Email: Guidelines, Templates and Samples
An essential part of customer service revolves
around interactions and communications. Whether we communicate
in person, by phone, on the web or in email,
it is critical for those communications to be direct and clearly
understood. The IS&T Communications Team has developed a toolkit for
staff to reference when writing email messages to customers.
Below you will find: a set of guidelines for email to clients,
two templates with the benefits and drawbacks of each approach
and three samples of client email that has been effective. You may also want
to fill out the Communications
Worksheet before you start drafting
your message.
We hope that you will use these tools to enable IS&T to better
communicate with our clients and continue to build our presence
within the community.
If you have questions about any of the information, please contact ist-comm@mit.edu.
Guidelines for Email Going Out
to Customer Groups
- Subject line – Clear, concise and professional
statement of what the email is about.
- Outline for the email - A snapshot of everything
important the reader needs to know, then the detail for those
who will delve more deeply, and then summarize what, if any,
action is requested. (Tell them what you are going to tell them,
then tell them, then summarize what you told them and what to
do).
- Introductory
sentences – Include who the target
audience is, what the issue/service/alert is, and what action
is being requested and by when.
- Acknowledgement of IS&T – If
this is a service, alert or information message, make sure to
acknowledge that if it is coming from IS&T (team name optional)
and any other areas of the Institute or vendors who collaborated
on the work.
- Benefit to the clients – Why do they
need to know this? What’s in it for them? Why should they
take the steps we recommend?
- Links – Use links
to longer documentation or details that might be of interest
to the reader but not necessary to the goal of the message. This
will keep the email shorter and increase the likelihood of the
recipients reading it and understanding the message. A link may
be preferred to a large attachment.
- Formatting – Use white space to set off
key pieces of content. Given the number of email clients
used at MIT, consider how your email might look in a different
client, such as a plain-text client. Consider avoiding styled
text in email. Avoid repeating email headers in the body of the
email. In addition, don't forget to check your
spelling, punctuation and grammar check.
- Signature
Blocks – Email going to broad customer
groups must close with some kind of signature block that clearly
identifies the sender, the department name and contact information.
Email Template #1: Friendlier, Less Structured
Essential elements:
|
- Subject line
- Who (target audience)
- What
- When / by when (deadlines)
- Why (purpose)
- Benefits (to target audience)
- Action requested
- Signature block
|
Benefits of email template #1:
- Clear subject line enables relevant audience to find
and open messages that concern issues they consider important.
- Provides
room to be friendlier, more engaging (feels less like an edict
coming down from IS&T).
- Flexibility for writer.
Drawbacks of email template #1:
- Easier to forget, drop, or gloss over individual essential
elements, especially if writer does not have strong track record
of clear, concise communications.
- Harder for reader to
scan for information she/he considers most relevant.
- "Providing
room to be friendlier," can make
it tempting to run on and pad sentences with more wording than
is needed.
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Email Template #2: More
Formal Structure
Essential elements:
|
- Subject line
- Who (target audience)
- Purpose
- Background
- What
- When / by when (deadlines)
- Why (purpose)
- Benefits (to target audience)
- Action requested
- Signature block
|
Benefits of email template #2:
- Good practice in writing messages that include all
key elements that a reader may want.
- Can help writer enforce
self-discipline in writing without verbiage.
- Easy for reader
to quickly scan for relevant information.
Drawbacks of email template #2:
- Can feel overly structured, awkward for writer.
- May
seem unfriendly, impersonal to reader.
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Email Samples of Software/Service
Releases/Alerts
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