Add someone to your sequence when your customer training session is complete
On the Growth plan, you can use Mixmax Rules to build an automation that will add someone to a sequence when they complete a meeting with you.
Creating your Rule
- For individuals, head over to the Rules section on your account, and click on New Rule.
- If you're an admin, and you would like to build this workflow for your entire team, head over to the Rules page in the Admin section, and click on New Rule.
Next, give your rule a title.
Each Mixmax Rule has 3 steps: Trigger, Filter, and Action.
For the trigger, select Meeting.
Then, select A Meeting Ends and click on Continue.
For your filter, click on Add Condition.
Click on the dropdown to select Meeting template from the menu of filter options. 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 on Continue when you're done.
For your action, select Sequences from the options.
On the next window, select Add them to a sequence and click on Continue.
Next, select the specific sequence you would like to add the recipients to from the dropdown.
Click on Activate & Close when you're done.