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 use Mixmax Rules to build an automation that will add someone to a sequence when they complete a meeting with you.
Creating your Rule
Next, give your rule a title.
Each Mixmax Rule has 3 steps: Trigger, Filter, and Action.
Trigger
For the trigger, select Meeting.
Then, select A meeting ends and click Continue.
Please note that the Meeting > "A meeting ends" trigger is currently not supported for Outlook-based users.
Filter
For your filter, click on Add condition.
Click the drop-down to select Meeting template from the menu of filter options. This will allow you to target a specific meeting link by selecting the corresponding meeting template(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 Add them to a sequence and click Continue.
Next, select from the drop-down the specific sequence you would like to add the recipients to.
Click Activate & Close when you're done.