Talk with a deliverability expert

No need to flee, it's totally free

Checklist before sending an email. Technical.
Inna Sabada
by Inna Sabada
Checklist before sending an email. Technical.

Comprehensive Technical Checklist: Essential Steps and Considerations Before Sending an Email


Email communication has become an essential part of our daily lives, both personally and professionally. Sending emails is a common practice for various purposes, such as sharing information, conducting business, or connecting with friends and colleagues. However, it's crucial to ensure that your emails are well-crafted, error-free, and convey the intended message effectively. In this article, we will provide you with a comprehensive checklist of technical considerations to keep in mind before sending an email. By following this checklist, you can enhance the quality and professionalism of your emails while avoiding common mistakes.


1. Subject Line


The subject line is the first thing recipients see when they receive your email. It should be concise, clear, and reflect the content of your message. A well-crafted subject line helps recipients understand the purpose of your email and increases the chances of it being opened and read.


2. Recipient's Email Address


Double-check the recipient's email address before sending your message. Ensure that you have entered the correct email address to avoid sending the email to the wrong person or experiencing delivery issues.


3. Attachments


If your email includes any attachments, make sure they are properly attached and relevant to the content of your message. Consider compressing large files to reduce their size and ensure they can be easily received and opened by the recipient.


4. Email Body


Craft a concise and informative email body that conveys your message clearly. Use proper grammar, punctuation, and spelling to maintain a professional tone. Keep your sentences and paragraphs short for improved readability.


5. Formatting and Structure


Use appropriate formatting and structure to make your email visually appealing and easy to read. Consider using bullet points, numbered lists, and headings to organize your content effectively.


6. Proofreading and Editing


Before sending your email, proofread it carefully to identify and correct any grammatical or spelling errors. Edit your message for clarity and coherence. Reading it aloud can help you catch any awkward phrasing or mistakes that you might have missed.


7. Email Signature


Include a professional email signature at the end of your message. Your signature should contain your name, job title, contact information, and any relevant social media links or website URLs. A well-designed email signature adds credibility to your communication.


8. Reply and Forward


When replying or forwarding an email, review the previous conversation to ensure you are providing the necessary context. Avoid including unnecessary information and focus on the relevant points to keep the email concise and to the point.


9. Reviewing Recipients and CC/BCC


Before hitting the send button, verify the recipients and CC/BCC fields. Ensure that you have included the necessary recipients and have used the appropriate CC (carbon copy) and BCC (blind carbon copy) functions when required.


10. Sending from the Right Account


If you have multiple email accounts, double-check that you are sending the email from the correct account. Sending an email from the wrong account can lead to confusion and may not align with the intended purpose or recipient.


11. Considerations for Mobile Devices


Keep in mind that many recipients access their emails on mobile devices. Ensure that your email is mobile-friendly, with a responsive design that adapts well to different screen sizes. Test your email on various devices to ensure optimal readability and formatting.


12. Spam and Filters


Avoid using language, formatting, or attachments that may trigger spam filters. Certain words, excessive capitalization, or excessive use of exclamation marks can flag your email as spam. Be mindful of this to increase the chances of your email reaching the recipient's inbox.


13. Avoiding Sensitive Information


Exercise caution when including sensitive or confidential information in your email. Always double-check the recipient's identity and consider encrypting the email or using secure channels for sensitive content.


14. Final Review and Sending


Before sending your email, conduct a final review of the entire message. Ensure that all the content, attachments, formatting, and recipient information are accurate and complete. Take a moment to reflect on the overall message and make any necessary adjustments.


🔹 Conclusion


By following this comprehensive technical checklist, you can ensure that your emails are well-structured, error-free, and convey your intended message effectively. Taking the time to review and implement these guidelines will help you maintain professionalism and improve your communication skills in the digital realm.


👉 FAQs


Why is the subject line important in an email?


The subject line gives recipients an idea of the email's content and helps them decide whether to open it or not. A well-crafted subject line increases the chances of your email being read.


Why should I proofread my emails?


Proofreading helps you identify and correct any errors in grammar, spelling, or clarity. It ensures that your emails appear professional and polished.


What should I include in my email signature?


Your email signature should include your name, job title, contact information, and any relevant social media links or website URLs.


Can I send attachments in my emails?


Yes, you can attach files to your emails. However, ensure that the attachments are relevant to the content of your message and consider compressing large files for easy delivery.


Why should I review recipients and CC/BCC fields before sending?

Reviewing recipients and CC/BCC fields helps you confirm that you have included all the necessary recipients and used the appropriate CC/BCC functions, minimizing the risk of sending the email to unintended recipients.



📜 Related article:


◾ A Guide to Successful Email Acquisition: 5 Effective Strategie

◾ Maximizing Your Email Campaigns: How to Choose the Right ESP

◾ Email Throttling: How it Affects Your Email Marketing Strategy