Once you have set up the stages in your Sequence, you will want to adjust the settings to ensure it behaves as you need. To configure the Sequence settings, go to the Settings tab in your Sequence.
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To manage the tracking settings for emails sent from your Sequence, click Tracking on the left, then check the boxes next to the settings you wish to enable.
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For email stages (auto and manual) of each Sequence, you can decide whether to:

We recommend enabling all these settings on Sequences you send to customers.

The settings on the Recipients tab below can prevent recipients from being added to a Sequence.
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By default, this option is enabled, which prevents a recipient from receiving the same Sequence more than once. Disable it if you want to allow recipients to receive the same Sequence.

When selected, we'll prevent you from adding this user to another Sequence. If the recipient is already active in another Sequence with this setting enabled, Mixmax will automatically remove them when you attempt to add the user to another Sequence.

As above, when this is selected by another Sequence you own or by another Sequence someone else on your Team owns, Mixmax will prevent you from adding the same recipient to multiple Sequences at the same time. This helps ensure your contacts don't receive too many emails from your Team.

See How recipients are exited from Sequences to know more about how you can configure when recipients are automatically removed from your Sequence based on their activity in the Exit Criteria section of the Settings tab.

You can enable the setting to detect out-of-office replies.

If Mixmax detects an out-of-office email, it will extract the recipient's return date and reschedule the next automated email stage in the Sequence to that date.

Public holidays in the US are skipped by default.
If you don't want your Sequence to pause sending during the holidays, uncheck the box next to Skip US holidays - automatically reschedule all stage actions in a sequence to the next available day after the holiday under Schedule > Holiday to keep sending email stages and creating tasks on holidays.

Below, you will find the US holidays in 2026 and 2027 that are skipped by default:

Under CRMs, you can manage the settings that ensure your Sequence activities are synced to your CRM, like Salesforce.

To allow users to unsubscribe from emails in your Sequence, you can select to include an unsubscribe link in your Sequence emails. This will prevent you from adding unsubscribed recipients into Sequences in the future.

Click Unsubscribe on the left to include the unsubscribe link in your Sequence emails. This setting can also be configured at the Role level by Workspace admins. To learn more, see how to configure the unsubscribe link on the Workspace level.

To automatically get notified about recipients' activity, such as email opens, clicks, and downloads, enable desktop or Slack notifications under Notifications.

You can add the same CC and BCC to all your Sequence emails using the settings in the CC & BCC section.

Start typing a name or email address in the CC or BCC field, select the contact from the list of automated suggestions, and this user will be automatically CC'd or BCC'd on all Sequence emails you send.

To add CCs or BCCs for specific recipients, use variables when adding recipients. To learn more, see how to add unique CC/BCCs for recipients.

To change the email address displayed in the From field for Sequence emails:

That's all! Your Sequence is ready to go; just add the recipients.