Part 6: Workspace settings

This is part 6 of Chapter 1 of the Workspace Administration course, where we show you how to configure general Workspace settings.

Updated over a week ago

Below, we'll go over all the various settings that apply to your workspace as a whole, what they do, and how you can adjust them as an admin.

Default user role

You can choose what user role will be assigned to users who join your Workspace by default. Simply select the required role from the Default role drop-down menu in the Workspace tab.

Default role


Name of your Workspace

To make it easier for users to find your Workspace, you can change its name at the Workspace tab.


Adding allowed domains

You don't have to add all your Workspace members by hand. Often it is more efficient to allow users to join your Workspace on their own.

At the Workspace tab in Admin settings, you can decide users from which domains will be able to join your Workspace and set a name for it so that it is easier to find it.

You will get an email notification when a new member joins your Workspace.

When new users join your Workspace, they are placed on a two-week free trial. When the trial expires, new members will be automatically added to your paid plan unless they opt out. You will be charged for this subscription via the payment method (e.g., a credit card) you specified in the Billing tab.

If you want users from specific domains to be able to join your Workspace automatically, you can also add one or several domains in the Allowed domains field.

Allowed domains

If you add an allowed domain, users with that domain in their email accounts will be able to join your Workspace automatically. For your convenience, new users who join your Workspace automatically will also get auto-upgraded to the default Workspace paid plan after their trial ends.

When users are auto-upgraded, you will be notified automatically as Workspace Admin. If you would prefer to disable this and only add users manually, don't set any allowed domains.

To learn more, see Joining Workspaces.


Maximizing usability

The Workspace tab also allows you to configure a number of settings for maximizing the Workspace usability, including the daily send limit for sequences, custom domains for calendar and tracking, which can enhance email deliverability, and a list of unsubscribed domains.

Daily Send Limit

You can limit the number of sequence emails Mixmax will send per day to help your Workspace members comply with Gmail email-sending limitations. The Daily Send Limit sets a maximum number of sequence emails that a single Workspace member can send within a calendar day.

Check the box next to Allow emails to be sent on weekends if you wish to prevent sending automatically scheduled emails during the weekend.

Daily send limit

The Daily Send Limit setting only applies to Sequence stage emails sent in bulk. Daily send limits won't apply to emails sent or scheduled outside of Sequences.

For more details, check out the Daily Send Limit FAQ.

Custom domains

Tracking and calendar features in Mixmax use web requests. Your recipients' traffic is analyzed to allow tracking opens, downloads, displaying your calendar information, etc.

You can use custom domains belonging to your company for this traffic to improve your message deliverability and make your messages easier to differentiate.

Here is how you can configure custom tracking and calendar domains:

1. Specify the custom domains.

At the Workspace tab, enter the Custom calendar domain and/or Custom tracking domain you selected in the respective fields.

Custom domains in settings

2. Create a CNAME record.

You might need some help from your IT department or DNS administrator to set this up.

After you enter custom domains, you will be prompted to create a CNAME record that points to a Mixmax domain in the following format:

yourcompany.vanity.mixmax.com (The first part will be different for your own domain).

If you are using both custom tracking and calendar domains, you must create a new CNAME record for each of them (for example, tracking.yourdomain.com and calendar.yourdomain.com).

Creating a CNAME record is something you will need to set up with your DNS provider (outside of the Mixmax user interface). The exact steps depend on your DNS or hosting service provider.

Make sure your new domain records have 'label' or 'host' values according to the domain name you've chosen (i.e., 'tracking' or 'calendar') and 'destination' or 'target' name values provided by Mixmax (like 'yourcompany.vanity.mixmax.com').

3. Wait for the custom domain validation.

Mixmax will need up to several hours to validate the domain ownership, depending on how fast your DNS records are updated. You will see a green checkmark next to custom domains in your Settings as soon as the validation is complete. Mixmax will immediately begin to use the custom domains for all tracking and calendar links.

To learn more, take a look at the custom domains article.


Unsubscribe list

You can prevent the Workspace members from sending sequences to certain domains.

To include a domain in the unsubscribe list, simply enter one or several domains into the Unsubscribed domains field. Domains should be in the xxxx.xxx format, if there is more than one, make sure to separate them by a line break.

Unsubscribed domains

Your Workspace members will not be able to add recipients that belong to unsubscribed domains to their sequences; if they attempt to do that, recipients will be automatically removed from the sequence.

For more information, see how to unsubscribe domains from sequences.

We also recommend checking these email deliverability best practices.

Way to go! Now click Next and check out the next lesson.

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