The Mixmax Sequences feature is a powerful tool that helps you save time and boost the efficiency of bulk outreach with emails and tasks. With Sequences, you can decide when to distribute each next email in a chain by setting conditions on the stages of your sequence.

To create a new Sequence, follow these steps:

Once the Sequence is created, the next step is to configure the Sequence stages. Each stage represents the activity you would like to perform for the Sequence recipients.

To add a new stage, click Add stage on the left.

For each stage, the following settings are available:

3. Condition: You can decide under what conditions the stage will be triggered, for example, 'If previous email is not replied.'

For each type of stage action, there are also certain custom settings you can configure.

Adding templates to a Sequence ensures your bulk emails stay consistent — and creating them is super efficient.

To insert a template into a Sequence stage, hover over the Templates button in the top right corner of the stage editor or simply enter ; (semicolon) and start typing the name of the template. A list will open as displayed below.

You can use variables in Sequences, just like in Templates, to customize your messages to the recipients. Variables will be automatically replaced with the information from Mixmax.

Variables data can be added to Mixmax in the following ways:

Once you create a new variable, it will appear at the top of the stage editor. Simply click Insert variable to add it.

For more details on advanced variables, see How to use Liquid Markup for advanced variables.

After you set up the stages in your sequence, the next step is to configure the settings to make sure your sequence behaves as you need. To configure the settings, go to the sequence Settings tab.

You can set up the following:

To learn more, see How to configure sequence settings.

Now that you have created your sequence and configured its stages and settings, you can start adding recipients to your 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.

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:

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

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

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

You can also 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 or a pre-configured list of Mixmax Contacts.

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 at the Recipients tab. You will see the Add Recipients window open.

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

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.

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, and that's it!

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

If you don't use Salesforce, CSV file import is another option to add multiple recipients to a sequence in Mixmax! Here's how you can do it:

2. Click the CSV button at the top of the modal to select your CSV list of recipients, or simply drag and drop it into the window. You will see the users from the CSV added to the list of recipients in the window.

For more details on CSV files and best practices, see the help article on CSV import.

Great job! Your sequences are ready to send now. Let's go to the next lesson!