Basic Rules are available on all plans except for the Free plan. Check out our pricing page for more information.
With Mixmax Rules, you can use your time more efficiently and stay on top of correspondence with prospects and customers. Mixmax Rules let you build workflow automation that automatically sends a reschedule invitation based on an email template when someone cancels a meeting with you.
Creating your Rule
For individuals, go to the Rules section on your account and click +New Rule.
If you're a Workspace Admin and would like to configure this workflow for your entire team, go to the Workspace rules section in the Admin center and click +New Rule.
Next, enter a title for your rule.
Each Mixmax Rule has 3 steps: Trigger, Filter, and Action.
Trigger
For the Rule trigger, select Meeting.
Next, select My meeting is canceled and click Continue.
This Rule works only for meetings scheduled through Mixmax Calendar Invites.
Filter
Next, you can specify the conditions under which the Rule should be triggered; for example, you might want this Rule to apply only to meetings that start in the next 2 hours.
Please note that the Meeting > "A meeting starts" trigger is currently not supported for Outlook-based users.
First, click Add Condition.
Next to Guest (email), click the drop-down to select Start time from the menu.
Next, select the period of time until the meeting starts from the corresponding drop-down menus; in our example, 'in the next' 2 hours.
Click Add condition again to add other conditions if necessary. For example, you might want to be notified only if you are the meeting organizer.
If you wish to select multiple filters, each of which should trigger this automation, change the filter logic to If ANY of the following are true.
Click Continue when you are done adding filters.
Action
For your action, select Email from the options.
In the next window, select Send them a template and click Continue.
Next, select the pre-configured Email Template you want to send from the Select a template drop-down list. To search for a specific template, simply start typing the name of the template in the Search templates field.
The recipient's information will be automatically populated via the variables you add to the Email Template.
If you want a delay between recipients canceling the meeting and sending them the invitation to reschedule, you can specify a period of time in minutes, hours, weekdays, or days under Delay sending.
You can also limit when the rescheduling message can be sent. Under Configure send time, switch the toggle to On, then select the start and end times and the time zone you want to use.
When you are done, click Activate & Close. Your Rule is good to go!
For more real-life Rules use cases, check out our Rules Library!