How to add people to a Sequence

This article describes various ways to add recipients to sequences manually and automatically.

Updated over a week ago

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

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 become the recipients of email messages and tasks you set up in the stages of the sequence. Once you have added people to the sequence, you can also personalize each sequence for each recipient to help boost engagement.

There are many different ways to add recipients to a sequence, and this article will give you a high-level overview of the various options.

You can add people into a sequence from the following places:

1. Mixmax web app

Using the Mixmax web app, both Gmail and Outlook users can add individuals or a bunch of people into 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 into a sequence, you must always provide the user's email for each recipient you add. 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.

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 the recipients into the sequence.

Adding recipients

To customize the content for each recipient for optimal engagement or review the automated emails you will send, you can click Review and Personalize. For more details, check out how to personalize a sequence for any recipient.

Review and personalize

To learn about adding recipients in more detail, see how to add a recipient from the web app.

2. Inbox

You can add a specific individual into 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 into 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.

Adding recipients from compose window

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.

Currently, adding recipients directly from Salesforce is not supported for Outlook-based users. To learn more about the Mixmax integration with Outlook, check out How to use Outlook with Mixmax.

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!

Adding recipients via Salesforce

See how to add recipients from Salesforce for more information.

4. Rules

Setting up a Mixmax rule allows you to automatically enroll people into 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.

Adding recipients via Rules

To learn more, see how to use Rules to enroll people into a Sequence.

Get in touch with us if you have any questions.

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