Appendix

Email

Strategies and Best Practices
Although business professionals are communicating more frequently across more channels than ever before, email remains a fundamental, widely used tool in business communication. A 2024 Forbes report on workplace communication states that most workers still prefer email despite the variety of available digital communication tools.

Regardless of the myriad workplace collaboration tools and technological advancements, email—a vital modern business communication tool—is still the most used form of business communication.

In fact, a March 2024 Forbes Advisor article reports that even in today’s digital economy, most workers still prefer tried-and-true digital communication tools, the most popular of which is email.

Preferred Communication Method by Work Location:


Understanding email usage and etiquette remains essential for building strong professional relationships and achieving successful outcomes. This appendix outlines the key principles and best practices for using email effectively in a business setting.

Configure Your Email

Whether you are a seasoned professional or just starting your career, correctly configuring your email is crucial for establishing a strong professional presence and fostering successful relationships. Use a professional email display name and address and create a professional signature block.

configure your email display name

University students have the benefit of the university email, but some of the addresses are a combination of the student’s initials or other identification features. Regardless of your email address, configure your email so your name, not your email address, displays when you send and reply to emails. The chances of your emails being opened increase when the recipients recognize your name.

To set up your display name in the two most common email clients—Outlook and Gmail—visit these websites: Configuring Display Names for Outlook and Configuring Display Names for Gmail.

When you graduate from college, the company you work for will likely assign to you an email address associated with the company. Use that email address for only company business; do not use your company email for personal use. Set up a personal account and configure it so your name, not an indecipherable email address, appears. Align your personal email address with your brand—you’ll be glad you did.

create a professional signature block

The main purpose of a signature block is to reassure the recipient that you are human, not a bot. A professionally configured signature block establishes and reinforces your identity and the company you represent. University students should use the name of their college or university as part of their professional signature block, which serves as a digital business card.

The email signature block should not be cluttered but should include the following information:

  • Sender Name
  • Sender Title
  • Organization Name
  • Phone number, Email Address, Organization Website, LinkedIn Profile URL

You don’t need to be a design expert to create a professional email signature. Large organizations provide signature block templates that contain organization-approved logos and fonts.

Your personal email signature block is an extension of your personal brand, so take it seriously. These days, design applications like Canva or Piktochart offer hundreds of free templates you can use to configure a professional email signature block. Below are a few examples.

Tip

For more tips on what to include on your email signature, read this Piktochart blog post on email signatures.

write effective emails

Effective emails clearly and concisely convey a well-organized, professional message. Whether it is requesting action, initiating a discussion, or conveying information, an effective email achieves its communication objectives.

be clear

The SMART technique, defined in Chapter 7 of this text, puts the main idea after the story. However, in a business email, the main idea is the subject line. Clarity increases the chances your email will be opened, read, and acted on, so compose specific, relevant subject lines. Before opening the email, the recipient should know its topic. Vague email subject lines can confuse recipients enough that they will not open the message. In fact, according to career expert site Zippia, 47% of email recipients decide to open emails based on only the subject line.

The examples below showcase the difference between vague and specific subject lines.


  • Question –––––––––––––––––> Please Clarify: Q4 Marketing Campaign Budget
  • Important Update ––––––––> New Company Policy: Remote Work Guidelines
  • Regarding the Meeting ––––> Confirmation Meeting Rescheduled to 2 pm on July 5
  • Hi ––––––––––––––––––––––––> Introducing Our Newest Strategy Team Member
  • URGENT ––––––––––––––––––> Action Required: Project Y Deadline Extension Request
  • Information Needed ––––––> Invitation: August 10, 2023 | 10 AM | Strategy Workshop
  • FYI –––––––––––––––––––––––> Reminder: Monthly Sales Report are Due by EOD
  • Regarding the Project –––––> Approvals Needed: Revised Client ABC Proposal
  • Follow Up –––––––––––––––––> Feedback Request: Website Redesign Mockups
  • Checking In –––––––––––––––> Update: Shipment #4893647 Delivery Status


Once the reader decides to open the email, its contents should be obvious. Use direct structure; get to the point quickly. Unless you are using email to send an informal report, do not use the SMART technique. An email opener does not require a story, and the recipient should not have to read beyond the first sentence to understand the contents.

Follow the Chapter 8 advice on using clear, simple language. The audience should not have to wade through jargon, buzzwords, clichés, and idioms to figure out what to know, how to feel, or what to do.

be concise

Unless your organization’s culture either allows for or requires email reports, which are usually informal, keep your emails short. Make the paragraphs painstakingly short so your recipient does not have to navigate mountains of information to understand the point. As the famous saying goes, "If someone asks you the time, don't tell them how the clock works."


Avoid TL;DR

The last response you want from an email is TL;DR, which means “too long; didn’t read.” Although considered rude, the response indicates that your email is so long that the recipient decided not to invest time reading it.

If your email must be longer than a few paragraphs, consider providing a TL;DR summary at the top. Akin to an executive summary, the Tl;DR summary provides a short overview of the email’s contents. If you have to provide a TL;DR summary, you might want to rethink using email as the means of communication.

Tip

For tips on avoiding TL;DR, read more information from the Writing Cooperative.

Use Headings and Bullet Points

Bolded paragraph headings and bullet points help organize your email into logical chunks that are easy for the recipient to scan. Even with short paragraphs, headings create chunked, easily accessible information. If you use bulleted lists, limit each point or numbered item to one line of text.

Headings and bullets help your email pass the preview test. The recipient might use a preview window, an email application feature that enables users to view a portion of an email’s content without fully opening the email. If the recipient scans the window and sees short paragraphs, headings, bulleted lists, and lots of white space, the chances that the recipient will open and read the email increase.

Concise emails enable your recipient to save time and remain organized, reflecting positively on your professionalism.

use email etiquette

As with any technology, usage etiquette changes over time. Over the past few decades, email etiquette has changed because of technological advancements, shifts in communication norms, and evolving business demands. In the early days of email, when it was a relatively new and rare form of communication, emails were formal and long, like traditional business memos or letters.

Unlike today’s emails, early email communication would have never included the emoticons or text abbreviations that are common in today’s emails—even business emails.

On the other hand, because technology was slower, the expectation of a quick response was much lower than it is now. With the advent of smartphones and constant connectivity, the expectation for prompt responses has increased, leading to a quicker turnaround in email communication.

However, as email became more prevalent and ingrained in daily communication, its etiquette has gradually adapted to suit the fast-paced, more informal nature of modern digital interactions.

Instead of throwing email etiquette conventions out the window, however, consider these general guidelines as you compose and send emails, even among friends and family.

use proper tone

Your voice inflection does not translate on text or in an email; therefore, avoid misinterpretation by using the proper tone. Be polite; remain professional, discreet, and judicious; and avoid using ALL CAPS, which indicates shouting.

In email, salutations (greetings) and closings (sign-offs) play a crucial role in setting the tone of your message and conveying professionalism and courtesy. While they might seem like minor details, greetings and closings are essential email etiquette elements. In most cases, include both a salutation and a closing to bookend the message and create a professional, courteous email.

When replying to an ongoing thread, you may adjust the salutation and closing based on the context.

For salutations, follow these guidelines:

Use the recipient's name

Whenever possible, address the recipient by name. This personal touch creates a friendly, respectful tone. If you do not know the recipient’s name, use a generic greeting like Hello or Hi. However, do not use To whom it may concern, which means you have not sufficiently analyzed your audience. Even if you are writing to an audience you do not know, you can use salutations like these:

  • Dear Hiring Manager:
  • Dear Admissions Committee:

Use appropriate titles

In formal or professional settings, use appropriate titles like Dr., Professor, or Chairperson. In today’s business climate, you should probably steer clear of the once-acceptable Dear Sir or Madam, which covered both genders and was considered a polite form of address. Today, the salutation of Sir or Madam could offend a recipient who does not identify with those titles.

You’ll be safe if you stick with Dear + Recipient’s First Name or with Dear + Recipient’s First Initial + Recipient’s Last Name.

Consider audience preference

However, if you know the recipient appreciates a gendered title, feel free to use one. This rule gets back to knowing and respecting your audience. If the email is more formal, use a colon after the salutation. If the email is to someone with whom you have a personal relationship, use a comma after the salutation.

For closings, follow these guidelines:

Match the tone

The sign-off should match the tone of the email. If it is friendly and casual, then the closing should reflect that. If it’s formal or business-related, then close with a more professional sign-off.

When you close a professional email, use sign-offs like these:

  • Sincerely,
  • Best regards,
  • Kind regards,
  • Yours truly,
  • In less formal settings, use these:
  • Thanks,
  • Best,
  • Regards,

Include your name and signature

Include a signature block, discussed in the configuration section of this appendix, in your initial emails and responses. Extended threads do not have to repeat your signature block.

be timely

In the digital instant messaging environment, some professionals have come to expect immediate email responses. You may have experienced the happy accident of an instant email response, but calibrate your expectations and help set expectations for your audience regarding the timeliness of your email response.

If you stopped working to respond every time you received an email, you would never get any work done. Consider time blocking and alerting your audience about when they can expect a response. Generally, respond within 24 hours unless you receive an email at the close of your business at the end of your workweek but prioritize how and when you respond. If you immediately respond to all emails, your audiences will come to expect immediate responses. Do not delay—ghosting is a real issue—but make sure your audience knows you will respond in a reasonable amount of time.

If you are going to be out of the office, set an autoresponder for out-of-office messages so your audience knows not to expect a response until a certain date.

Timely is a relative term. Make sure your audience knows when to expect a response and then follow through.

know who is on the thread

When you send an email, respect your recipients’ time and bandwidth by asking whether the person truly needs the email.

Do not use the TO line when you are sending to large groups of people. Use carbon copy (CC) and blind carbon copy (BCC) to manage information distribution and to respect your recipients’ time and bandwidth. Rarely if ever use the reply-all feature, and start new threads instead of replying to an old or tangential email thread.

Carbon copy and blind copy (CC and BCC)

Carbon copy (CC) is used to keep relevant parties and stakeholders informed, to ensure transparency, and to request input or feedback.

Blind carbon copy (BCC) is used to maintain recipient privacy, send mass emails, introduce contacts, and prevent reply-to-all overload.

Use CC to

Inform relevant parties and stakeholders. Inform additional recipients about an email conversation so they can follow it even if they are not directly involved in the primary conversation. Keep stakeholder, team members, supervisors, or colleagues updated on a project or conversation's progress.

Ensure transparency. Allow all recipients to know who else is receiving the email.

Request input and feedback. Ask those who are not primary recipients for their input, feedback, or opinions.

Use BBC to

Maintain recipient privacy. When you BBC someone, their email address remains hidden from other recipients.

Send mass emails. BCC is a deal when sending emails to a large number of recipients, ensuring that each recipient's email address remains private.

Introduce contacts. When introducing people who do not know each other, BCC ensures each person's email address remains confidential until they choose to share it.

Prevent reply-all overload. Because responses go only to the sender, BCC prevents recipients from replying to everyone on the list.

Reply to all

Avoid replying to all, especially when you are angry and want to give someone "a piece of your mind." Venting on email is disrespectful, and you will probably regret what you say. Compose offline to sensitive emails. Walk away from the angry response, cool off, and reread your response. You will probably not ultimately send the response. Venting on email only damages your reputation.

If you are on a small group thread, especially one used to collaborate, feel free to reply to everyone on the thread.


manage attachments

Email attachments can get tricky. Compatibility, file size limitations, and security are a few factors that contribute to the complexity and challenges associated with email attachments.

If you are unsure about how to handle attachments, consult your organization's information technology specialists or other trusted experts.

If not handled carefully, email attachments can pose security risks. Opening an infected attachment can compromise your computer’s security and lead to data loss or unauthorized access to sensitive information. Likewise, if you send an infected attachment, you are spreading the disease.

Tip

Tips for Managing Email Attachments

Consider file size & sharing. Use cloud storage or file-sharing services like Google Drive, One Drive, Box, or Dropbox to share large files. If sending large files is unavoidable, compress them into a zip file.

Mention attachments in the email. Provide context in the body of the email. Briefly describe what the attachments contain and why they are relevant.

Use compatible file formats. For easy opening, use PDF for documents and JPEG for images.

Scan for viruses before you send. Ensure attachments are free from viruses or malware.

Use secure transfer methods. For sensitive or confidential information, use encryption, secure protocols like FTPS, access control, and authentication. Check with your IT expert for more information.

Confirm recipient details. Avoid sending sensitive information to the wrong person. Confirm the recipient's address and ensure the recipient knows who you are.


In Conclusion

Whether you are a seasoned professional or just starting your career, correctly configuring your email is crucial for establishing a strong professional presence and fostering successful relationships.

 Articles

"The State of Workplace Communication in 2024." Forbes. March 8, 2023. 

Widenhouse, Kathy. "Avoid the Deadly TLDR Label with These 3 Easy Writing Fixes." Medium. April 19, 
       2020.

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