Outlook 365 Checklist: Before You Send

  • Email has been approved by all relevant members of the team via revision comments, and the collaboration feature
  • Sender: Decide on the sender of your communication. Sending from a shared mailbox?
  • Send Test: Ensure the formatting works on both Desktop and Mobile
  • To: Decide on whether you are sending to a CSV file or Distribution List. Sending to a distribution list or CSV file
  • Make sure there are no recipients in the BCC or CC field
  • Check count recipients to make sure you are sending to the correct number of recipients
  • Subject Line: The subject line is critical for your communication as this is how we categorize your campaign analytics after you send
  • Tracking Preferences: Decide between individual or overall tracking
  • Insert email via the sidebar
  • Double-check all of the above
  • Select "Send and Track" to send out your communication!
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