# Mixmax Help Center

> How can we help you?

## Getting started

- [Installing Mixmax and required permissions](https://success.mixmax.com/en/articles/8079788-installing-mixmax-and-required-permissions.md): This article describes Mixmax installation and onboarding and the exact permissions you give to Mixmax.
- [Recommended Mixmax Chrome extension site access settings](https://success.mixmax.com/en/articles/13719079-recommended-mixmax-chrome-extension-site-access-settings.md): This article explains how Chrome's site access settings affect the Mixmax extension and how to troubleshoot related issues.
- [Send and Archive](https://success.mixmax.com/en/articles/8206226-send-and-archive.md): This article describes how to turn on the Gmail Send and Archive setting that Mixmax also respects.
- [Enabling Undo send](https://success.mixmax.com/en/articles/8186122-enabling-undo-send.md): This article will teach you how to enable the Undo send Mixmax setting so you can take back a message sent by accident.
- [How to add Send-as email addresses and aliases](https://success.mixmax.com/en/articles/8194516-how-to-add-send-as-email-addresses-and-aliases.md): This article describes how to add multiple email addresses and aliases that you can use when sending emails with Mixmax.
- [I want to change how my name appears in my emails](https://success.mixmax.com/en/articles/8185911-i-want-to-change-how-my-name-appears-in-my-emails.md): This article will teach you how to change your name as it appears in your emails and Calendars.
- [Adding a custom HTML signature](https://success.mixmax.com/en/articles/8185848-adding-a-custom-html-signature.md): This article describes how you can edit your signature in Mixmax and add a custom signature using the HTML code.
- [Importing and creating signatures](https://success.mixmax.com/en/articles/8194546-importing-and-creating-signatures.md): This article will teach you how to import your Gmail signature into Mixmax or create a new one using Mixmax capabilities.
- [Default email address](https://success.mixmax.com/en/articles/8206202-default-email-address.md): This article describes how you can configure your default email address in Gmail and import it to Mixmax.
- [Reply all by default](https://success.mixmax.com/en/articles/8206418-reply-all-by-default.md): This article will teach you how to make Reply All the default behavior in Gmail settings.
- [How to install the Mixmax Add-in for Outlook as a Microsoft Admin](https://success.mixmax.com/en/articles/9018839-how-to-install-the-mixmax-add-in-for-outlook-as-a-microsoft-admin.md): Learn how to install the Mixmax Add-in for Microsoft Outlook as a Microsoft 365 Administrator.
- [How to install the Mixmax Add-in for Outlook as a Mixmax user](https://success.mixmax.com/en/articles/9184028-how-to-install-the-mixmax-add-in-for-outlook-as-a-mixmax-user.md): Learn how to install the Mixmax Add-in for Microsoft Outlook as a Mixmax user.
- [How to use the Mixmax Add-in for Outlook](https://success.mixmax.com/en/articles/9042033-how-to-use-the-mixmax-add-in-for-outlook.md): This article will help you learn how to use the Mixmax Add-in for Microsoft Outlook and its various sales engagement boosting features.
- [Mixmax for Outlook troubleshooting tips](https://success.mixmax.com/en/articles/9042023-mixmax-for-outlook-troubleshooting-tips.md): This article provides solutions to common issues you might encounter after installing the Mixmax Add-in for Outlook.
- [How to uninstall the Mixmax Add-in for Outlook](https://success.mixmax.com/en/articles/9189034-how-to-uninstall-the-mixmax-add-in-for-outlook.md): This article explains how to uninstall the Mixmax Add-in for Microsoft Outlook as a Mixmax user.
- [Mixmax SLAs and system requirements](https://success.mixmax.com/en/articles/8186366-mixmax-slas-and-system-requirements.md): This article outlines target SLAs for various Mixmax features and Mixmax system requirements.
- [Sign up for training webinars!](https://success.mixmax.com/en/articles/8224446-sign-up-for-training-webinars.md): This article describes how you can sign up for live Mixmax webinars or watch a recording of the most recent webinar.
- [How to get help](https://success.mixmax.com/en/articles/8663569-how-to-get-help.md): This article describes how you can get in touch with the Mixmax support team.
- [What is Mixmax?](https://success.mixmax.com/en/articles/15551948-what-is-mixmax.md): A quick overview of Mixmax — what it does, how it works, key capabilities, and which plan fits your workflow.
- [How are my messages sent with Mixmax?](https://success.mixmax.com/en/articles/8186347-how-are-my-messages-sent-with-mixmax.md): This article explains how sending messages with Mixmax works.
- [Is Mixmax available for mobile?](https://success.mixmax.com/en/articles/8186224-is-mixmax-available-for-mobile.md): This article describes how Mixmax works with mobile devices.
- [Is Mixmax available for Safari, Firefox, and other web browsers?](https://success.mixmax.com/en/articles/8186322-is-mixmax-available-for-safari-firefox-and-other-web-browsers.md): This article lists the web browsers with which Mixmax is compatible.
- [How many users can access my Mixmax account?](https://success.mixmax.com/en/articles/8186407-how-many-users-can-access-my-mixmax-account.md): This article describes how Mixmax accounts work and what you can do to share Mixmax features with your team members.
- [How do I remove the "Sent with Mixmax" signature from my email?](https://success.mixmax.com/en/articles/8186201-how-do-i-remove-the-sent-with-mixmax-signature-from-my-email.md): How to stop the "Sent with Mixmax" line from being added to your emails. Available on all paid plans.
- [How do I delete the Mixmax extension?](https://success.mixmax.com/en/articles/8186284-how-do-i-delete-the-mixmax-extension.md): This article will help you to delete the Mixmax extension from your Google Chrome browser.
- [How do I share my love for Mixmax?](https://success.mixmax.com/en/articles/8186357-how-do-i-share-my-love-for-mixmax.md): This article outlines all the ways you can share your love for Mixmax with the world.
- [What is included in the Mixmax Free plan?](https://success.mixmax.com/en/articles/8075493-what-is-included-in-the-mixmax-free-plan.md): This article lists all the features included in the Mixmax Free plan.
- [Does Mixmax provide multi-language support?](https://success.mixmax.com/en/articles/8307298-does-mixmax-provide-multi-language-support.md): This article outlines the plans for future Mixmax multi-language support.

## Inbox Copilot

- [Signals](https://success.mixmax.com/en/articles/12632237-signals.md): Mixmax’s signal-based workflows make sure you never lose momentum in your sales conversations—your inbox now helps you take the next best action, automatically.
- [Inbox Categorization](https://success.mixmax.com/en/articles/12316491-inbox-categorization.md): Stay focused on what matters most in your inbox.

## Sequences

- [What is a Sequence?](https://success.mixmax.com/en/articles/15804255-what-is-a-sequence.md): Learn what a Mixmax Sequence is — a multi-stage automated outreach workflow — and how it differs from templates and one-off emails.
- [How to create a new Sequence](https://success.mixmax.com/en/articles/7979755-how-to-create-a-new-sequence.md): This article describes how to create a Sequence, configure its settings, and add recipients.
- [Create Sequences with AI](https://success.mixmax.com/en/articles/9918181-create-sequences-with-ai.md): Utilize AI to create a Sequence.
- [Create Sequences from a template](https://success.mixmax.com/en/articles/9927897-create-sequences-from-a-template.md): Mixmax's curated templates will give you a head start
- [How to configure Sequence settings](https://success.mixmax.com/en/articles/8307439-how-to-configure-sequence-settings.md): This article explains how to modify your Sequence settings to align with your requirements.
- [How to edit a Sequence](https://success.mixmax.com/en/articles/8112787-how-to-edit-a-sequence.md): This article explains how to edit an unused Sequence by renaming it at any time and by adding, deleting, or reordering its stages via drag-and-drop from the Stages tab before adding recipients.
- [How to use variables in a Sequence](https://success.mixmax.com/en/articles/8069312-how-to-use-variables-in-a-sequence.md): This article will teach you how to customize your Sequence stages using variables.
- [How to add automated emails to your Sequence](https://success.mixmax.com/en/articles/8341388-how-to-add-automated-emails-to-your-sequence.md): This article describes how you can add personalized automated email stages to Sequences and set conditions for sending them.
- [How to enable unsubscribing for Sequences](https://success.mixmax.com/en/articles/7973747-how-to-enable-unsubscribing-for-sequences.md): This article describes how individuals and Workspace Admins can set up unsubscribe links for the email stages of Sequences.
- [How to copy a Sequence](https://success.mixmax.com/en/articles/7979729-how-to-copy-a-sequence.md): This article will teach you how to create copies of your Sequences.
- [How to thread emails and edit subject lines in Sequences](https://success.mixmax.com/en/articles/8103117-how-to-thread-emails-and-edit-subject-lines-in-sequences.md): This article explains how you can set up follow-up Sequence stages and their subject lines.
- [What changes can I make to an active Sequence?](https://success.mixmax.com/en/articles/8124467-what-changes-can-i-make-to-an-active-sequence.md): This article will teach you how to modify an active Sequence by adding or removing stages and changing the duration between stages.
- [Options for adding recipients to a Sequence](https://success.mixmax.com/en/articles/8129086-options-for-adding-recipients-to-a-sequence.md): This article describes various ways to add recipients to sequences manually and automatically.
- [How to upload Sequence recipients using CSV files](https://success.mixmax.com/en/articles/8102565-how-to-upload-sequence-recipients-using-csv-files.md): This article will teach you how to add recipients to Sequences using correctly formatted CSV files.
- [Adding recipients to a Sequence in the Mixmax Dashboard](https://success.mixmax.com/en/articles/8194901-adding-recipients-to-a-sequence-in-the-mixmax-dashboard.md): This article will teach you how to add recipients to sequences from the Mixmax Dashboard.
- [Understanding Sequence recipient statuses](https://success.mixmax.com/en/articles/15804256-understanding-sequence-recipient-statuses.md): Learn what each recipient status means in a Mixmax Sequence — active, queued, paused, exited: completed, exited: due to rule, and more.
- [How to send someone a sequence from Gmail](https://success.mixmax.com/en/articles/7978700-how-to-send-someone-a-sequence-from-gmail.md): This article describes how to add a recipient to a Sequence directly from the Gmail compose window.
- [How to add recipients to a Sequence from Salesforce](https://success.mixmax.com/en/articles/8201133-how-to-add-recipients-to-a-sequence-from-salesforce.md): This article describes how you can add one or several recipients to Sequences directly from Salesforce.
- [How to automatically enroll recipients into a Sequence using Rules](https://success.mixmax.com/en/articles/8201134-how-to-automatically-enroll-recipients-into-a-sequence-using-rules.md): This article describes how you can add recipients to Sequences automatically using Mixmax Rules.
- [How to send recipients unique links using variables](https://success.mixmax.com/en/articles/8069417-how-to-send-recipients-unique-links-using-variables.md): This article will help you use variables to set up Sequence stages with unique links for each recipient.
- [How to personalize Sequences](https://success.mixmax.com/en/articles/8062542-how-to-personalize-sequences.md): This article describes how to customize Sequence stages for individual recipients.
- [Sequence recipients limit](https://success.mixmax.com/en/articles/15324380-sequence-recipients-limit.md): Learn about the monthly limit on activated recipients you can add to sequences, based on your Mixmax plan.
- [Gmail sending rate limits for sequences](https://success.mixmax.com/en/articles/7973300-gmail-sending-rate-limits-for-sequences.md): How Gmail rate limits affect sequence sending, and what Mixmax does to protect your deliverability.
- [How to add unique CC/BCC for recipients in Sequences](https://success.mixmax.com/en/articles/8102647-how-to-add-unique-cc-bcc-for-recipients-in-sequences.md): This article describes how you can add unique CC/BCC email addresses for each recipient of your sequences.
- [How to pause recipients in a Sequence](https://success.mixmax.com/en/articles/8069562-how-to-pause-recipients-in-a-sequence.md): This article describes how you can temporarily stop sending Sequence stages for individual recipients or on the Sequence level.
- [How to remove recipients from Sequences](https://success.mixmax.com/en/articles/8062257-how-to-remove-recipients-from-sequences.md): This article will teach you how to remove a recipient from a Sequence to prevent remaining stages from sending.
- [How recipients are exited from Sequences](https://success.mixmax.com/en/articles/8062058-how-recipients-are-exited-from-sequences.md): This article lists the default settings you can enable to automatically remove recipients from Sequences when specific conditions are met.
- [How to reschedule Sequence stages for recipients](https://success.mixmax.com/en/articles/8102997-how-to-reschedule-sequence-stages-for-recipients.md): This article describes how to reschedule Sequence stages or change the duration between stages in an active Sequence.
- [How to organize Sequences with folders](https://success.mixmax.com/en/articles/8081003-how-to-organize-sequences-with-folders.md): This article describes how to organize Sequences in your Mixmax web app using folders.
- [How to share Sequences](https://success.mixmax.com/en/articles/8062596-how-to-share-sequences.md): This article explains how to share Sequences with individuals and Workspace Teams.
- [How to archive Sequences](https://success.mixmax.com/en/articles/7979135-how-to-archive-sequences.md): This article describes how to archive Sequences and restore archived Sequences.
- [How to send Sequences on weekends](https://success.mixmax.com/en/articles/8948788-how-to-send-sequences-on-weekends.md): This article will teach you how to enable sending Sequences on weekends.
- [How to skip a Sequence Task](https://success.mixmax.com/en/articles/8312818-how-to-skip-a-sequence-task.md): This article explains how to move a recipient to the next Sequence stage without completing the Task associated with the current stage.
- [How to configure a daily email Send Limit for Sequences](https://success.mixmax.com/en/articles/7973957-how-to-configure-a-daily-email-send-limit-for-sequences.md): This article describes how to set a daily Send Limit for Sequence email stages and how Mixmax handles emails once the limit is reached.
- [How to unsubscribe entire domains from Sequences](https://success.mixmax.com/en/articles/8075297-how-to-unsubscribe-entire-domains-from-sequences.md): This article explains how to add an entire domain to the Unsubscribed domains list.
- [Analyzing recipients in Sequences with reports](https://success.mixmax.com/en/articles/8069896-analyzing-recipients-in-sequences-with-reports.md): This article explains how to access and download Sequence analytics and search through Sequence recipients.
- [How to analyze Sequence performance](https://success.mixmax.com/en/articles/8070010-how-to-analyze-sequence-performance.md): Learn more about email and task performance and recipient status metrics available in Sequence reporting.
- [What counts as a reply in Sequences?](https://success.mixmax.com/en/articles/7978637-what-counts-as-a-reply-in-sequences.md): This article explains what Mixmax counts as a reply in Sequences in case you don't want recipients who reply to receive follow-up stages.
- [How to A/B test sequences in Mixmax](https://success.mixmax.com/en/articles/15324337-how-to-a-b-test-sequences-in-mixmax.md): How to run A/B tests on Mixmax sequences by duplicating a sequence, changing one variable, and comparing results.
- [How are Sequence emails scheduled and prioritized?](https://success.mixmax.com/en/articles/7979546-how-are-sequence-emails-scheduled-and-prioritized.md): This article explores factors that influence how Mixmax determines which emails should be sent first.
- [How to configure a Sequence without tracking](https://success.mixmax.com/en/articles/7979665-how-to-configure-a-sequence-without-tracking.md): This article will teach you how to disable tracking for a Sequence.
- [How to send the same Sequence to a recipient more than once](https://success.mixmax.com/en/articles/8106002-how-to-send-the-same-sequence-to-a-recipient-more-than-once.md): This article describes how you can allow adding duplicate recipients to Sequences.
- [How to add recipients to the middle of a Sequence](https://success.mixmax.com/en/articles/8069797-how-to-add-recipients-to-the-middle-of-a-sequence.md): This article explains what workaround you can use if you need to add recipients to different stages in the middle of a Sequence.
- [How to resend undelivered emails](https://success.mixmax.com/en/articles/8112558-how-to-resend-undelivered-emails.md): This article describes how you can retry sending undelivered emails when your account gets rate-limited.
- [Rate limiting for sequences](https://success.mixmax.com/en/articles/8141438-rate-limiting-for-sequences.md): This article explores rate limiting and factors that can contribute to your email reputation.
- [Mixmax Sequence variables](https://success.mixmax.com/en/articles/8193863-mixmax-sequence-variables.md): This article will teach you what default and custom variables you can use to personalize email stages in your Sequences.

## Salesforce

- [Enabling Salesforce to use the Mixmax App](https://success.mixmax.com/en/articles/8317331-enabling-salesforce-to-use-the-mixmax-app.md): This guide shows you how to activate the Mixmax app inside Salesforce so you can avoid data-syncing issues.
- [Syncing to Salesforce](https://success.mixmax.com/en/articles/8010428-syncing-to-salesforce.md): This guide explains how emails, tasks, and calendar events sync between Mixmax and Salesforce.
- [How Mixmax Call, SMS, and To-do tasks are synced to Salesforce](https://success.mixmax.com/en/articles/8321263-how-mixmax-call-sms-and-to-do-tasks-are-synced-to-salesforce.md): This article explains how Mixmax syncs Call, SMS, and To-do type tasks to Salesforce.
- [How to Require a Call Disposition](https://success.mixmax.com/en/articles/12558944-how-to-require-a-call-disposition.md): You can make the Mixmax Call Disposition field required when logging calls to Salesforce so your team never forgets the outcome of a call
- [How Mixmax syncs shared activities to Salesforce](https://success.mixmax.com/en/articles/8010582-how-mixmax-syncs-shared-activities-to-salesforce.md): This article explains how Mixmax syncs activities shared across multiple Contacts as a single record without duplicates in Salesforce.
- [How to check Salesforce API limits](https://success.mixmax.com/en/articles/8321088-how-to-check-salesforce-api-limits.md): This article describes API usage limits and how you can check your API limits in Mixmax.
- [Syncing recurring Calendar events to Salesforce](https://success.mixmax.com/en/articles/8415123-syncing-recurring-calendar-events-to-salesforce.md): Here's how recurring Calendar events are synced between Mixmax and Salesforce.
- [Workspace Admin: Configuring the Salesforce integration for your Workspace](https://success.mixmax.com/en/articles/8006305-workspace-admin-configuring-the-salesforce-integration-for-your-workspace.md): This article teaches Workspace Admins how to set up the integration with Salesforce for the Workspace they manage.
- [Designating your Workspace Salesforce Sync User](https://success.mixmax.com/en/articles/8081610-designating-your-workspace-salesforce-sync-user.md): This article describes how you can designate the Salesforce Sync User for your Mixmax Workspace and why you need to do that.
- [Connecting to a Salesforce Sandbox](https://success.mixmax.com/en/articles/8321112-connecting-to-a-salesforce-sandbox.md): This article explains how to connect your Mixmax Workspace to a Salesforce Sandbox.
- [Salesforce Real-Time Sync](https://success.mixmax.com/en/articles/8317439-salesforce-real-time-sync.md): This article describes the Mixmax Real-Time Sync package that syncs data from Salesforce to Mixmax without utilizing your API quota.
- [How to enable Salesforce Real-Time Sync](https://success.mixmax.com/en/articles/8113086-how-to-enable-salesforce-real-time-sync.md): This article describes how to enable Mixmax Real-Time Sync for Salesforce and what the RTS package includes.
- [Real-Time Sync Conditions](https://success.mixmax.com/en/articles/8091908-real-time-sync-conditions.md): This article explains how enabling Real-Time Sync Conditions can reduce your APEX call usage.
- [Tips for Salesforce Syncing settings](https://success.mixmax.com/en/articles/8317287-tips-for-salesforce-syncing-settings.md): This article outlines some recommendations for setting up Salesforce data syncing with specific use cases.
- [Map synced Salesforce activities to custom Types with Process Builder](https://success.mixmax.com/en/articles/8317800-map-synced-salesforce-activities-to-custom-types-with-process-builder.md): This article describes how to use Salesforce Process Builder to automatically map synced Salesforce activities to custom activity Types.
- [Salesforce Custom Objects](https://success.mixmax.com/en/articles/8120854-salesforce-custom-objects.md): This article describes how to sync your Mixmax activity to custom objects in Salesforce.
- [Enabling Real-Time Sync on Custom Objects](https://success.mixmax.com/en/articles/8317504-enabling-real-time-sync-on-custom-objects.md): This step-by-step instruction will show you how to enable Mixmax Real-Time Sync on Custom Objects in Salesforce.
- [Salesforce Activity Logs](https://success.mixmax.com/en/articles/8075362-salesforce-activity-logs.md): Learn how to access Salesforce Activity Logs and what kind of information you can find there.
- [How to configure the Mixmax Call Disposition field](https://success.mixmax.com/en/articles/8322415-how-to-configure-the-mixmax-call-disposition-field.md): This article will teach you how to add the Mixmax Call Disposition field to Call options and Call type Tasks menu.
- [Non-Admin: Connecting your Mixmax account to Salesforce](https://success.mixmax.com/en/articles/8006676-non-admin-connecting-your-mixmax-account-to-salesforce.md): This article will teach individual users how to connect their Mixmax account to Salesforce.
- [Automatically create new Leads or Contacts in Salesforce](https://success.mixmax.com/en/articles/8336998-automatically-create-new-leads-or-contacts-in-salesforce.md): This article describes how to enable the automatic creation of new Salesforce Contacts or Leads directly from Gmail.
- [How to create Salesforce Leads or Contacts from Sequences](https://success.mixmax.com/en/articles/8177343-how-to-create-salesforce-leads-or-contacts-from-sequences.md): This article explains how to automatically create new Contacts or Leads in Salesforce directly from Sequences.
- [Salesforce Custom Objects in Mixmax Rules](https://success.mixmax.com/en/articles/8317719-salesforce-custom-objects-in-mixmax-rules.md): Learn how to include Salesforce Custom Objects in your Rules workflow automation.
- [Salesforce OAuth Connection Error: Approve Uninstalled Connected Apps](https://success.mixmax.com/en/articles/12706460-salesforce-oauth-connection-error-approve-uninstalled-connected-apps.md): If you're seeing an OAuth error when trying to connect Salesforce to Mixmax, don’t worry — this guide will help you fix it quickly.
- [Troubleshooting error messages between Mixmax and Salesforce](https://success.mixmax.com/en/articles/8718755-troubleshooting-error-messages-between-mixmax-and-salesforce.md): Here are some of the most common Mixmax\<--\>Salesforce data sync issues and tips to address them.
- [General Troubleshooting Guide for Salesforce connection issues](https://success.mixmax.com/en/articles/8075760-general-troubleshooting-guide-for-salesforce-connection-issues.md): This article includes troubleshooting tips for resolving issues with Salesforce connection to Mixmax.
- [Troubleshooting Rules with Salesforce actions](https://success.mixmax.com/en/articles/8075911-troubleshooting-rules-with-salesforce-actions.md): Learn what to do if your Rule with a Salesforce action isn't triggered.
- [Why didn't my Mixmax meeting sync to the Salesforce calendar?](https://success.mixmax.com/en/articles/8075955-why-didn-t-my-mixmax-meeting-sync-to-the-salesforce-calendar.md): This article provides troubleshooting tips to help you when your Mixmax meetings don't sync to Salesforce.
- [Unable to sync some of your tasks to Salesforce](https://success.mixmax.com/en/articles/8336694-unable-to-sync-some-of-your-tasks-to-salesforce.md): This article describes what you can do if your Sequence tasks are not synced to Salesforce correctly.
- [Salesforce variables](https://success.mixmax.com/en/articles/8193876-salesforce-variables.md): This article describes how synced Salesforce fields can be used as variables in Mixmax.
- [Enforce Account Association for Contacts in Salesforce](https://success.mixmax.com/en/articles/13232831-enforce-account-association-for-contacts-in-salesforce.md): How to require Account association for Contacts in Salesforce

## Emails

- [How to optimize email send times for recipients with Mixmax](https://success.mixmax.com/en/articles/7973361-how-to-optimize-email-send-times-for-recipients-with-mixmax.md): This article explains how the Mixmax AI Smart Send works and how it determines the best time to send messages based on recipients' activity.
- [How to use delegated sending in Sequences](https://success.mixmax.com/en/articles/8287529-how-to-use-delegated-sending-in-sequences.md): This article explains how to grant and request permission for delegated sending of Sequences in Mixmax.
- [How to use an email alias with Sequences](https://success.mixmax.com/en/articles/8148887-how-to-use-an-email-alias-with-sequences.md): This article explains how to use email aliases with email Sequence stages.
- [Smart Compose overview](https://success.mixmax.com/en/articles/8434391-smart-compose-overview.md): This article describes the Mixmax AI Compose feature available in Mixmax Sequences, Tasks, and Templates.
- [AI Compose FAQ](https://success.mixmax.com/en/articles/8699016-ai-compose-faq.md): This is an overview of Frequently Asked Questions about AI Compose.
- [Email Templates overview](https://success.mixmax.com/en/articles/7983814-email-templates-overview.md): Learn how Mixmax email templates can streamline your email workflow, bring consistency, and increase productivity.
- [How to create email Templates](https://success.mixmax.com/en/articles/7983738-how-to-create-email-templates.md): Learn how to create and save email templates in Mixmax, including options available on different plans, with step-by-step instructions.
- [How to save an email as a Template](https://success.mixmax.com/en/articles/7984269-how-to-save-an-email-as-a-template.md): This article explains how to turn a Sequence email or an existing Gmail template into a reusable Mixmax template so you can share it, add smart variables, and track performance.
- [How to add variables to email Templates](https://success.mixmax.com/en/articles/7983781-how-to-add-variables-to-email-templates.md): Learn how to use template variables in Mixmax to automate your email writing process and personalize emails with smart and custom variables.
- [How to add an attachment to email Templates](https://success.mixmax.com/en/articles/7983765-how-to-add-an-attachment-to-email-templates.md): This article will teach you how to add a tracked or untracked attachment to email templates.
- [How to use Liquid Markup for advanced variables](https://success.mixmax.com/en/articles/7973488-how-to-use-liquid-markup-for-advanced-variables.md): This article describes Liquid Markup and how to use it for creating advanced variables.
- [How to share email Templates](https://success.mixmax.com/en/articles/7983606-how-to-share-email-templates.md): This article describes how to share or revoke access to email templates and template folders.
- [How to archive or delete email Templates](https://success.mixmax.com/en/articles/7983632-how-to-archive-or-delete-email-templates.md): This article explains how to archive or delete personal and shared email templates.
- [Why does the text outside Mixmax templates sometimes appear different in size or style on mobile devices?](https://success.mixmax.com/en/articles/13414485-why-does-the-text-outside-mixmax-templates-sometimes-appear-different-in-size-or-style-on-mobile-devices.md)
- [Outbox](https://success.mixmax.com/en/articles/8001338-outbox.md): This article describes how to view and reschedule messages in your Mixmax Outbox.
- [Scheduling an email to Send Later](https://success.mixmax.com/en/articles/7984318-scheduling-an-email-to-send-later.md): This article explains how to schedule an email to be sent later and edit scheduled messages.
- [Enhancements overview](https://success.mixmax.com/en/articles/7987317-enhancements-overview.md): This is an overview of all email Enhancements available in Mixmax.
- [How to customize or disable link previews](https://success.mixmax.com/en/articles/7987982-how-to-customize-or-disable-link-previews.md): This article describes how to change or disable automatic previews of linked web pages in emails.
- [Sharing emails with others](https://success.mixmax.com/en/articles/7988185-sharing-emails-with-others.md): This article will teach you how to share emails with others using a unique URL.
- [Sharing links and files](https://success.mixmax.com/en/articles/8001259-sharing-links-and-files.md): This article explains how to set additional security parameters and limitations when sharing links and files with others.
- [Setting Reminders](https://success.mixmax.com/en/articles/7987200-setting-reminders.md): Learn how to set, remove, or reschedule reminders in Mixmax to save time and stay organized with email follow-ups.
- [Polls overview](https://success.mixmax.com/en/articles/7987594-polls-overview.md): This article describes different types of polls and surveys in Mixmax and how to insert them in your messages, sequences, and templates.
- [Poll results](https://success.mixmax.com/en/articles/7988138-poll-results.md): Learn how to automatically get compiled results from Mixmax Polls and Surveys in Google Drive.
- [Group Scheduling Poll](https://success.mixmax.com/en/articles/8300801-group-scheduling-poll.md): Learn how to schedule group events and polls in Mixmax for easy and efficient communication with colleagues and friends.
- [Call to Action \(CTA\) buttons](https://success.mixmax.com/en/articles/8001353-call-to-action-cta-buttons.md): Learn how to create Call to Action buttons in Mixmax to connect recipients to your website, social media profiles, or Mixmax calendar.
- [PDF preview](https://success.mixmax.com/en/articles/8001467-pdf-preview.md): This article explains how to show a PDF preview directly in your email using Mixmax's email Enhancements.
- [Emoji in Mixmax](https://success.mixmax.com/en/articles/8094961-emoji-in-mixmax.md): Learn how to quickly and easily add expressive emojis to your emails using Mixmax's built-in emoji menu.
- [Adding a video to an email with Vidyard](https://success.mixmax.com/en/articles/7988207-adding-a-video-to-an-email-with-vidyard.md): This article will teach you how to enhance your emails with videos using Vidyard.
- [Adding custom HTML](https://success.mixmax.com/en/articles/7988042-adding-custom-html.md): This article describes how to enhance your emails with custom HTML-formatted content.
- [What keyboard shortcuts can I use in Mixmax?](https://success.mixmax.com/en/articles/7984663-what-keyboard-shortcuts-can-i-use-in-mixmax.md): This article contains a comprehensive list of all keyboard commands you can use in Mixmax as shortcuts from the Gmail compose window.
- [Optimizing email deliverability](https://success.mixmax.com/en/articles/8596830-optimizing-email-deliverability.md): This article outlines best practices for protecting your email reputation and preventing your emails from getting marked as spam.

## Tracking

- [Tracking overview](https://success.mixmax.com/en/articles/8002136-tracking-overview.md): This article describes how email opens, clicks, and downloads tracking works in Mixmax.
- [Traditional attachments](https://success.mixmax.com/en/articles/8005806-traditional-attachments.md): This article describes how to manage sending traditional email attachments with Mixmax.
- [Cloud-hosted attachments](https://success.mixmax.com/en/articles/8006057-cloud-hosted-attachments.md): This article will teach you how to send large attachments and track recipients downloading your files.
- [Smart notifications](https://success.mixmax.com/en/articles/8005961-smart-notifications.md): This article describes how to get notified via email or Slack when your recipient opens your email three times.
- [Desktop notifications](https://success.mixmax.com/en/articles/8006215-desktop-notifications.md): This article describes how to set desktop notifications for Mac and Windows users.
- [Custom domains for Tracking and Calendars](https://success.mixmax.com/en/articles/8141363-custom-domains-for-tracking-and-calendars.md): Learn how to set up custom domains for Tracking and Calendars to improve your email deliverability.
- [Live Feed](https://success.mixmax.com/en/articles/8886031-live-feed.md): This article explains how to track your email activity using the Mixmax Live Feed.
- [Team Live Feed](https://success.mixmax.com/en/articles/8005712-team-live-feed.md): This article will teach you how to create Workspace Team and track who your Team is emailing through the Team Live Feed.
- [Location tracking](https://success.mixmax.com/en/articles/8006030-location-tracking.md): Learn how Mixmax determines the location of your recipients, which you can see in your Live Feed and other tracking reports.
- [How long is my tracking data available?](https://success.mixmax.com/en/articles/8006258-how-long-is-my-tracking-data-available.md): This article describes for how long your tracking data is stored on different Mixmax plans.
- [How does Mixmax handle bounces?](https://success.mixmax.com/en/articles/8141505-how-does-mixmax-handle-bounces.md): Learn what counts as a bounce and how Mixmax handles hard and soft bounces for Sequences, Live Feed, and reports.
- [Why doesn't tracking show the email was opened?](https://success.mixmax.com/en/articles/8005749-why-doesn-t-tracking-show-the-email-was-opened.md): This article explains why tracking may not indicate that a particular recipient has opened your email.
- [Improve the deliverability of your emails by turning off click-tracking on naked links](https://success.mixmax.com/en/articles/8141213-improve-the-deliverability-of-your-emails-by-turning-off-click-tracking-on-naked-links.md): This article explains how click-tracking works in Mixmax and how you can improve your email deliverability when tracking clicks.
- [Gmail reports a 'Suspicious link' on tracked files](https://success.mixmax.com/en/articles/8147757-gmail-reports-a-suspicious-link-on-tracked-files.md): This article explains how to avoid receiving a 'Suspicious link' warning from Gmail using traditional attachments.
- [What causes open tracking false positives for emails?](https://success.mixmax.com/en/articles/10395598-what-causes-open-tracking-false-positives-for-emails.md): How image loading, spam filters, and other factors cause false positives for email open tracking.
- [How to use Mixmax Contacts](https://success.mixmax.com/en/articles/8795374-how-to-use-mixmax-contacts.md): This article describes how to add contacts to the Mixmax Contacts page and filter them by Salesforce Account and engagement score.
- [How Mixmax syncs Contacts data with Salesforce](https://success.mixmax.com/en/articles/9060435-how-mixmax-syncs-contacts-data-with-salesforce.md): This article describes how Mixmax Contacts are updated with relevant data from Salesforce Leads/Contacts.

## Meeting Copilot

- [Meeting Copilot for Google Meet](https://success.mixmax.com/en/articles/10328148-meeting-copilot-for-google-meet.md): Transcribe your Google Meet calls so you never miss a beat with the help of Mixmax Meeting Copilot.
- [Meeting Copilot for Zoom](https://success.mixmax.com/en/articles/10986483-meeting-copilot-for-zoom.md): Transcribe your Zoom calls so you never miss a beat with the help of Mixmax Meeting Copilot.
- [Add Meeting Copilot to a meeting manually](https://success.mixmax.com/en/articles/16528609-add-meeting-copilot-to-a-meeting-manually.md): Two ways to bring Meeting Copilot into a call that isn't already on your calendar: the in-call prompt for unscheduled Zoom and Google Meet calls, and the Meetings page.
- [Enable/disable Meeting Copilot at the workspace level](https://success.mixmax.com/en/articles/16528016-enable-disable-meeting-copilot-at-the-workspace-level.md): Learn how to enable or disable Meeting Copilot for your entire workspace, and manage related transcript settings, as a Workspace Admin.
- [View and share meeting notes & transcript](https://success.mixmax.com/en/articles/11356902-view-and-share-meeting-notes-transcript.md): View and share your meeting summary and transcripts after using Copilot!
- [Meeting Prep](https://success.mixmax.com/en/articles/13694752-meeting-prep.md): Prepare for every customer meeting—automatically.
- [CRM Notes for Meeting Copilot](https://success.mixmax.com/en/articles/11691399-crm-notes-for-meeting-copilot.md): Automatically sync your meeting summaries created by Meeting Copilot to Salesforce and HubSpot
- [Where can I find my Meeting Copilot Summaries?](https://success.mixmax.com/en/articles/12055517-where-can-i-find-my-meeting-copilot-summaries.md): View your Mixmax meeting summaries all in one place.
- [Troubleshooting missing Meeting Copilot video recaps](https://success.mixmax.com/en/articles/15324351-troubleshooting-missing-meeting-copilot-video-recaps.md): Common reasons a Meeting Copilot video recap might be missing and how to fix them.

## Calendar

- [Calendar enhancements overview](https://success.mixmax.com/en/articles/8294751-calendar-enhancements-overview.md): This is a high-level overview of Mixmax Calendar Enhancements and Calendars.
- [Your public Mixmax calendar](https://success.mixmax.com/en/articles/8294933-your-public-mixmax-calendar.md): Create a personalized webpage to share your meeting availability by simply providing a link.
- [Using Share Availability](https://success.mixmax.com/en/articles/8294685-using-share-availability.md): Learn how to use the Share Availability enhancement to allow your recipients to confirm meetings with you.
- [Calendar Invite](https://success.mixmax.com/en/articles/8295134-calendar-invite.md): Invite people to events from your Gmail compose window with just one click.
- [Linking to the original email in Calendar Invite](https://success.mixmax.com/en/articles/8307427-linking-to-the-original-email-in-calendar-invite.md): This article explains how to include a link to the original email to Calendar events created with Mixmax.
- [Scheduling on shared calendars](https://success.mixmax.com/en/articles/8294617-scheduling-on-shared-calendars.md): Learn how to share your Google Calendar with others to allow them to schedule meetings on your calendar.
- [How to prevent double booking](https://success.mixmax.com/en/articles/8295057-how-to-prevent-double-booking.md): Learn how to easily prevent double-booking with Mixmax's Share Availability and Calendars.
- ["Show times I am free" for Calendar Invite recipients](https://success.mixmax.com/en/articles/8295168-show-times-i-am-free-for-calendar-invite-recipients.md): Learn how to use Mixmax's calendar enhancements to easily schedule meetings and compare availability with recipients.
- [Adding Google Meet links to Calendar events](https://success.mixmax.com/en/articles/8294605-adding-google-meet-links-to-calendar-events.md): This article explains how to enable or disable automatic addition of Google Meet links to new Calendar events in Google Workspace and Gmail.
- [Adding a Zoom link to your Calendar events](https://success.mixmax.com/en/articles/8306429-adding-a-zoom-link-to-your-calendar-events.md): Learn how to connect Zoom to Mixmax and add Zoom links to your Calendars, Calendar events, and Availability shares.
- [Calendar events for Outlook and Apple Calendars](https://success.mixmax.com/en/articles/8300988-calendar-events-for-outlook-and-apple-calendars.md): Learn how to sync your Google calendar with Apple or Outlook and what to do if an event doesn't appear in your recipient's calendar.
- [How guests can reschedule or cancel a meeting](https://success.mixmax.com/en/articles/16021154-how-guests-can-reschedule-or-cancel-a-meeting.md): When plans change, guests can quickly reschedule or cancel a Mixmax meeting from the confirmation page, notification email, or Google Calendar event.
- [Calendars overview](https://success.mixmax.com/en/articles/8294771-calendars-overview.md): Create custom Calendars with Mixmax, including custom fields and availability to schedule and organize meetings efficiently.
- [Copying and sending Calendars](https://success.mixmax.com/en/articles/8301554-copying-and-sending-calendars.md): Learn how to create and send copies of Calendars in Mixmax to streamline your meeting scheduling process.
- [Meeting Reminder emails](https://success.mixmax.com/en/articles/8294574-meeting-reminder-emails.md): Learn how to set up automatic meeting reminders and customize them with Calendars automation feature.
- [Calendars availability settings](https://success.mixmax.com/en/articles/8300901-calendars-availability-settings.md): Learn about the Calendar settings that allow Mixmax to determine your availability automatically.
- [How to set up a Round Robin with Calendars](https://success.mixmax.com/en/articles/8306630-how-to-set-up-a-round-robin-with-calendars.md): This article will teach you how to set up a Round Robin using Calendars.
- [How to create a call to action button that links to your calendar](https://success.mixmax.com/en/articles/7978664-how-to-create-a-call-to-action-button-that-links-to-your-calendar.md): Learn how to create a call to action button that links to your online calendar using Mixmax.
- [Variables in Calendars](https://success.mixmax.com/en/articles/8307051-variables-in-calendars.md): Learn how to use variables, including fallback and Salesforce variables, in Mixmax Calendars to automate your scheduling process.
- [How Mixmax determines Google Calendar availability](https://success.mixmax.com/en/articles/8301016-how-mixmax-determines-google-calendar-availability.md): This article explains how Mixmax determines your availability using your Google Calendar to prevent double-booking.
- [How to book a meeting on the Sequence sender's Calendar](https://success.mixmax.com/en/articles/8301067-how-to-book-a-meeting-on-the-sequence-sender-s-calendar.md): Learn how to book the meeting on the Sequence sender's calendar when using shared Sequences.
- [Calendar time zones](https://success.mixmax.com/en/articles/8300991-calendar-time-zones.md): Learn how Mixmax determines time zones for Calendar Enhancements, including Share Availability, Public Calendar, and Calendars.
- [Adding Conference Rooms, Resources, and Buildings to your Calendar events](https://success.mixmax.com/en/articles/8301081-adding-conference-rooms-resources-and-buildings-to-your-calendar-events.md): Learn how to set up and configure Conference Rooms, Buildings, and Resources in Google Calendar for seamless scheduling.
- [Google Calendar unknown sender emails](https://success.mixmax.com/en/articles/8301575-google-calendar-unknown-sender-emails.md): Learn how Google's spam settings can affect scheduling tools like Mixmax, and what steps you can take to mitigate the impact.

## Rules

- [Rules overview](https://success.mixmax.com/en/articles/8167384-rules-overview.md): This is an article about creating and activating Mixmax Rules.
- [Workspace level Rules](https://success.mixmax.com/en/articles/8065806-workspace-level-rules.md): This article discusses creating Rules for your entire workspace.
- [Creating a Rule with round-robin actions](https://success.mixmax.com/en/articles/8066758-creating-a-rule-with-round-robin-actions.md): Learn how to create round-robin actions in Mixmax using workspace-level Rules with activity triggers from Salesforce.
- [Incoming Webhooks](https://success.mixmax.com/en/articles/8159778-incoming-webhooks.md): This is an article about using Webhooks to send data to Mixmax.
- [Connect Zapier to send information to Mixmax using Webhooks](https://success.mixmax.com/en/articles/8172157-connect-zapier-to-send-information-to-mixmax-using-webhooks.md): This article describes how you can connect Zapier to send data to Mixmax using incoming Webhooks.
- [How to send activities to Zapier using Webhooks](https://success.mixmax.com/en/articles/8065631-how-to-send-activities-to-zapier-using-webhooks.md): This article will teach you how to automatically send your email activities to Zapier using outgoing Webhooks.
- [Salesforce Campaigns in Mixmax Rules](https://success.mixmax.com/en/articles/8321297-salesforce-campaigns-in-mixmax-rules.md): This article explains how to set up Mixmax Rules with Salesforce Campaigns to automate workflows and add/update Campaign members.
- [Mixmax Webhook Transform Language \(Advanced\)](https://success.mixmax.com/en/articles/8159722-mixmax-webhook-transform-language-advanced.md): Learn how to use the Mixmax Webhook Transform Language feature to customize incoming and outgoing Webhooks for greater efficiency.
- [Mixmax Webhook event structure](https://success.mixmax.com/en/articles/8066486-mixmax-webhook-event-structure.md): This article shows Webhook payload events sent in JSON format.
- [Rules use cases overview \(with examples!\)](https://success.mixmax.com/en/articles/8541002-rules-use-cases-overview-with-examples.md): Here are some rule automation examples you can set up to save your team time and scale faster.
- [Creating a Rule with a Salesforce Opportunity Owner](https://success.mixmax.com/en/articles/8095064-creating-a-rule-with-a-salesforce-opportunity-owner.md): This article explains how you can create a Mixmax Rule using your Salesforce User ID to determine the Opportunity Owner.
- [Set up recurring emails](https://success.mixmax.com/en/articles/8172014-set-up-recurring-emails.md): Learn how to use Mixmax Rules automation to set up daily, weekly, monthly, or yearly recurring email notifications.
- [Tracking Mixmax sequences when viewing Contacts and Leads in Salesforce](https://success.mixmax.com/en/articles/8536586-tracking-mixmax-sequences-when-viewing-contacts-and-leads-in-salesforce.md): This article shows how you can track the Mixmax sequence sent to a Contact or Lead when viewing them in Salesforce.
- [Automatically remove people from Sequences when they book a meeting](https://success.mixmax.com/en/articles/8160060-automatically-remove-people-from-sequences-when-they-book-a-meeting.md): This is a real-life use case of Mixmax Rules workflow automation that might be especially useful for Customer Success teams.
- [Add someone to your Sequence when they vote in your Mixmax renewal poll](https://success.mixmax.com/en/articles/8160188-add-someone-to-your-sequence-when-they-vote-in-your-mixmax-renewal-poll.md): This is a real-life use case of Mixmax Rules workflow automation that might be especially useful for Customer Success teams.
- [Add someone to your Sequence when your customer training session is complete](https://success.mixmax.com/en/articles/8160292-add-someone-to-your-sequence-when-your-customer-training-session-is-complete.md): This is a real-life use case of Mixmax Rules workflow automation that might be especially useful for Customer Success teams.
- [Update the renewal Opportunity status when someone receives all stages of your renewal outreach](https://success.mixmax.com/en/articles/8790656-update-the-renewal-opportunity-status-when-someone-receives-all-stages-of-your-renewal-outreach.md): This is a real-life use case of Mixmax Rules workflow automation that might be especially useful for Customer Success teams.
- [Get a Slack notification when someone sends you an email 30 minutes before a meeting you have with them](https://success.mixmax.com/en/articles/8778921-get-a-slack-notification-when-someone-sends-you-an-email-30-minutes-before-a-meeting-you-have-with-them.md): This is a real-life use case of Mixmax Rules workflow automation that might be especially useful for Customer Success teams.
- [Update the Salesforce Lead or Contact when an email bounces](https://success.mixmax.com/en/articles/8166563-update-the-salesforce-lead-or-contact-when-an-email-bounces.md): This is a real-life use case of Mixmax Rules workflow automation that might be especially useful for Sales teams.
- [Update Salesforce's Email Opt-out status when someone unsubscribes from your Mixmax Sequence](https://success.mixmax.com/en/articles/8166632-update-salesforce-s-email-opt-out-status-when-someone-unsubscribes-from-your-mixmax-sequence.md): This is a real-life use case of Mixmax Rules workflow automation that might be especially useful for Sales teams.
- [Update the status of a Lead in Salesforce when they're placed in a Mixmax Sequence](https://success.mixmax.com/en/articles/8166871-update-the-status-of-a-lead-in-salesforce-when-they-re-placed-in-a-mixmax-sequence.md): This is a real-life use case of Mixmax Rules workflow automation that might be especially useful for Sales teams.
- [Send an email template to reschedule when someone cancels a meeting with you](https://success.mixmax.com/en/articles/8795480-send-an-email-template-to-reschedule-when-someone-cancels-a-meeting-with-you.md): This is a real-world use case for Mixmax Rules workflow automation that may be especially useful for your Sales team.
- [Add someone to your Sequence when they complete all stages of a previous Sequence](https://success.mixmax.com/en/articles/8773864-add-someone-to-your-sequence-when-they-complete-all-stages-of-a-previous-sequence.md): This is a real-life use case of Mixmax Rules workflow automation that might be especially useful for Sales teams.
- [Automatically update the Salesforce Contact/Lead status when a meeting is booked](https://success.mixmax.com/en/articles/8717669-automatically-update-the-salesforce-contact-lead-status-when-a-meeting-is-booked.md): Here's a great example of a workflow automation that would save your Sales team time.

## Sidebar

- [Setting default fields for your Salesforce Sidebar](https://success.mixmax.com/en/articles/8076052-setting-default-fields-for-your-salesforce-sidebar.md): This article explains how to configure default fields for the Salesforce tab in your Mixmax Sidebar.
- [Mixmax Sidebar overview](https://success.mixmax.com/en/articles/8001505-mixmax-sidebar-overview.md): This article describes what information you can see in the Mixmax Sidebar in Gmail and what actions you can take directly from the Sidebar.
- [Sidechat overview](https://success.mixmax.com/en/articles/8186419-sidechat-overview.md): This is an overview of the Sidechat section in Mixmax Sidebar, where you can collaborate with your team on all emails directly in Gmail.
- [How to access Mixmax Sidebar outside of Gmail](https://success.mixmax.com/en/articles/8120381-how-to-access-mixmax-sidebar-outside-of-gmail.md): Learn how to access Mixmax Sidebar in different sections of the Mixmax web app.
- [Syncing emails with your Team](https://success.mixmax.com/en/articles/8005763-syncing-emails-with-your-team.md): Learn how to sync email correspondence with your Workspace Team members and exclude particular emails and domains from being synced.
- [Default settings for shared files](https://success.mixmax.com/en/articles/8002065-default-settings-for-shared-files.md): This article will teach you to configure default access settings for cloud-hosted attachments.
- [Default settings for shared email links](https://success.mixmax.com/en/articles/8002119-default-settings-for-shared-email-links.md): Learn how to set up default access settings for links you share in your emails.
- [Automatically BCC any CRM](https://success.mixmax.com/en/articles/8154732-automatically-bcc-any-crm.md): This article explains how to automatically BCC your CRM every time you send an email.
- [How to enable local storage](https://success.mixmax.com/en/articles/8155009-how-to-enable-local-storage.md): Learn how to enable local storage in Google Chrome browser settings for Mixmax to function correctly.
- [Default replies from an alias address](https://success.mixmax.com/en/articles/8080964-default-replies-from-an-alias-address.md): This article describes how to reply from an alias by default if the email was sent initially using an alias address.
- [How to turn the Conversation View on and off](https://success.mixmax.com/en/articles/8142346-how-to-turn-the-conversation-view-on-and-off.md): This article explains how to enable or disable grouping your emails into conversation threads in Gmail.
- [How do I remove "Add Mixmax to Gmail" from my calendar pages?](https://success.mixmax.com/en/articles/8147063-how-do-i-remove-add-mixmax-to-gmail-from-my-calendar-pages.md): Learn how to remove the "Add Mixmax to Gmail" message from the meeting confirmation pages.
- [How do I change fonts?](https://success.mixmax.com/en/articles/8001975-how-do-i-change-fonts.md): This article describes how to set a different font for your Mixmax messages.
- [Working out of multiple Mixmax accounts](https://success.mixmax.com/en/articles/8061842-working-out-of-multiple-mixmax-accounts.md): This article describes how you can use Google Chrome profiles to work out of multiple Mixmax accounts.

## Reports

- [Reports Dashboard overview](https://success.mixmax.com/en/articles/8313152-reports-dashboard-overview.md): Mixmax's Reports Dashboard allows users to gain insights into email tracking data and top-performing Sequences and Templates.
- [Report Builder overview](https://success.mixmax.com/en/articles/8312940-report-builder-overview.md): The Mixmax Report Builder helps you create actionable reports across your team's communications and measure your team's performance.
- [Sequence reporting: email overview](https://success.mixmax.com/en/articles/8320712-sequence-reporting-email-overview.md): Learn about the email performance metrics for Sequences in this article, including definitions and Frequently Asked Questions.
- [Mixmax Insights: A comprehensive suite of sales metrics for Salesforce](https://success.mixmax.com/en/articles/8058910-mixmax-insights-a-comprehensive-suite-of-sales-metrics-for-salesforce.md): Learn about Mixmax Insights for Salesforce, a powerful tool for sales teams that provides real-time visibility into your sales pipeline.
- [Mixmax Insights quick tips](https://success.mixmax.com/en/articles/8173352-mixmax-insights-quick-tips.md): This is a collection of quick tips to help you get the most out of our native Salesforce reporting package, Mixmax Insights.
- [Mixmax Insights vs. Mixmax native reporting: Which report should I use?](https://success.mixmax.com/en/articles/8218593-mixmax-insights-vs-mixmax-native-reporting-which-report-should-i-use.md): This article describes the differences between Mixmax Insights and Mixmax native reporting.
- [Using Advanced Salesforce fields with Rollup Helper](https://success.mixmax.com/en/articles/8399128-using-advanced-salesforce-fields-with-rollup-helper.md): Learn how to sort your Salesforce Leads or Contacts by engagement using Rollup Helper to count the number of opened emails.

## Tasks

- [Tasks in Mixmax](https://success.mixmax.com/en/articles/8116301-tasks-in-mixmax.md): Learn how to create, manage, and prioritize Mixmax Tasks and use the Tasks Workflow mode to complete Tasks.
- [Tasks Workflow](https://success.mixmax.com/en/articles/8116808-tasks-workflow.md): Learn how to efficiently complete tasks using the Mixmax Tasks Workflow mode and keyboard shortcuts.

## Dialer & SMS

- [Mixmax Calling](https://success.mixmax.com/en/articles/8330476-mixmax-calling.md): Learn how to generate phone numbers and call your prospects, customers, and contacts directly from the browser with Mixmax Calling.
- [Admin Dialer settings](https://success.mixmax.com/en/articles/8282547-admin-dialer-settings.md): This article explains how Workspace admins can enable or disable Mixmax Dialer access for team members, view and manage workspace phone numbers \(including the shared local pool\), and set role-based...
- [Call recording](https://success.mixmax.com/en/articles/8330641-call-recording.md): Learn how to enable call recording and where to access recordings in the Mixmax web app and Salesforce.
- [Gong Integration](https://success.mixmax.com/en/articles/8336532-gong-integration.md): Unlock deeper insights and streamline your call reviews by integrating Gong with Mixmax. Below is a simple, step-by-step guide to get you up and running.
- [Connecting to Dialpad](https://success.mixmax.com/en/articles/8330614-connecting-to-dialpad.md): The article explains how to connect Dialpad with Mixmax, enabling the members of your Mixmax Workspace to make calls inside Mixmax.
- [Making Calls with Dialpad](https://success.mixmax.com/en/articles/8330711-making-calls-with-dialpad.md): This article explains how to place calls in Mixmax using Dialpad.
- [Calling supported countries and country codes](https://success.mixmax.com/en/articles/8337153-calling-supported-countries-and-country-codes.md): Learn which countries are available for international calling with Mixmax and how to provision international phone numbers.
- [Dialer troubleshooting guide](https://success.mixmax.com/en/articles/8336639-dialer-troubleshooting-guide.md): This is an overview of troubleshooting tips to help you ensure the best-quality Mixmax Dialer experience.
- [Mixmax Dialer pricing](https://success.mixmax.com/en/articles/8417199-mixmax-dialer-pricing.md): This article explains the different pricing options for making calls using Mixmax Dialer.
- [Prevent Mixmax Phone Numbers from Being Tagged as Spam](https://success.mixmax.com/en/articles/8279107-prevent-mixmax-phone-numbers-from-being-tagged-as-spam.md): Learn how to prevent your outgoing calls from being tagged as potential spam/fraud by following these best practices from Mixmax.
- [How to use SMS in Mixmax](https://success.mixmax.com/en/articles/8703766-how-to-use-sms-in-mixmax.md): This article outlines how you can enable SMS service in Mixmax and send text messages directly from Gmail or the Mixmax web app.
- [SMS - A2P 10DLC registration & Best practices](https://success.mixmax.com/en/articles/8650866-sms-a2p-10dlc-registration-best-practices.md): This article will help you understand the process of A2P 10DLC registration and how to complete it to start using SMS in Mixmax.
- [SMS opt-out keywords](https://success.mixmax.com/en/articles/10176801-sms-opt-out-keywords.md): This article provides a detailed guide on SMS opt-out keywords.

## Other integrations

- [LinkedIn integration](https://success.mixmax.com/en/articles/8178325-linkedin-integration.md): This article describes how to set up and use the LinkedIn Sales Navigator integration with Mixmax.
- [Attio integration](https://success.mixmax.com/en/articles/15958541-attio-integration.md): Overview of Attio's Mixmax integration: enroll contacts into Mixmax sequences from Attio workflows, with FAQs on email tracking and setup.
- [Zapier integration](https://success.mixmax.com/en/articles/9714801-zapier-integration.md): Connect Mixmax to your favorite apps and automate workflows without writing any code.
- [RB2B integration](https://success.mixmax.com/en/articles/9640790-rb2b-integration.md): Identify, connect, and convert anonymous website visitors with Mixmax & RB2B.
- [Seamless.AI integration](https://success.mixmax.com/en/articles/9892515-seamless-ai-integration.md): This article offers a guide on integrating Seamless.AI with Mixmax to improve sales outreach.
- [Slack integration](https://success.mixmax.com/en/articles/8178593-slack-integration.md): This article describes how to set up and use the Slack integration with Mixmax.
- [Troubleshooting your Slack connection](https://success.mixmax.com/en/articles/8154946-troubleshooting-your-slack-connection.md): This article will teach you how to troubleshoot your Slack connection to Mixmax.
- [Mixmax REST API](https://success.mixmax.com/en/articles/11643056-mixmax-rest-api.md): How to find or create your Mixmax API key, REST API documentation, rate limits, and developer resources.
- [Setting up Greenhouse](https://success.mixmax.com/en/articles/8671729-setting-up-greenhouse.md): This is an article about setting up the Greenhouse integration in Mixmax.
- [Troubleshooting your Greenhouse connection](https://success.mixmax.com/en/articles/8676524-troubleshooting-your-greenhouse-connection.md): This article describes how to troubleshoot your Greenhouse connection when you experience issues with data syncing.
- [How to configure your Greenhouse settings](https://success.mixmax.com/en/articles/8671725-how-to-configure-your-greenhouse-settings.md): This article explains how to configure Greenhouse settings for your Workspace.
- [How to send a Sequence directly from Greenhouse](https://success.mixmax.com/en/articles/7979611-how-to-send-a-sequence-directly-from-greenhouse.md): Learn how to send a Sequence to job candidates directly from Greenhouse.
- [Connecting your Mixmax account to HubSpot](https://success.mixmax.com/en/articles/9220768-connecting-your-mixmax-account-to-hubspot.md): This article teaches users how to connect their Mixmax account to HubSpot.
- [HubSpot Integration Overview](https://success.mixmax.com/en/articles/9458203-hubspot-integration-overview.md): This article reviews the HubSpot integration and features
- [HubSpot Engagement fields mapping](https://success.mixmax.com/en/articles/9235187-hubspot-engagement-fields-mapping.md): This article explains how synced data from Mixmax is mapped to HubSpot Engagement fields.
- [Workspace Admin: HubSpot Connections and Activity Logs](https://success.mixmax.com/en/articles/9312860-workspace-admin-hubspot-connections-and-activity-logs.md): This article teaches workspace admins how to review HubSpot logging for the workspace they manage.
- [How to add HubSpot contacts to Mixmax sequences](https://success.mixmax.com/en/articles/9451439-how-to-add-hubspot-contacts-to-mixmax-sequences.md): This article describes how you can add HubSpot recipients to a Sequence
- [Using HubSpot in the Mixmax Sidebar](https://success.mixmax.com/en/articles/9678206-using-hubspot-in-the-mixmax-sidebar.md): This article reviews using HubSpot in the Mixmax Sidebar
- [HubSpot Rules](https://success.mixmax.com/en/articles/9678213-hubspot-rules.md): This article will review how users can set up personal Mixmax Rules with HubSpot triggers

## Admin

- [Admin center overview](https://success.mixmax.com/en/articles/8095525-admin-center-overview.md): This article describes Workspace-level settings that Workspace admins can manage.
- [Admin permissions](https://success.mixmax.com/en/articles/8141150-admin-permissions.md): This article describes what you can do as a Workspace Admin in Mixmax.
- [Creating, joining, and managing workspaces](https://success.mixmax.com/en/articles/8224196-creating-joining-and-managing-workspaces.md): This article describes how to create, join, leave, and manage Mixmax Workspaces, including member and subscription management.
- [What to do when you change your email address or domain?](https://success.mixmax.com/en/articles/8218639-what-to-do-when-you-change-your-email-address-or-domain.md): This article outlines steps to help you transition smoothly to a new email account.
- [Custom Branding for Workspaces](https://success.mixmax.com/en/articles/13566803-custom-branding-for-workspaces.md): Custom Branding gives admins centralized control over logos, colors, and company details, so every eligible team member sends emails that look polished and on-brand.
- [Teams overview](https://success.mixmax.com/en/articles/8212786-teams-overview.md): Learn more about Workspace Teams in Mixmax, how to add or remove Team members, and how to share resources with your Team.
- [How to grant read and write access to shareable assets for specific Roles.](https://success.mixmax.com/en/articles/8141191-how-to-grant-read-and-write-access-to-shareable-assets-for-specific-roles.md): This article will explain how workspace admins can grant read and write access to shareable assets for specific Roles.
- [Disabling tracking for your organization](https://success.mixmax.com/en/articles/8006244-disabling-tracking-for-your-organization.md): This article explains how to disable all messages and Sequences tracking for your Workspace members.
- [Mixmax non-profit discount](https://success.mixmax.com/en/articles/16639277-mixmax-non-profit-discount.md): How registered non-profits can get 20% off monthly or 10% off annual billing — who qualifies, what we need from you, and how to apply.
- [How to access billing receipts and invoices](https://success.mixmax.com/en/articles/15692183-how-to-access-billing-receipts-and-invoices.md): Learn how to view and download your payment receipts and invoices from the Mixmax Billing settings.
- [How do I transfer my subscription to another Mixmax account?](https://success.mixmax.com/en/articles/8010706-how-do-i-transfer-my-subscription-to-another-mixmax-account.md): This article explains how to transfer a subscription from a Mixmax account to another.
- [How do I update my credit card information?](https://success.mixmax.com/en/articles/8075569-how-do-i-update-my-credit-card-information.md): Learn how to add, update, or remove your credit card information — all self-serve through the Stripe billing portal.
- [Switch to annual billing](https://success.mixmax.com/en/articles/15841918-switch-to-annual-billing.md): How to switch your workspace from monthly to annual billing and save on your Mixmax subscription.
- [I bought a subscription for the wrong email address account!](https://success.mixmax.com/en/articles/8010700-i-bought-a-subscription-for-the-wrong-email-address-account.md): Learn what to do if you bought a paid subscription using the wrong email account.
- [Can I use Mixmax with multiple email addresses?](https://success.mixmax.com/en/articles/8010694-can-i-use-mixmax-with-multiple-email-addresses.md): This article explains how to use Mixmax with multiple email addresses by setting up aliases or buying additional paid subscriptions.
- [How to enable and disable Mixmax on another account](https://success.mixmax.com/en/articles/8061917-how-to-enable-and-disable-mixmax-on-another-account.md): Learn how to enable Mixmax for multiple Gmail accounts.
- [How do I close my Mixmax account?](https://success.mixmax.com/en/articles/8155537-how-do-i-close-my-mixmax-account.md): This article describes how to close your Mixmax account and revoke Mixmax access to your Gmail account.
- [How to cancel Mixmax plans](https://success.mixmax.com/en/articles/8061944-how-to-cancel-mixmax-plans.md): This article explains how to cancel Mixmax plans as an admin.
- [I was charged after canceling my subscription!](https://success.mixmax.com/en/articles/8061995-i-was-charged-after-canceling-my-subscription.md): This article describes what to do if you were charged after canceling your subscription.
- [Mixmax and SSO](https://success.mixmax.com/en/articles/8181969-mixmax-and-sso.md): This article describes deploying Mixmax in conjunction with a third-party Single Sign-On solution.
- [Is my information secure?](https://success.mixmax.com/en/articles/8061911-is-my-information-secure.md): Learn more about your privacy and security with Mixmax.
- [How do I download my personal information?](https://success.mixmax.com/en/articles/8095213-how-do-i-download-my-personal-information.md): Learn how to download your personal data as a CSV file in the Mixmax web app.

## Miscellaneous

- [Reinstalling and managing the Mixmax extension](https://success.mixmax.com/en/articles/8148210-reinstalling-and-managing-the-mixmax-extension.md): This article will walk you through reinstalling, disabling, and re-enabling the Mixmax extension in Google Chrome.
- [My email conversations are not threading correctly](https://success.mixmax.com/en/articles/8148637-my-email-conversations-are-not-threading-correctly.md): Learn what to do if your email conversations split into new threads when you reply to emails with Mixmax.
- [Receiving admin\_policy\_enforced error when logging into Mixmax](https://success.mixmax.com/en/articles/8147955-receiving-admin_policy_enforced-error-when-logging-into-mixmax.md): This article will help you to resolve an error that can occur when logging into Mixmax.
- [Restarting Chrome to utilize Mixmax](https://success.mixmax.com/en/articles/8147364-restarting-chrome-to-utilize-mixmax.md): This article will teach you how to restart Chrome when Mixmax detects a new latest release.
- [Updating your browser to the latest version of Chrome](https://success.mixmax.com/en/articles/8147172-updating-your-browser-to-the-latest-version-of-chrome.md): This article describes updating your Google Chrome browser to the most recent version.
- [How to take a screenshot](https://success.mixmax.com/en/articles/8146515-how-to-take-a-screenshot.md): Learn how to take screenshots to share with the Mixmax Customer Success team.
- [My Chrome browser seems slow](https://success.mixmax.com/en/articles/8143525-my-chrome-browser-seems-slow.md): This article outlines possible solutions to resolve slowness in your Google Chrome browser.
- [Why do I keep getting logged out of Mixmax?](https://success.mixmax.com/en/articles/8142673-why-do-i-keep-getting-logged-out-of-mixmax.md): This article explores why you might get logged out of Mixmax repeatedly and describes possible solutions.
- [Extension conflicts](https://success.mixmax.com/en/articles/8143454-extension-conflicts.md): This article will help you troubleshoot extension conflicts with Mixmax.
- [I'm seeing the "Oops" extension conflict message](https://success.mixmax.com/en/articles/8146507-i-m-seeing-the-oops-extension-conflict-message.md): Learn what to do if you keep seeing the "Oops" message when you open the Mixmax Sidebar.
- [Desktop notifications aren't working](https://success.mixmax.com/en/articles/8200969-desktop-notifications-aren-t-working.md): This article explores troubleshooting desktop notifications not working on Windows and Mac.
- [Help! I'm having trouble, and I've tried refreshing. What now?](https://success.mixmax.com/en/articles/8148800-help-i-m-having-trouble-and-i-ve-tried-refreshing-what-now.md): Troubleshooting tips you can try when refreshing Google Chrome doesn't help.
- [Factors affecting the Compose Window loading time](https://success.mixmax.com/en/articles/8682148-factors-affecting-the-compose-window-loading-time.md): This article explores factors influencing the compose window loading speed.
- [How do I remove "Book a meeting with me" at the bottom of my email?](https://success.mixmax.com/en/articles/10620246-how-do-i-remove-book-a-meeting-with-me-at-the-bottom-of-my-email.md)

## Mixmax Labs

- [Mixmax Labs overview](https://success.mixmax.com/en/articles/16530969-mixmax-labs-overview.md): What Mixmax Labs is, how to try an experiment, what admins control, and how to share feedback.
- [Get started with the Mixmax MCP](https://success.mixmax.com/en/articles/16549764-get-started-with-the-mixmax-mcp.md): What the Mixmax MCP is, which AI clients it supports, and how to connect.
- [Connect Claude to Mixmax \(MCP\)](https://success.mixmax.com/en/articles/16546942-connect-claude-to-mixmax-mcp.md): How to connect Claude to the Mixmax MCP server, from Claude.ai, Claude Desktop, and Claude Code.
- [Connect ChatGPT to Mixmax \(MCP\)](https://success.mixmax.com/en/articles/16548615-connect-chatgpt-to-mixmax-mcp.md): Connect ChatGPT to Mixmax - through the official app store listing for meeting and sequence reads, or manually for the full capability set.
- [Connect other AI clients to Mixmax MCP](https://success.mixmax.com/en/articles/16548609-connect-other-ai-clients-to-mixmax-mcp.md): Connect Cursor, Windsurf, or any other MCP-compatible client to Mixmax over the Mixmax MCP server.
- [Manage your MCP settings](https://success.mixmax.com/en/articles/16547663-manage-your-mcp-settings.md): How to control what your connected AI can do in Mixmax once your admin has enabled access to the MCP beta - turn capabilities on or off, understand locked settings, and find your server URL.
- [Mixmax MCP capabilities and use cases](https://success.mixmax.com/en/articles/16549768-mixmax-mcp-capabilities-and-use-cases.md): Examples of what your AI can actually do once it's connected to Mixmax — meetings, sequences, engagement tracking, and tasks and reminders.
- [Mixmax MCP server FAQ](https://success.mixmax.com/en/articles/16549870-mixmax-mcp-server-faq.md): Common questions about cost, supported clients, security, data access, and how the Mixmax MCP server works under the hood.