Syncing to Team Live Feed, auto-BCCing your CRM, and syncing activity to Salesforce are available on all Mixmax plans except the Free plan. Please check our pricing page for more information.
You can log email events to your Team Live Feed, Salesforce, and other services via Auto-BCC, so your Team is aware of all your important communication activity.
Example: When you send an email to a customer, you can log the email to your Team Live Feed so everyone on the Team knows that you emailed Bernice about her renewal — and your Team can also see Bernice's opens, clicks, and downloads.
Setting up syncing
Connect to your Salesforce account so emails get logged with the appropriate Contact, Lead, Account, or Opportunity in Salesforce — and your recipients' opens, clicks, downloads, replies, and meeting confirmations get logged in their Salesforce Activity History.
You can also add an email address to auto-BCC your CRM or another service to automatically send a copy of an email wherever you need a record of it (you don't need to add an auto-BCC address if you've connected your Salesforce account).
Create a Team so you can sync to Mixmax - With Team Live Feeds, your Team can see your emails in your Team Live Feed. Head to your Mixmax Team page to create a new Team.
Once you've created a Team, head to your CRM & Team Live Feed settings page, where you can choose whether to automatically send events to the Team Live Feed and Reports sections of the Mixmax web app. You can also choose whether your Team members can view the content of the emails that you sync to Mixmax.
Excluding email domains and addresses from being synced
Of course, you don't want every email synced to your Team Live Feed or your CRM. You can specify email domains and email addresses to exclude. To do it, go to your Mixmax CRMs & Live Feed settings, and then scroll down to Exclusions. Once an email has been synced to Mixmax, it cannot be removed retroactively from the system. Only future emails can be excluded through the Exclusions settings.
It's a good idea to exclude your own company's email domain and any task management or other services you use. You can also exclude individual email addresses — so if you email your partner or friends from your work account, your correspondence won't end up in your CRM!
The emails to these exclusions will still be visible to you when you select Myself in the View feed filter. They will not be visible to anyone else. Exclusions you set up in your personal settings will apply even if your Workspace Admin enables the Sync all emails to Mixmax Reports and Live Feed whether or not I sent them with Mixmax setting for the Role assigned to you. Emails excluded via user roles will also not appear in Team Live Feed or metrics for other users. This allows administrators to manage team-level visibility.
Exclusions are applied when:
Syncing email activity to Salesforce
Syncing email activity to the Mixmax Live Feed
Syncing email activity to Mixmax Reports
Syncing meetings to Salesforce
Triggering Mixmax Reminders and Smart Notifications
Exclusions are not applied when syncing meetings to Mixmax Reports. Meetings in Mixmax Reports are differentiated into Internal and External, but the exclusions are not applied, so all meetings will appear in Mixmax Reports. Additionally, user roles can be configured to disable 'Live Feed sync,' offering enhanced control over what reaches the metrics and dashboards.
Turning syncing on/off for individual messages
You can always turn the syncing on or off for individual emails by clicking the Sync button in the bottom bar of the compose window:
If you turn off the syncing, the message will still sync privately, and users will see a lock next to the email to indicate this. No other users in your Team will be able to view the synced email.
Now you’ll know exactly when a Team member has reached out to an important contact, and you'll see when and how contacts engage with your Team's emails.