The Mixmax and RB2B integration lets you identify anonymous website visitors and automatically enroll them in personalized, multichannel sequences in Mixmax.
Requirements
A workspace admin must configure the RB2B integration from their account. Once a workspace admin enables the integration, end users will be connected.
How to Enable the RB2B Integration in Mixmax
1. To connect your workspace with the RB2B integration, go to Settings > Integrations and click 'Enable RB2B'.
2. After enabling RB2B, click on 'Webhook URL.' A notification will appear indicating that the link has been copied.
3. After copying the webhook URL, go to the RB2B integration settings and select 'View integration settings' in the Mixmax tile.
4. Paste the webhook link into the 'Webhook URL' field and click 'Save.'
For more information about the RB2B <> Mixmax integration, check out this article.
RB2B in Mixmax Rules
Once the RB2B integration is enabled, here's how users can set up Mixmax rules to add website visitors to Mixmax sequences.
1. From the Rules page, select '+ New Rule,' then select 'RB2B' as the Rule Trigger.
2. Configure the filters to specify which recipients should be added to the Sequence.
3. Click '+Add action,' select Sequence, and then choose the Sequence to which you want the recipients to be added.
4. Configure the send times as needed and then enable the Rule by clicking 'Active & Close.'
RB2B Variables in Sequences
Users can utilize RB2B data as variables within their Sequence content. The values for these Sequence variables will be automatically populated from the data automatically retrieved from RB2B.
To add an RB2B variable within your stage content, select 'Insert Variable' within the stage editor.
Next, select the RB2B tab and choose the variable you want to use.
