Mixmax allows you to conveniently view all the communication history for you and your team members in the Live Feed.
You can access the Live Feed in several ways. One option is to go to the Live Feed section in the Mixmax web app. You can see your personal history of communications in the Myself tab.
Hover over Last activity to see a preview of the activity related to a specific email. If you click a column, you will be redirected to the original email thread in Gmail.
Other tabs above the Live Feed that correspond to your Workspace Groups allow you to check who your team members are emailing. In the Group Live Feed, you can also see the information on opens, clicks, and downloads for your team's emails.
The All groups tab includes data from all of the Workspace groups and is accessible for the Workspace admins only.
Syncing your emails to Mixmax
On the Starter plan and above, you can sync emails to Mixmax. You can decide whether to sync each individual email before you send it. To enable syncing to the Live Feed, simply hover over the Sync button in the compose window, then check the box next to Sync to Mixmax.
You can also log all emails to your Live Feed by default. To enable this setting, go to the CRMs & Live Feed settings section of your Mixmax web app. Under the Sync to Mixmax section, check the box next to Automatically send events to the Group Live Feed, Outbox, and Insights sections.
If this area is greyed out, it means that the settings are managed by a Role. You can ask your Workspace manager to enable this option for you in that case.
With the Mixmax Sidebar, you can view your team's history of communication with the Group Live Feed, show contextual information about recipients by hovering over their email addresses, and perform quick actions such as scheduling a meeting, creating a task, or logging a call - all directly from your Gmail Inbox!
Thanks to the Sidebar, it is so easy to find your most engaged recipients and drill deeper into their info or engage with them by a phone call or email - all in one smooth flow.
Enabling the Mixmax Sidebar
After you install Mixmax, the Sidebar will be enabled by default. To disable or re-enable the Sidebar, simply go to your General settings section and check the box next to Enable the Mixmax Sidebar.
Live Feed Sidebar tab
The Mixmax Sidebar lets you check your Group Live Feed without leaving the Gmail Inbox.
People Sidebar tab
The People section of the Sidebar displays the information related to a specific recipient. You can open this section by hovering over the recipient's email address in any email or searching for a particular contact using the Sidebar search function. The following details are available in the People tab:
The communication history with the recipient
General information about this contact
Contact, Lead, or Account information from Salesforce or other CRM (if you connected it to Mixmax)
Information on opens, downloads, and clicks from the Live Feed
The profile information from the recipient's LinkedIn
You can also easily access the People section of the Sidebar outside of Gmail in other sections all over the Mixmax web app:
1. The Mixmax Live Feed section
Just click any name in the Recipients column to open the Sidebar with the information of that recipient. The Sidebar tabs correspond to the People tab sections in your Mixmax Sidebar in Gmail.
2. Mixmax Outbox
Click any email in the To column to open the Sidebar in the Mixmax web app Outbox section.
3. Multiple Reports
a. Sequences > Recipients
To access the Sidebar in the Report Builder section, generate a new report with Sequences as the Report type and Recipients as the subtype. To open the Mixmax Sidebar, click any email in the Recipient Email column.
b. Customers > Recipients
You can also access the Sidebar in the Report Builder if you generate a report with Customers as the type and Recipients as the subtype. Click any email in the Recipient Email Address column to open the Sidebar.
4. The Recipients tab in the Sequence editor
When creating a new Sequence or editing an existing Sequence in the Sequences section, you will find the Sidebar right there in the Recipients tab too!
Adding a Contact/Lead to Salesforce
If you connected Salesforce to your Mixmax account, you can add new Salesforce Contacts/Leads using the Sidebar.
If you're reading an email from a recipient for whom you already have a record in Salesforce, you will also see and be able to edit their record in the Sidebar.
If no Salesforce record is associated with that recipient's email address, you can create a new record using the options in the Salesforce tab under the People Sidebar section:
To add a new Salesforce record, simply click Create Contact or Create Lead.
Mixmax can also create new Salesforce Leads or Contacts automatically when you email recipients without an associated Salesforce record. To learn more, see Automatically creating Leads or Contacts in Salesforce.
Tasks Sidebar tab
The Tasks Sidebar section allows you to see all of your existing tasks in one place, create new tasks, and complete multiple tasks in one go using the Tasks Workflow mode.
You can filter the tasks using the drop-down with preset due time options at the top of the tab.
To start the Tasks Workflow mode, simply click Start X Tasks at the top. To create a new task, click the +Add new task button at the bottom of the tab.
The Shortcuts button on the right side of the Mixmax Sidebar allows you to quickly create tasks and meetings, add Contacts/Leads to Salesforce, and make and log calls.
Well done! Just one lesson left! Click Next to learn more about Mixmax workflow automation.