Contact groups make it easy to email the same group of people over and over. You can share contact groups with others, so your Workspace or your Group can easily keep everyone in the loop. You can edit existing groups from your contacts page and also create a new contact group by clicking on the folder icon as seen below:
You can add multiple contacts at once by pasting a list of email addresses into the Search contacts box. The email addresses can be separated by spaces or commas. To get you started, we've already imported your Google Contact Groups — you'll see them in your contact groups in the Mixmax dashboard. If you made changes to your Google Contact Groups, you can re-sync contacts from Google Contacts to Mixmax.
You can easily create a new contact group, or add onto an existing group, by importing a CSV or Salesforce contact list. Here’s how to import each type of file.
Import a List to Your Contact Group
Visit your Contacts page here.
Step 1: Create a new group by selecting the (+) button directly to the right of the “New Contact” button. Or, add onto an existing group by selecting that group.
Step 2: Once inside the group, select “Import” from the top right-hand corner.
Step 3: In the top left-hand corner of the new pop-up window, you can choose to import a list from either a Salesforce list or a CSV file.
Step 4: Edit your data before finalizing import. Edit the text in each cell, or add/delete columns (except for the Email column which you cannot delete).
Step 5: Finalize your import by clicking the blue “Import” button.
Importing from a CSV File
When importing contacts from a CSV file, the most important thing is to make sure that the column containing email addresses is named correctly.
The column header for email addresses must be “Email” (no quotes, not case sensitive).
If your CSV does not include this column header, the file will not be imported.
Follow CSV file best practices to make sure your file meets the guidelines for a friendly import.
Importing from a Salesforce List
To import a Salesforce list, you’ll need to connect your Salesforce account in your Mixmax settings.
Once synced, you’ll be able to import any of your pre-existing Salesforce lists.
Learn how to connect your Salesforce account here.
Share a contact group
It's easy to share contacts with your Workspace Group, and with individual people. Click on "View sharing" in the top right corner of your contacts page. To share with your Group, use the toggle to turn on sharing:
- To share with individuals, just type their email address in the Search contacts box.
- When you share with a group or an individual, you can choose whether to give them Read-Only permission or Read-Write