Mixmax allows you to add people into Mixmax sequences directly from Salesforce! You can do it from any Salesforce application where Contacts or Leads tabs are available.
Adding multiple recipients
To add multiple recipients to a Mixmax sequence, click the Add to Mixmax Sequence button in the Contacts or Leads tab. You can filter the list using different list views or simply check the boxes next to specific individuals if you want to add only some users from the selected tab and not all of them.
Next, select the specific sequence to which you wish to add recipients.
You'll be prompted to select the Salesforce fields you want to import as variables for personalizing sequence stages. Check/uncheck the boxes as you need.
A new tab will open, and you will be redirected to the Add Recipients modal window in the Mixmax web application dashboard. See how to add recipients in the web app for more details.
To start sending sequence stages to added recipients, click Activate Recipients in the bottom right corner of the modal window.
You can also personalize sequence stages for each individual recipient or all the added recipients simultaneously.
To review and personalize automated emails for recipients before activating them in the sequence, click Review & Personalize in the bottom right corner of the modal window.
In the Review & Personalize window, select All recipients to personalize stages for all added users or click an individual email in the left column to do it for the selected recipient only.
That's it! Click Confirm and Activate to send the recipients the first stage of your sequence.
Adding an individual recipient
In some of the Salesforce apps, like Marketing, you can also add a single recipient to a Mixmax sequence from the individual Contact or Lead page.
To do it, from the Contacts or Leads tab, click the contact or lead you want to add as a recipient, then click the Add to Mixmax Sequence button in the top right corner of the page.
Next, just select the specific sequence to which you wish to add the recipient and follow the same steps described above as when adding multiple recipients.
Still have some questions? Contact us at [email protected]!