Mail merge with streak

Mail merge with Streak!

Streak is a popular CRM (Customer Relationship Management) tool that helps you manage your sales pipeline, contacts, and tasks. Mail merge is a feature that allows you to automate the process of sending personalized emails to your contacts. Here's how you can do a mail merge with Streak:

Prerequisites:

1. You need to have a Streak account and be familiar with its interface.
2. You need to have a list of contacts in Streak, organized in a pipeline or a custom view.
3. You need to have a template for your email, which can include placeholders for dynamic fields (e.g., {{contact.name}}).

Step-by-Step Guide:

1. Create a new email template: Go to the "Emails" tab in Streak and click on "New Email". Create a new email template with placeholders for dynamic fields. For example, you can use {{contact.name}} for the recipient's name.
2. Select your contacts: Go to the "Contacts" tab in Streak and select the contacts you want to send the email to. You can use a pipeline, custom view, or a search query to filter your contacts.
3. Create a mail merge: Click on the "Mail Merge" button in the top-right corner of the Streak interface. This will open the Mail Merge window.
4. Configure the mail merge: In the Mail Merge window, select the email template you created earlier. Choose the contacts you selected in step 2 as the recipients. You can also customize the subject line and email body.
5. Map dynamic fields: In the Mail Merge window, map the dynamic fields in your email template to the corresponding fields in your contacts. For example, you can map {{contact.name}} to the "Name" field in your contacts.
6. Send the email: Click on the "Send" button to send the email to your selected contacts. Streak will automatically populate the dynamic fields with the corresponding values from your contacts.

Tips and Variations:

• You can use Streak's built-in merge tags to include additional information in your email, such as the contact's company name or industry.
• You can also use Streak's "Email Templates" feature to create reusable email templates with placeholders for dynamic fields.
• If you have a large number of contacts, you can use Streak's "Batch Send" feature to send the email in batches, rather than all at once.
• You can also use third-party integrations, such as Zapier or Automator, to automate the mail merge process with other tools and services.

By following these steps, you can easily perform a mail merge with Streak and send personalized emails to your contacts.