Email — Best Practices and Etiquette

Have you ever been on an email storm? You know, where you receive 10 or more I agree, Yes, No Problem responses, and one person who writes a dissertation about how this is not something they personally like. Here are a few best practices that prevent this and other email related issues.

  • If the email has 10 or more people OR is likely to receive multiple responses that not everyone should see, do NOT fill in the TO portion. Instead, place all the recipients in the BCC option. Some email systems do not automatically show the BCC or CC options, so you may need to either change your default email settings OR select/expand the sending options on your email. Everyone will receive it with their name/email in the TO field (even though that is not what you used) and if they reply it will ONLY come to you…..even if they use REPLY ALL,
  • Do not send emails with attachments greater than 10 MB and staying below 5 MB is a good idea with non-corporate accounts (i.e., free email accounts used by the average user not from their employer). If you need to “attach” large files, upload them to a cloud storage location and provide only an access URL in the email. Emails that are too large will get “stuck” in cyberspace and never arrive at the recipient.
  • Remember to BCC yourself (i.e., personal account) when dealing with HR or some other work email that you will need if you are no longer employed by that company. An example would be an email stating reporting a conflict to HR about paid time off/vacation approval conflicts, your resignation email, or final listing of equipment distribution/turn-in on your last day.
  • If you work in a regulated industry with information handling requirements, all emails should have a disclaimer about how to handle if the recipient is NOT the intended person.
  • Use the read receipt and send receipt features. Most users never change the default email settings, which is to automatically respond with this information WITHOUT notify/asking permission of the recipient. Especially read receipt is a great way to know if someone has taken the time to not only receive an email but opened it and read it. Since this feature is typically “real time”, this is a great indicator of when you should call someone to follow up.
  • Do NOT use polling or other features that are specific to one type of email software. For example, the polling feature is great in Outlook but if you are sending it to anyone not using Outlook, they will not see the polling content. Typically, this means do not use these features when sending outside your company.
  • Use encrypted systems like DocuSign if you need to send or receive information with Personally Identifiable Information (PII). Standard email does NOT meet this standard. The state of California holds companies responsible for identity related damages, therefore emails with this content are a potential liability risk.
  • Remember that many users have various support staff who can see their email and/or calendar. Make sure you do NOT include information in subject/title lines that might cause conflicts (Ex. Information about termination of XYZ employee, Layoffs for tomorrow, etc….). Most companies have email/calendar privacy feature, but most users forget to use them, so assume their support staff will have access.
  • Do NOT send .zip files via email. There are ways around these limitations, but .zip files/folders cannot be scanned by most email antivirus tools, therefore the email will be blocked and never received by the recipient.

Use my contact me feature if you don’t have my information on speed dial if you have additional questions or situations I have not covered here