Streak is built to automatically add email from you and your teammates. In some use cases, you may want manually add email to your Streak instead of doing so automatically.
You can manually add email to Streak from either an individual email or the Gmail Inbox.
To add email from the inbox:
Click the orange plus button at the top of the email
Add just this thread or all emails with your contact or organization. Choosing 'all emails with' will turn on automatic email sharing to include past and future emails with that person or company across your team's inboxes. 'Just this thread' will manually associate only that 1 thread to the selected box.
Add to an existing box by selecting a suggested box or searching for a box in the sidebar.
-or- Add to a new box by clicking a pipeline icon under “Create new box in”
Add one or more emails from your inbox
Add more than one email to a box by selecting multiple threads in your inbox and adding them to a new or existing box in the sidebar. You can select from your main inbox or from the results of a Gmail search.
Check the boxes next to each email that you would like to add to a box.
Click the orange plus button at the top of your inbox. Add just this thread or all emails with your contact or organization. Choosing 'all emails with' will turn on automatic email sharing to include past and future emails with that person or company across your team's inboxes. 'Just this thread' will manually associate only that 1 thread to the selected box.
Create a new box in one of your pipelines, select a suggested existing box, or search for an existing box in the sidebar.
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Streak is built to automatically add email from you and your teammates. In some use cases, you may want manually add email to your Streak instead of doing so automatically.
You can manually add email to Streak from either an individual email or the Gmail Inbox.
To add email from the inbox:
Click the orange plus button at the top of the email
Add just this thread or all emails with your contact or organization. Choosing 'all emails with' will turn on automatic email sharing to include past and future emails with that person or company across your team's inboxes. 'Just this thread' will manually associate only that 1 thread to the selected box.
Add to an existing box by selecting a suggested box or searching for a box in the sidebar.
-or- Add to a new box by clicking a pipeline icon under “Create new box in”
Add one or more emails from your inbox
Add more than one email to a box by selecting multiple threads in your inbox and adding them to a new or existing box in the sidebar. You can select from your main inbox or from the results of a Gmail search.
Check the boxes next to each email that you would like to add to a box.
Click the orange plus button at the top of your inbox. Add just this thread or all emails with your contact or organization. Choosing 'all emails with' will turn on automatic email sharing to include past and future emails with that person or company across your team's inboxes. 'Just this thread' will manually associate only that 1 thread to the selected box.
Create a new box in one of your pipelines, select a suggested existing box, or search for an existing box in the sidebar.
Key points:
Manual Email linking is an alternative to automatic linking: Streak best practice is to use automatic email sharing add emails from you and your team but you have the option to manually associate emails when needed for specific use cases.
Two Ways to Manually Add: You can add emails either from a single, open email thread or by selecting multiple threads directly from your Gmail Inbox.
Control Over Association: When adding an email, choose between manual and automatic linking:
"Just this thread" manually links only that single conversation.
"All emails with" activates an automated sharing rule for all past and future emails with that contact across your entire team, effectively turning on automation for that specific contact.