Let's start by setting up your Groups.
Groups in Mixmax allow you to organize the members of your Workspace to track performance, share content conveniently, and so on. You can, for example, create separate Groups for different departments of your company, like Sales, Support, Recruiting, etc., or use other criteria. Other Workspace members will be able to create Groups as well.
Using Groups, you can filter the analytics in Mixmax Reports, organize your Mixmax Contacts, and check Group activity in your Live Feed.
Creating a new Group
To add a new Group to your Workplace, go to Groups in the Mixmax dashboard left-side menu.
Click +New group, specify a name for the Group, then click Add members to send the invites to join the Group to the selected members of your Workspace. It's that simple!
The user that creates the Groups is assigned as Group admin. Only Group admins can send invites to add more members to the Group and assign other members of the Group as admins.
To allow another Group member to manage the Group as Admin, just toggle the switch under Can manage group to on.
Once users become members of a Group, they will be able to see other Group members and leave the Group if they wish by clicking X next to their names.
Disbanding a Group
If you wish to disband a Group you created, first remove all Group members by clicking X next to their names, then click X next to your own name, and this will disband the Group automatically.
To learn more, check out the Groups overview.
Setting up custom branding
Mixmax logo appears on multiple enhancements like link previews in emails as well as calendar events and poll confirmation pages. If you are on a Growth or Enterprise plan, you can replace the Mixmax logo with your own and customize the colors of the buttons.
To apply custom branding, go to the Branding section of the Mixmax dashboard. Here, you can specify the company name and logo, add the link that will open when users click on the logo, customize the color scheme, and so on.
When you are done, click Save Branding to apply the changes!
For more details, see Creating custom branding.
Sharing custom branding with your Groups
If you want other members of your team to use the custom branding you set up, just click View sharing in the top right corner of the page.
You can select the Individuals or Groups tab to share the custom branding with specific Workspace members or a whole Group you created.
That's how easy it is to set up Groups in your Workspace and create a custom look for your Mixmax! Now you can add some members to your Groups. Click Next below to learn how.