Mixmax Rules are a great way to automate additional workflows on top of what Mixmax already delivers. If you need to make sure those common repetitive tasks can get taken care of without you having to give them a second thought, Rules is a great place to start.
Here's a quick overview of rules in Mixmax:
Basic rules are available on our Growth plan and CRM rules such as Salesforce and Pipedrive rules are available on our Enterprise plan.
To access Rules, go your Mixmax dashboard, then click Rules in the sidebar on the left.
Getting Started with Rules
Creating a new rule
To set up a new Rule, click on the New Rule button.
You'll then be presented with a series of steps that you need to take to get your rule working.
Every rule follows the same pattern:
Trigger when something happens, check that these Filter conditions have been met and, if they have, perform this Action.
Start by giving your rule a name, this will help you identify it in future so you can quickly make changes.
Next, you need to set up what this rule actually does.
The rule trigger is the action that will start the rule. Select which activity category in Mixmax you want to be the trigger for this rule:
Some triggers have multiple options, while others do not. If a trigger has multiple options you will be asked to select which option you would like to use from a list. If a trigger only has one option, you will automatically proceed to the next step when you select a trigger.
Next, you can set some conditions that this Rule needs to meet, or not meet, in order to continue. This is called the Filter. You can add as many conditions as you like, using any of the options that populate in the dropdown for the particular Trigger you chose above.
Each condition is made up of three parts. For example, if you wanted to check that the subject of an incoming email was sent to a specific email address, and that the subject also contained a specific keyword you would set your conditions up like this:
You also have the option of using a time based condition called Time of day. This setting allows you to delay the next action until a more appropriate time. For example, if your Then action is to send yourself an SMS alert but you only want that to happen during business hours, no matter when the When portion of your rules is triggered, you can use this condition to make that happen, as shown in the image below:
Advanced Filters - And/Or Groups
For more complex precise filter logic, you can create Filter Groups on the Filters step. Each filter group can contain it's own And/Or logic. When creating filter groups, using the "If ANY of the following are true" option will create an OR filter, while the "If ALL of the following are true" option will create an AND filter.
For example, let's say we want to create a Rule that only triggers when your email is opened three times, and only when the email is from either your 'Welcome 1' or 'Welcome 2' sequences.
To do this, first we will need to set our filter to only pass when All groups are true. This will create an AND filter for all filter groups under this statement.
Next, we need to create two filter groups:
Our first group is a single filter for when your email is opened 3 times.
Next, click the Add Group button to start creating our second filter group.
In our second group, we will create two new conditions using the Add Condition button, one for each sequence.
We will use the "If any of the following are true" option in the second group. This will create an OR filter so the filter will pass if either option is true.
Our filter now says "Trigger if my email is opened 3 times AND the email is from the sequence 'Welcome to Mixmax 1' OR the sequence 'Welcome to Mixmax 2' ".
Finally, you need to decide what happens when your trigger and conditions are met. Just like triggers, actions are displayed in categories. You will only be shown options that are compatible with your current triggers and filters.
You can have your rule take additional actions by clicking the Add Action button.
Activate your Rule
When you're finished setting up your rule, click the Close and Activate button to save and turn on your rule.
That's it, you're ready to go with the powerful automation that Rules allow you to create. Active rules will have a green toggle switch on your rules list:
If you're looking for some further inspiration, check out some of the examples below.
Example: Send sales collateral prior to a meeting
You can have Mixmax automatically send an email to meeting participants when they confirm a meeting with you.
Say you schedule sales meetings to demo the product. First, create a sequence with a template of what you want to email:
Then set up a rule to automatically send the first stage of the sequence to anyone that confirms a meeting (with demo in the title):
Trigger: When a meeting is confirmed
Filter: Title contains Demo
Action: Add them to sequence
You can even delay sending and/or configure the time of day you want the Demo materials sequence to be sent! Then all you need to do is send your availability using Mixmax. When one of your invitees confirms, they'll automatically be sent the demo materials.
Example: Collect customer information using a poll
If you’re like us and frequently use Mixmax Polls to learn more about a customer’s interest in your services, you often send polls that look like this:
You can set up a rule to automatically email leads interested in Advertising using a sequence:
Trigger: When someone votes in my poll
Filter: Poll question is What type of lead gen are you interested in?
Filter: Poll Vote is Advertising
Action: Add them to a sequence
Example: Forward urgent emails to your phone
If you’re away from your inbox and someone emails you with urgent in the subject, you can forward the message to your phone via SMS. Don’t want to be disturbed during the day? No problem, use the time of day condition:
Trigger: When I receive an Email
Filter: Subject contains Urgent
Filter: Time of day is between 8am and 9pm
Action: Send an SMS notification
Example: Send notifications to a Slack channel
If you're looking to broadcast activity in Mixmax in a wider way, then sending notifications to Slack is a great option.
You'll first need to authorize Mixmax to send notifications into Slack, you can do this by clicking the Mixmax Integrations link that appears when you select the post in Slack option.
Note: If you are not an Admin of your Slack account, you will need to ask the Admin in your team to authorize Mixmax.
Once you're authorized, you can choose which channel you would like your notifications to be posted in.
Example: Post to a webhook
If you want send the raw JSON event data from any of the triggers in the When section of a Rule to any other service that supports webhooks - such as Zapier, or your own custom code - you can do so using the post to webhook action in the Then section of your Rules setup.
Using Zapier is by far the best way to connect Mixmax to a multitude of other applications via webhooks, so check out the example we created that outlines how to do this.