Mixmax

This article describes various ways to add recipients to sequences manually and automatically.

Options for adding recipients to a Sequence

This article will teach you how to add recipients to Sequences using correctly formatted CSV files.

How to upload Sequence recipients using CSV files

This article will teach you how to add recipients to sequences from the Mixmax Dashboard.

Adding recipients to a Sequence in the Mixmax Dashboard

Learn what each recipient status means in a Mixmax Sequence — active, queued, paused, exited: completed, exited: due to rule, and more.

Understanding Sequence recipient statuses

This article describes how to add a recipient to a Sequence directly from the Gmail compose window.

How to send someone a sequence from Gmail

This article describes how you can add one or several recipients to Sequences directly from Salesforce.

How to add recipients to a Sequence from Salesforce

This article describes how you can add recipients to Sequences automatically using Mixmax Rules.

How to automatically enroll recipients into a Sequence using Rules

This article will help you use variables to set up Sequence stages with unique links for each recipient.

How to send recipients unique links using variables

This article describes how to customize Sequence stages for individual recipients.

How to personalize Sequences

Learn about the monthly limit on activated recipients you can add to sequences, based on your Mixmax plan.

Sequence recipients limit

How Gmail rate limits affect sequence sending, and what Mixmax does to protect your deliverability.

Gmail sending rate limits for sequences

This article describes how you can add unique CC/BCC email addresses for each recipient of your sequences.

How to add unique CC/BCC for recipients in Sequences

This article describes how you can temporarily stop sending Sequence stages for individual recipients or on the Sequence level.

How to pause recipients in a Sequence

This article will teach you how to remove a recipient from a Sequence to prevent remaining stages from sending.

How to remove recipients from Sequences

This article lists the default settings you can enable to remove recipients from Sequences automatically if certain conditions are met.

How are recipients exited from Sequences?

This article describes how to reschedule Sequence stages or change the duration between stages in an active Sequence.

How to reschedule Sequence stages for recipients

Adding and managing recipients

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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