With the new Mixmax Contacts page, boosting sales engagement is easy. You can filter the Contacts by engagement with just one click and target the most engaged Contacts first, saving your time and increasing efficiency. The Mixmax Sidebar with all the details for each contact is also only a click away.
Here is how our new Contacts page works:
Adding Contacts
New Contacts are added to the page automatically once you start communicating with them via emails.
If Salesforce is connected to your Mixmax account and a Contact/Lead with this email address already exists in Salesforce, the new contact will appear on the Contacts page with a cloud icon and the Name, Title, and Account details from Salesforce.
If Salesforce is not connected or a Contact/Lead is not found, only the contact's email address will appear on the Contacts page without the cloud icon.
To see a new contact added, follow these steps:
Send an email or a meeting invite to a recipient (ensure the email address is not part of the Exclusions list, and it is synced to Mixmax (please keep in mind the Sequence settings)).
Check the Contacts page (you might need to refresh it): your new contact will appear there automatically.
When you open the Contacts page, only some of the contacts (those you interacted with in the last 4 weeks) are displayed by default. To view more contacts, click Load more at the bottom of the page:
Engagement score
In the Engagement score column, you can see each contact's level of engagement. Here is what each score means:
Highly engaged: The contact either opened your emails at least 3 times or opened them at least once, followed by one of these activities:
Clicked
Downloaded
Replied
Voted in a poll/survey
Accepted a meeting invite
Engaged: The contact opened your emails at least once.
Previously engaged: The contact was previously Engaged or Highly engaged but has no activity in the past 2 weeks.
Not engaged: The contact hasn't interacted with you yet.
Here is an example: You send an email to Contact X (who already exists in Salesforce). Contact X will then be added to the Contacts page with their Name, Title, Account, and score Not engaged. Next, Contact X opens your email without replying. The contact's score will change to Engaged.
Let's say Contact X replies to you next, and then you write to them again. As a result, the contact's score will change to Highly engaged.
If 2 weeks pass after that without any new interactions with Contact X, their score will change to Previously engaged.
When you open the Contacts page, you see Highly engaged contacts by default. To switch to a different view, simply select another option from the Engagement drop-down menu:
By default, contacts are sorted by engagement first, from Highly engaged to Not engaged, and then by the Last touchpoint date showing the most recently contacted first. You can always easily find the Highly engaged contacts to act on them - they will be at the top of the list.
Keep in mind that currently, there are certain limitations for Outlook users:
When an email has multiple recipients, all of the Opened and Clicked activity will appear related to the first recipient in the To field, even if that recipient is not the one who actually opened the email. This means, the Engagement score for Outlook users might not reflect the actual data.
For example, you send an email to contacts A, B, and C. Contact A is the first recipient in the To field, but contact A didn't open the email, while contact B opened it five times.
This activity will be tracked only for contact A because this contact is the first recipient in the To field. As a result, contact A will be flagged as Highly engaged, and contact B may not be flagged as Highly engaged even though this recipient is the one who actually opened the email 5 times.
Last touchpoint
To get more context on your interactions and better decide how to keep engaging with your contacts, check out the Last touchpoint column.
You will see the latest email activity with the corresponding contact and how long ago it took place.
For now, calls are not detected by the Contacts page. We will add this capability soon.
Filtering by Account
You can easily filter for contacts that belong to a particular Salesforce Account. To filter the list of contacts by Account, simply start typing in the Account field at the top of the page, then select the required Account from the automatically populated list.
You will see all contacts assigned to the selected Account.
To reset the Account filter, click the X icon, as shown below:
You can also click Clear filters to reset all filters at once.
Touched by filter (for Mixmax admins)
Mixmax admins can also filter the contacts by the user who contacted them. The Touched by filter is displayed only for Mixmax admins.
Using this filter, an SDR Manager can check the contacts touched by a specific SDR to facilitate coaching and collaboration.
Users without the Admin role in Mixmax will not see the Touched by filter. They will only see their own contacts on the Contacts page by default.
Searching for a contact
You can search for a specific contact by their name or email address. Simply start typing in the search bar in the top right corner of the Contacts page, and you will see an automatically populated list of contacts that match your search.
The Unsubscribed list of contacts is now available on the Sequences page. To learn more, see How to manage your Unsubscribed list.
Mixmax Sidebar on the Contacts page
Besides finding the most or least engaged contacts quickly, you can also conveniently view contextual information about a specific contact and take quick actions, such as sending an email or making a call. Simply click a contact to open the Mixmax Sidebar:
On the Contacts page, like in many other places around the Mixmax web app, you can access the People section of the Sidebar. For more details, see this help article.
Still have questions? Get in touch with our support team. We will be happy to assist.