New Ways to Take Action in BuzzStream Mailboxes




If you’re familiar with BuzzStream’s mailbox functionality, then you already know that it provides a clean way to manage all of the emails tied to your BuzzStream account across campaigns and team members. In this update, we’ve substantially upped the functionality in your mailboxes even further.

Now you’ll have the flexibility to get greater insight into the contacts you’re emailing, have more actionable controls for interacting with them, and greater filtering capabilities to get right to the information you need.

Let’s dive in and take a look at all the features in this new update.

Opportunities

In BuzzStream, you’ve always been able to see the emails tied to contacts you’re interacting with in your campaigns right in your mailboxes. However, it was previously tricky to get at a glance insight into all of the campaign data tied to those emails, including which specific projects they were tied to, the contacts associated with them, and the relationship stage they were in.

Now, you’ve got all of that information included right in your mailboxes (and elsewhere) with Opportunities.

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In BuzzStream, an opportunity represents all of the project-specific information about a contact. With opportunities in your mailboxes, you can quickly see this critical information for all of the emails you’re interacting with.

These opportunity details are also included on the contact profiles in your projects, so you can organize and get insight into this information there as well.

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Opportunity Tags

Along with opportunities, we’ve included a brand new tag type in BuzzStream: Opportunity Tags.

Using opportunity tags, you can tag contacts with project-specific information to help you keep track of key details throughout your outreach workflow. These will differ from the Website and People Tags that you are currently familiar with because these are only tied to the opportunity. This means that these tags will not be reflected across all of your projects, only the project associated with a given opportunity.

In essence, you won’t have to clutter up your account with tags that are irrelevant outside of a given project.

For example, let’s say that you are reaching out to a contact on behalf of a specific client, and they request payment for a link. Whether you actually want to pay or not, you can tag that opportunity so you know that for this campaign they are making a paid link request. This tag will only apply in this project, so if you outreach in another project and they don’t make a paid request you will not get confused by this previous (not relevant) tag.

Applying an opportunity tag is simple. Just select one or more contacts you’d like to apply the tag to, then click the tag icon

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now, just apply or create the tags you want

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To filter on opportunity tags, just select the Tag filters at the top of the Mailbox section. From here, you can filter on any of the tags you’ve added to only see emails tied to those tags.

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Resume Sequences

If you use sequences in BuzzStream, then you know how frustrating it can be when you receive a reply that isn’t really a reply, such as an out of office message, that breaks your sequence. Now, with our resume sequence functionality, you can pick right back up where it left off when a sequence is broken prematurely.

To resume a broken sequence, just select the email that broke the sequence in your campaign and click the three dots menu. Then, click “Archive and resume”

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This will archive the message that shouldn’t have broken the sequence, and resume the sequence at the next stage in the chain.

Bulk Operations on Relationship Stages

Sometimes, you want to change the relationship stages across a number of opportunities at once in your mailboxes and don’t need the full context of the email to do so. With our bulk relationship stage operations, we’ve made that a simple process.

Just select the emails you’d like to change the relationship stages for and select the relationship stage change icon

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Finally, select the stage you’d like those contacts set to and they will be changed.

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Wrapping up

We hope that you enjoy all of these updates to functionality in the BuzzStream mailboxes. If you have any questions or feedback please let us know! We’re always happy to hear it.

Stephen Panico

Stephen Panico

Stephen manages growth at BuzzStream and also ponders and writes about outreach strategies that he hopes are occasionally helpful. When he's not doing all of that you can find him trying to level up his home cooking or playing games of strategy and chance.

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