Once you've selected who you're reaching out to, Streak gives you options to customize how your message appears for each contact. 

By default, our options include:

  • Adding an email to Cc/Bcc that receives all outgoing messages
  • Adding attachments to the outgoing messages
  • Add tracking to each outgoing email with our email tracking feature.
  • Schedule the mail merge for a later time by using Send Later

Streak will also pull in variables from columns. The richer your mail merge's source is, the more options you'll have for customization.

Variables are taken from boxes (when sending a mail merge through a pipeline) or from your uploaded CSV. 

Variables let you add custom data to each message. Variables can include the person name or any other data you have about them in your Streak Boxes.

You can access variables from the bottom toolbar in the Compose window:

Did this answer your question?