Basic Rules are available on all paid plans. Visit our pricing page for more details.
You can use Mixmax Rules to build an automation that exits someone from sequences when they book a meeting with Mixmax.
If you only need recipients to exit a specific sequence when they book a meeting, you don't need a Rule. In that sequence's Settings tab, turn on Automatically exit recipients when they book a meeting via Mixmax with the sender under Exit Criteria. To learn more, see How recipients are exited from Sequences.
Use a Rule when you want to exit recipients from all of your sequences at once, or only when they book through specific calendars.
Creating your Rule
For individuals, navigate to the Rules Dashboard on your account and click on 'New Rule'.
If you're an admin and would like to build this workflow for your entire team, head to the Rules tab in the Admin section and click 'New Rule'.
Next, give your rule a name.
Each Mixmax Rule has 3 steps: Trigger, Filter, and Action.
Trigger
For the trigger, select Meeting.
Then, select 'My meeting is confirmed' and click Continue.
Filter
To add a filter, click 'Add condition'.
Next to 'Guest (email)', click the dropdown to select 'Calendar' from the menu. This will allow you to target a specific meeting link by selecting the corresponding Calendar(s).
You can add as many conditions as you'd like to set other filter criteria. Click Continue when you're done.
Action
For your action, select Sequence from the options.
In the next window, select 'Exit recipients from a sequence' and click Continue.
Next, select whether to exit them from all sequences or just a specific one.
Click 'Activate & Close' when you're done.
To update a Contact record from the same rule, click 'Add action', then follow the same steps as above after clicking 'Update the related Contact'.
FAQ
Does this work with meetings booked through other scheduling tools?
No. The Meeting trigger only applies to meetings scheduled via Mixmax. Meetings booked through other scheduling tools, such as Calendly, Chili Piper, or HubSpot meeting links, won't trigger the rule.
Why didn't my rule exit a recipient that a teammate added?
When a personal rule exits recipients from all sequences, it only exits recipients you added to sequences. Recipients that your teammates added aren't affected. If your teammates want the same behavior for their recipients, they can each create this rule on their own account.