New

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!

Fix

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.

New

Email tracking shows if and when an email was opened. It also indicates if somebody opened the email more than once and might be an interested prospect.

This video lesson walks through the basics of email tracking, and a few ways you can use it to make smarter decisions in your pipelines and when following up with leads.

You’ll learn what data is tracked, and how to:

• enable and disable email tracking
• create filters based on data in email tracking columns so you can send a follow up or update your leads
• add tracked emails to a pipeline or create a new pipeline with them
• test email tracking

We’re adding new lessons frequently — let us know what you’d like to learn about next!

New

Mail merge allows you to send personalized, tracked mass emails with just a few clicks.

Use variables from your contacts and pipelines to address your recipients by name, reference their company, or add customization to the message. There’s no Streak branding, so it looks like you sent an individual email to each recipient. Don’t worry, your secret is safe with us 😉.

Not using contacts or pipelines yet? No problem — just upload a .CSV file with your data, draft your email, and hit “send”.

Learn how to send mail merges in our new Streak University lesson.

Fix

We started off the year with a few improvements and fixes. Here's what changed:

📖 Clarify API documentation for updating box fields

After noticing some confusion from our customers, we updated our API documentation to better explain how to update box fields using Streak's API

⏳ Long mail merge sending times

In some cases, mail merges were requiring several hours to complete sending your emails. This has been fixed.

❌ Delete all fields on an existing contact

For a minute there, you could delete all fields - like name and email - of a contact. This would leave you with a sad, empty, shell of a contact called "No name", so we put up some guard rails to make sure you have some way to identify who they are. (You can still just delete them if you're over it.)

💬 Replying to comments from inbox

So your teammate asks you a burning question in a box comment and uses the @ symbol to mention your name. You get a notification and reply directly from the email… but nothing shows up in the box. SAD! We fixed this so you can reply to comments from the notification email and not accidentally leave your team hanging.

New

Snippets are email templates that you can use to fill in a subject line and email body.

They save you from needing to type out repetitive or common emails and responses, and you can share them across our team to make sure you have consistent messaging with customers and leads. ‍

In this video, we’ll learn how to:

• Create a snippet from an email draft
• Use snippets in emails, for common responses, and to quickly insert links and other resources into emails
• Share snippets with your team for consistent and accurate messaging
• Increase efficiency and use best practices with snippets

New

Do you get tired of manually adding emails and reminding your team to share theirs? We sure do, but Streak solves this problem with automatic email sharing.

The first step to enabling this feature is adding contacts and organizations to our boxes. Once they’re added, you can build a complete timeline of their interactions with your entire team - automatically.

In this video, you’ll:

• See how automatic email sharing works
• Learn how to keep certain emails private
• Explore each way to add contacts and organizations to your boxes

Fix

We finished out the year (and began the new one) with bug fixes and user experience improvements. Here's a recap of what changed:

✅ Creating tasks in box view

When typing in the task pop-up in the box view, the cursor sometimes jumped to the beginning of the text. This small but surprisingly maddening bug has been fixed. Task masters rejoice!

👤 Creating contacts getting stuck in sidebar

Creating a contact could result in a never-ending "creating" state in the sidebar. This has been fixed.

🔑 Override data validation when creating new boxes

Although admins have the option to override data validation (available on pro and enterprise plans) rules, they weren't able to do so when creating new boxes. We've fixed this, meaning you can create boxes with blank fields that are otherwise required.

🔒 Data validation for formula columns

Streak wasn't properly assessing formula columns in some cases of data validation, which might cause a rule to be incorrectly triggered–even when you did everything right! This has been fixed and we apologize for any unwarranted scolding.

📄 Boxed files slow to download and open

Files in boxes were downloading and opening at dial up internet speeds, which nobody has time for these days. This has been fixed, so you won't have to take a mental trip to the 90s every time you open an attachment.

🔗 Copy box and pipeline links with one click

We did away with a redundant click to copy links to boxes, pipelines, and saved views. Small efficiencies add up, and you can now copy a link to your work in Streak with one click.

👁️ Email tracking magic columns

In some cases, Streak wasn't properly updating email tracking magic column data. We've fixed this so you can use the newest type of magic column to follow up with engaged prospects and use this data for saved views and more.

Announcements

Well, we sure couldn’t have predicted the twists and turns that defined the year 2020, but one thing has remained a constant: our gratitude to you and all of our customers!

Thank you for passing along product feedback, challenging us to think outside the box, and sharing your success stories with our team 🙏

In case you missed anything, we recapped our top 10 product launches of 2020:

You can also find the video and a brief write-up of each launch in our blog.

From our team to yours, we wish you a happy and healthy New Year and look forward to working with you in 2021 💫

Announcements

We experienced a disruption to Streak service throughout December 15th and 16th. We know that your ability to work was affected during these days, and we're deeply sorry for this setback.

We take these issues seriously and have dedicated resources to preventing future issues.

Find more information about what happened and how we're preventing similar issues in a postmortem on our blog.