Streak updates
Streak updates

Improved performance updates




We recently updated our data infrastructure to significantly improve Streak’s performance. This means Streak is able to process updates and edits to your data faster and without delays known as contention.

Visit our blog for more background on how Streak stores data and details on this change.

Mail merge with follow-up: New features & fixes







We launched our most-requested feature (ever!) three weeks ago: mail merge with automatic follow-up.

Although we did extensive beta testing, we always hear great feedback when we release a new product out into the world. We worked quickly to fix bugs and implement new features based on the feedback we received.

Mail merge new features & updates:

Duplicate a mail merge. You can now duplicate your mail merges. This is a great way to set up an A/B test or create a similar mail merge with a few edits.

✏️ Edit active mail merges. To edit the message in an active mail merge, open it in the “Active” mail merges list and click the pencil icon in the upper-right corner.

👩‍💼 Include internal recipients. You now have the option to include recipients from your own company in your mail merges. Previously, Streak would automatically exclude any recipients with the same domain (i.e. as you.

👁 Remember email tracking preferences. Your mail merges and follow-up messages will use the email tracking setting that was applied when you created the mail merge.

Mail merge fixes:

🏢 Use contact’s address as a variable. Streak wasn’t pulling the location data from your contacts, even if their location was filled out. This has been fixed so you can use the "contact addresses" variable.

↩️ Mail merge reply detection improvement. A small number of our customers noticed that Streak was delayed in detecting a recipient’s reply to their messages in a mail merge. We’ve since fixed this issue so your reply data is up-to-date.

Show magic sparkles for magic columns in recipient dropdown. We forgot to add our favorite sparkles next to the “Email Addresses” option in the recipients tab. Though a small oversight, this helps you understand that these email addresses are coming from a magic column in your pipeline.

📂 Sections in left-nav menu stay open or collapsed after refresh. Streak will now remember whether you had Gmail menu sections (like Mail, Pipelines, and Mail Merge) open or closed so they’ll stay in the same opened or closed state after hitting refresh.

Read the full blog post to see details and examples of each update.

Email follow-up sequences are here!




Major Feature



We’re excited to announce our most requested feature ever: automatic email follow-up.

We built automatic email follow-up sequences right into mail merge so you can hit the ground running without installing or learning a new tool.

These updates allow you 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 messages

📤 View and manage your 24-hour rolling email send quota

Learn more and find video tutorials in our blog.

Coming soon: mail merge with automatic follow-up




Major Feature



We’ve been working hard to launch our newest feature: mail merge with automatic email follow up.

We’re getting close to the big launch and wanted to share some inspiration for your very own email sequences. Today on our blog we discuss the art of the sales breakup email, which is a final email in a sequence of outreach to a sales prospect.

The breakup email is a strategic move in sales prospecting that can help you move on to better prospects, or it could be the spark you need to rekindle the relationship.

Head over to the blog or read our Twitter thread on breakup emails to find the email template and a few tips you can use to break up with your prospects.

Resolved: Delay adding new incoming emails to boxes







We've identified an issue that's delaying new incoming emails from being automatically added to the appropriate boxes using our "autoboxing" or automatic email sharing feature. We're working on a fix and will update you when we have an estimate of when this will be caught up. New incoming emails WILL be added automatically to boxes once this is resolved - just a delay for now. We apologize for the inconvenience!

Please check or follow us on Twitter @Streak for updates.

Resolved: Issue saving edits in boxes







We fixed an issue that prevented some edits from being saved in your boxes and pipelines. For example, comments, tasks, and box updates may not appear to save in your boxes. We apologize for the inconvenience this caused. You can always follow along on and on Twitter @Streak for more information.

New video tutorial: create custom reports and visualize your data





Streak can help you find and visualize relationships in your data 📊

In the newest Streak University video lesson, we’ll show you how to create a report to see your projected revenue for each month in a quarter. Follow along step-by-step or create your own with these skills!

Coming soon: automatic email follow up! Follow along behind the scenes






We’re excited to announce that we’re building an automatic email follow up feature!

This feature will let you schedule a series of emails in advance. Each email is sent to your contacts individually, just like a mail merge, but you’ll be able to automatically send additional emails until you get a reply or the sequence is complete.


Want to learn more? Follow our CEO, Aleem (@aloo), on Twitter as he shares our real time strategies, challenges, and milestones on Twitter.

He’ll fill you in on:

  • How we decided the scope of what’s included in this feature.
  • Our technical approach for building an automated email follow up tool.
  • Realtime updates, including all of the challenges, surprises, and lessons we’re learning along the way.

Still have questions? Ask Aleem on Twitter! He’ll be answering questions and addressing your feedback directly in each tweet.

New video lesson: Filter and segment your pipelines with saved views





Saved views let you filter and segment a pipeline full of boxes to see which opportunities need your attention the most.

In this 3-part video lesson, we’ll show you how to create segments within your pipelines and prioritize work throughout the day.

Part 1: Saved views overview

If you’re still exploring saved views in Streak, start with this quick overview video to see a few examples in different types of pipelines.

Part 2: How to create saved views

When you’re ready to get started, learn how to filter, sort, and group your own boxes. Follow along as we show you step-by-step how to create one of the most useful saved views for any pipeline.

👀 Stay tuned for Part 3 on advanced saved views!

March 11th: Recent bug fixes and improvements






Our dev team spent a few weeks fixing pesky bugs and making sure Streak is running smoothly. Here's a recap of what they fixed last month:

🤷 Google Contact search results not appearing in the box view

When adding or searching for a contact in Streak, we'll show you results from your Google Contacts and existing Streak contacts. However, Google Contact results weren't showing up if you searched in the box view (below). This has been fixed.

👻 No Name contacts 

In some cases, contacts appeared as "No Name". No longer!

📨 Adding an organization from the pipeline turns off automatic email sharing

Adding an organization to a box from the pipeline view turned off automatic email sharing for any existing contacts in the box. This has been fixed.

"Date of Last Email" magic column not updating

A little while back, the "Date of Last Email" magic column wasn't updating with the correct date. In the end of December, we fixed the issue for boxed emails moving forward. We now also made a fix that updated the column data for previously sent or received emails, effectively backfilling your "Date of Last Email" columns with the correct data.

📝 Mail Merge variables not working if entered before email draft is saved

Adding a variable to your mail merge before Gmail saved the email draft would cause an error with the variable - invariably. This only affected the speediest of mail mergers, and has been fixed.

👁️ Email tracking icon misaligned in inbox view 

Email tracking icons were overlapping with the date of the email in the inbox and "All Tracked Emails" folders, causing an unpleasant visual experience. Order has been restored.

🔗 Email tracking "learn more" links takes you to nonexistent page

Clicking on the "Learn how tracking works" link was navigating to a nonexistent page. Not only have we fixed the link, but we've also launched a new video lesson on email tracking for anybody interested in learning more!

💬 Mentioning a team member in a comment doesn't show their name

Mentioning a team member in a box comment typically shows their name in the comment (ex: @Tiana) but occasionally only showed the "@" symbol. Sorry, Tiana! This has been fixed.

🗃️ Notification emails not showing related box details in the Streak sidebar

When you get a notification from Streak about activity in your boxes, you should be able to see the box information in the Streak sidebar and in an inbox label. This information was missing and has returned.

📧 Some Recent Activity email buttons not working for some emails

Some emails in the "Recent Activity" section of the Streak sidebar weren't opening when clicked - making for very anticlimactic results. This has been fixed, so you're now able to open recent emails in the box same from the sidebar.

Task digest emails not sending

Task digest emails are a daily recap of where you stand with all your tasks (think overdue tasks, upcoming tasks, etc.). These weren't sending for the past few months, but have resumed.