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Getting started as a CSM
Part 8: Adding Recipients to a Sequence & Personalization
Part 8: Adding Recipients to a Sequence & Personalization

This is part 8 of the Getting Started as a CSM course, where we show you how to add recipients and personalize your sequences.

Updated over a week ago

Now that you have created your sequence and configured its stages and settings, you can start adding recipients to the sequence. Once you add people to the sequence, they become recipients of email messages and tasks you create as the sequence stages. To boost engagement, you can personalize your sequence for each recipient.

There are several different places where you can add recipients to a sequence:


You can add a recipient to a sequence directly from the email compose window in Gmail.

When composing a new email, specify the recipient in the To field, select a sequence from the Sequences menu in the top bar, fill out the variable values (if you use variables in this sequence) for the recipient, and click Send.

Adding recipients from compose window

On the Mixmax Growth plan and above, you can personalize the sequence stages for each recipient. To do that, when you add recipients from the compose window, select a recipient and a sequence first. Then, click the pencil icon as displayed below:

Personalizing from the compose window

In the popup window that opens, click Edit. You’ll see a preview of the sequence stages, which you can edit as required.

You will only see the Edit button if you added a recipient in the To: field.

The Edit button

Click Save when you're done, and you'll be ready to start the sequence for the selected recipient.

If you personalize a sequence stage and later update the default sequence stage content, the recipient will still receive the personalized content for each stage.

To learn more, see the article about adding recipients from Gmail.

Mixmax web app

You can add one or several recipients to a sequence using the Mixmax web app. Mixmax allows you to upload a CSV list of users, add individual recipients manually, or import users from a list of SFDC Contacts/Leads.

When adding recipients to a sequence, you must provide the user's email for each added recipient. You will be prompted to also fill in the values for the variables you used in the sequence. For each variable used in the sequence, there will be a removable column in the Add Recipients table (see below).

To add people to the sequence, open the required sequence in the Mixmax Sequences section and click Actions > Add Recipients at the top of the page or the Add Recipients button on the Recipients tab. The Add Recipients window will open.

Next, add individual recipients manually or upload the list of recipients (from a CSV file/Salesforce), and click Activate Recipients to start the sequence for the added recipients.

Activating recipients

Before activating the recipients, you can add some personal touches to the content for each individual recipient for optimal engagement or review the automated emails you are about to send. To do it, click Review and Personalize at the bottom of the Add Recipients window.

Review and personalize

Select the recipient on the left side of the Review and Personalize window. On the right, edit the stage content and schedule the send date/conditions for any stage. Any changes you make only affect the specific selected recipient, so feel free to make your stages as personal as you want.

If you need to personalize the very first stage of your sequence, make sure to schedule your sequence to start in the future. This will ensure you have the opportunity to modify Stage 1 for each individual recipient.

Personalizing a sequence stage

To learn about adding recipients in more detail, see how to add a recipient from the web app.


If you use Salesforce and it is connected to your Mixmax account, you can also add a list of recipients to a sequence directly from SFDC.

To add recipients from Salesforce, in the Contacts or Leads SFDC tab, check the boxes next to the people you want to add to a sequence and click the Add to Mixmax Sequence button at the top of the page.

Next, when prompted, select the sequence to which recipients should be added. You will be redirected to the Mixmax web app to finish adding recipients and personalizing the stages, just as described above. That's it!

Adding recipients via Salesforce

For more details, check out how to add recipients from Salesforce.

Well done! Click Next to go to the next lesson. Let's learn more about Tasks!

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