Your Email Best Practice Checklist

When we’re emailing folks it should just be type, send, repeat….right?

Sort of.

If you’re emailing your family about Thanksgiving.

As OSCs we’ve got to be a touch savvier about how our emails are going out and what we have behind them, and sure, our IT team generally sees into this, but they’re working more on spam blockers and protecting from attacks.

For Subscribers: I wrote out the items we as OSCs need to master and maintain in order to have a great foundation for our program. We’re covering technical back end details and what the meat of our emails need to contain for optimal communication.

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Spam Blockers

First thing you’ll want to do is check in with your IT team. Over the years I’ve found that our CRM notifications, third party lead sources, and a lot of customer emails tend to get filtered into a quarantine or spam filter.

It will be painful, but sometimes you need to have less spam filter for your email addresses. Have an open conversation with your team about what needs to be coming through and the volume of communication you tend to have.

OSCs can see upwards of hundreds of emails a day - especially if they cover large markets - between lead registration notifications, one-to-one communication, and mass mail replies. Make sure your team gets that and knows that’s how your email address is utilized.

Shared Emails Vs. Individual Users

This is a larger discussion, but it’s worth working through as a team.

First up we need to discuss access to emails. Whether you’re on a team or work as an individual, this will apply to you.