Once you have created your sequence and configured the stages and settings you want, you can start adding people to the sequence. People you add to the sequence will receive the email messages and tasks you set up in the sequence's stages. Once you have added people to the sequence, you can also personalize each sequence for each recipient to help boost engagement.
There are many ways to add recipients to a sequence, and this article provides a high-level overview of the options.
You can add people to a sequence from the following places:
1. Mixmax Dashboard
Using the Mixmax Dashboard, both Gmail and Outlook users can add individuals or a bunch of people to a sequence. You can upload a CSV list of users, add individuals manually, or select users from a Salesforce Contact/Lead list.
When adding people to a sequence, you must always provide each recipient's email address. You will also be prompted to fill in the values for the variables used in the sequence. Each variable used in the sequence will appear as a removable column in the Add Recipients table.
If you intend to use variables in your sequences. It's important to personalize your sequence first, using the variables you want, before uploading recipients. This way, the variables will be available as columns/fields when you add the recipient.
To start adding people to the sequence, click Actions > Add Recipients or the Add Recipients button, upload the recipients, and then click Activate Recipients to enroll them in the sequence.
To customize the content for each recipient to optimize engagement or review the automated emails you will send, click Review and Personalize. For more details, check out how to personalize a sequence for any recipient.
To learn about adding recipients in more detail, see how to add a recipient from the Dashboard.
2. Inbox
You can add a specific individual to a sequence directly from the Gmail compose window.
Currently, adding recipients from the compose window is not supported for Outlook-based users. To learn more about the Mixmax integration with Outlook, check out How to use Outlook with Mixmax.
When composing a new email, add a recipient to the To field, select a sequence from the Sequences tab in the compose window, enter the variable values (if variables are used in the sequence) for the recipient, and then click Send.
For more details, check out the article about adding recipients from Gmail.
3. Salesforce
Thanks to Mixmax integration with Salesforce, you can also add a list of people from Salesforce into a sequence.
In the Contacts or Leads tab in Salesforce, check the boxes next to the contacts/leads you want to add and click Add to Mixmax Sequence. You will be prompted to select the sequence and then redirected to the Mixmax web app to complete adding recipients. That's it!
See how to add recipients from Salesforce for more information.
4. Rules
Setting up a Mixmax rule lets you automatically add people in a sequence when a specific condition is met. For example, you can automatically add recipients to a sequence when they send you an email with specific keywords in it.
To learn more, see how to use Rules to enroll people into a Sequence.