How To Customize My Mail Merge With Templates
Streak's Mail Merge variables are the best way to add a personal touch to your Mail Merges. Insert a custom variable for every recipient using a Streak Contact or Pipeline!
Access the variables inside the Mail Merge compose window:
There are two distinct sections. "Contact Fields" allow you to easily insert the details from a Streak Contact Card. Any edits (updating First Name, for example) made during the Mail Merge will save to the Contact directly - you only need to make updates once!
The second section ("Variables from Box Custom Columns") will be unique to the Columns you've added to your Pipeline (or CSV).
Note: Streak's Mail Merge Templates are currently only available for use with the Mail Merge feature and cannot be used as a standalone feature.