Slack integration

This article describes how to set up and use the Slack integration with Mixmax.

Updated over a week ago

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

With Mixmax's Slack integration, you can create a Rule to notify a Slack channel when something happens in Mixmax.

Here's how to set it up:

  1. Go to the Integrations page in the Mixmax web app and click Connect to Slack.

Conecting to Slack

2. Enter your Slack credentials. (If you have difficulty at this point, you can Troubleshoot your Slack Connection.)

3. Go to the Rules section of the Mixmax dashboard. Click the New Rule button to create a new rule. In this example, we'll create a rule that notifies us on Slack when a Mixmax email is opened:

a. Choose a trigger app. Click a trigger app under Mixmax, such as Email, Sequence, or Meeting, or select a 3rd-party service, such as Salesforce. In our example, we're selecting Email as our trigger app.

Choosing a trigger app

b. Choose the action based on your specific trigger. In this example, we'll use a recipient opening your email as the action.

Selecting Email action

c. Choose a filter (optional): You can filter for specific sequences completed, attachments read, recipients replied, etc. In this example, we'll send a Slack message when an email is opened that contains the word Introduction in the subject line.

Adding a filter

d. Choose an action app: Select Slack.

Choosing an action app

e. Choose your preferences for the Slack action. You can choose to send a message to an existing channel, create a brand new channel to post the message in, or change your status.

Selecting Slack action

There is a known limitation in Slack; listing all channels can occur max. 20 times per minute per Workspace. If this limit is reached, you might be prompted to manually specify the Slack channel ID. You can find the channel ID in Slack, as shown in the image below, and copy-paste it from there:

Slack channel ID

f. You can customize the message using the {{name}}, {{email}}, {{sender name}}, and {{sender first name}} variables, adding a random celebratory GIF, and choosing a card color for the message. Then click Activate & Close, and your Rule is good to go!

Setting up Slack action

Want to do more with Slack? Let us know what you'd like to see!

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