Mixmax administrators have the ability to view, disable, and delete rules created by members of the workspace. Active rules will have a green toggle switch on your rules list: That's it, you're ready to go with the powerful automation that Rules allow you to create. When you're finished setting up your rule, click the Close and Activate button to save and turn on your rule. You can have your rule take additional actions by clicking the Add Action button. You will only be shown options that are compatible with your current triggers and filters. Just like triggers, actions are displayed in categories. Actionįinally, you need to decide what happens when your trigger and conditions are met. Our filter now says "Trigger if my email is opened 3 times AND the email is from the sequence 'Welcome to Mixmax 1' OR the sequence 'Welcome to Mixmax 2' ". This will create an OR filter so the filter will pass if either option is true. We will use the "If any of the following are true" option in the second group. In our second group, we will create two new conditions using the Add Condition button, one for each sequence. Next, click the Add Group button to start creating our second filter group. Our first group is a single filter for when your email is opened 3 times. Next, we need to create two filter groups: This will create an AND filter for all filter groups under this statement. To do this, first, we will need to set our filter to only pass when All groups are true. When creating filter groups, using the " If ANY of the following are true" option will create an OR filter, while the " If ALL of the following are true" option will create an AND filter.įor example, let's say we want to create a Rule that only triggers when your email is opened three times, and only when the email is from either your 'Welcome 1' or 'Welcome 2' sequences. Each filter group can contain it's own And/Or logic. For example, if your Then action is to send yourself an SMS alert but you only want that to happen during business hours, no matter when the When portion of your rules is triggered, you can use this condition to make that happen, as shown in the image below:įor more complex precise filter logic, you can create Filter Groups on the Filters step. This setting allows you to delay the next action until a more appropriate time. You also have the option of using a time based condition called Time of day. For example, if you wanted to check that the subject of an incoming email was sent to a specific email address, and that the subject also contained a specific keyword you would set your conditions up like this: You can add as many conditions as you like, using any of the options that populate in the dropdown for the particular Trigger you chose above.Įach condition is made up of three parts. Next, you can set some conditions that this Rule needs to meet, or not meet, in order to continue. If a trigger only has one option, you will automatically proceed to the next step when you select a trigger. If a trigger has multiple options you will be asked to select which option you would like to use from a list.
Some triggers have multiple options, while others do not. Select which activity category in Mixmax you want to be the trigger for this rule: The rule trigger is the action that will start the rule. Next, you need to set up what this rule actually does. Start by giving your rule a name, this will help you identify it in future so you can quickly make changes. Trigger when something happens, check that these F ilter conditions have been met and, if they have, perform this Action.
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You'll then be presented with a series of steps that you need to take to get your rule working. To set up a new Rule, click on the New Rule button. Getting Started with Rules Creating a new rule This can occur, for example, if automated script or application makes updates across your entire Salesforce instance at one time. Occasionally they may take up to 120 minutes, if the rules are extremely complicated or a large amount of data is updated at the same time. We have built our system to be highly scalable and performant, while enabling your data to be secure. Most rules are executed within 10-20 minutes from the time they are triggered.
Rules can be extremely complicated and may be used to perform a significant number of events at a time. We understand that timely execution of rules is critical to enabling your workflows to operate smoothly.