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Add someone to your Sequence when they vote in your Mixmax renewal poll
Add someone to your Sequence when they vote in your Mixmax renewal poll

This is a real-life use case of Mixmax Rules workflow automation that might be especially useful for Customer Success teams.

Updated over a week ago

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

You can build a Rule to automatically place or remove a recipient from your Sequence when they vote in your Mixmax poll.

Creating your Rule

  • For individuals, head over to the Rules section on your account and click New Rule.

  • If you're an admin and you would like to build this workflow for your entire team, head over to the Rules tab in the Admin section and click New Rule.

Next, you will need to give your Rule a title.

Rule title

Each Mixmax Rule has 3 steps: Trigger, Filter, and Action.

Trigger

For the trigger, select Poll.

Choosing a Rule trigger

Then, select Someone votes in my poll and click Continue.

Selecting Poll action

Filter

For your filter, click Add condition.

Choosing a filter

Poll question will be the initial option in the drop-down menu. Click the drop-down to select other options from the menu. Choosing Poll vote will allow you to target a specific poll response by selecting the corresponding vote from your poll.

You can add as many conditions as you'd like to set other filter criteria. Click Continue when you're done.

Adding a condition

Action

For your action, select Sequences from the options.

In the next window, select Add them to a sequence and click Continue.

Adding to sequence

Select the specific sequence you would like the recipients to be added to:

Setting up Sequence action

Click Activate & Close when you're done.

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