01. Getting started

Welcome to Streak!

Introduction to Streak pipelines

Pipelines deepdive: column types

Build your pipeline with templates

Auto fill your pipeline from your inbox

Import leads, contacts, and deals into Streak

Native integrations and automation

Invite your team to collaborate in Streak

02. Email effectively

Send mail merge with automatic follow-up

Manage your mail merges and quota

03. Track people and companies

Contacts and organizations

Add contacts and organizations, share emails automatically

04. Prioritize your work

Saved views: filter and segment your pipelines

How to create saved views

Custom reports with saved views

Send mail merge with automatic follow-up

Scale up your email outreach with personalized messages sent directly from Gmail using Streak’s Mail Merge. In this video, you’ll learn how to:
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• Send a mail merge using your pipeline, contact list, or a CSV file
• Personalize each message with variables like name, company, or deal info
• Preview and test your messages before sending• Add follow-up emails and adjust advanced settings like reply handling, marketing mode, and unsubscribe links
• Track opens, clicks, and replies after sending

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Email Power Tools

The easiest way to scale your email outreach

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Customizing a mail merge

Make your emails more personal with variables

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Best practices when creating a mail merge

Our best tips for an effective mail merge

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Daily mail merge sending limits

Mail Merge daily sending limits for each Streak and Google plan type

Email Power Tools

How can I avoid my emails being marked as spam?

Avoiding mail merge newsletters from being marked as spam or bouncing back.

Email Power Tools

Add images to snippets and mail merges

How to add an image to your snippet or include an image in your mail merge