Sequences are available on the Mixmax Small Business plan and above. Basic Rules are available on the Growth plan and above. Check out our pricing page for more information.
You can use Mixmax Rules to build an automation that will remove someone from sequences when they book a meeting with Mixmax.
Creating your Rule
Next, give your rule a title.
Each Mixmax Rule has 3 steps: Trigger, Filter, and Action.
Trigger
For the trigger, select Meeting.
Then, select My meeting is confirmed and click Continue.
Filter
For your filter, click Add condition.
Next to Guest (email), click the dropdown to select Meeting template from the menu. This will allow you to target a specific meeting link by selecting the corresponding meeting template(s).
You can add as many conditions as you'd like to set other filter criteria. Click Continue when you're done.
Action
For your action, select Sequence from the options.
In the next window, select Remove them from a sequence and click Continue.
Next, select select whether to remove them from all sequences or just a specific one.
Click on Activate & Close when you're done.
To update a Contact record from the same rule, click Add action, then follow the same steps as above after clicking Update the related Contact.