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Creating Sequences
How to create a new Sequence
How to create a new Sequence

This article describes how to create a Sequence, configure its settings, and add recipients.

Updated over a week ago

Sequences are available on the Mixmax Small Business plan and above. Check out our pricing page for more information.

In this article, you will learn about creating new Sequences, configuring Sequence settings, and adding recipients to your Sequences.

Creating a new Sequence

  1. Start from the Sequence dashboard.

  2. Click + New sequence.

  3. Provide the Sequence with a name and folder (optional).

  4. Click Create to create the sequence.

Create a new Sequence

Adding stages to your Sequence

After creating the sequence, you will need to configure the desired stages in your sequence. Each stage will be the activity you want to perform for the recipients of this sequence.

You can add new stages to the sequence by clicking the Add stage button.

Adding stages

For each stage, you can configure the following:

  1. Stage Action: This determines what activity will occur in this stage. You can choose between automated emails, which means an automated email will be triggered based on your configuration, and task stages that require you to perform the activity manually. These include:

To-do tasks

To-do tasks are general to-do items that need action outside of Mixmax. You can use To-do tasks as a research step before calling a prospect, an offline action such as sending your client a thank you card, or taking an action in another application.

Call tasks

Adding a call task allows you to queue up call touchpoints within your Mixmax workflows. You can seamlessly make and log these calls using the Mixmax Dialer. Go to Mixmax Calling to learn more.

Manual email tasks

Email tasks allow you to draft an email that you can manually choose to send when appropriate. They also include an editor where you can review, edit, and further personalize your email before sending it.

LinkedIn Connection or InMail requests

LinkedIn tasks can only be created by sequence stages. This allows you to socially engage with a prospect by sending a templated InMail message or adding a connection according to your outreach strategy.

2. Wait Time: This designates the wait time in days, weekdays (excludes weekends), or hours that must pass since the last stage before this stage starts. When selecting weekdays, stages will be automatically scheduled to skip weekends.

This setting does not apply to the first stage of the sequence, as you will be able to start when the sequence starts for recipients once you add recipients.

(For admins) You can prevent sending automated emails on weekends for all workspace users in your Workspace settings.

3. Condition: This controls the condition under which the stage will be triggered, such as whether the previous email received a reply.

This setting does not apply to the first stage of the sequence, as all users will receive the first stage.

For each stage type, there are also custom settings you can configure.

Configuring your Sequence settings

Once you've configured the stages in your Sequence, you can configure its settings. These settings will apply to all recipients of the sequence.

Sequence settings

For each sequence, you can configure the following:

  1. How emails in your sequences are tracked.

  2. Conditions that a recipient must meet to be added to the sequence.

  3. Conditions that will automatically exit recipients.

  4. Whether to automatically pause stages on US holidays.

  5. Logging of events to your CRM.

  6. Whether to include the unsubscribe link in your emails.

  7. Notifications for email activity.

  8. Who is CC'd and BCC'd on your sequence.

For more details, see how to configure sequence settings.

Adding recipients to your Sequence

Once you've configured the settings for your Sequence, you can start adding recipients to the Sequence.

The Add Recipients button

You can upload recipients manually, via a CSV, or with a Salesforce list. Make sure you include at least the email of each recipient when you add your recipients. If you use variables in your sequence, make sure to fill in the data for each recipient as well.

You can also add recipients to the sequence from Gmail, Salesforce, Rules, or third-party apps. For more details, see Adding recipients to Sequences.

Adding recipients

Once you've added your recipients, you can either activate them or add additional personalization for each or all recipients in your batch by clicking Review and Personalize.

You will be able to select the time you want to start enrolling your recipients into the sequence.

Review and Personalize

Once recipients are activated, you can view their progress in the Recipients tab.

The Recipients tab

As recipients engage with your sequence, you will see performance analytics for your stages.

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