Teams in Mixmax are a great way to share content and track performance across your workspace. Any member of your workspace can create a Team, and you can set up different Teams across your workspace.
Creating a Team
In the Mixmax dashboard, click Team members in the left column, and click the Teams tab to open the Team page. Click the + New Team button to get started. Give your Team a name and invite people to join. Inviting new members is as easy as entering their email address and confirming the invitation.
Only users in your workspace can be invited to a Team.
Only Team admins can invite additional Team members. Team admins also have the authority to change another member to an admin and remove an existing Team member. Team members will be able to see other members and choose to leave the Team.
Removing a Team member
A Team member can be removed at any time by clicking the remove button (trash icon) next to their name.
Leaving a Team
Team members you've invited can leave the Team at any time — they'll see a Leave Team button.
Disbanding a Workspace Team
If you want to disband a Team you created, first remove all of the Team members by clicking the remove button (trash icon) next to each person. Then click the remove button (trash icon) next to the team name to disband the Team.
Who can contribute to the Team Live Feed?
Only team members on a paid subscription can contribute to the Team Live Feed. Emails sent by Team members on Free plans will not appear in the Team's Live Feed.
Sharing resources with your Team
Live Feed searches
All your saved searches in the Live Feed will be available in the left column. You can share any saved search with all members of your workspace Team. When you're viewing a saved search, you'll see the Share button in the upper-right corner of your page.
When you click the Share button, a window will open where you can choose which Team to share the search with. You can also choose to give Read-Only (can view) or Read-Write (can edit) access.
Templates
Templates are slightly different from the Live Feed because you can share individual templates or entire template folders. To share an individual template, open up an existing template and click the Share button.
On the Edit Sharing screen, you will see options to share with your Teams.
You can also share entire template folders with your workspace Team or individuals, which will share all of the templates within the folder. When you are viewing a folder, you'll click the Share this folder button.
In the pop-out window, you'll see the option to share the template folder with your teams or individuals. Giving Read-Only access means the other Team members you're sharing with can view and use all templates in the folder, but cannot change them or add new templates. The Read-Write access will allow Team members to make changes to the template.
Sequences
Sequences can be shared as Read-Only or Read-Write. With Read-Only, your Team members can use the sequence and send from their own accounts, but they cannot modify the stages. With Read-Write, your Team members can change the sequence's content.
To share a sequence, click the Share button at the top of your sequence settings. You can edit the sharing details at any time by clicking Edit sharing. To learn more, see Setting up your Sequences.
Saved Reports
On the Engagement Copilot and higher plans, you can create reports to track email and meeting activity across your workspace Team.
Using Report Builder, you can check how well a particular sequence or template is performing across your Team. You can also use reports to determine which of your Team members has the best relationship with a given contact. When you save a custom report, you'll see a button to share the report. This lets you select which workspace Teams you'd like to share with.
Viewing the Team Live Feed
When you're looking at the Live feed, you'll notice the View feed menu above it. Select a workspace Team from this menu, and you will see all of the tracked activity for all users in that Team.
You can use the search bar above to find specific details for your Team. For example, you can choose to view only opened messages, not replied ones, for a team.
Workspace Teams and Admin permissions
If you are a workspace admin, you can view all teams, regardless of whether you are a member of them.
For more information, see the article about Admin permissions.
What is the difference between Teams and Roles?
Teams in Mixmax allow you to share content, track performance, and view metrics for your organization, as described in this article.
Roles allow you to set (and, if you wish, enforce) settings for different departments or positions within your organization. For example, you can determine the default settings for Mixmax in general, Exclusions, Unsubscribing, and Tracking, or for key integrations like Salesforce. For tracking, this helps your organization comply with data privacy laws, as you can disable tracking for users by role. To learn more, check out how to disable tracking for your organization.
You can create and assign roles from the Roles section of Admin Settings. You can also read more about Roles here.