How to share Sequences

This article explains how to share Sequences with individuals and Workspace Groups.

Updated over a week ago

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

You're already successfully reaching leads, customers, and candidates with sequences — now you can share those best practices with your coworkers.

When you share sequences, your Group’s analytics will be aggregated together so you can track your Group's performance. Shared sequences are available on our Small Business plan and higher.

Sequences can't be transferred between accounts, only shared. So, if you need to transfer sequence ownership to a different account, you could share the sequence with that account and then have the account owner create a copy of the shared sequence.

Share a Sequence

To share a sequence, first, click on the Share or Edit Sharing icon in the top right.

Share a sequence

Then, on the sharing pop-up window, click the field to "Invite users or groups," then search for the individual or Group you wish to share the sequence with. You can repeat this process until you have the desired list of users or groups to share the sequence with.

Sharing sequences

Sharing Permissions

Choose the access level for the Groups or individuals you share your sequence with.

Sharing sequence permissions
  • Can view: allowed to view and use only.

  • Can edit: allowed to edit the sequence, including content and settings. When the content and settings are edited, it will apply to everybody who has access to the sequence.

Share a Sequence Folder

If you have a large number of sequences in your Group, sharing sequence folders keeps them organized and neat for everyone.

To share a Sequence folder, similar to sharing a Sequence, simply click on the Share or Edit sharing icon in the top right.

Share sequence folder

In the pop-up window that appears, you can search or select the individuals or Groups you wish to share the folder with.

Sharing sequence folders

You can share a folder with View or Edit permissions. With Edit permission, anybody can also add new sequences to the folder for sharing. When you share a sequence folder, every sequence within the folder will be shared with View permissions while it remains in that folder.

Sharing folders permissions

When you share a folder with Edit permissions, you are sharing the right to edit/use the folder, which means you can add sequences to it, change the name of the folder, or delete the folder. However, the actual sequence-sharing settings are still determined on the sequence level, so even if you have Edit permissions for the folder, you might not have Edit permissions for every sequence inside the folder.

Mixmax Admins

Mixmax users with the Admin profile automatically have access to all shared sequences in the Workspace. Administrators can edit, pause, or remove recipients from sequences in the workspace.

Admin users

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