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Email Best Practices
• Understand our e-mail policy
Session Objectives
• Manage e-mail
volume and storage
effectively
“I apologize for
the length of
this letter. If I
had time, I
would have
written a
shorter one.”
Mark Twain
Session Objectives
• Organizational Tips
Session Objectives
• Business use only
Session Objective: Email Policy
Email Policy:
Business Use Only
Email Policy:
Business Use Only
• Expectation of privacy
Session Objective: Email Policy
Email Policy:
Expectation of Privacy
Email Policy:
Expectation of Privacy
• Offensive
correspondence
Session Objective: Email Policy
Email Policy:
Offensive Correspondence
Email Policy:
Offensive Correspondence
Email Policy:
Offensive Correspondence
• Confidential information
Session Objective: Email Policy
Email Policy:
Confidential Information
Email Policy:
Confidential Information
Email Policy:
Confidential Information
• Promotes and
reinforces our brand
• Should be
consistent
Email Signature Blocks
Call Center
Security First Managers
Security First Insurance
• Delete, rather than store,
when possible
Managing Email Volume:
Email Storage
Your friend!!
• Clear your in-box regularly
• Transfer files you must keep
into folders
Session Objective:
Managing Email Volume
Creating Folders
• Periodically review your
storage folders
Managing Email Volume:
Email Storage
Your friend!!
Reply All
• Do not use reply
all when:
• Only the sender
needs to know
the reply
Managing Email Volume:
Reply All
Reply All
• Do not use reply
all when:
• Your message is
“Thanks” or “Me,
too”
Managing Email Volume:
Reply All
Managing Email Volume:
Blind Copy
Use written communication to:
• Convey specific details (facts
and figures)
• Send a uniform message to
many people
• Retain a record of a
communication
Managing Email Volume:
Email or Phone?
Use spoken communication to:
• Exchange information
• Solve problems
• Deal with questions or give
clarifications
Managing Email Volume:
Email or Phone?
Organizational Tips:
Creating Email Rules
Creating Email Rules
Creating Email Rules
Creating Email Rules
Creating Email Rules
Creating Email Rules
Creating Email Rules
Creating Email Rules
Creating Email Rules
Organizational Tips:
Creating Email Categories
Creating Email Categories
Creating Email Categories
Creating Email Categories
Creating Email Categories
Creating Email Categories
Organizational Tips:
Flag Emails for Follow Up
Organizational Tips:
Flag Emails for Follow Up
Organizational Tips:
Flag Emails for Follow Up
Organizational Tips:
Flag Emails for Follow Up
Managing Email Volume:
Creating External Hyperlinks
Creating External Hyperlinks
Creating External Hyperlinks
Creating External Hyperlinks
Creating External Hyperlinks
Managing Email Volume:
Creating Internal Hyperlinks
Creating Internal Hyperlinks -
Documents
Creating Internal Hyperlinks -
Documents
Creating Internal Hyperlinks
Creating Internal Hyperlinks -
Documents
Creating Internal Hyperlinks -
Directory
Creating Internal Hyperlinks-
Directory
Creating Internal Hyperlinks-
Directory
Creating Internal Hyperlinks -
Directory
Creating Internal Hyperlinks -
Directory
You Make the Choice
Which communication
channel is better to use
when you want to resolve
a problem?
a. E-mail
b. Phone
You Make the Choice
Where should you store
your e-mail?
a. Your in-box
b. Storage folders
You Make the Choice
For which of these can
you use your company
email account?
a. Business only
b. Business and personal
E-mail is an essential business communication
tool
Use email tips and shortcuts to be more
productive and effective
Make sure to follow the organization’s
e-mail policy
Your signature block is an electronic business
card that represents our company’s brand
Key Points to Remember

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Email Best Practices Presentation