc") — no quotes — in your CSV.  Learn more.

August 2017

Salesforce tasks in Sequences

We’re excited to announce that you can now add Salesforce tasks to your  Mixmax sequences. This means you can create the exact workflow that you need for your team.
Adding tasks to sequences will drive better outcomes for you and your team:
  • Create multi-faceted workflows. For example, after you send the first outbound email, automatically create a task to connect with a prospect on LinkedIn to strengthen your account-based selling efforts.
  • Ensure your team uses the right mode of communication. For example, add calling to your workflow by adding a task to call the prospect.
  • Know whether each team member completes their tasks. Everything is tracked in Salesforce, so you have full visibility.
To get started, create a  sequence. When you add a new stage, toggle whether you want that stage to be an email or a Salesforce task. The magic here is that you can trigger the next stage when the task is (or is not) completed.

Salesforce tasks are available to customers on our Growth and Enterprise plans. Don’t use Salesforce? Mixmax tasks are coming soon!

July 2017

New Features Added to the Mixmax Calendar

We’re excited to share a series of improvements to your  Mixmax calendar. We know how frustrating scheduling can be, whether you’re scheduling meetings for yourself or for your team. We decided to fix it.
If you’re scheduling meetings for yourself, you want to make sure you only offer times that work across all of your calendars — both personal and business.  Mixmax calendar now automatically knows when everyone on your team is available, so you can share times that are guaranteed to work for all attendees. When all key players are present, you can’t help but make progress.
Booking meetings with Mixmax is so effective, you might find yourself with back-to-back meetings — a good problem to have. Now you'll never again be late or unprepared, since you can add an automated buffer between meetings:) 

June 2017

Liquid Markup

We’re excited to announce a ground-breaking new feature: Liquid Markup. You can now tailor your messaging to every person you’re contacting, at scale.

If you’re in sales, you know how critical this is, and you know it’s a cornerstone of account-based selling (ABS). You should tailor your outreach to each of your leads and their specific roles. You need to understand what each role is trying to achieve, articulate how your product solves their particular problems, and close with a CTA that resonates with their specific situation. 

As an example, say you have different messaging for managers vs. individual contributors. Mixmax lets you insert if-statements into your sequences like this:

So if they’re a manager, they receive one articulation of the problem that your product uniquely solves. If they’re an individual contributor, you communicate exactly what they need to hear. 

All of the variables are pulled directly from Salesforce, and if data is missing for individual leads, you can add fallbacks like the below: 

You can read more about using Liquid Markup in our  Help Center article here.

Updated Live Feed

Today, we’re excited to announce that Mixmax answers any critical question about your team’s communications with customers, prospects, and candidates, so you can take action. We’ve overhauled the Mixmax Live Feed and Insights sections with a brand new UI and revolutionary search capabilities. 

You can now tell:

  • Who has read but not yet replied to your emails
  • Who has seen but not yet RSVP'd to your invites
  • Which emails or sequences are driving opens and confirmed meetings across your team
  • Who has the best open, reply and meeting booking rates across your team
  • & much more...


In both the  Live Feed and Insights sections, you can create your own reports to answer any question. Filter to look at templates or sequences, or narrow in on a particular campaign. You can filter results by specific domains, so you know who’s interacting with your most important accounts. And if you’re on Premium - you can filter on specific Salesforce Accounts and Opportunities. 

May 2017

Meeting Types

Whether you have intro calls, sales demos or phone screens, you can now set up different meeting types in Mixmax and get a unique URL to share for each type.  With meeting types, you can specify multiple time intervals for when particular meetings should happen, what the dial-in or location should be and who should be added to the invite by default.

It’s magical, and a huge time saver. Best of all, you can share them in your team so everyone is on the same page.

All plans have meeting types, and if you’re the Starter plan or above you have access to unlimited Meeting types!

Actionable Insights

Insights is our new reporting dashboard that gives you actionable data across all of your communication in Mixmax.

Ever wonder how sequences are performing across each member of your team? How about filtering results by specific recipients? To see all this data at-a-glance, just head over to your Mixmax dashboard, and click  Insights in the left nav.

You can filter results by specific recipients, sequences, or templates—enabling you to truly understand your top performing emails and team members.

April 2017

Read Write permissions for templates (and template folders, and contact groups)

We just added a Read Write permission to  templates. So you can share your template with your team, and anyone in the team can edit the template. If you want to enable some team members to edit and not others, you can share with an individual, and grant them Read Write access. Set this up on the Sharing tab of each template. You can also manage the Read Write permissions for template folders and contact groups.

Send a sequence to the same person multiple times

Mixmax sequences automatically protect you from sending the same sequence to the same person multiple times. But sometimes you may need to send the same sequence to the same recipient. We added a new advanced setting that will allow you to send a sequence to the same person multiple times.

Open up your sequence (or create a new sequence) and go to the Confirm step of the sequence, in the top right corner of the Sequence. If you're re-using an existing sequence, it will say Confirm and activate.

You will see a new advanced settings category with a check box to Allow senders to add recipients who have already received this sequence:

Check this box and you will be able to send the same sequence to the same recipient, over and over. We no longer remove duplicates in your CSV, and we enable you to send the same sequence to the same recipient over and over, each time you upload a new CSV or add a new recipient.

Shared Sequences

You're already successfully reaching leads, customers and candidates with sequences — now you can share those best practices with your coworkers.

When you share  sequences, your team’s analytics will be aggregated together, so you can track your team's performance.

To share a sequence, just add your team mates in the Share & Settings step of new or existing sequences:

March 2017

Mixmax Calendar

We’re excited to announce Mixmax Calendar. You can now book meetings even faster by sharing a link where prospects choose times and book directly.

You can find your personal calendar link in your  MIxmax calendar settings:

Your link works everywhere, not just in email, and is particularly useful in your automated replies or Sequence messages.

You can change your personal link to be exactly the way you want it in  Settings, but make sure to change it before someone else claims the link you wanted and it becomes unavailable! (Settings is also where you set your availability and edit default duration).

Personalize sequences directly from Gmail and Inbox

We made adding sequences from your compose window even more powerful by letting you preview and personalize the sequence you insert!

First, go to the  Insert menu and pick a sequence. Next, click Edit in the yellow box that appears at the bottom of your message. You’ll see a preview of all your stages which you can edit as you like.

February 2017

Introducing your Mixmax Outbox 

The Mixmax Outbox is a brand new way to stay on top of email and see all your reminders, scheduled emails and sequences, in one convenient place.


Head over to  Mixmax to view your new Outbox. You can quickly search, edit, and reschedule any outgoing message or reminder.

Snooze and Reminders

We’ve made snoozing and setting reminders easier to use than ever. “Snooze” and “Reminders” are now unified for a more intuitive experience. And you can now add reminders to any email, including messages you’ve already sent.

January 2017

Add Sequences directly from Gmail and Inbox

Access all of your Sequences from the Insert menu, in the top right corner of a new message window. When you select a sequence, the first stage of the sequence is inserted into the email, and all the stages and their triggers will be clearly displayed in the. It’s as close to wizardry as it gets.

For now, you'll see sequences that don't have any variables. Soon you'll be able to add sequences that contain variables!

For details, see the Help Center article  Add a recipient to a sequence from the compose window

December 2016

Mixmax Rules

Mixmax rules enable you to intercept events (such as when you receive an email, or when someone clicks a link or answers a poll in an email you've sent) and route these events to a webhook or other location (for example, post to Slack or send an SMS). To create a new rule, go to the  Rules & Web Hooks page in your Settings. In the example below, when an email from mixmax.com is received, the message will be posted to Slack! For details on what you can do with Mixmax rules, check out http://developer.mixmax.com/docs/rules.

Custom HTML app

You can now insert custom HTML into your emails — and your signature. Use the slash command /html or select Custom HTML from the Enhance menu in the bottom bar of the Mixmax compose window. Then paste in your HTML. For details, see the Help Center article Add Custom HTML

Updates to Sequences

New sequences reports page

We’ve added analytics to your main list of Sequences. Now, you can see and compare how your sequences performed without having to click into them. You can even compare how different stages performed.

Add a stage at any time

You can now add a stage to existing sequences. Just click Add a stage on the Stages tab. Active and new recipients in your sequence will automatically receive new stages that you add.

Control how each stage is sent

Each stage now has a Send as reply toggle, enabling you to decide when a stage should be a reply or not. This lets you start a new conversation with recipients in the middle of a sequence.

Mixmax inside your Salesforce

You can add any list of Contacts or Leads to a Mixmax sequence—all without leaving Salesforce. Head over to any list of Contacts or Leads, and click Add to Mixmax Sequence . Next, select a sequence, and we’ll automatically import the list into it. To ensure the perfect sequence, you’ll be able to verify or edit any imported data before you send. For more on the Salesforce integration, see Connect to Salesforce.

November 2016

Updates to Sequences

Personalize sequence stages for any recipient

On the  Premium plan, you can customize stages specifically for any individual in a sequence. Head over to your sequence’s Reports tab and click Personalize on any row. You can edit the content and send date for any stage. Changes only affect that specific recipient, so you can make your stages as personal as you want. If you want to personalize the first stage of your sequence, schedule your sequence to send in the future, to give yourself time to modify stage 1 for each recipient.

Lightning-fast reports

Sequence reports now load faster than ever. You'll get the latest stats exactly when you need them. We've also added an All Recipients section, so you can see how well your entire sequence performs at-a-glance.

October 2016

Salesforce integration

We're excited to announce a bucketload of new integrations to save you time in both your inbox and in Salesforce.

Manage tasks in the Salesforce Sidebar

It’s now easier than ever to manage tasks related to your Salesforce Contacts and Leads. Instead of going to Salesforce, you can create, edit, and complete tasks right in the Mixmax sidebar. Our beta users reported saving an average of 137 minutes per week.

Easier Salesforce variables in your templates

We integrated Salesforce fields as variables in your Mixmax templates. Now, we’ve made them even easier to use. In any template, click {{ }} in the bottom toolbar or type {{, and a menu with all your Salesforce fields will appear. No more hunting in Salesforce for field names. When you insert the template into a message, we’ll automatically search Salesforce and fill in each variable, if we find a match. 

Want a refresher on how templates work? Check out our  Templates Overview.

Salesforce calendar integration

When someone confirms any meeting you send with Mixmax, we’ll automatically add it directly to your Salesforce calendar. If the meeting gets canceled, will even remove it from your Salesforce calendar for you. If you need to turn this off, you can change this in your  Mixmax CRM settings.

Updates to sequences

Get ready for a complete overhaul of Sequences in Mixmax. Over the coming weeks, we’ll be unleashing a slew of improvements to automate your outreach like a pro. We’re excited to roll out the top requested features:

Edit your sequence stages at any time

Need to fine-tune your Sequence after it’s already launched? Just open any Sequence and make your edits in the Stages tab. Your updates go into effect immediately for all active and future recipients who haven’t yet received the stages you edited.

Edit the name of a sequence

Change the name of a sequence at any time by opening the sequence and clicking the pencil icon next to the name in the top left corner. Now you can organize all your sequences!

Add recipients from a Salesforce list

Tired of exporting CSVs from Salesforce? Now, you can import your Salesforce lists with just a few keystrokes. In the Add Recipients tab of any sequence, click the Import from Salesforce button in the upper right. Here, you can search for any list of Contacts or Leads, and we’ll import the records into your sequence, complete with all available fields.

Search for a recipient across all sequences

You no longer need to waste time hunting for a recipient to remove them from a Sequence. Use the brand new search box at the top of your Sequences list. Enter an email address, and we’ll search across all of your sequences for the right matches. To remove, hover over a match and click Mark as complete.

Specify that a sequence send only on weekdays

When you add a follow-up stage, you can now set the reply to send only on weekdays — Monday through Friday. 

September 2016

Manage billing for additional accounts

Now you can add more accounts to your billing, to centralize payments for everyone on your team or in your organization. Visit your  Account & Billing page. Different people can be on different plans, and you can reassign seats to different people as your team changes. Many customers can update their credit card info, too. Read more: Billing and multiple accounts.

Set up your own custom branding

Custom branding is available on the Premium plan, and now you can upgrade and set up your branding yourself! Visit the  Branding page in the Mixmax web app. Upload your logo, and we'll automatically pick the best link and border colors. You can also customize the colors using hex codes or a color selector. Here's more: Create custom branding.

Custom fields in Salesforce sidebar

Required custom fields now automatically appear in the Salesforce Sidebar! 

Sync analytics to Salesforce Opportunities

Now sent emails, opens, clicks, downloads, and replies are synced to the right contact, lead, account, or opportunity. You can set this up on your  CRM page in your Settings.

Faster Live Feed

Hard to show a screenshot for this one — but your  Live Feed now loads like 🚀.

August 2016

Instant reply analytics in Sequences

The Reports page in Sequences instantly updates when someone replies to your email — no more waiting for the page to update! 

Log replies to Salesforce

When you send an email and log that email to Salesforce, and someone replies, their reply is logged to Salesforce under the Contact or Lead's Activity History. Here's more on our  Salesforce integration.

Turn off logging opens, clicks, downloads and replies to Salesforce

You can prevent opens, clicks, and downloads from being logged in Salesforce. To turn off logging these events to Salesforce, go to the CRMs and Team Live Feed section of your Settings in the Mixmax web app. First, you'll need to connect to your Salesforce account. Once you're connected, you can turn off logging these events by un-checking the box next to each event type:

If you're  tracking opens, clicks, and downloads, these events will still be logged to your Live Feed — just not sent to Salesforce.

July 2016

Choose where your reply window opens

The Mixmax reply window now appears underneath the message you're replying to — just like normal Gmail. You can choose where you'd like to see your reply window; read more in Choose where your reply window opens.

Team Live Feed

With the Team Live Feed, you can see who your team is emailing, and whether their emails are opened, clicked, or downloaded. Create a team, invite your coworkers, and you'll have valuable insights into their communication! Read more about the  Team Live Feed!

Share a folder of templates

To share a folder of templates, go to the Templates area of the Mixmax web app. Select the folder and then click Share this folder in the top right corner. Here's more on how to share a template.

Add a recipient to a sequence from the Gmail compose window

You can now add a recipient to a sequence directly from Gmail. Hover over  Automate at the bottom of the compose window, and a pop-up will appear. Click the Add to Sequence tab. Then select the sequence to which you'll add the recipient. For guidelines and tips, see add a recipient to a sequence from the Gmail compose window.

Remove Mixmax branding and replace it with your own!

Now you can add your own logo and branding to your emails! Replace the Mixmax logo with your own: your branding will appear on enhancements like link previews and videos, and on your calendar and poll confirmation pages. In addition to adding your own logo, you can also customize the button colors. Visit the  Branding section of the Mixmax dashboard to get started. And read the details in the Help Center: Create custom branding. Custom branding is available on the Premium plan.

June 2016

See a list of your reminders

Each time you set a reminder on a message, you'll see it listed on the  Reminders page of your Mixmax dashboard.

Sequences: Add recipients to existing email campaigns

Now you can add recipients to any email campaign you've created. Go to the Sequences section of your Mixmax dashboard (Sequences has replaced Mail Merge), click your campaign, and click the Add Recipients tab. You can upload a new CSV of recipients, or add each recipient manually, as in the screenshot below.

May 2016

Customize times for Reminders and Send Later

Set your own default times for when to receive a reminder and when to send later.

More Settings in your Mixmax Dashboard

You can fine-tune your Mixmax experience with new settings. For example:

  • Turn off slash commands
  • Turn off emoji :(
  • Customize the times for reminders and send later
  • Set default titles, locations, and guests for your calendar events
  • And more!

To accommodate all these new settings, we divided the Mixmax Settings page into different sections for easier navigation.

Semicolon Templates Command

Insert a template by typing the semicolon key, followed by the name of the template. You can turn on this option in the Composing section of Settings in the Mixmax dashboard. Of course, you can still insert a template with the slash command /t — or the drop-down menu in the top right corner of the compose window.

Web Hooks

When someone opens your email, clicks a link, or confirms a calendar event, you can automatically notify an external service like Zapier. Here’s how to Connect to Zapier using webhooks.

Remove individual people from mail merge follow-up emails

You can remove a person from a mail merge campaign — perfect for when someone calls you on the phone, or sends you an email that is not related to your campaign. Here’s how to do it:  Remove a person from a stage of your campaign.

CSV download for mail merge analytics

You can now download a CSV of your mail merge data, so you can explore your mail merge opens, clicks, downloads, and replies using your analytics tool of choice.

Send email analytics to Salesforce

Log opens, clicks, and downloads directly to Salesforce, so you can cut out the tedious data-entry. Here’s more: Connect to Salesforce

Five free mail merges on Free and Starter plans

If you’re on the Free or Starter plan, you get 5 free mail merges. Want to send more mail merges? Upgrade to the Professional or Premium plans, where you get unlimited mail merges. Power up at  mixmax.com/pricing.

File Request Enhancement

Easily request large files from your email recipient. See more  here.

April 2016

Snoozed messages move to the top of the inbox

Previously, when a snoozed message returned, it was accompanied by an notification email. Now the email itself pops to the top of your inbox.

Automated follow-ups in Mail Merge

Automatically send a follow-up message in a few days if your recipient doesn’t open or doesn’t reply. And get analytics for each stage of your campaign.

Auto-bcc any CRM

Automatically log your emails to your CRM. And exclude specific email domains and addresses, so your email to your partner doesn’t end up in Pipedrive. :) For details on your CRM, check out the CRM Integration section of our Help Center.

Use variables in templates

Smart variables automatically add your recipient’s first name, based on the information in the email’s To field. You can also add custom variables to use as placeholders as you personalize your emails in seconds — use the tab key to move to the next variable. Here’s more: Templates that type for you.

March 2016

Mail Merge

Send personalized emails at scale with Mail Merge. Upload a CSV of recipients — each column corresponds to a variable in your message. See analytics on the open, click, download, and reply rate.

Edit email addresses in the compose window’s “To” field

Click the email address in the “To” field to edit your contact’s name or email address.  

Folders for templates

Organize your templates into folders. Here’s more from our blog: Thousands of templates, neatly organized.

Global shortcut for Native app

When you download Mixmax Live — our native app for Mac and PC — you can customize a global keyboard shortcut to launch a new compose window.

February 2016

Native desktop app for Windows

Our native app is now available for Windows! Get it at mixmax.com/download.

Native desktop app for Mac

Keep an eye on your Live Feed all day long with a slim little window on your desktop. Click the Mixmax logo in the menu bar to compose a new message. Ready for Mixmax Live? Download the native app at mixmax.com/download.

Contact Lists

A fast new way to email groups! Create a contact list from an email — or create it in the Contact Lists section of your Mixmax dashboard. You’ll see exactly who in the group opens your emails and when. Here’s more in our blog: Introducing Mixmax Contact Lists.