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Send mail merge to specific contacts in your boxes
Send mail merge to specific contacts in your boxes

Choose all contacts, starred contacts, internal, or custom contacts from each box

Weston avatar
Written by Weston
Updated over a week ago

When you add recipients to a mail merge from your pipeline, Streak includes every contact from your boxes as a recipient by default.

If you have starred contacts or custom contact columns, you can specify which contacts to use for your mail merge recipients.

  1. Open the Recipients tab in the right-hand menu of your mail merge

  2. Click the text after “Pulling recipients from”

  3. Choose the contacts or columns that you’d like to include

Streak automatically excludes internal contacts who have the same domain (ex: in their email address as you. If you'd like to include internal contacts in your recipients list:

  1. Scroll to the bottom of the "Pulling recipients from" contacts menu

  2. Toggle on "Internal Recipients"

You can remove specific contacts from the recipients list by clicking X next to their name in the recipients list.

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