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Mixmax Platform Help

Mixmax平台帮助

Help the user with Mixmax platform questions — from sequences and email tracking through one-click meetings, rules engine, dialer, AI Compose, Salesforce/HubSpot integration, polls, and reporting.
为用户解答Mixmax平台相关问题——涵盖序列、邮件追踪、一键会议、规则引擎、拨号器、AI撰写、Salesforce/HubSpot集成、投票及报表等所有功能模块。

Step 1 — Gather context

步骤1 — 收集上下文

Ask the user:
  1. What area of Mixmax do you need help with?
    • A) Sequences — multi-channel outreach campaigns (email, phone, LinkedIn, tasks)
    • B) Email Tracking — open, click, download, and RSVP tracking
    • C) Meeting Scheduling — one-click meetings, round-robin, inbound lead routing
    • D) Rules Engine — IF/THEN automations, Salesforce triggers, webhooks
    • E) Templates & Snippets — reusable email content with personalization
    • F) Dialer — in-Gmail calling with CRM and Gong logging
    • G) AI Features — AI Compose, Smart Send, AI sequence builder
    • H) Polls & Surveys — embedded one-click response polls in emails
    • I) Salesforce Integration — inbox sidebar, auto-create records, dynamic fields, advanced rules
    • J) HubSpot Integration — activity sync, list import, sidebar
    • K) Reporting — opens, clicks, bounces, replies, downloads, RSVPs
    • L) Admin — branding, team settings, compliance
    • M) API — programmatic access to sequences, messages, rules, contacts
    • N) Something else — describe it
  2. What's your role?
    • A) Sales rep / AE / BDR
    • B) Sales manager / team lead
    • C) RevOps / Sales Ops
    • D) Admin / IT
    • E) Founder / solo seller
    • F) Other
  3. What are you trying to accomplish? (describe your specific goal or question)
If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.
Note: If the user needs a specialized skill, route them there with a brief explanation of why that skill is a better fit.
询问用户：
  1. 你需要Mixmax哪方面的帮助？
    • A) 序列 — 多渠道触达活动（邮件、电话、LinkedIn、任务）
    • B) 邮件追踪 — 打开、点击、下载及RSVP追踪
    • C) 会议安排 — 一键会议、轮询分配、潜在客户路由
    • D) 规则引擎 — IF/THEN自动化、Salesforce触发器、Webhook
    • E) 模板与片段 — 带个性化功能的可复用邮件内容
    • F) 拨号器 — 内嵌于Gmail的呼叫功能，支持CRM及Gong记录
    • G) AI功能 — AI撰写、智能发送、AI序列构建器
    • H) 投票与调研 — 内嵌于邮件的一键响应投票
    • I) Salesforce集成 — 收件箱侧边栏、自动创建记录、动态字段、高级规则
    • J) HubSpot集成 — 活动同步、列表导入、侧边栏
    • K) 报表 — 打开、点击、退信、回复、下载、RSVP数据
    • L) 管理员功能 — 品牌设置、团队配置、合规性
    • M) API — 对序列、消息、规则、联系人的程序化访问
    • N) 其他 — 请描述具体需求
  2. 你的角色是什么？
    • A) 销售代表/AE/BDR
    • B) 销售经理/团队主管
    • C) 营收运营/销售运营
    • D) 管理员/IT人员
    • E) 创始人/独立销售者
    • F) 其他
  3. 你想要达成什么目标？（描述具体目标或问题）
如果用户的请求已提供大部分上述上下文，可直接跳至对应步骤。 先基于合理假设给出初步解答（需明确说明假设内容），最后仅询问1-2个最关键的澄清问题——不要要求用户提供完整上下文后才给出回复。
注意：如果用户需要特定领域的专业技能，引导他们使用对应技能并简要说明原因。

Step 2 — Route or answer directly

步骤2 — 引导至对应技能或直接解答

If the request maps to a specialized skill, route:
  • Outbound cadence strategy / sequence design → 
    /sales-cadence
  • Cross-platform email deliverability → 
    /sales-deliverability
  • Meeting scheduling strategy → 
    /sales-meeting-scheduler
  • Email tracking strategy → 
    /sales-email-tracking
  • Connecting Mixmax to other tools via Zapier → 
    /sales-integration
Otherwise, answer directly from platform knowledge using the reference below.
如果用户的请求对应以下专业技能，进行引导：
  • 外呼节奏策略/序列设计 → 
    /sales-cadence
  • 跨平台邮件送达率优化 → 
    /sales-deliverability
  • 会议安排策略 → 
    /sales-meeting-scheduler
  • 邮件追踪策略 → 
    /sales-email-tracking
  • 通过Zapier将Mixmax与其他工具连接 → 
    /sales-integration
否则，直接根据以下平台知识库为用户解答。

Step 3 — Mixmax platform reference

步骤3 — Mixmax平台知识库

Provide module-by-module guidance based on the user's area:
根据用户的需求领域提供分模块指导：

Sequences

序列

  • What it is: Multi-channel outreach campaigns combining email, phone calls, LinkedIn Sales Navigator steps (InMail and connection requests), and manual tasks — all managed from Gmail
  • Key features: AI sequence builder, sequence folders for organization, delegated sending (send on behalf of another rep), stage-level personalization, auto and manual steps
  • How it works: Create a sequence with stages (steps). Each stage can be an automated email, a manual email, a phone call task, a LinkedIn action, or a custom task. Recipients progress through stages on a defined schedule.
  • Best practices: Mix automated and manual steps for personalization at scale. Use sequence folders to organize by campaign type or persona. Leverage delegated sending for managers who want reps to send on their behalf.
  • 定义：结合邮件、电话、LinkedIn Sales Navigator步骤（InMail及连接请求）和手动任务的多渠道触达活动，全部在Gmail中管理
  • 核心功能：AI序列构建器、用于分类的序列文件夹、代发功能（代表其他销售发送）、阶段级个性化、自动及手动步骤
  • 工作原理：创建包含多个阶段（步骤）的序列。每个阶段可以是自动邮件、手动邮件、电话任务、LinkedIn操作或自定义任务。收件人按照预设进度依次完成各阶段。
  • 最佳实践：结合自动与手动步骤，实现规模化个性化。使用序列文件夹按活动类型或客户角色分类。利用代发功能让主管授权销售代表以自己的名义发送邮件。

Email Tracking

邮件追踪

  • What it is: Real-time tracking of email opens, link clicks, file downloads, and RSVP responses — with desktop, email, and Slack notifications
  • Key features: Per-email open/click/download/RSVP tracking, real-time desktop notifications, Slack notifications, engagement history per recipient
  • Limitations: Tracking pixels are blocked by privacy tools (Apple Mail Privacy Protection, Hey, corporate proxies). Open tracking is increasingly unreliable — use click tracking and reply tracking as more reliable signals.
  • Best practices: Don't over-rely on open data. Use tracking to prioritize follow-ups — if a prospect clicks a link or opens 3+ times, follow up quickly. Enable Slack notifications for real-time team visibility.
  • 定义：实时追踪邮件打开、链接点击、文件下载及RSVP响应，支持桌面、邮件及Slack通知
  • 核心功能：单邮件的打开/点击/下载/RSVP追踪、实时桌面通知、Slack通知、收件人互动历史
  • 局限性：追踪像素会被隐私工具（Apple Mail隐私保护、Hey、企业代理）拦截。打开追踪的可靠性持续下降——建议使用点击追踪和回复追踪作为更可靠的信号。
  • 最佳实践：不要过度依赖打开数据。利用追踪结果优先跟进——如果潜在客户点击链接或打开邮件3次以上，立即跟进。启用Slack通知以便团队实时查看互动情况。

Meeting Scheduling

会议安排

  • What it is: One-click meeting scheduling embedded directly in emails — recipients pick a time without leaving their inbox
  • Key features: One-click meetings (propose times in-email), shared calendar scheduling, round-robin assignment, inbound lead routing, double-booking prevention, calendar integration
  • Meeting types: One-click (propose specific times), scheduling link (share availability page), round-robin (distribute among team members)
  • Best practices: Use one-click meetings for warm prospects (higher conversion than scheduling links). Set up round-robin for inbound lead routing. Enable double-booking prevention to avoid scheduling conflicts.
  • 定义：直接内嵌于邮件的一键会议安排功能——收件人无需离开收件箱即可选择时间
  • 核心功能：一键会议（在邮件中提议时间）、共享日历安排、轮询分配、潜在客户路由、防止重复预订、日历集成
  • 会议类型：一键式（提议具体时间）、安排链接（分享可用时间页面）、轮询式（在团队成员间分配）
  • 最佳实践：针对意向明确的潜在客户使用一键会议（转化率高于安排链接）。设置轮询分配用于潜在客户路由。启用防止重复预订功能避免日程冲突。

Rules Engine

规则引擎

  • What it is: IF/THEN automation engine for creating workflows triggered by email events, Salesforce object changes, or date fields
  • Basic rules: Trigger on email opens, clicks, replies, downloads — then auto-add to sequence, create Salesforce task, send Slack notification, etc.
  • Advanced rules: Trigger on Salesforce object changes (opportunities, accounts, custom objects), date-field triggers (e.g., renewal date approaching), webhook triggers
  • Webhook support: Rules can fire webhooks to external endpoints, enabling integration with any system
  • Plan gating: Basic rules available on SMB+. Advanced rules with Salesforce object triggers require Growth+CRM plan.
  • Best practices: Start with simple rules (reply → notify Slack) before building complex Salesforce-triggered automations. Test rules with a small segment before applying broadly.
  • 定义：基于IF/THEN逻辑的自动化引擎，可由邮件事件、Salesforce对象变更或日期字段触发工作流
  • 基础规则：由邮件打开、点击、回复、下载触发——自动添加至序列、创建Salesforce任务、发送Slack通知等
  • 高级规则：由Salesforce对象变更（商机、账户、自定义对象）、日期字段触发（例如，续约日期临近）、Webhook触发
  • Webhook支持：规则可触发外部端点的Webhook，实现与任意系统的集成
  • 版本限制：基础规则在SMB+版本可用。基于Salesforce对象触发的高级规则需要Growth+CRM版本。
  • 最佳实践：先从简单规则（如回复→发送Slack通知）入手，再构建复杂的Salesforce触发自动化。在全面应用前先在小范围内测试规则。

Templates & Snippets

模板与片段

  • What it is: Reusable email templates and text snippets with personalization — shared across teams
  • Key features: Template library with personalization variables, snippet tags for quick insertion, team content sharing, template performance tracking
  • Snippets vs. templates: Templates are full emails; snippets are reusable text blocks you insert into any email (like a paragraph about pricing or a CTA)
  • Best practices: Track template performance in reporting to identify top performers. Use snippet tags to organize by category. Share winning templates across the team.
  • 定义：带个性化功能的可复用邮件模板和文本片段，支持团队共享
  • 核心功能：带个性化变量的模板库、用于快速插入的片段标签、团队内容共享、模板效果追踪
  • 片段与模板的区别：模板是完整邮件；片段是可插入任意邮件的可复用文本块（如定价说明段落或CTA）
  • 最佳实践：在报表中追踪模板效果，找出表现最佳的模板。使用片段标签按类别组织内容。在团队内共享表现优秀的模板。

Dialer

拨号器

  • What it is: Built-in calling directly from Gmail with automatic logging to CRM and Gong
  • Key features: Click-to-call from Gmail, automatic call logging to Salesforce, Gong recording integration, call notes
  • Best practices: Use the dialer as a sequence step for phone touches. Log call outcomes to track connect rates.
  • 定义：内嵌于Gmail的呼叫功能，可自动记录至CRM及Gong
  • 核心功能：Gmail内点击呼叫、自动记录至Salesforce、Gong录音集成、通话笔记
  • 最佳实践：将拨号器作为序列中的电话触达步骤。记录通话结果以追踪接通率。

AI Features

AI功能

  • What it is: AI-powered tools for email composition and send-time optimization
  • AI Compose: Generate email drafts and subject lines from prompts or context
  • Smart Send: AI determines the optimal send time for each recipient based on their engagement history
  • AI Sequence Builder: Auto-generate multi-step sequences from a description of your target audience and goal
  • Best practices: Use AI Compose for first drafts, then personalize. Let Smart Send optimize timing rather than guessing. Review AI-generated sequences before activating.
  • 定义：用于邮件撰写和发送时间优化的AI工具
  • AI撰写：根据提示或上下文生成邮件草稿及主题行
  • 智能发送：AI根据收件人的互动历史确定最佳发送时间
  • AI序列构建器：根据目标受众和目标描述自动生成多步骤序列
  • 最佳实践：使用AI撰写生成初稿，再进行个性化调整。让智能发送优化发送时间，而非自行猜测。在激活前审核AI生成的序列。

Polls & Surveys

投票与调研

  • What it is: Embedded polls and surveys in emails that recipients can answer with one click — no external links needed
  • Key features: Single-question polls, multi-question surveys, one-click responses directly in the email, response tracking and aggregation
  • Best practices: Use polls to qualify prospects (e.g., "Are you evaluating solutions this quarter?"). Keep polls to 1-2 questions for maximum response rate.
  • 定义：内嵌于邮件的投票和调研，收件人可一键回复——无需外部链接
  • 核心功能：单问题投票、多问题调研、邮件内一键响应、响应追踪及汇总
  • 最佳实践：使用投票筛选潜在客户（例如，“你是否在本季度评估解决方案？”）。投票控制在1-2个问题以获得最高回复率。

Salesforce Integration

Salesforce集成

  • What it is: Deep Salesforce integration with inbox sidebar, auto-record creation, dynamic fields, and advanced rules on SF objects
  • Key features: Salesforce inbox sidebar (view CRM data from Gmail), auto-create leads/contacts from email, dynamic Salesforce fields in templates, advanced rules triggered by SF object changes (opportunities, accounts, custom objects)
  • Plan gating: Basic Salesforce features on Growth plan. Advanced rules on Salesforce objects require Growth+CRM plan (~$89/user/mo).
  • Best practices: Use the inbox sidebar to log activities without switching tabs. Set up auto-create for leads to eliminate manual data entry. Use SF-triggered rules to automate follow-ups on deal stage changes.
  • 定义：深度Salesforce集成，包含收件箱侧边栏、自动创建记录、动态字段及基于Salesforce对象的高级规则
  • 核心功能：Salesforce收件箱侧边栏（在Gmail中查看CRM数据）、从邮件自动创建线索/联系人、模板中的动态Salesforce字段、由Salesforce对象变更触发的高级规则（商机、账户、自定义对象）
  • 版本限制：基础Salesforce功能在Growth版本可用。基于Salesforce对象的高级规则需要Growth+CRM版本（约89美元/用户/月）。
  • 最佳实践：使用收件箱侧边栏无需切换标签即可记录活动。设置自动创建线索功能以消除手动数据录入。使用Salesforce触发规则在交易阶段变更时自动触发跟进。

HubSpot Integration

HubSpot集成

  • What it is: Activity sync and list import between Mixmax and HubSpot
  • Key features: Bi-directional activity sync, import HubSpot lists directly into Mixmax sequences, HubSpot sidebar in Gmail
  • Plan gating: Requires Growth plan (~$65/user/mo).
  • Best practices: Import HubSpot lists into sequences for targeted outreach. Use activity sync to keep HubSpot records up to date automatically.
  • 定义：Mixmax与HubSpot之间的活动同步和列表导入
  • 核心功能：双向活动同步、将HubSpot列表直接导入Mixmax序列、Gmail中的HubSpot侧边栏
  • 版本限制：需要Growth版本（约65美元/用户/月）。
  • 最佳实践：将HubSpot列表导入序列以进行定向触达。使用活动同步自动保持HubSpot记录更新。

LinkedIn Sales Navigator

LinkedIn Sales Navigator

  • What it is: Automated LinkedIn outreach as sequence steps — InMail messages and connection requests
  • Key features: InMail as an automated sequence step, connection requests as sequence steps, integrated into multi-channel sequences
  • Requirements: LinkedIn Sales Navigator license required separately
  • Best practices: Use LinkedIn steps for prospects who don't respond to email. Place LinkedIn steps after 2-3 email touches. Personalize InMail — generic messages get ignored.
  • 定义：作为序列步骤的自动化LinkedIn触达——InMail消息及连接请求
  • 核心功能：将InMail作为自动序列步骤、将连接请求作为序列步骤、集成至多渠道序列中
  • 要求：需单独购买LinkedIn Sales Navigator许可证
  • 最佳实践：针对未回复邮件的潜在客户使用LinkedIn步骤。在2-3次邮件触达后添加LinkedIn步骤。个性化InMail内容——通用消息会被忽略。

Sidechat

Sidechat

  • What it is: Invisible email collaboration — discuss emails with teammates without the recipient seeing the conversation
  • Best practices: Use Sidechat to get manager input on important prospect emails before replying.
  • 定义：隐形邮件协作功能——与团队成员讨论邮件内容，收件人不会看到对话
  • 最佳实践：在回复重要潜在客户邮件前，使用Sidechat获取经理的意见。

Reporting

报表

  • What it is: Engagement analytics across emails, sequences, templates, and team performance
  • Key metrics: Opens, clicks, bounces, replies, downloads, RSVPs — sliceable by template, sequence, recipient, team, and individual
  • Report views: Individual performance, team comparison, sequence performance, template effectiveness
  • Best practices: Review sequence reports weekly to identify underperforming stages. Compare template performance to standardize on what works. Use team reports for coaching.
  • 定义：覆盖邮件、序列、模板及团队表现的互动分析
  • 核心指标：打开、点击、退信、回复、下载、RSVP——可按模板、序列、收件人、团队及个人维度筛选
  • 报表视图：个人表现、团队对比、序列表现、模板效果
  • 最佳实践：每周查看序列报表，找出表现不佳的阶段。对比模板表现以标准化有效内容。使用团队报表进行辅导。

Custom Branding

自定义品牌

  • What it is: Add your company logo and branding to emails sent via Mixmax
  • Best practices: Keep branding subtle — heavy logos can trigger spam filters and distract from the message.
  • 定义：在通过Mixmax发送的邮件中添加公司标志及品牌元素
  • 最佳实践：保持品牌元素简洁——过重的标志可能触发垃圾邮件过滤器并分散用户注意力。

Mixmax data model

Mixmax数据模型

Core entities in the Mixmax platform — understand these to navigate the UI, build rules, and work with the API:
EntityWhat it representsKey fields
SequenceMulti-channel outreach campaign_id, name, stages, recipients, folder
MessageEmail (draft, scheduled, or sent)_id, to/cc/bcc, subject, body (HTML), tracking flags, sent/scheduled timestamps
SnippetReusable email template / text block_id, name, body, tags
RuleIF/THEN automation or webhook_id, triggers, actions
Appointment LinkScheduling page for meetings_id, type, availability
Meeting TypeCalendar meeting configuration_id, name, duration, availability
Contact (deprecated)Contact record_id, email, name, notes
Mixmax平台的核心实体——理解这些实体有助于操作UI、构建规则及使用API：
实体代表内容核心字段
Sequence多渠道触达活动_id, name, stages, recipients, folder
Message邮件（草稿、已排期、已发送）_id, to/cc/bcc, subject, body (HTML), tracking flags, sent/scheduled timestamps
Snippet可复用邮件模板/文本块_id, name, body, tags
RuleIF/THEN自动化或Webhook_id, triggers, actions
Appointment Link会议安排页面_id, type, availability
Meeting Type日历会议配置_id, name, duration, availability
Contact（已弃用）联系人记录_id, email, name, notes

Mixmax API reference

Mixmax API参考

For detailed API documentation including endpoints, authentication, message schema, and automation patterns, consult 
references/mixmax-api-reference.md
.
Quick reference: Base URL 
https://api.mixmax.com/v1/
, API key auth via 
X-API-Token
header. Developer contact: developer@mixmax.com
如需详细的API文档，包括端点、认证、消息架构及自动化模式，请查阅
references/mixmax-api-reference.md
。
快速参考：基础URL 
https://api.mixmax.com/v1/
，通过
X-API-Token
头进行API密钥认证。开发者联系方式：developer@mixmax.com

Pricing

定价

PlanPriceKey features
Free$0Basic tracking, scheduling
SMB~$29-34/user/moSequences, shared calendars
Growth~$65/user/moHubSpot, AI features, round-robin, analytics
Growth + CRM~$89/user/moSalesforce integration, advanced rules on SF objects
EnterpriseCustom (typically $100-150/user/mo)Custom terms, dedicated support
Pricing as of 2026 — verify current pricing at mixmax.com.
版本价格核心功能
免费版$0基础追踪、日程安排
SMB版约29-34美元/用户/月序列、共享日历
Growth版约65美元/用户/月HubSpot集成、AI功能、轮询分配、分析
Growth + CRM版约89美元/用户/月Salesforce集成、基于Salesforce对象的高级规则
企业版定制价格（通常100-150美元/用户/月）定制条款、专属支持
定价信息截至2026年——请访问mixmax.com核实当前定价。

Integrations

集成工具

  • Gmail — Chrome extension, full inbox integration (all Mixmax features live inside Gmail)
  • Salesforce — Inbox sidebar, auto-create records, dynamic fields, advanced rules (Growth+CRM plan)
  • HubSpot — Activity sync, list import into sequences, sidebar (Growth plan)
  • LinkedIn Sales Navigator — InMail and connection requests as automated sequence steps
  • Slack — Real-time engagement notifications
  • Gong — Dialer call recording sync
  • Zoom — Meeting link generation
  • Webhooks — Via rules engine for custom integrations
  • Gmail — Chrome扩展，完整收件箱集成（所有Mixmax功能均内嵌于Gmail）
  • Salesforce —收件箱侧边栏、自动创建记录、动态字段、高级规则（Growth+CRM版本）
  • HubSpot — 活动同步、序列列表导入、侧边栏（Growth版本）
  • LinkedIn Sales Navigator — 将InMail及连接请求作为自动序列步骤
  • Slack — 实时互动通知
  • Gong — 拨号器通话录音同步
  • Zoom — 会议链接生成
  • Webhook — 通过规则引擎实现自定义集成

Compliance

合规性

  • SOC 2 Type II compliant — enterprise-grade security and data handling
  • SOC 2 Type II合规——企业级安全及数据处理标准

Step 4 — Actionable guidance

步骤4 — 可操作指导

Based on the user's specific question:
  1. Step-by-step instructions — numbered steps to accomplish their goal in Mixmax
  2. Configuration recommendations — specific settings to change, with navigation paths (typically via the Mixmax sidebar in Gmail or Mixmax dashboard)
  3. Common pitfalls — what can go wrong and how to avoid it
  4. Verification — how to confirm the change worked as expected
  5. Plan check — flag any features that require a specific plan tier before recommending them
基于用户的具体问题：
  1. 分步说明 — 完成目标的编号步骤
  2. 配置建议 — 具体的设置修改，包含导航路径（通常通过Gmail中的Mixmax侧边栏或Mixmax仪表盘）
  3. 常见陷阱 — 可能出现的问题及避免方法
  4. 验证方法 — 如何确认修改生效
  5. 版本检查 — 在推荐功能前，标注需要特定版本的功能

Gotchas

注意事项

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
  • Mixmax is Gmail-only — there is no Outlook support. Mixmax works exclusively as a Gmail/Google Workspace extension. Don't recommend Mixmax to users on Outlook or Microsoft 365. If they need Outlook support, suggest alternatives like Salesloft, Yesware, or Mailshake.
  • Salesforce advanced rules require Growth+CRM plan (~$89/user/mo). Basic Salesforce sidebar and activity logging are on the Growth plan, but rules triggered by Salesforce objects (opportunities, accounts, custom objects) require Growth+CRM. Always ask about the user's plan before suggesting SF-triggered automations.
  • The Contacts API is deprecated. Don't recommend building integrations against the 
    /contacts
    endpoints. Use Salesforce or HubSpot as the contact source of truth instead. The contacts endpoints may be removed in a future API version.
  • API rate limits are undocumented. Mixmax does not publish official rate limits. The API is described as "optimized for lightweight, real-time interactions" — it is NOT suitable for bulk exports or high-volume sync. Recommend building with conservative backoff and small batch sizes.
  • One-click meetings require the recipient's email client to render rich HTML. If the recipient uses a plain-text email client or has images disabled, one-click meeting proposals won't render correctly. They'll fall back to a scheduling link, but the one-click experience is lost.
基于研究的最佳实践——请重点关注版本限制功能及集成问题，这些内容可能会过时。
  • Mixmax仅支持Gmail——无Outlook支持。 Mixmax仅作为Gmail/Google Workspace扩展使用。请勿向使用Outlook或Microsoft 365的用户推荐Mixmax。如果他们需要Outlook支持，建议使用Salesloft、Yesware或Mailshake等替代工具。
  • Salesforce高级规则需要Growth+CRM版本（约89美元/用户/月）。 基础Salesforce侧边栏及活动记录在Growth版本可用，但基于Salesforce对象触发的规则（商机、账户、自定义对象）需要Growth+CRM版本。在推荐Salesforce触发自动化前，请务必询问用户的版本。
  • Contacts API已弃用。 请勿基于
    /contacts
    端点构建集成。请使用Salesforce或HubSpot作为联系人数据源。联系人端点可能在未来的API版本中移除。
  • API速率限制未公开。 Mixmax未公布官方速率限制。API被描述为“针对轻量级实时交互优化”——不适合批量导出或高容量同步。建议构建时采用保守的退避策略及小批量处理。
  • 一键会议需要收件人的邮件客户端支持富HTML渲染。 如果收件人使用纯文本邮件客户端或禁用图片，一键会议提议将无法正确显示。会自动回退至安排链接，但一键体验会丢失。

Step 5 — Related skills

步骤5 — 相关技能

  • /sales-cadence
    — Design outbound cadence strategy (platform-agnostic, works with Mixmax sequences)
  • /sales-deliverability
    — Cross-platform email deliverability — SPF/DKIM/DMARC, warmup, inbox placement
  • /sales-meeting-scheduler
    — Meeting scheduling strategy and best practices (platform-agnostic)
  • /sales-email-tracking
    — Email tracking strategy and best practices (platform-agnostic)
  • /sales-integration
    — Connect Mixmax to other tools via Zapier, webhooks, or native integrations
  • /sales-do
    — Not sure which skill to use? The router matches any sales objective to the right skill. Install: 
    npx skills add sales-skills/sales --skills sales-do
  • /sales-cadence
    — 设计外呼节奏策略（跨平台，适用于Mixmax序列）
  • /sales-deliverability
    — 跨平台邮件送达率优化——SPF/DKIM/DMARC、域名预热、收件箱投递
  • /sales-meeting-scheduler
    — 会议安排策略及最佳实践（跨平台）
  • /sales-email-tracking
    — 邮件追踪策略及最佳实践（跨平台）
  • /sales-integration
    — 通过Zapier、Webhook或原生集成将Mixmax与其他工具连接
  • /sales-do
    — 不确定使用哪个技能？该技能会将任意销售目标匹配至对应技能。安装方式：
    npx skills add sales-skills/sales --skills sales-do

Examples

示例

Example 1: Multi-channel sequence setup

示例1：多渠道序列设置

User says: "How do I set up a multi-channel sequence in Mixmax with email, phone, and LinkedIn?" Skill does:
  1. Explains Mixmax sequences as multi-channel campaigns with email, phone, LinkedIn Sales Navigator, and task steps
  2. Walks through creating a sequence: name, stages, channel per stage, timing between stages
  3. Explains how to add LinkedIn Sales Navigator steps (InMail and connection requests) as automated sequence stages
  4. Notes that LinkedIn Sales Navigator license is required separately Result: User has a multi-channel sequence with email, phone, and LinkedIn steps configured
用户提问：“如何在Mixmax中设置包含邮件、电话和LinkedIn的多渠道序列？” 技能操作：
  1. 解释Mixmax序列是结合邮件、电话、LinkedIn Sales Navigator及任务步骤的多渠道活动
  2. 引导创建序列：命名、添加阶段、为每个阶段选择渠道、设置阶段间隔时间
  3. 说明如何添加LinkedIn Sales Navigator步骤（InMail及连接请求）作为自动序列阶段
  4. 备注需要单独购买LinkedIn Sales Navigator许可证 结果：用户完成包含邮件、电话和LinkedIn步骤的多渠道序列配置

Example 2: Salesforce integration with advanced rules

示例2：带高级规则的Salesforce集成

User says: "I want to automatically add prospects to a Mixmax sequence when an opportunity moves to a specific stage in Salesforce" Skill does:
  1. States upfront that Salesforce object-triggered rules require Growth+CRM plan (~$89/user/mo)
  2. Walks through creating an advanced rule: trigger on Salesforce Opportunity stage change → action: add related contact to sequence
  3. Explains how to configure the rule trigger (Salesforce object, field, condition) and action (target sequence, recipient mapping)
  4. Suggests testing with a single opportunity before applying broadly Result: User has an advanced rule that auto-enrolls prospects into sequences based on Salesforce deal stage changes
用户提问：“我希望当Salesforce中的商机进入特定阶段时，自动将潜在客户添加至Mixmax序列” 技能操作：
  1. 首先说明基于Salesforce对象触发的规则需要Growth+CRM版本（约89美元/用户/月）
  2. 引导创建高级规则：触发条件为Salesforce商机阶段变更 → 操作：将关联联系人添加至序列
  3. 解释如何配置规则触发条件（Salesforce对象、字段、条件）及操作（目标序列、收件人映射）
  4. 建议先在单个商机上测试，再全面应用 结果：用户完成高级规则配置，可根据Salesforce交易阶段变更自动将潜在客户加入序列

Example 3: API-driven recipient management

示例3：基于API的收件人管理

User says: "I want to use the Mixmax API to programmatically add recipients to a sequence" Skill does:
  1. Points to 
    references/mixmax-api-reference.md
    for full API documentation
  2. Explains API key authentication via the 
    X-API-Token
    header
  3. Walks through the workflow: GET /sequences to find the sequence ID → POST /sequences/:id/recipients to add recipients
  4. Warns about undocumented rate limits and recommends conservative batching Result: User understands the API workflow for adding recipients and the precautions needed
用户提问：“我想使用Mixmax API程序化地将收件人添加至序列” 技能操作：
  1. 引导查阅
    references/mixmax-api-reference.md
    获取完整API文档
  2. 说明通过
    X-API-Token
    头进行API密钥认证
  3. 引导工作流：调用GET /sequences获取序列ID → 调用POST /sequences/:id/recipients添加收件人
  4. 提醒未公开的速率限制，建议采用保守的批量处理方式 结果：用户理解添加收件人的API工作流及注意事项

Troubleshooting

故障排除

Email tracking not showing opens

邮件追踪未显示打开记录

Symptom: Emails show as sent but no open notifications appear Cause: Recipient's email client blocks tracking pixels (Apple Mail Privacy Protection, corporate proxies), or tracking is not enabled for the message Solution: Verify tracking is enabled in the Mixmax compose window before sending (tracking toggle should be on). Note that Apple Mail (iOS 15+) pre-loads images, which may inflate or block accurate tracking. For critical prospects, rely on click tracking (include a link) and reply tracking instead of open tracking. See 
/sales-email-tracking
for a full tracking strategy.
症状：邮件显示已发送，但无打开通知 原因：收件人的邮件客户端拦截追踪像素（Apple Mail隐私保护、企业代理），或未为该邮件启用追踪功能 解决方案：发送前确认Mixmax撰写窗口中的追踪开关已开启（需处于开启状态）。注意Apple Mail（iOS 15+）会预加载图片，可能导致追踪数据不准确。针对重要潜在客户，依赖点击追踪（包含链接）和回复追踪而非打开追踪。如需完整追踪策略，请查看
/sales-email-tracking
。

Salesforce rules not triggering

Salesforce规则未触发

Symptom: Advanced rules configured to trigger on Salesforce object changes are not firing Cause: Not on Growth+CRM plan, Salesforce connection expired or disconnected, rule conditions too narrow, or Salesforce sync delay Solution: Confirm you are on the Growth+CRM plan (~$89/user/mo) — advanced Salesforce rules are not available on lower plans. Re-authorize the Salesforce connection in Mixmax settings. Check the rule conditions — test with a broad condition first, then narrow down. Allow up to a few minutes for Salesforce sync delays.
症状：配置的基于Salesforce对象变更的高级规则未生效 原因：未使用Growth+CRM版本、Salesforce连接过期或断开、规则条件过于严格、Salesforce同步延迟 解决方案：确认使用Growth+CRM版本（约89美元/用户/月）——高级Salesforce规则在低版本不可用。在Mixmax设置中重新授权Salesforce连接。检查规则条件——先使用宽泛条件测试，再逐步缩小范围。Salesforce同步可能需要几分钟时间，请耐心等待。

Sequence emails landing in spam

序列邮件进入垃圾邮件

Symptom: Recipients report sequence emails going to spam or not arriving Cause: Domain not authenticated, sending too many emails too fast, or email content triggering spam filters Solution: Verify custom sending domain with SPF/DKIM/DMARC authentication. Start with low volume and ramp up gradually. Avoid spam trigger words in subject lines and body. Use Smart Send to optimize send times. Check sender reputation at mail-tester.com. See 
/sales-deliverability
for a comprehensive deliverability strategy.
症状：收件人反馈序列邮件进入垃圾邮件或未收到 原因：域名未认证、发送速度过快、邮件内容触发垃圾邮件过滤器 解决方案：验证自定义发送域名的SPF/DKIM/DMARC认证。从低发送量开始逐步增加。避免在主题行和正文中使用垃圾邮件触发词。使用智能发送优化发送时间。在mail-tester.com检查发件人信誉。如需完整送达率策略，请查看
/sales-deliverability
。