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Add someone to your Sequence when your customer training session is complete
Add someone to your Sequence when your customer training session is complete

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 use Mixmax Rules to build an automation that will add someone to a sequence when they complete a meeting with you.

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 page in the Admin section and click New Rule.

Next, give your rule a title.

Rule title

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

Trigger

For the trigger, select Meeting.

Choosing Meeting as a trigger app

Then, select A meeting ends and click Continue.

Selecting Meeting action

Filter

For your filter, click on Add condition.

Adding a 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.

Adding a filter

Action

For your action, select Sequence from the options.

Choosing an action app

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

Selecting sequence action

Next, select from the drop-down the specific sequence you would like to add the recipients to.

Selecting a specific sequence

Click Activate & Close when you're done.

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