Part 6: Sequences

This is part 6 of the Getting Started as an SDR course, where we show you how to create a sequence and add recipients.

Updated over a week ago

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.

You can also review and customize each email in the sequence to make sure your prospects receive highly personalized correspondence.

Creating a Sequence

To create a new Sequence, follow these steps:

  1. Go to the Sequences section in the Mixmax dashboard.

  2. Click the + New sequence button at the top of the page.

  3. Specify the name and folder (optional) for the new Sequence.

  4. Click Create. The Sequence will be created, and you will be redirected to the Sequence setup.

Create a new Sequence

Adding Sequence stages

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.

Adding stages

For each stage, the following settings are available:

  1. Stage Action: You need to determine what activity will take place at this stage. If you select automated emails, it means an email will be sent automatically according to the stage settings. Task stages require you to perform certain activities manually. You have already learned more about different types of tasks in Mixmax in one of the previous lessons.

  2. Perform action in: This setting determines the wait time in days, weekdays (excludes weekends), or hours that must pass after the previous stage is sent before the stage you are setting up starts. If you select the 'weekdays' option, stages will automatically skip weekends.

This setting can't be enabled for the first stage of the sequence, as you will be able to decide when the sequence starts for recipients after you add recipients.

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

This setting is not applicable for the first stage of the sequence, as all added recipients will get the first stage.

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

Sequence settings

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.

Sequence Settings tab

You can set up the following:

  • Configure tracking for emails sent from your sequence

  • Prevent adding certain recipients to the sequence

  • Configure how recipients are removed from your sequence

  • Pause sending stages on US holidays

  • Sync events to your CRM

  • Add an unsubscribe link to your sequence

  • Configure notifications for your sequence

  • Add CCs and BCCs to your sequence

Adding recipients to the sequence

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:

Here is how you can add recipients to a sequence from the Mixmax web app:

Here is how you can add recipients directly from Salesforce:

No matter which way you choose to add recipients to a sequence, you will still be able to add some personal touches to the content for each individual recipient for optimal engagement or review the automated emails you are about to send before activating the recipients.

You are ready to create highly personalized sequences now! In the next lesson, you will learn more about Tasks in Mixmax.

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