23 templates to automate your CRM in Gmail
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Streak helps people manage a variety of workflows from raising capital to booking events to closing sales deals. And although everybody uses Streak a bit differently, certain tools help you accomplish your goals no matter who you are or how you work.
Today, we’re excited to introduce one of those tools and our most-requested feature ever: mail merge with automatic follow-up sequences in Gmail.
Automatic follow-up sequences help you:
We built automatic follow-up sequences into our mail merge feature so you can send personalized mass emails and schedule follow-up messages all within Gmail. A deep Gmail integration means you don’t have to open another app or add another tab to your cluttered browser window.
With mail merge in Gmail, you’ll be able to:
📧 Schedule automatic follow-up sequences if your recipients don’t reply
➕ Add recipients to existing mail merges as needed
🔍 See if anybody on your team has already emailed your recipients before hitting send
📊 Compare the performance of your mail merges and pick winning message
📤 View and manage your 24-hour rolling email send quota
If you’re already using mail merge to scale your outreach, you’ll be ready to hit the ground running with automatic follow-up sequences integrated into your existing mail merge workflow.
If you’re new to Streak or mail merge, send your first mail merge in minutes with our intuitive and powerful tool in Gmail.
When we decided to build automatic follow-up sequences, our first step was interviewing Streak users who previously asked for this feature about what they hoped to accomplish with it.
A clear trend emerged: people cared most about getting more responses from recipients.
Based on this user feedback, we optimized the automatic follow-up emails in mail merge to help you get more responses from your recipients by:
With this launch, you can also now view your mail merges sin a list and compare them side-by-side to see their performance with open and reply rates. Once you know which mail merges are performing best, create one for a new leads, investor outreach, or another part of your workflow and use it over and over again to engage new opportunities.
As we collect more data and continue building mail merge features, keep an eye out for additional data and tools for your email follow-ups.
With Streak mail merge, automating your email follow-up doesn’t mean losing your personal touch or giving up control of your relationships. We give you insights and tools to prevent crossed wires and awkward slip-ups.
Streak alerts you if anybody on your team has already emailed a contact as soon as you upload a CSV file or add recipients from your pipelines. Review a timeline of your team’s communication with that person and decide if you want to remove them from the recipient list before sending your mail merge.
We’ll also help you avoid awkward situations by making sure you don’t accidentally add a contact to the same mail merge twice because hey, it happens to the best of us.
Never send a message out of context — once you get a reply to your mail merge, Streak pauses remaining follow-up emails to that contact so you can address their response individually.
We’ll let you know when you open an email thread or Streak contact page for a contact who’s in an active mail merge. If anything has changed, you can review the mail merge and pause remaining messages for that recipient.
Heading on vacation? Ironing out some kinks? Pause your mail merge to stop sending all messages immediately. When you’re ready to start again, resume the mail merge and Streak will send any messages that would have gone out during the pause.
New to Streak? Install Streak for free and send your first mail merge with automatic follow-up in under 2 minutes.
These videos will walk you through step-by-step: