Productivity - WiseStamp Tue, 23 Jan 2024 10:16:28 +0000 en-US hourly 1 https://wordpress.org/?v=6.4.3 https://www.wisestamp.com/wp-content/uploads/2022/02/cropped-Wisestamp-email-signature-manager-and-email-signature-generator-favicon-32x32.png Productivity - WiseStamp 32 32 How to create and edit email templates in Gmail https://www.wisestamp.com/blog/gmail-templates/ Mon, 13 Mar 2023 08:56:23 +0000 https://wisestampprd.wpenginepowered.com/?p=51632 Learn more about Gmail rules and filters Conclusion In conclusion, Gmail email templates are a powerful tool that can help you save time and...

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As businesses and individuals increasingly rely on email for communication, the need for effective email templates becomes paramount. Gmail, one of the most popular email platforms, offers numerous options for creating and using email templates. In this guide, we will delve into the intricacies of creating effective email templates for Gmail that can help you streamline your communication and save time.

Understanding email templates

Email templates are pre-formatted messages that can be used repeatedly for specific purposes. They can include text, images, links, and even attachments, which can be customized as per the sender’s needs. Your Gmail account offers several options for creating email templates which we will discuss in depth in this article.

Why use Gmail templates?

Using email templates in Gmail offers numerous advantages, including:

  • Saves time: Email templates allow you to quickly send pre-written messages, thereby saving time and effort.
  • Consistency: Templates ensure consistency in messaging and branding, making it easier to maintain a professional image.
  • Personalization: With customizable templates, you can add personal touches while ensuring that the core message remains the same.
  • Increased efficiency: With templates, you can easily track responses and automate follow-ups, improving your communication efficiency.

Best practices for creating effective email templates in Gmail

To create effective email templates that stand out, consider the following tips:

Define the purpose of your email

Before creating an email template, it’s crucial to define its purpose. What is the message you want to convey, and what action do you want the recipient to take? Defining the purpose helps you create targeted and effective messages that resonate with the recipient.

Keep it simple and concise

The attention span of most email recipients is short. Therefore, keep your message simple, concise, and to the point. Avoid lengthy paragraphs, and use bullet points where necessary to break down information.

Use a professional tone

Email templates should maintain a professional tone that reflects your brand and messaging. Use language that is clear and concise, and avoid jargon and slang. Remember that the email’s purpose is to convey information, not to impress the recipient with your language skills.

Personalize the message

Personalizing emails is essential for building relationships and connecting with the recipient. Use the recipient’s name, mention past conversations or interactions, and customize the message to their specific needs or interests.

Add Call-to-Action (CTA)

A CTA is a critical element of an effective email template. It tells the recipient what action to take after reading the message. It can be anything from a request to schedule a meeting, download an eBook, or visit your website. Make sure the CTA is clear and prominently displayed.

Use images and graphics

Images and graphics can be used to break up text and add visual appeal to the email. They can also convey messages more effectively than words in some cases. Use images and graphics that are relevant to the message and align with your branding.

Add an email signature to your Gmail template

Looking to add a little pizzazz to your Gmail messages? Well, look no further than the email signature! Not only does it add some personality to your emails, but it’s also a great way to provide some extra contact information to your recipients. So, how do you add one?

Just make sure to keep it professional, as your signature is a reflection of you and your brand. And there you have it! With just a few clicks, you can add an email signature that will make your emails stand out from the rest.

Having trouble with designing an email signature? see our email signature design guide or just pick a pre-designed email signature templates for Gmail.

Test and refine

Test your Gmail email templates to see how they perform. Refine your templates based on feedback and analytics.

How to create and edit email templates in Gmail

Creating email templates in Gmail is a straightforward task that requires just a few minutes of your time, but first, you will need to enable templates in your Gmail account.

Follow these 9 simple steps and save a ton of time with Gmail templates:

Step

Click on the Settings icon (represented by a gear icon) in the top right corner of your screen.

creating gmail templates. step 1 click on settings
Step

Click on the "See all settings" button

gmail templates step 2 see all settings
Step

Choose the "Advanced" tab

step 3 click on advanced
Step

In the "Templates" section, select "Enable"

step 4 select enable templates

After completing these steps, you will be redirected to your inbox to start creating your templates

Step

Click on the "Compose" button: A new message window will appear

click the compose tab

Step

Start typing your email template: When you're done, click on the three dots located in the bottom-right corner of the compose window

click on 3 dots
Step

Hover over the "Template" option: Then click on "Save draft as template"

Hover over the gmail Template option and click save draft as new template
Step

Choose the "Save as new template" option: Hover over the templates tab, then save draft as template, and then click on the save as new template tab

choose save as new gmail template

Step

Enter the name of the new template and hit the save button

gmail templates click save

Overwriting templates in Gmail

If you want to make changes to an existing template, you can easily overwrite it by following these steps:

1. Write your corrected email, and then click “Save draft as template”.
corrected email save draft as template
2. Hover over templates, then save the draft as template, and then click on the name of the template you’d like to change under “Overwrite Template.”
Overwrite Template
3. Confirm the changes by clicking “Save” in the pop-up window.

On the other hand, if you want to delete a template

1. Click on “Delete template” under the “Templates” options: Hover on templates then delete templates, and then click on the Gmail email template you’d like to delete.

delete templates

2. Click “Delete” in the pop-up window to confirm.

Using saved Gmail templates

To use a saved template, click “Compose” to start a new message. Select the three dots in the bottom right-hand corner and open “Templates.” Choose the template you want to use, and it will appear as your new message. You can edit it as needed before sending it.

Sending templates automatically

If you want to save even more time, you can set up filters that automatically send out a specific template as a reply when certain emails come in.

Start by:
1. Click the search icon on the right side of the search bar at the top of the screen
2. Fill in the fields to specify which emails you want to address and click Create filter
CREATE FILTER
3. Check the box next to “Send template,” and select the template you want to use from the drop-down menu
CHOOSE TEMPLATE FILTER
4. Click “Create filter” to save your changes
click create filter for your gmail template

Managing filters

If you want to change or delete a filter, it’s easy to do. Click on the cog icon in the top right corner of your screen, select “See all settings,” and then click on the “Filters and Blocked Addresses” tab. You’ll see a list of all your filters. Find the one you want to change, and click on either “Edit” or “Delete” to the right of that filter.

managing gmail templates filters

Learn more about Gmail rules and filters

Here are 10 examples of Gmail templates that can be useful for both personal and professional communication:

  1. Thank you note – Send a quick thank you note to show your appreciation after a meeting or event.
  2. Meeting request – Request a meeting with colleagues or clients by providing the details of the meeting, such as the date, time, and location.
  3. Introduction email – Introduce yourself to a new colleague or client by providing a brief background and outlining your role and responsibilities.
  4. Sales pitch – Create a template that outlines your product or service and highlights its benefits to potential customers.
  5. Reminder email – Send a reminder to colleagues or clients about an upcoming deadline or meeting.
  6. Out-of-office message – Let others know that you are away from the office and provide an alternative point of contact.
  7. Follow-up email – Follow up with a client or colleague after a meeting or event to recap the discussion and next steps.
  8. Customer inquiry response – Respond to a customer inquiry by providing a solution to their problem or answering their question.
  9. Job application confirmation – Confirm receipt of a job application and outline the next steps in the hiring process.
  10. Project status update – Keep colleagues or clients up to date on the progress of a project by providing key milestones and timelines.

These are just a few examples of the many ways Gmail templates can be used to streamline your email communication and increase productivity. By creating templates for common situations, you can save time and ensure consistency in your email communication.

5 popular Gmail template examples

The following are the most used email templates in Gmail. Just copy and paste and automate your day 🙂

1. Meeting Confirmation Email

A meeting confirmation email is an important communication tool that ensures all parties are on the same page. Here’s an example of a meeting confirmation email template:

Subject: Meeting Confirmation

Dear [Name],

I am writing to confirm our meeting on [Date] at [Time] at [Location]. Please let me know if there are any changes to the schedule or if you need to reschedule.

Looking forward to meeting you.

Best regards,

[Your Name]

2. Thank You Email

A thank you email is a great way to show appreciation for a job well done. Here’s an example of a thank you email template:

Subject: Thank You

Dear [Name],

I wanted to take a moment to thank you for [Reason]. Your hard work and dedication are truly appreciated.

Thank you again for all that you do.

Best regards,

[Your Name]

3. Introduction Email

An introduction email is a great way to make a connection with someone new. Here’s an example of an introduction email template:

Subject: Introduction

Dear [Name],

I wanted to take a moment to introduce myself. My name is [Your Name] and I am [Job Title] at [Company Name]. I recently came across your work and I was impressed by [Reason]. I would love to connect with you and learn more about your work.

Looking forward to hearing back from you.

Best regards,

[Your Name]

4. Request for Information Email

A request for information email is a great way to gather information quickly and efficiently. Here’s an example of a request for information email template:

Subject: Request for Information

Dear [Name],

I am writing to request information regarding [Topic]. Specifically, I am looking for [Details]. If you could provide me with this information, I would be grateful.

Thank you for your help.

Best regards,

[Your Name]

5. Follow-Up Email

A follow-up email is a great way to stay in touch with someone and keep the conversation going. Here’s an example of a follow-up email template:

Subject: Follow-Up

Dear [Name],

I wanted to follow up with you regarding [Topic]. I am still very interested in [Details] and I was wondering if you had any updates.

Thank you for your time and consideration.

Best regards,

[Your Name]

Conclusion

In conclusion, Gmail email templates are a powerful tool that can help you save time and improve your email communication. By using the examples outlined in this article, you can customize templates to suit your needs and boost your productivity.

If you’re looking for a way to improve your email communication and streamline your workflow, give Gmail email templates a try. You won’t be disappointed.

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The 10 best tech YouTubers you should be watching in 2024 https://www.wisestamp.com/blog/best-tech-youtubers/ Wed, 08 Mar 2023 14:28:22 +0000 https://wisestampprd.wpenginepowered.com/?p=50848 YouTube has become an excellent platform to get updates and insights into the latest technology trends. From smartphones to laptops, gaming to software, YouTubers...

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YouTube has become an excellent platform to get updates and insights into the latest technology trends. From smartphones to laptops, gaming to software, YouTubers have made it easier for us to understand and experience technology. With so many tech YouTubers out there, it can be hard to find the right ones to follow. That’s why we’ve put together a list of the 10 best tech YouTubers you should be watching in 2023.

1. Marques Brownlee

Coming in at #1 on our list is Marques Brownlee, also known as MKBHD. Marques is one of the most popular tech YouTubers out there. His content is focused on in-depth reviews of smartphones, laptops, and other tech gadgets. With over 14 million subscribers, he’s built a loyal fan base who trust his unbiased and honest opinions on technology.

Who is Marques Brownlee and why he’s a top influencer in the mobile tech industry

Marques Brownlee is a tech YouTuber and content creator who has been active on the platform since 2008. He initially gained a following for his smartphone reviews, which were known for their in-depth analysis and attention to detail. Over the years, Brownlee has expanded his content to cover a wide range of mobile tech topics, from laptops to wearables to cameras.

One reason why Brownlee has become such a popular figure in the mobile tech industry is his expertise and credibility. He’s known for his objective and honest reviews, which are based on his extensive knowledge and experience in the field. He’s also known for his meticulous attention to detail, which allows him to provide a comprehensive analysis of a product’s features and performance.

Another reason why Brownlee has become such a top influencer is his engagement with his audience. He’s known for taking the time to respond to comments and questions from his viewers, which has helped him build a loyal fanbase. He’s also active on social media, where he shares behind-the-scenes glimpses of his content creation process and interacts with his followers.

Marques Brownlee’s YouTube channel and its content

Marques Brownlee’s YouTube channel, “MKBHD,” is one of the most popular tech channels on the platform. It features a wide range of content related to mobile tech, including smartphone reviews, product comparisons, and in-depth analyses of the latest industry trends. Brownlee’s videos are known for their high production value, with clear and concise explanations and stunning visuals.

One of the things that set Brownlee’s channel apart from other tech channels is his focus on the user experience. He’s known for his emphasis on how a product feels and performs in real-world use, as opposed to just its technical specifications. This approach resonates with viewers who are looking for practical insights into how a product will fit into their daily lives.

Another aspect of Brownlee’s channel that sets it apart is his willingness to cover niche topics and products. He’s not afraid to delve into lesser-known brands and devices, which has helped him build a reputation as a comprehensive and authoritative source of information in the mobile tech space.

Fun video by MKBHD – I Said Yes to Every Email for a Month!

Go to: Marques Brownlee’s YouTube channel

2. Unbox Therapy

As a tech enthusiast, I have come across various YouTube channels that review mobile phones and consumer tech. One channel that stands out is the Unbox Therapy YouTube channel. Created by Lewis Hilsenteger, Unbox Therapy has grown to become one of the most influential tech channels on YouTube. With over 18 million subscribers, Unbox Therapy has successfully leveraged its web presence to become a tech influencer.

Overview of Unbox Therapy’s content

The Unbox Therapy YouTube channel covers a wide range of topics, with a focus on mobile tech, consumer tech, and unboxing videos. The channel’s content is engaging and informative, making it a go-to source for anyone looking to keep up with the latest tech trends.

1 – Mobile Tech

Unbox Therapy’s mobile tech reviews are some of the most detailed and comprehensive on YouTube. Lewis provides thorough reviews of mobile phones, highlighting features such as camera quality, battery life, and overall performance. The reviews are accompanied by high-quality videos that showcase the phones in action.

2 – Consumer Tech

Unbox Therapy’s coverage of consumer tech is equally impressive. The channel reviews various consumer tech products, including laptops, headphones, and smart home devices. The reviews are informative and engaging, with Lewis providing insights into the products’ features, performance, and value for money.

3 – Unboxing Videos

Unboxing videos are a staple of the Unbox Therapy YouTube channel. Lewis and his team unbox various tech products, giving viewers a first look at what’s inside the box. The unboxing videos are well-produced and provide an exciting glimpse into upcoming tech products.

Video by UnboxTherapy – The Coca-Cola smartphone is REAL…

Go to: the UnboxTherapy YouTube channel

3. Linus tech tips

If you’re a fan of technology and all things computer-related, then you’ve likely heard of the Linus Tech Tips YouTube channel. This channel with 15.2 million subscribers is the go-to source for all things tech, with a focus on reviews, tutorials, and general tech news.

Linus Tech Tips was created by Linus Sebastian in 2008, and since then, it has grown to become one of the most popular tech channels on YouTube. So, what makes Linus Tech Tips stand out from the rest? For starters, the channel offers a wide range of content, from in-depth product reviews to fun and informative tutorials.

Whether you’re a seasoned tech veteran or a complete newbie, there’s something for everyone on this channel. Plus, the videos are always entertaining, with Linus and his team injecting humor and personality into every episode.

Linus Tech Tips’ commitment to quality

Another thing that sets Linus Tech Tips apart is its commitment to quality. The team behind the channel is dedicated to providing accurate and honest reviews, and they take the time to thoroughly test every product before giving their opinion. This level of attention to detail is rare in the world of tech reviews, and it’s one of the reasons why so many people trust Linus Tech Tips.

Linus Sebastian

But perhaps the biggest reason for the channel’s success is Linus himself. He’s a charismatic and knowledgeable host who knows how to keep his audience engaged. Whether he’s unboxing the latest gadgets or giving his opinion on the state of the tech industry, Linus is always entertaining to watch. Plus, he’s not afraid to speak his mind, which is refreshing in an industry that often feels sanitized.

Overall, if you’re a tech enthusiast who hasn’t checked out Linus Tech Tips yet, you’re missing out. This channel is a must-watch for anyone who wants to stay up-to-date on the latest tech trends and products. With its engaging content, commitment to quality, and charismatic host, Linus Tech Tips is the gold standard for tech channels on YouTube.

Techquickie

Techquickie, another channel hosted by Linus Sebastian, covers a broad range of tech topics. The content is focused on providing quick and informative explanations of complex tech concepts. With over 3 million subscribers, Linus’s additional channel has become a go-to source for tech enthusiasts looking to learn more about technology.

Building a PC… using only Wish.com by Linus tech tips

Go to: Linus tech tips YouTube channel

4. Austin Evans

Austin Evans is a tech YouTuber who specializes in providing honest and detailed reviews of smartphones, laptops, and other gadgets. His channel covers a wide range of topics, including technology, gaming, and gadget reviews. He has a unique style of presenting information that is both engaging and easy to understand. With over 5 million subscribers and billions of views, Austin Evans’ channel has become a go-to source for tech enthusiasts and casual viewers alike.

His in-depth reviews of the latest gadgets and technology are highly sought after, and his videos provide valuable insights into the world of tech. Overall, the Austin Evans YouTube channel is a must-watch for anyone interested in the latest trends in technology and gaming.

Watch this great video by Austin Evans

Go to: Austin Evans’s YouTube channel

5. iJustine

iJustine, also known as Justine Ezarik, is a tech YouTuber who covers a wide range of topics, including gaming, smartphones, and other tech gadgets.

Justine has been creating content on the platform for over a decade. With over 7 million subscribers Her channel features a wide range of content, including tech reviews, unboxings, vlogs, and more.

iJustine’s engaging personality and relatable content have helped her gain a loyal following, and she’s even been recognized by mainstream media outlets for her success on YouTube. Whether you’re a tech enthusiast or simply enjoy watching entertaining content, iJustine’s channel is definitely worth checking out.

Watch this video by iJustine – Cleaning my House with ONLY a Robot!

Go to: iJustine YouTube channel

6. MrMobile [Michael Fisher]

MrMobile, hosted by Michael Fisher, is a YouTube channel that covers smartphones, laptops, and other tech products. With over 1.21 million subscribers, his channel features in-depth reviews of the latest smartphones, tablets, laptops, and other tech gadgets.

MrMobile’s unique style of storytelling and attention to detail make his videos stand out in a crowded field of tech reviewers on YouTube. In addition to product reviews, his channel also features informative videos on various topics related to technology, such as how to improve smartphone battery life or how to choose the right headphones. If you’re looking for insightful and entertaining tech reviews, MrMobile’s channel is definitely worth checking out.

Michael Fisher in the MrMobile introduction video

Go to: TheMrMobile YouTube channel

7. Jonathan Morrison

Jonathan Morrison is a tech YouTuber who has made a name for himself by covering a wide range of topics in the tech industry. He has a loyal following of over 3 million subscribers who appreciate his visually stunning and informative content.

Over the years, Jonathan Morrison has become a leading voice in the tech community. One of the reasons for his success is his ability to tell a story through his videos. Morrison’s videos are known for their high-quality visuals and production value, which is something that sets him apart from many other YouTubers in the tech space.

Jonathan Morrison covers a wide range of topics on his channel, including smartphones, laptops, and other gadgets. He also does product reviews, comparisons, and tutorials. But what really sets him apart is his ability to make complex tech topics accessible to a wider audience. His videos are informative, but they’re also visually stunning, making them enjoyable to watch even if you’re not a tech enthusiast.

This Gadget is WILD…by Jonathan Morrison

Go to: Jonathan Morrison’s YouTube channel

8. Kevin Stratvert

Kevin Stratvert is a Microsoft-certified professional and technology expert. The channel offers a variety of tech-related content, including tutorials, how-to guides, and reviews of software and hardware products. Kevin covers topics such as Microsoft Office applications, Windows operating system, Excel, PowerPoint, and other tools commonly used in the workplace.

In addition to his tech-related content, Kevin also creates videos on productivity tips and tricks, time management, and personal development. His channel has gained a large following due to his engaging and informative videos, which are presented in a clear and easy-to-understand manner.

Overall, Kevin Stratvert is a great resource for anyone looking to improve their productivity and learn more about technology. His videos are well-researched and offer practical advice that viewers can use in their everyday lives.

Excel AI – data analysis made easy by Kevin Stratvert

Go to: Kevin Stratvert’s YouTube channel

9. Andy Malone MVP

Andy Malone is a Microsoft Most Valuable Professional (MVP) who has a YouTube channel dedicated to providing training and insights into Microsoft technologies. His channel, called “Andy Malone MVP,” covers a wide range of topics related to Microsoft products, including Windows, Office 365, Azure, and cybersecurity.

On his channel, Andy shares his expertise and experience with his audience through tutorial videos, product demos, and discussions about emerging trends and best practices. He also regularly invites guest experts to join him on the channel, providing a diverse range of perspectives on various Microsoft-related topics.

Andy’s channel is a valuable resource for anyone looking to learn more about Microsoft technologies, whether they are beginners or seasoned professionals. With over 80,000 subscribers, his channel has become a popular destination for those seeking reliable and up-to-date information on Microsoft products and services.

Andy Malone MVP 1 min intro

Go to: Andy Malone’s YouTube channel

10. Sara Dietschy

A popular YouTuber who is known for her content on technology, creativity, and entrepreneurship. She started her YouTube channel in 2011 and has since gained over 1 million subscribers.

Sara’s content covers a wide range of topics, including tech reviews, camera gear, software tutorials, and interviews with other creatives and entrepreneurs. She also creates vlogs about her personal life and travels.

In addition to her YouTube channel, Sara has a podcast called “That Creative Life,” where she interviews successful creatives and entrepreneurs about their journeys and experiences. She also runs a website called “CreativeLive” where she provides educational resources and courses for creatives.

Sara is known for her energetic personality and relatable content, which has helped her build a loyal following on YouTube and other social media platforms. Her videos are entertaining and informative, making her a great resource for anyone interested in technology, creativity, and entrepreneurship.

I Learned Blender in 24 hours by Sara Dietschy

Go to: Sara Dietschy YouTube channel

To conclude

These are the 10 best tech YouTubers you should be watching in 2023. With their unbiased and honest opinions, you can trust them to provide you with the latest insights into the world of technology. Whether you’re looking for smartphone reviews or want to learn how to build a PC or learn about software providers, plus tips and tricks, these YouTubers have got you covered.

Looking to start your own YouTube channel? check out our detailed guide and who knows, maybe a year from now you will be featured on our list.

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A step-by-step guide & checklist for new employee onboarding in 2023 https://www.wisestamp.com/blog/new-employee-onboarding/ Wed, 16 Nov 2022 14:32:30 +0000 https://wisestampprd.wpenginepowered.com/?p=45530 What is employee onboarding? Employee onboarding is the process of a new employee joining the company. Employee onboarding will probably look slightly different in...

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Onboarding 101

Employees are expected to show up prepared on their first day of a new job, so why shouldn’t businesses come prepared for the onboarding process? New employee onboarding when done incorrectly can leave all parties feeling overwhelmed and confused.

Instead of treating new employee onboarding as an improv experience, we suggest creating a checklist that will guide you through and ensure that nothing important is left out. A step-by-step onboarding guide will also make it clear to the new employee exactly what their position entails and what that looks like in practice.

So if you were on the fence about whether or not to create a checklist for new employee onboarding, the answer seems to be clear. The rest of the article will explain everything you need to know to get your onboarding checklist in order before your next employee is hired.

What is employee onboarding?

Employee onboarding is the process of a new employee joining the company. Employee onboarding will probably look slightly different in every company, but the overall goal remains the same, to familiarize the new employee with the way things work in the company, and what their responsibilities will be. 

New employee onboarding should leave the new hire feeling prepared to do their job and provide them with the tools to do so. The onboarding process does not have a set time limit, but you don’t want to rush through things too quickly. It takes time to build relationships and that is also true when it comes to a new employee building a relationship with a company. 

A proper onboarding process is critical

After putting in the time and effort it takes to interview and hire a new employee, the last thing you want is to lose them because of a messy onboarding process. In fact, 93% of employers believe that the onboarding process plays a critical role in whether or not an employee will choose to stay with a company. 

Forbes reports that 31% of employees are most likely to leave within their first six months at a new company, making this time critical for employee retention. The more an employee feels they are equipped to be productive in their new position, the more likely they are to stay. No one wants to feel clueless or useless, period.

employee onboarding infographic

Setting expectations and introducing objectives

The truth is that the onboarding process begins before the new employee’s first day in the office. So when does onboarding begin, you might ask?

1 – The offer stage

From the moment your company sends an official job offer to a recruit, the onboarding process has begun. It is crucial that from the beginning you approach the hiring process with as much clarity as possible so that your new employee feels sure of what is expected of them. This will also be your opportunity to clearly introduce employee and company objectives.

For this reason, it is a good idea not only to build your new employee onboarding checklist from the employee’s first day but from the time an offer is released onward. 

2 – Keep it clear!

At the offer stage, you want to ensure that the employee has received a clear job description, and information on company policies, benefits, and salary offers. At this stage, it might be a good idea to conduct any negotiations via telephone so that the new recruit will start to get to know the HR department on a more personal level.

3 – The acceptance stage

Once negotiations have been reached and the offer has officially been accepted, the next stage of onboarding will include more formal steps like signing a contract and presenting the new employee with any additional information they should have before their first day. Companies often present new employees with a handbook outlining things like vacation policy, safety information, workplace conduct information, and confidentiality agreements, if relevant.

4 – The waiting period

Keep in mind that if there is a waiting period between the new employee accepting the offer and their actual start date in the company, you will want to use this opportunity to build a relationship with them. Don’t just sign the contract and then leave them hanging. You want your new employee to feel excited leading up to their new job.

You will also want to use “pre-boarding” as an opportunity to inform the rest of the company that a new employee will be joining the team. This way when new employees arrive they will feel more welcomed by their new colleagues.

Onboarding checklist & process flow for new employees

onboarding checklist

The first day on the job can be exciting and a little nerve-wracking for anyone. Even if you have prepared them to the best of your ability before the big day. This is why it is so important to have a clear onboarding plan in place so that everything flows smoothly on the first day in the new office. 

While there is room for variation, the following seven steps should definitely be included on any new onboarding checklist. 

1. Introductions

On the day of, you want to do everything you can to make the new employee feel comfortable and accepted. Make sure that their workstation is prepped and ready for their arrival and including a little welcome basket or a small gift is always a nice gesture.

When the employee arrives, either a member of HR or a mentor should greet them. Hopefully, at this stage, the new employee will have already met this person either during the interview process or over the phone. This person should play a major role in guiding the new employee throughout their first day.

2. Schedule meetings with various heads of departments

Meetings should be scheduled throughout the first day with various heads of departments for a quick intro to the new employee. This list can include the employee’s direct boss, the head of HR, and the head of the company, if relevant. By meeting people face to face the new hire will begin to understand different people’s responsibilities in relation to their own and who they can turn to for any specific needs or questions.

This is also a great opportunity to introduce the new employee to their colleagues. This can be done on more of an individual basis or if the team is relatively small, all at once. 

3. Orientation

Once introductions have been made, it is time to take care of any technical aspects of new employee onboarding. This is the time to give the employee a tour of the facilities if you haven’t already done so. Let them know where they can eat lunch and when, where people take breaks, and how to reserve a room for meetings.

This is also the time to sign any remaining paperwork that operations might need. This might include bank information for their salaries, personal information for tax purposes, and also explaining how to officially request time off or what to do if they are sick.

4. IT – set up for new employees

Orientation will also include getting set up with IT. IT will get the new employee set up with a computer and make sure they have information like their email address and password, along with anything else they need to do their jobs. 

5. Role-specific training

Next up on the new employee onboarding checklist is role-specific training. While this step should be started on the first day, it should continue over the first few weeks and even months that the employee is in the office. Remember, you don’t want to overload them with information and it will take time to get things down.

This step should give the employee a clear idea of what their day-to-day responsibilities will include, and how to complete them. If there are any internal systems or programs they will need to do their job, this is the time to introduce them. This will also include any specific training about how to use these tools if they don’t already have experience with them.

6. Explain the roles of different team members

You will want to take this opportunity to explain the roles of different team members and how they will interact with the new employee. Basically, you want to ensure that the employee understands the overall objectives of the company and how they fit into them. 

7. One-on-one with the direct manager

While the new hire should have been introduced to their direct manager briefly at the beginning of their day, an important part of new employee onboarding will include continuous one-on-one meetings throughout the entire onboarding process. 

The purpose of these meetings, in the beginning, will be to make expectations clear and begin to build a relationship between the employee and their manager. As this relationship grows, the meetings will serve as an opportunity to consistently check in with one another. The manager will be able to give the employee feedback about their progress, while the employee will be able to voice any concerns or ask any questions. 

Building strong relationships is an important part of employee retention and especially during the onboarding process. The new employee should feel that their direct manager is someone they can count on, especially as they are still learning. 

8. Plan a team activity

Another step on the new employee onboarding checklist is to make sure the new team member is successfully integrating with their colleagues. It can be difficult to break the ice during office hours when everyone is focused on getting work done. Instead, plan a team activity that will give the new employee a chance to get to know everyone a little better. 

This team activity can be as simple as a group lunch in the office, but if you want to take it a step further and plan something outside the office feel free. Sometimes it can be difficult for people to open up in the workplace so even planning a lunch in a restaurant instead of the cafeteria might just do the trick.

9. Checking in

Remember, new employee onboarding goes well beyond the first few days in the office. Once the employee has started to get the hang of their position, the next step in the onboarding flow is to check in with them about their experience thus far in the company. Engaging with employees after they have been in the company for a few months is another important part of retention. 

The “check-in” should be done with both the employee’s manager as well as HR. The end of a business quarter is a good time to make it happen. This is an opportunity to ask the employee about how their expectations have been met and if they have any feedback or concerns. This is also a great time to give the employee feedback and begin to set long and short-term goals for their future at the company.

10. Reboarding

Given that everything goes according to plan with the new employee onboarding process, the new employee will stay on in the company long enough that they will eventually grow into a more senior employee. Each time an employee gets a promotion or moves to a different role in the company, they will need to undergo a similar onboarding process AKA reboarding.

The reboarding process won’t be exactly the same as new employee onboarding, of course, but the principles of both remain the same: ensuring that an employee understands their role in the company and is equipped with the tools to make it happen.

Why centralized email signatures are an important part of the onboarding process

It can be extremely difficult for new employees to keep everyone in the company’s names, faces, and positions straight. It can also be extremely embarrassing to get it wrong. Imagine getting an email from the head of your department and having to ask what it is they do again.

Using centralized email signatures is a great way to avoid all of that. Email signatures are the perfect way to convey each person’s name, title, and contact information so that every new employee can be confident that they have all the information correct. 

Click to create a company-wide email signature

email signature generator

To conclude

Companies put a ton of time and money into recruiting quality employees and the best way to protect their investment is by creating an organized new employee onboarding system. Retaining these employees is extremely dependent on how their first few months in the company go, which is when onboarding takes place. Take the time to prepare so that both you and your new hires feel comfortable throughout the onboarding process and long after. 

The post A step-by-step guide & checklist for new employee onboarding in 2023 appeared first on WiseStamp.

]]> How does BCC work: complete guide https://www.wisestamp.com/blog/how-does-bcc-work/ Mon, 11 Jul 2022 16:02:09 +0000 https://wisestampprd.wpenginepowered.com/?p=43973 How Does BCC Work? Anyone who uses email on a regular basis has probably noticed that in addition to the To field, there is...

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How Does BCC Work?

Anyone who uses email on a regular basis has probably noticed that in addition to the To field, there is also a spot to fill in Cc and Bcc. While you might know that these options can be used to send a single email to multiple recipients, you might not know the exact differences between the two. 

Cc stands for carbon copy, a method of copying a document in the pre-email days, but in our context is used to send an email to multiple recipients besides the main recipient in the To line. Everyone who is Cc’d on an email sees everyone else who is Cc’d. Think of it as a conference call in writing.

Bcc stands for blind carbon copy and works similar to the Cc field in that the same mail will be sent to everyone in this field, except, no one can see who is Bcc’d other than the person sending the email.

Still, confused about when and why you would use Bcc and how to use this email feature correctly? Not to worry, we have compiled a complete guide with everything you need to know!

BCC blind carbon copy

What is Bcc?

As briefly mentioned above, Bcc stands for blind carbon copy and is an email feature that allows you to send the same email to a large number of people while keeping the list of recipients invisible to everyone but the sender himself. 

In other words, if you send an email to a recipient in the To line and Bcc another person, the original recipient will have no way of knowing that someone else is included in the email chain. 

This concept might seem a little sneaky, and can in fact be used incorrectly, either purposely or by accident. It is important to fully understand when and how to use Bcc in order to avoid any uncomfortable situations in which secret recipients are revealed and people feel as though they were deceived. 

How does Bcc work?

To review, those who have been Bcc’d on an email will be able to read the mail that has been sent but not be able to view who else has been Bcc’d and will also be invisible to those in the To and Cc lines. 

In order words, Bcc is a way to send a mass email without showing all the recipients. 

when to use bcc

When should you use Bcc?

Bcc may have some potential pitfalls, but when used correctly can be a very useful email tool for maintaining security and privacy. 

For example, if you wish to send out a promotional email for your business and have a large list of recipients, you can add everyone to the Bcc field to ensure the privacy of your clients’ email addresses. 

Another useful time to use Bcc is to contact multiple freelancers for a potential job offer without exposing their personal email addresses to one another. 

In these cases, is important to make sure EVERYONE is added to the Bcc field to avoid any mishaps. As long as all the emails are in the Bcc field, even hitting “reply all” will not reveal any unwanted information.

How do you send a Bcc email?

Depending on your email provider, the Bcc field might already be visible when opening up a new email window. In Gmail, when you open up a new email, there will be a small Bcc button in the upper-right-hand corner. Just click the Bcc button, and a bar will appear under the To field.

Add the email addresses to the Bcc bar, and you’re ready to send.

When sending a new email in Outlook, click on “Options” and you will see the Cc and Bcc options available. Again, just add your email addresses to the Bcc bar and send away!

If you wish to remove the Bcc field, just go back into Options and click Bcc again. 

Is Bcc really hidden?

You might be wondering how secure Bcc really is. Is there any way for the other recipients of the mail to find out who was Bcc’d? 

The simple answer is no. No one in the To, Cc, or Bcc lines will know who was Bcc’d. 

Only the sender can look in their sent folder to see the full list of who received the mail. In theory, if the sender were to be hacked, the list of those Bcc’d could be revealed but this is a worst-case scenario.

However, there are other potential mistakes that could happen when using Bcc that are important to be aware of. 

Let’s say someone was Bcc’d on an email and they hit reply all. Their response will be sent to the original sender, in addition to everyone in the To and Cc fields. Assuming those Bcc’d were hidden for a reason, this can cause major trust and privacy issues for those who did not know the mail was available to additional people. 

This can be detrimental to brands or small businesses hoping to build trust and ensure the privacy of those doing business with them. It begs the question, what motivation did the sender have to hide some of the recipients?

Those Bcc’d without a clear explanation can also be put in a difficult position. If there is private information included in these emails, the Bcc’d party might not know if they should discuss the content of the email unless it was explicitly stated.

Benefits of using Bcc

As mentioned above, Bcc is great for maintaining privacy and security, but it also has some other benefits. 

Nothing is more annoying than being stuck on an email chain that is irrelevant to you. Maybe you were included in the original message for a reason, but all the additional responses are clogging your inbox. 

The Bcc tool can be used to prevent unnecessary inbox overflow. 

If you are sending out an original email that is important for many people to see, but you don’t want everyone to receive unnecessary replies or personal questions, Bcc is perfect. Those Bcc’d on an email will see the first email, but will not receive the replies of anyone else.

Bcc can also be used as anti-virus protection. Many viruses are sent through email and these spam programs find people’s email addresses by canning mail files on an infected computer. If one of your Bcc recipients gets a virus, the rest of the contacts that you Bcc’d on the email will be protected from this virus. 

The difference between Cc and Bcc

Just to review, Cc and Bcc are similar but those Cc’d are visible to each other and those Bcc’d are not. You might Cc someone on an email if you want them to be in the loop on something, but they are not the main person you’re sending to. 

Important tips for using Bcc when creating an email

Be cautious! As we previously discussed, mistakes when using Bcc can not only make for awkward situations but can be costly to your businesses. If a client feels their privacy is compromised by working with you, they probably won’t take the chance.

Make sure to double-check your emails before sending them. It can be easy to mix up the Cc and Bcc fields if you are being careless. If you want all of your recipients to be in the Bcc line, make sure you didn’t accidentally put them in the Cc section. 

Be honest! We advise that you don’t Bcc people on emails for any secretive purposes. Maintaining integrity is part basic when it comes to good business practices and as a person in general.

You wouldn’t want to feel like you were sharing information with one person, only to find out it was privy to others without your knowledge, so treat others with the same respect.

Bcc email examples

We touched on a few examples of when to use Bcc, but let’s get a little more specific. 

If you have a list of monthly subscribers to your newsletter, you don’t want to reveal their email addresses to one another. This is a perfect example of when to use Bcc. By adding all the recipients to Bcc, you will send out your newsletter and maintain your subscribers’ privacy.

Bcc is also great for sending out invitations to an event or making a company-wide announcement. You will maintain the recipients’ privacy and avoid clogging their inboxes with replies, all at once.

Really any time you wish to send a wide audience a single message, Bcc is the email tool for you.

When used incorrectly, Bcc can cause more harm than good. No one wants to feel like their personal information is at risk when subscribing to a newsletter or business that they love. But when Bcc is done right, it can be a major time-saver and privacy protector. 

Now that you understand Bcc, you can fully take advantage of everything it has to offer without worrying about making mistakes along the way.

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How to craft an introduction email to a new team https://www.wisestamp.com/blog/introduction-email-to-the-new-team/ Tue, 21 Jun 2022 11:24:00 +0000 https://wisestampprd.wpenginepowered.com/?p=44120 Meeting your team is the first step in starting any new job. While meeting in person is best, remote work and busy schedules often...

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Meeting your team is the first step in starting any new job. While meeting in person is best, remote work and busy schedules often make it difficult.

The best substitute is a thoughtful email. We’ll teach you how to write an excellent intro email to your new team, and hit the ground running.

Importance of a Successful Self-Introduction Email

More than anything else, a well-crafted email which is professionally written shows you’re excited to work with your new colleagues. Your team will also learn about you and help to establish a good connection early on.

Not to mention, a warm and welcoming start will streamline the onboarding process. When people see your enthusiasm, they’re often inclined to reciprocate. As a result, you’ll fit right in and be more productive.

How to Write a Self-Introduction Email:

There’s a science to a good introduction email, but honestly, anyone can do it. Here’s how you can create a friendly, professional, and productive intro email to a new team.

The Structure of an Introduction Email

An introduction email should look like this:

Introduction Email Structure

1. Subject Line

New emails flood your coworker’s inboxes every day. Knowing this, you’ve got to craft a subject line to catch their attention. Ensure your subject line is friendly and clearly describes the content of the email. Here are some ideas:

  • Just started with [company], and I’d love to get introduced!
  • Introduction from the new [job position] at [company]
  • Hi [recipient name], I’m [your name] – the new [title]

Indicating your coworker status is vital since the person you’re emailing gets tons of generic greetings from random people.

2. Salutation

You can address your salutation to a single coworker or the whole team. While writing to one coworker is more personal, writing to the entire team is more efficient.

The style of your salutation will vary based on the impression you want to give. For example, a casual greeting would be “What’s up, [name]?” while “Dear [name]” sets a formal tone.

3. Name, Position, and Background

Your identity should be clear because your introduction won’t mean much if your coworkers don’t know with whom they’re speaking. Provide your name, position, department (if applicable), and previous experience, so your coworker has a good sense of who you are.

4. Message

Your message is the heart of your introduction email. Your message should explain why you’re excited to work together and what you hope to achieve in the future. Additionally, expressing admiration for their previous work shows you’ve done your research and strive to be a team player.

5. Salutation

Your salutation is an excellent opportunity to thank your coworker for their time. A “talk soon” or “look forward to working with you” is another way to express enthusiasm.

6. Signature

You can use your email signature template or end it with “-[Name]” for a more casual touch.

How to Introduce Yourself Successfully

Since you understand the structure of an intro email for a new employee, it’s time to learn how to write your own.

1. Pick a tone in line with your company culture

The tone you set in your email will depend mostly on your company culture. For example, a “Yo team!” probably won’t fit a formal culture but would be fine for someplace casual.

2. Explain why you’re contacting them

Although your subject line should give them a clue, explain why you’re writing. Explain that you are just settling in at your new job and want to break the ice.

3. Tell them about yourself and your new role

Summarize your previous experience and your new role at the company. Explain what you do so they know how to interact with you – especially if you’re their new supervisor. Include some personal details, but don’t write a biography.

4. Be friendly

Whatever your firm’s culture, enthusiasm is always welcome. You should emphasize your excitement to start working with them throughout the email. You can even discuss things you want to achieve with each team member if you’re writing to them one-on-one.

5. Respond to questions

An introduction email should welcome conversation. If anyone responds with questions about you, provide complete responses. Better yet, schedule a time to meet in person (or video call if you work remotely).

6. Keep it Brief

Your introduction email should be a short note, not a biography. Brief emails are respectful of your coworker’s time.

Introduction Email Examples:

Now that you know the science of a new employee intro email, we’ll give you some examples. These will let you see the above principles in action and give you ideas for your own message.

Introduction Emails for the New Team You’ll Be Working With

The relationships you create with your team members directly affect your success. As a result, making a solid first impression is more of a necessity than a nice gesture.

An introduction email is an investment in developing a positive relationship with each coworker. Below are some sample intro emails to your new team to help you make a great first impression:

How to introduce yourself to an individual coworker:

An individual email is the best way to make an excellent first impression. Writing to them one-on-one shows that you care, and this isn’t just a routine email.

Subject: New content manager at Acme wants to say hi!

Hello, James!

I’m Amy Albright, the new content marketing manager at Acme Marketing coming over from Example SaaS. Since you’re my new senior editor, I wanted to introduce myself and let you know how excited I am to work with you!

This past year, I was blown away by the organic traffic you drove to Acme with your content, and I can tell I’ll learn a lot from you. I look forward to my first assignments and am available for any questions!

Thanks so much,

– Amy

How to introduce yourself to multiple coworkers at once:

While sending individual emails is more personal, a bulk email is more efficient. After all, you just started a new job and don’t have time to waste.

Subject: Introduction from Acme’s new marketing advisor

Hey all,

I’m Steven Miller, the new marketing advisor at Acme Marketing – joining from Example SaaS. Let me begin by saying how excited I am to work with you all!

I was amazed by your work last year, achieving a 24% increase in inbound leads year-over-year. I’m thrilled to join such a productive team and help take Acme even farther in dominating the marketing space. As an advisor, I’ll be working with you to optimize your skillset further and build you up as professionals.

As I get settled, I’ll arrange video calls with everyone so we can get to know each other. In the meantime, please feel free to reach out to me with any questions or concerns.

Thanks so much for your time!

– Steve

Introduction Email for Other Departments You Will Be Working With

If you’re working with other departments, introducing yourself to them is a good idea too. Just because someone’s not on your team doesn’t mean they won’t be an integral part of your professional life.

How to introduce yourself to an another department’s head:

You can introduce yourself to another department by contacting its head directly. As your contact in that department, they’ll be able to introduce you to everyone else if necessary.

Subject: Introduction from Acme’s new senior editor

Hey Alex,

My name’s Stacy Harris, and I’m the new senior editor at Acme Marketing coming from a similar position at Example SaaS. Since you’re the Head of Marketing at Acme, I thought I’d introduce myself since we’re bound to work together.

I’m impressed with your results last quarter and how you leveraged Acme’s content department to build tons of organic leads for the company. Since you clearly understand the value of great content, we’re sure to have a great time working together.

As I get settled, I’d love to set up a video call with you and break the ice. If you have any questions about my plans for Acme’s content department, don’t hesitate to ask.

Looking forward to working with you,

– Stacy

How to introduce yourself to an entire department at once:

If you’re working with multiple members of a different department, you should introduce yourself to them all at once. This will save you from having to break the ice whenever you first work together.

Subject: Hey support team, it’s the new product engineer

Hi Acme Support Department,

I’m David Montez, Acme Marketing’s new product engineer, following my departure from Example SaaS. My role will be to lead the development of Acme’s CRM tool, which means I’ll work with you to implement new features that meet our customers’ needs. I wanted to send a quick email to let you know I’m excited to be working with such an experienced team.

Acme’s user base has grown massively over the past few years, so we’ve got to keep our product competitive. Because you deal with our clients directly, I’ll rely on you to know how we can best improve our products.

Thanks so much for your time,

– David

Useful Phrases for an Introduction Email

Don’t feel obligated to follow the examples provides above; feel free to create your draft from scratch. But if you’re facing writer’s block, here are a few phrases to help you create a friendly, concise, and successful self-intro email to your new team.

“Feel free to ask me questions about what I will be doing at [Company].”

Your coworkers might not understand the role you’ll fill at your new company. To avoid confusion, make it clear that you’d be happy to answer any questions.

“Thanks so much for your time.”

It’s never cliche to thank someone for taking valuable time out of their day to read your introduction. It shows you are considerate of other people’s needs and sets a good precedent for the future.

“I’d love to hop on a call when you get a chance.”


Calling someone who has an active role in your work will allow you to get to know them better than an email. You can discuss your future work together and get insider tips for success at the company.

Additional Tips to Make Your Introduction Email Successful

Before we finish, we’ve got a few more suggestions to make your intro email for a new job successful:

1. Do Background Research

Make an awesome impression by doing a little background research on the recipient and including details you learned in the email. For example, “Your article on lead generation was fantastic; I learned so much from it.”

2. Don’t Point Out That You’re a Stranger

Don’t announce that you are unfamiliar with the recipient in your email. Using phrases like “You don’t know me” or “We’ve never spoken” will make you appear distant, cautious, and irrelevant. Treat them like a friend if you want to build trust.

3. Follow-Up

If your new colleague does not respond to your well-written email, don’t hesitate to follow up. Your message most likely never reached them due to their overflowing inbox. If you follow up, they won’t miss your message, and you won’t think they ignored you.

The importance of an email signature in an intro email

An email signature serves as a crucial component in an introductory email, functioning not only as a professional email sign-off but also as a tool for conveying essential contact information and establishing credibility.

When you introduce yourself to a new contact or potential client, your email signature acts as a digital business card. It includes your name, position, company, and contact details, which can enhance the professionalism of your correspondence and make it easier for recipients to reach out to you.

Furthermore, an email signature can include links to your company’s website or social media profiles, aiding in branding and networking. When making a strong first impression is vital, having an effectively designed email signature can significantly impact your professional interactions.

Additionally, the ability to generate an email signature for free is a convenient and cost-effective way to ensure that every email you send contributes positively to your professional image and communication goals.

Introduction Emails Create Great Relationships

Starting a new job is intimidating, and meeting your coworkers is one of the biggest reasons. After all, your success is highly dependent on how well you work with your colleagues.

So think of your self-introduction email to colleagues as an investment. Successful introductions sow great relationships. Invest your time crafting meaningful messages for your colleagues, and you’ll hit the ground running on day one.

The post How to craft an introduction email to a new team appeared first on WiseStamp.

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How to delete all promotions in Gmail (& avoid more coming) https://www.wisestamp.com/blog/how-to-delete-all-promotions-in-gmail/ Mon, 31 Jan 2022 14:03:18 +0000 https://wisestampprd.wpenginepowered.com/?p=39474 The post How to delete all promotions in Gmail (& avoid more coming) appeared first on WiseStamp.

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Follow this quick guide to see how to delete all the useless emails from your Gmail Promotions tab. You can choose to delete it once and make room for new emails to come, or you can choose to get rid of Promotions email forever by using automatic filtering.

How to delete all email from Promotions tab?

  1. Open your Gmail and click on the Promotions tab
  2. Select all emails within the Promotions tab by ticking the Select all checkbox above the tabs and to the left – a quick-action tool strip should appear.
  3. Hit the trash bin icon in the tool strip to delete all emails from the Promotions tab      How to delete all promotions in Gmail - Chrome

How to get rid of promotions in Gmail before they land in your inbox

The best way to avoid a choked-up Promotions category is to reduce the incoming emails, as opposed to periodically deleting unwanted emails. The trick is to get rid of those pesky useless emails before they arrive.

To get rid of emails before they reach your Promotions tab you have 4 options:

  • Unsubscribe
  • Create a filter
  • Report emails as Spam
  • Block sender

We’ll now go into detail on when and how to apply each option.

1. Unsubscribe from mailing lists

When visiting blogs or websites we often subscribe to their newsletters or create accounts. When doing so, we give these blogs and websites the access to send emails to us. We can stop their endless flow of emails by unsubscribing.

OPTION 1:

Unsubscribe from a particular mailing list

  1. Open an email from the email list you want to unsubscribe from
  2. Click the (Gmail generated) ‘Unsubscribe’ option on the top, next to the sender’s address
  3. Click the Unsubscribe button in the dialog popup
Unsubscribe from Mailing Lists

OPTION 2: 

Unsubscribe through the senders’ formal Unsubscribe page

Most companies will provide a link to unsubscribe from their email footer, but they tend to make it very small, so look carefully.

  1. Scrool down the email to the very bottom to find the footer
  2. Search the footer text for an Unsubscribe link
  3. Click the link and follow the instructions to unsubscribe on the mailing list settings page
get rid of promotions in Gmail by unsubscribing in email footer

Email footer from G2’s mailing list

Unsubscribing “formally” is, in my opinion, a better approach than unsubscribing via the Gmail-generated option. That’s because the formal company Unsubscribe page will allow you to pick specific email lists you want to opt-out of, and remain opted-in to those you find valuable

In the future, if you wish to avoid constant promotional emails, you may want to ensure you don’t subscribe to fishy newsletters or mailing lists. It’s good practice to get rid of newsletters you don’t read so that you keep your Gmail inbox clean and organized.

2. Filter out and auto-delete Promotions emails

You can automatically delete emails by a certain sender or other well-defined email types by setting up email filters in Gmail. This may sound complicated but it’s actually very simple.

Follow the steps below to auto-delete unwanted Promotions emails:

  1. Inside your Promotions tab, select the email or emails that you want to auto-delete by ticking the checkbox to their left
  2. Click on the 3 vertical dots at the right end for the tool strip
  3. Select Filter messages like these from the dropdown menu
Filter out and auto-delete Promotions emails in Gmail - step 1-3
  1. Click Create filter

Note: Verify that the emails are properly defined by checking that the Gmail search results only include the emails you want to delete (if that’s not the case, use Gmail’s search fields to narrow down your filter)

Filter out and auto-delete Promotions emails in Gmail - step 4
  1. Tick the Delete it box (in the middle of the filter action list)
  2. Hit Create filter, and you’re set up
Filter out and auto-delete Promotions emails in Gmail - step 5-6

3. Divert promotion emails to Spam

If you are using the Promotions tab to read emails, but you feel some senders are more Spam than Promotions, you can report those emails as spam. Doing so will allocate that email to the built-in Spam category.

To do this:

  1. Tick the checkbox beside the email or emails you wish to mark as Spam
  2. Click the Report Spam button in the tool strip
  3. Hit Report spam
Divert promotion emails to Spam

After completing the stated steps, the email will be sent to the Spam folder. You can then delete the email manually from that folder. 

Reporting spam is probably the easiest answer on how to permanently get rid of promotional emails in Gmail. To make this procedure most effective you should select multiple emails by spammy senders at once. If you report each sender as their emails land in your inbox the cleaning process may take a long time. 

Once a sender is directed to Spam they will not appear again in your inbox. Make sure you’re not marking legit senders as Spam, or you may miss out on emails you signed up for.

If an email you sent to spam resurfaces, simply report it again.

4. Block the sender who’s swamping you in promotion emails

An alternative to reporting emails as spam is to block emails. Blocking emails is a good way to ensure your inbox doesn’t accumulate with Spam or no-value emails. 

This is kind of a harsh move so I reserve it to senders that really went over the line with unsolicited nonsense. It’s a move I do when I’m angry, not simply to clean my inbox. Legit senders should not be blocked if you can unsubscribe instead.

  1. Click an email by the sender you’d like to block
  2. Click the 3 vertical dots at the top-right corner of the email message
  3. From the dropdown hit Block “[sender name]”
Block the sender who’s swamping you in promotion emails

The post How to delete all promotions in Gmail (& avoid more coming) appeared first on WiseStamp.

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Gmail Search: where to find it & how to use it https://www.wisestamp.com/blog/gmail-search/ Mon, 17 Jan 2022 08:57:13 +0000 https://wisestampprd.wpenginepowered.com/?p=38463 The post Gmail Search: where to find it & how to use it appeared first on WiseStamp.

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Gmail search is used to quickly find any email in your inbox. To search for the email you need simply type in the search box found at the top of your Gmail. You can search by name, sender, receiver, email address, file name, etc. Gmail will try to match your search term to what you’re searching for.

Gmail search is found at the top of your Gmail, both in your computer browser and in your mobile app.

The advanced Gmail search can be accessed in the desktop version by clicking the “mixer sliders” icon at the right-hand side of the search box. In the mobile version, advanced search filters are presented to you once you tap inside the Gmail search box.

How to use Gmail Search

1. Type your search query in the search field

Gmail search options

Note: Gmail will try to make your search easier by offering search suggestions once you start typing. After you’ve entered your search query Gmail will present quick search filters to help you narrow your search.

2. Use Gmail’s quick search filters to narrow your search (you can use filters such as: “From”, “To”, “Has attachment”, “Any time”, and search your “Chats & spaces”.

3. Click on “Advanced search” to make highly specific searches using the various advanced search fields.

Note: further down this guide we’ll cover how you can make full use of advanced search capabilities and how you can apply them directly from the search box using the Gmail search operator.

Gmail advanced search

Gmail provides an advanced search to find your target email with pinpoint accuracy. For those of us with bursting inboxes and many years of stacked emails, the advanced search options will help you find even the most elusive emails.

Gmail advanced search panel

 Available advanced search filters in Gmail:

Gmail search operators

Gmail operators are words or symbols you can incorporate into your search to filter your results. You can combine different operators to perform searches with pinpoint precision.

Search typeSearch operators
Exclude certain results from your search
Example: ticket -flight
Search emails in a specific folderIs: drafts
Example: is: drafts elevator pitch
Search emails by senderfrom:
Example: from bill gatesExample: from:bill.gates@microsoft.com
Search emails by the recipientto: 
Example: to sherlock holmes Example: to:sherlock@solved.co.uk
Search emails by subject linesubject:
Example: Black Friday
Search email with a specific content typehas: attachment Has: youtubeHas: pdfHas: drive Has: document Has: spreadsheet Has: presentation
Example: Has: youtube smiling dog
Search email by file type or filenamefilename:
Example: filename:paycheck.pdf
Search for large emailslarger:

*Define size magnitude by adding – MB, KB, or nothing (for bytes) after the number.
Example: larger:15 MB
Search for small emailssmaller:
*Define size magnitude by adding – MB, KB, or nothing (for bytes) after the number.
Example: smaller:10kb
Search for email before or after a certain dateafter:before:
*Use both to define a search within a date range.
Example: after:2021/06/01Example: before:2022/01/31Example: after:2021/06/01 before:2022/01/31
Search multiple terms at onceOR
Example: from daniel OR from danielle
Search for email with multiple criteriaAND
Example: from bill gates AND has: attachment AND subject: elevator pitch
See the full list of search operators:Google’s support website

Gmail Search – quick tips:

  1. Search for an exact phrase by enclosing the phrase inside double-quotes.
  2. You are able to use logical operators such as AND, NOT, and OR to refine your search (Logical operators must always be typed in uppercase letters).
  3. Search for emails by date using the “before:” and “after:” search operators. The date format is yyyy/mm/dd (e.g., 2017/07/15)
  4. You can’t use the “bcc:” operator to find emails in which you were blind carbon copied.
  5. Search for emails within a specific Gmail label by using the “label:” operator (e.g. label:example). If the label name in Gmail includes a space in it (e.g., Office Expenses), use a dash in the query when searching for emails inside that label (e.g. label:office-expenses)
  6. Find messages in any folder, including Spam and Bin use operator “in anywhere” (example: in: anywhere plane tickets)

Search by date

The advanced search panel lets you search for emails around a given date. You can search within a range from plus or minus 1 day up to plus or minus 1 year.

Gmail search date - search around a date (1)

Search by date using Gmail search operators

Using Gmail’s search operators lets you look for emails before a certain date, after a certain date, or within a date range, that is, between 2 dates.

Find emails after a certain date 

To search for emails after a certain date, type after YYYY/MM/DD into the search bar, replacing those letters indicating the date format with an actual date. 

after:[YYYY/MM/DD]

newer:[YYYY/MM/DD]

Example: after:2015/03/29

This will get you emails sent or received after March 29th, 2015.

Find emails before a certain date

To search before a certain date use “before: YYYY/MM/DD” will search for everything before the date you write. 

before:[YYYY/MM/DD]

older:[YYYY/MM/DD]

Example: older:2021/03/29

This will bring back any email sent or received before March 29th, 2021.

Search by date range

You can search for all emails between 2 dates by specifying the date range using the “before” and “after” operators. 

after:[DDDD/MM/YY] before:[DDDD/MM/YY]

Example: after:2015/03/29 before:2015/04/05

This will bring back only emails sent and received between those dates.

Search by phrase

The simplest way to search Gmail by the phrase is to type in the search box whatever it is you’re looking for. But for the more granular search, you can narrow your scope with an advanced phrase search. 

Mix any of the 3-word search options to focus your search:

  • Subject
  • Includes the words
  • Doesn’t include the words

Example:

gmail search - search by phrase and by subject

Note: Gmail will attempt to find a broad match to the phrases you enter in the search fields. This means that it will bring back results that are not necessarily exact matches but rather close approximations. 

Search for an exact phrase

To search for an exact phrase, put your search term inside quotation marks. Whatever phrase you place inside the quotation marks is the exact phrase Gmail will look for. If an email contains the same words in a different sequence or a phrase that means the same thing with different wording, that email will not be included in your search results.

“[phrase]”

To search for different variations of your phrase you can place as many quoted phrases as you like to include them all in your results.

Example: “[phrase1]” “[phrase2]”

If you are looking for emails that include 2 or more exact phrases you can use the AND operator between quoted keywords to get only those emails that include all the target phrases.

Example: “[phrase1]”AND“[phrase2]”AND“[phrase3]”

You can also add in-exact phrases into the mix by adding keywords without quotation marks.

Example: “[phrase1]”AND“[phrase2]”AND[phrase3]

Search for exact words

To search for an exact word, you’ll need to add a plus sign (+) right before the word. When this is done Gmail will only bring back results that contain that word. This means Gmail will not include emails containing only synonyms or related words.

Example: +discount

Doesn’t have a word or phrase

If you want to find content that specifically doesn’t have a particular word or phrase, there is a useful piece of Gmail search syntax you can use. Simply add a minus sign (-), also known as a dash, right before the word or phrase. You can add these search exclusions along with the phrase you are searching for to clean up unwanted noise.

-[word] -”[phrase]”

Example: Wisestamp -get wiser -” product update”

Note: notice in the example above that you must use quotation marks to exclude any phase including more than one word.

Search by email address

You can search for a specific contact by their email address. All you need to do is type it into the search box and all the emails where that person is included (apart from those where they were BCCed); it does not matter whether they sent or received the email.

Search for emails by sender using Gmail search operators

If you want to view a list of all emails that were sent to you by a specific person, use this search operator. When you start typing in a name suggested contacts from your company and from your Google Contacts will appear below the search bar. Click a contact to fill in their email address.

from:[email address]

from:[contact name]

Example: from:example@gmail.com

Example: from john smith

Search by receiver

You can find the option to search your Gmail for emails to a specific sender by adding in the person’s address in the “to” search panel. You can narrow your search further by adding search terms in other search fields.

Search for emails by receiver using Gmail search operators

If you want to view a list of all emails that were sent to you by a specific person, use this search operator. When you enter in a name after ‘from:’ suggested contacts from your company and your Google Contacts will appear below the search bar. 

to:[email address]

to:[contact name]

Example: to:example@gmail.com

Example: to john smith

Search for receivers in CC or BCC

Sender and recipient searches won’t apply to the CC (carbon copied) or BCC (blind carbon copied) field. To search these specific areas, there are separate search operators. Prefix cc: or bcc: in the search bar to see a list of emails that were sent in these particular fields.

cc:[email/name]

bcc:[email/name]

Example:

Cc: John

bcc:john@examplewebsite.com

Search by size (greater than or less than)

You can use Gmail advanced search to look for emails greater than or smaller than a certain size.

To perform this search:

  1. Open the advanced search panel by clicking the icon at the right of the search box
  2. Find the: Size” search fields at the middle of the panel
  3. Set your preferences to “greater than”/”smaller than”
  4. Set wanted size number
  5. Set whether to look for MB, KB or Byte size files
Gmail search - has attachment - search by size - greater than

Searching email by size using Gmail search operators

If you want to list the messages which are more than a certain size in bytes, use the size: operator followed by the number of bytes. This way Gmail will return all messages containing attachments or content that make them larger than the size you searched for.

You may also abbreviate this, for example, 15MB for 15000000, or 15KB for 15000.

size:[size]

Example: size:15MB

Find large emails

  1. To find Type the following in the search box: “larger:5mb”. This will show a result set of emails of over 5MB in size.
  2. To find large emails with attachments add the operator “has: attachment” to your search
  3. To broaded the search set a low file size in “larger:[small number]mb” (e.g. 1mb)
  4. To isolate only the biggest of emails set a large number in “larger:[large number]mb” (e.g. 15mb)

How to delete large emails to clear out memory space

  1. Type the following operator in Gmail’s search box – “larger:[email size]mb” (e.g. larger:15mb). This will bring up all emails of the specified size or more.
  2. To make sure you’re not deleting anything important filter our recent emails by adding this operator to your search – “before:[year, date]
  3. To delete unwanted large emails, select all the emails you’d like to get rid of and hit the delete button.
  4. If you want to get rid of all the emails in your Gmail search results – hit the “Select all” check box above the top-left corner of the search results.

Search Gmail by attachments

You can find emails with attachments in Gmail by using the quick filter that appears below the search bar after you enter a search. You can also find this option as a check box at the bottom-left corner of the advanced search panel.

Find emails that contain a specific attachment type

If you use Google Drive you can use several search operators for specific Google Drive attachments. “has: drive” will show you any emails which contain any Drive attachment.

But you can also search for specific documents such as “has: spreadsheet” for Google Spreadsheet attachments. Several examples will be listed below to show other docs to search for. 

has:[file type]

Examples:

Has: drive

Has: pdf

Has: spreadsheet

Has: document

Has: presentation

Has: presentation

Search by phone number

Searching for a specific phone number in Gmail is easy. All you need to do is drop the phone number in the search box. 

But if you’re looking for emails that contain phone numbers, that’s a whole different ball game. See Gmail, by itself, has no substring or regex search capabilities to find a phone number.

If you’re looking for the common phone number format ###-###-#### you can use this regex formula: \d{3}-\d{3}-\d{4}. Replace the numbers in the squiggly brackets to target the format you want. Regex is a deep and interesting world, you are invited to learn more about using Google Apps Script to search your Gmail via regex.

Search by label

The Gmail search panel lets you choose the label (folder) in which you want to search. These include the system default labels like “bin”, “inbox”, “starred”, and also your defined labels. Just pick what you need from the dropdown list.

Search specific Gmail labels using Gmail search operators

You can filter emails using labels. To do this, use the “label:” or “is:” operator.

is:[label name]

Example: is: urgent

Find Unread messages

Gmail treats Read Mail as a type of label. Because of this, you can find your unread mail (also read mail) by selecting the Unread Mail label from the dropdown next to the “Search” field at the bottom-left of the Gmail advanced search panel. See the image below.

Use Gmail operators to find unread messages

To search unread emails, type ‘is unread’ into the search bar and press enter. To look for specific unread emails, add your search term after the is: unread operator (e.g. is: unread job interview).

Is: unread

Example: is: unread

Example: is: unread job interview

Tip: how to always see your unread emails first in your inbox:

Go to Settings > See all settings > Inbox > Inbox type > Unread first. You can adjust settings in Inbox, then Save Changes.

Search archived emails

Any search you make in the Gmail search box will bring up archived emails. That said, unfortunately, you can’t search only archived emails like you can with labels or categories. 

If you only archive emails without labels you can look for them using the operator “has nouserlabels”. This will remove from your search any emails that have a category label assigned to them. Conversely, if you gave a label to all archived emails, you can search for them using the is:[label] operator (e.g. is:my-example-label).

Search deleted (trashed) emails

Gmail automatically sends deleted emails to the trash bin. Gmail treats the trash bin as a label, which means that you can use Gmail search to filter for your deleted emails. You can also perform searches inside your Gmail bin to find a particular email you deleted. 

You can use the advanced Gmail search window to choose the Bin label. It’s found in the “Search” drop-down at the bottom-left of the advance window. 

search deleted email in gmail trash bin

Search for deleted email in Gmail using search operators

Enter the ‘in:’ search operator to find emails in a specific folder, for example, the Trash folder or any folder you created. You can also use the ‘in:’ Gmail search operator followed by “anywhere” to search throughout your entire Gmail history.

Is: bin

Example:

In: spam

In: trash

Search Chats

To search your chats in Gmail first open the advanced search panel by clicking the icon on the right side of the search box. Then click the dropdown menu at the bottom-left of the panel, and select “Chats” from the list. Now any of the remaining search fields, like “To”, “From”, or “Subject” to narrow down your search.

Gmail search - search gmail chats

To search for messages in Google Chat & Gmail

  1. Go to Google Chat or your Gmail account.
  2. At the top, click on the search box that says “Search all conversations” or “Search in chat and spaces.” 
  3. Enter search text and press Enter.
    • In Gmail: Under the search box, click Chat & Spaces.
  4. To open a result, click on it. 

To Search for Chat messages in space or conversation

Search for messages in Google Chat & Gmail - for g suite users
  1. Go to Google Chat or your Gmail account.
  2. Select the space or conversation you wish to search.
  3. At the top right, click Search in this chat.
  4. Enter search text.
  5. Press Enter.
  6. To open a result, click on it.

Search operators you can use

Tip: Once you perform a search using search operators, you can use the result set to set up a filter for these messages.

How to search Gmail using your mobile device

Searching on your mobile device looks very similar to it does on your desktop, though it doesn’t offer the same advanced search features. 

  1.  Open the Gmail app on your mobile phone, and then tap the search bar, which is found at the top.
  2. Enter a keyword, subject, or sender name. The mobile app doesn’t have an advanced search, but you can instead use search operators, which perform many of the same tasks.
  3. Tap “Search” on your keyboard when you’re ready to see your result set.

FAQs

Advanced search window doesn’t appear or function correctly

Gmail’s Advanced Search tool can be found by clicking on the arrow by the side of the search box at the top of the Gmail interface. If this doesn’t appear, likely, a browser issue is most likely the culprit.

An optimal solution for this is to clear the cookies and temporary files from your browser, reinstall the software and upgrade to the latest version at the same time, and disabling browser extensions and add-ons related to Gmail are all actions that may help to resolve the issue. Temporarily switching to a different browser may help you to determine if the software is indeed to blame.

Wrong search results appear

If you can run an advanced search, but don’t get the result set you expected, make sure your query is correctly formatted and inputted. Review the search operators listed in the Gmail help pages and double-check them against the query you’ve run.

Please ensure you have not included a restriction (such as a particular label) that is excluding certain results you would expect to see.

Note that Gmail does not recognize special characters (such as square brackets and the ampersand), and will search through attachments where possible (which may give you some results you weren’t expecting). Note that messages you have deleted, will not appear in search results by default.

How to solve search problems with Gmail mobile app

Reinstalling the app should resolve 99% of Gmail mobile app search problems. This process resets the app’s settings and clears out any temporary files that may have been corrupted. Double-check the formatting and content of your query if you do not receive the expected results.

How to solve Gmail platform problems

If the Gmail platform is experiencing technical problems like causing the search features to be unavailable, or messages to go missing, there is nothing you can do. Just wait a few minutes before trying your search again. If the problem continues give it a day. Gmail has automated bug reports so most problems don’t take long to resolve.

The post Gmail Search: where to find it & how to use it appeared first on WiseStamp.

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Organize Outlook emails by thread (easy 1-minute guide) https://www.wisestamp.com/blog/organize-outlook-by-thread/ Tue, 16 Nov 2021 07:41:09 +0000 https://wisestampprd.wpenginepowered.com/?p=36353 The post Organize Outlook emails by thread (easy 1-minute guide) appeared first on WiseStamp.

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This article will show you step by step how to organize your email conversations by threads, in Outlook desktop and mobile. 

Your email correspondences can easily pile up and make you lose track of everything as you continue replying to your emails. This can make it hard to find Important messages, as they can get sandwiched between other emails. You can avoid a clumpy inbox by using Outlook email threads.

What is an email thread in Outlook?

Outlook email threads are multiple email messages grouped into one conversation. Outlook email threads keep your inbox from overflowing with individual messages and help you keep track of long back and forth correspondence. Outlook threading binds together all forwards, replies, and attachments, from the first message to the last.

Note: Outlook threading is enabled by default. If this feature is not working in your Outlook it may be disabled. Read on to see how to turn it on.

How to organize Outlook by threads

Outlook threads help you keep your inbox organized, and it’s very advised for most professionals who rely on email for daily communication. You may also want to learn other ways for organizing emails in Outlook, such as folders, color codes, flags, and rules.

Outlook desktop

 

Enable conversation view in Outlook

Conversations view can help reduce clutter in one’s mailbox by grouping together emails that are similarly titled.

1.“Log into” Outlook mail

2. Select the “View tab” in the home menu then select “Messages

3. Checkmark the “Show as Conversations” option to turn this feature on

4. Select the “Folder or all “Mailboxes
Choose All mailboxes if you want to apply this feature to your whole inbox.


And that’s it. Your emails are now arranged by Conversation view. When you scroll through your mailbox, you will see some small arrows close to the threaded emails. Click on the arrows to reveal all the messages grouped together in the thread.

When the Conversation view is enabled, you will be notified if you didn’t respond to the latest email that was sent. Outlook will typically prompt you with the message shown below.


 

Disable conversation view in Outlook

There are situations when this feature does not simply work for you. If so, Outlook allows you to easily turn off organize by a thread. Here we will show you how to enable and disable conversation view in Outlook.

1.“Log into” Outlook mail

2. Select the “View tab” in the home menu then select “Messages

3.Uncheck the “Show as Conversations” option to turn conversation view off

4. Select the “Folder or all “Mailboxes

You will be prompted to confirm where the action applies to. Choose “All mailboxes” if you want to turn off thread for all your mailboxes. Choose This folder if you want the action to apply only to the current folder.


 

Edit conversation view

With the Conversation view turned on, you can change the way the email thread will appear in your inbox. There are 4 email thread layouts that you can choose from, See below.

1. Select the “View tab” in the home menu then select “Messages

2. Click on “Conversation Settings”
A drop-down menu will appear

3. “Select” your options the desired option

Conversation view options

  1. Show Messages from Other Folders – If similar messages under the same Subject are found in other folders, they will appear in the conversation. This setting is important if you do not want to miss out on crucial messages that have a filter rule to land in other folders except the current one.
  2. Show Senders Above the Subject – Senders will always be above the Subject so that you can tell at first glance who is involved in the correspondence.
  3. Always Expand Selected Conversation – The messages will, by default, be expanded as you check your folders. That means you will not need to click on the expand arrow to reveal all the messages of a conversation.
  4. Use Classic Indented View – This is a good way to know at first glance which messages come after the other. You will have the main Subject then subsequent messages showing beneath it in an indented manner.

 

Clean up conversation threads

Outlook conversation clean-up can be very useful in order to save time shifting through your inbox trying to find a copy of a document. You can easily remove redundant emails to the Deleted folder or any other folder you want. This affects the back-and-forth conversations that form up in replies.

There are times when you may have replies from different mail recipients. Most of these replies may include other replies on the same message. With conversation Clean Up, you can get rid of messages that is already part of the latest reply.

1.  “Select conversation” that you would like to “Delete

You can select multiple conversations by pressing the Ctrl button and choosing the other conversations.

2. Select the “Clean Up” on the homepage menu

Navigate to the Home tab and click on the drop-down arrow next to the Clean Up option on the Ribbon.

3. “Click” on “Clean Up Conversation

4. “Click” on “Clean Up” when a pop up appears to delete conversation

You will receive a prompt that all redundant messages in the conversation will move to the Deleted Items folder. Confirm this by clicking on Clean Up.

You can change the destination of the redundant messages using the Settings option. Navigate to Conversation Clean Up and Browse to the folder where cleaned-up items move to.


 

Why is Outlook not grouping conversations?

Outlook will fail to group conversations if you do not sort emails in the thread by date. If you sort the folder using any other criteria, the option Show as Conversations will be greyed out, hence not usable.

You can confirm how your emails are sorted from the View tab under the Arrangement group.

Conclusion

We have taken you through everything that you need to know about organize emails by thread in Outlook. The ability to thread your emails, use categories, and group conversations can make your folders look neat. We hope this guide helps you make the most of Outlook and become more productive. Oh and don’t forget your outlook signature 🙂

The post Organize Outlook emails by thread (easy 1-minute guide) appeared first on WiseStamp.

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15 tools for nailing NaNoWriMo this year https://www.wisestamp.com/blog/best-tools-for-nanowrimo/ Fri, 12 Nov 2021 22:00:00 +0000 http://wisestamp.com/blog/?p=3476 You’re two weeks into the National Novel Writing Month (NaNoWriMo) and you’re feeling the strain. Perhaps the ten minutes you allotted to Facebook turned...

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You’re two weeks into the National Novel Writing Month (NaNoWriMo) and you’re feeling the strain. Perhaps the ten minutes you allotted to Facebook turned into an hour, or half the day flew by while you brainstormed a new name for your character.

Yes, the clock is ticking and you have a goal to reach, but with the right tools, you can still cross that finish line with time to spare.

Online Tools to Help Get You Through NaNoWriMo

Productivity Tools

1) Write or Die

A good timer is essential for helping you stay on track but for NaNoWriMo writers, no ordinary timer will do. You need a tool that will not only track your time but will push you to succeed.

You need Write Or Die! Write Or Die will make sure that you meet your writing goals by providing consequences for distraction and procrastination, such as flashing lights, unpleasant noises, and even the deletion of words.

If this sounds a little too intense you can dial it back and try out the Stimulus or Reward modes instead, which offer more positive types of encouragement.

tools for NaNoWriMo write or die

2) Ilys

NaNoWriMo is all about getting your story onto the page without letting yourself get distracted by self-doubts and critiques.

But if you’re finding yourself simply unable to resist the urge to edit, then Ilys is the tool for you. With Ilys editing is not an option. When you log in, Ilys will ask you to input your word count goal for the day, after which you will begin writing.

From that point on you will only be able to view the single letter that you are currently typing. There is no looking back, no editing, and no deleting. In fact, you can’t even see anything that you have written until you reach your goal, so you have no choice but to keep going forward, one letter at a time.

tools for NaNoWriMo ilys

3) Evernote

You’re out shopping when suddenly you get slammed by a genius idea for your story.

Before that idea can slip away, pull out your phone and jot it down in Evernote. Later, when you’re in front of your computer, you can open up Evernote and pull up the notes you had left yourself.

In short, it’s a fantastic tool for taking notes, making lists, and creating reminders, and it can be easily accessed from any device. Evernote has even created special templates in honor of NaNoWriMo to help writers plot their stories and characters.

story writing templates for tools for NaNoWriMo Evernote_template

4) yWriter

Organize your story plan with this simple, clean word-processing program. In the words of Simon Haynes, the program’s creator, “keep track of your work while leaving your mind free to create.”

Hanes designed yWriter to help fellow authors organize their projects by scenes, which can be created and moved around as the story develops, and even generated into reports.

Online tools to get you through NaNoWriMo yWriter

5) Trello

Although Trello is often thought of as a project management tool for team collaboration it can also come in very handy for organizing your novel.

Trello’s similarity to a corkboard with movable sticky notes makes it easy to visualize the development of your story, with all of its characters and plot lines. The colored labels make it simple to keep track of storylines and you can even create deadlines for yourself that will sync with your calendar.

best tools for NaNoWriMo trello

6) OmmWriter

Omm Writer aims to provide writers with the perfect creative atmosphere by offering a clutter-free writing space, with just a few “extras” to help set the mood. Select a background, choose your music and get writing.

The audible clicking of your keystroke enables you to hear each letter as it lands on your screen, offering additional encouragement to keep going.

7) One page per day

If writing 50,000 words seems like a herculean task, then perhaps just start off by filling up a single page. Simply log in with your Google or Twitter account and One Page Per Day will present you with a blank page.

Fill it up and you’re done. If you miss a day and then you will receive a gentle reminder to come over and get your page written. Once you get the ball rolling you can ratchet up your daily word count and aim towards your NaNoWriMo goals.

best online tools for NaNoWrimo page_a_day

8) Bibisco

Having trouble getting your novel started? Then Bibisco is the text editor for you.

Not only does it provide you with a space to pen your prose but it will also help you organize your ideas, build your characters, develop your setting and analyze your narrative. And all of these features are completely free and open-source, thanks to Bibisco’s creator, Andrea Feccomandi.

tools to get you through NaNoWriMo bibisco character creation

9) StayFocused

If the internet keeps sucking you in then StayFocused is the gatekeeper that will help keep you out. Available as a Chrome app, StayFocused allows you to block all of those distracting sites that you keep finding yourself on when you should be working on your novel.

tools to get you through NaNoWriMo StayFocused

Creativity Tools

10) Character Name Generator  

Coming up with the perfect names for your beloved characters is a consuming endeavor that, frankly, you don’t have the time for right now.

Instead, head over to the Character Name Generator and create a whole slew of names with just a few clicks of a button. Each name even comes with a detailed personality, which might help give you some ideas as well.

tools to get you through NaNoWriMo Character_name_generator

11) Plinky

Feeling uninspired? Get your creative juices flowing by tackling one of the many writing prompts on offer at Plinky. While the site is no longer active the writing prompts are still there, along with the discussions that they generated, which could offer additional fuel for your imagination.

12) Thesaurus 

Does the dark road appear to be dangerous, or perilous? Maybe even menacing? When you’re in search of the perfect (ideal… sublime…superb?) word, the Thesaurus is the place to go.

Sounds & Music

Some writers find that playing music in the background helps them to write, while others prefer the sounds of nature. Personally, I can only concentrate if I have complete silence or white noise. Whatever your preference is, there is a tool out there for you.

13) Focus@Will

Get focused with the right background music to help you match your mood or energy level.

Creativity Tools for NaNoWriMo Focus@will

14) Moodfuse

Writing a thriller? Then how about some “disturbing” music to help you set the mood? Or perhaps something sweet or sentimental to accompany the writing of your romance novel.

best Sounds Music tools for NaNoWriMo moodfuse

15) Coffivity

Studies have shown that certain background noises can help increase productivity, such as the murmurs in a coffee shop or library because they distract you just enough to help you become more creative.

At Coffivity you can let your creativity levels soar by tuning into the sounds of a university library or cafe, with a free account. The paid account offers more options such as a Paris Paradise or Brazil Bistro.

Sounds Music tools for NaNoWriMO coffitivity

Post-NaNoWriMo Bonus Tool!

These two fantastic tools can help you clean up your manuscript once NaNoWriMo has come to an end:

Cliché Finder: Clichés have a tendency to make their way into our writing whether we intend to let them in or not. With the Cliché Finder, you can hunt down those clichés to ensure that your writing is fresh and original.

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Organize emails in Outlook: expert inbox management techniques https://www.wisestamp.com/blog/how-to-organize-emails-in-outlook/ https://www.wisestamp.com/blog/how-to-organize-emails-in-outlook/#respond Mon, 01 Nov 2021 16:26:00 +0000 https://wisestampprd.wpenginepowered.com/?p=16485 Inbox zero might be the elusive goal, but it can seem nearly impossible to get there with thousands of previous emails clogging up your...

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Inbox zero might be the elusive goal, but it can seem nearly impossible to get there with thousands of previous emails clogging up your inbox. In order to create some calm out of the chaos, you need to learn how to organize emails in Outlook. This article will walk you through the most effective Outlook inbox management techniques available to you.

best ways to organize emails in Outlook

With these handy tips, you’ll be able to organize your Outlook inbox so that you become more effective, stay on top of your tasks, and feel less stressed when looking at your emails. Want to know the secrets? Keep reading to find out.

Before we get into the top tips on how to organize emails in Outlook, it’s important that we first make the distinction between folders and categories. Many people confused the two since they sound the same, but they’re both individual tools that serve different purposes.

Outlook folders vs categories

Folders are a way to organize how you store your emails, while categories are a way to organize emails visually in your inbox using color codes.

How do Outlook folders work?

Folders work a lot like the folders on your computer; they allow you to organize and group files in specific locations, so you’ll know where to find them.

Folders and categories may use the same exact labels or they may overlap.

A few examples of commonly used folder labels:

  • Drafts (default in Outlook)
  • Sent Mail
  • Priority
  • Spam
  • Clients
  • Suppliers
  • Collaborations
  • [client]
  • [project]
  • [campaign]

If you don’t know, you can save a lot of time by automating the process of sorting emails into folders. We have a separate post that covers everything to know in order to organize Outlook emails automatically into specific folders using rules.

How do Outlook categories work?

Categories are a way to visually Organize your Outlook inbox in order to help you scan for emails of a certain group. Outlook categories let you assign a color-coding and a label to specific emails to set them apart for special treatment or action. If you’re familiar with Gmail, then categories in Outlook work like labels in a Gmail.

You can decide on whatever labels you see fit, and you can assign whatever color you like to each label; just keep your colors unique for each label and stay consistent with your color-label match over time.

Examples for commonly used category labels:

  • Priority
  • Low priority
  • Follow-up
  • Dev
  • Design
  • Legal
  • Support
  • Made into task
  • Payments

The options for categories are endless. The point is to help you improve your email workflow and better organize emails in Outlook. So, play around with different labeling and colors till you arrive at what works best for you.

How to create a new folder in Outlook 365

This technique will let you organize your In Outlook web incoming emails into specific folders by topic or category

1. Find the folders on the left-hand side of the navigation bar.

There are a number of default folders:

  • Drafts
  • Sent Mail
  • Spam
  • Trash
  • Deleted Items

2. Select the Folders tab on the top menu ribbon

3. Click on the New Folder icon.

create new folder in outlook steps 2 3 - select folders tab and click new folder

4. Name your new folder in the text box.

create new folder in outlook steps 4 give folder name

5. Make your new folder a subfolder by placing it in an existing folder.

6. Save your work by clicking OK.

create a subfolder in outlook

How to create and use categories in Outlook 365

1. Click on the Inbox tab > Click on Categories in the top ribbon > select All Categories.

How to create and use categories in Outlook 365 web app step 1

2. Select a category > click on the Rename button to change the category name. 

Note: by default will be named after colors Outlook has pre-set categories named after colors.

How to create categories in Outlook step 2

3. Create a new category by clicking on the New Category button.

4. Name your category

5. Choose a color code for your category

6. Click Save when you’re finished,

How to create categories in Outlook step 4 pick a color for category

7. Apply a category to an email by selecting an email > clicking on the Categories button > and choosing the relevant category.

How to create categories in Outlook step 7 apply category to email

Now that you know how to use both folders and categories, you’ll have a much easier time organizing your Outlook inbox. Ready for some organization tips? Let’s jump in.

6 Best ways to organize emails in Outlook

The following tips and techniques are the most efficient methods Outlook experts use to organize their inbox and achieve inbox harmony.

If you suffer from a bloated inbox these tips will change your life for the better. it’s not complicated to apply these tips, nor does it take a lot of time. I employ them and most of my friends do too, now it’s your turn.

1. Sort emails by priority

This is where folders come in handy. Categories can help here too, but folders will really help you sort your inbox and group them into similar email collections.

When looking at your inbox, you should be able to judge which emails are a high priority and which ones can wait a little longer.

How you choose to order your emails into folders is entirely up to you and your preferences, but of course, we have some recommendations.

Create a few different folders that are similar to the following:

  • To do: emails that need to be answered or dealt with but that aren’t highly urgent.
  • Follow up: a reminder folder for emails you need to follow up on if you’re waiting for a reply or for further information.
  • Later: for emails that aren’t urgent at all or don’t require a response, but that you’d like to review at a later date when you have more time.

Another recommendation is to leave your high-priority messages in your inbox so that they’re the first thing you see when opening Outlook. This is where you can use categories to mark an email as urgent. 

Aside from the standard categories listed above, you can also create folders for very specific ones.

For example, if there’s a special project you’re working on, you can create a folder for it or a designated folder for email conversations with a certain manager or coworker. 

2. Create automatic rules

Wouldn’t it be nice to have your Outlook incoming emails set into specific folders automatically? Well, it’s your lucky day, because I have a way for you to do just that with automated Outlook rules.

Automated rules will help filter and sort emails when they come into your inbox. Creating rules helps emails land in the right folder so that they avoid distracting you from the high-priority messages you still have in your inbox. 

You can create rules so that emails from a specific sender will always go to a designated folder, or emails with a set word or phrase in the subject line will go to a certain folder.

Alternatively, if you’re regularly getting spam messages that land in your inbox, you can set them to go to the trash folder (just be careful that you don’t accidentally send important memos from your boss to the trash as well). 

How to create automated rules in Outlook (just a few short steps):

1. Right-click on an email and in the dropdown menu click on Rules and then Create Rule.

How to create automated rules in Outlook step 1

2. A popup will appear with a few different options. For example, to send a message to a folder with a specific word in the title, select Subject Contains, and set your words.

How to create automated rules in Outlook move to folder

3. Next, select the folder it will go to by ticking the Move the item to folder box and then click on Select Folder to choose which one.

How to create automated rules in Outlook move to folder 2

4. Click on OK to apply the new rule.

How to create automated rules in Outlook move to folder 3

3. Organize Outlook inbox with colored categories

We already looked at the basics of categories and color-coding, but this can be an extremely helpful organization tool, so it’s worth taking a second look at.

Before, we saw how color categories can be used to label emails based on their priority, but there are many more ways to use these colored labels to organize your emails in Outlook.

You can create categories for the following types of messages:

  • Email priority
  • Appointments
  • Meetings
  • Purchase confirmations
  • Personal emails
  • Newsletters
  • Notes and ideas
  • Performance reviews
  • Special project
  • New contacts
  • Specific senders

As you can see, there are many different ways you can use categories in your inbox.

It may seem like a lot to handle, but having emails visually labeled with color-coding can really help you immediately see what’s important so that you can prioritize your tasks efficiently.

4. Use Flags to set reminders

Folders, categories, and automated rules are all great tools to help you manage and organize your inbox, but sometimes you just need an extra reminder for a really important email. That’s where flags come in.

Flagging an email sets it as a reminder for something that needs immediate attention or a message that you might need to follow up on. Not only will the email get flagged in your inbox, setting you a visual reminder, but it will show up in other places as well.

Flagged emails also appear in your Outlook To-Do Bar, your Tasks, and in the Daily Task List in the calendar. 

The easiest way to flag an email is in your inbox itself. Each message should have a greyed-out flag that will turn red when clicked on. You can right-click on a flag to change the date if you want to set the reminder for tomorrow or next week.

When you’re done tending to the flagged email, click on the flag again and it’ll turn into a check to mark the message as completed.

Besides flagging an email for yourself as a reminder, you can also set a flag for your recipient if you need a swift reply or want to mark your message as important.

How to flag your Outlook emails in just a couple of steps:

1. Before you hit the Send button, click on the Tags button in the Messages tab.

How to flag emails in Outlook step 1

2. Click on the Flags button in the Messages tab. From there, select Follow Up and then click on Custom.

How to flag emails in Outlook step 2

2. Select Flag for Recipient and then select the date you want to set the reminder.

How to flag emails in Outlook step 3

3. Now, the reminder should appear in the info bar of the email you’re about to send.

5. Organize by conversation thread (to clean up clutter)

Have you ever left for vacation and upon your return, just a week later, your inbox seems to have exploded? Don’t worry, you don’t need to sort through each message one by one to organize your inbox and calm your beating heart.

Outlook has a handy Clean Up feature that you can use to organize your emails in just a few simple clicks. What this does is remove duplicate emails that come from long conversations with multiple replies. This feature will group your conversation thread together to give you just one comprehensive thread.

Clear the clutter – It’s pretty easy to get started, here’s what you need to do:

  1. In your inbox on the top menu bar, click on the Sweep button and then select Sweep Up Folder.
  2. You’ll get a popup to confirm the action, so here click again on Clean Up Folder.
  3. Outlook will then remove all duplicate emails, leaving you with a more organized inbox.
  4. Repeat this process in each folder where you want to clean up your messages.

Video: what is email clutter?

You can also choose to clean up an entire folder including all its subfolders, or just clean up a conversation to condense it, foot forward to help you organize your emails in Outlook.

6. Advanced Outlook organization with Quick Steps

Quick Steps is a great tool to use to get more advanced organizational functionality out of Outlook. With Quick Steps, you can create an automated set of actions that will occur with a specified trigger.

With this tool, repetitive or common tasks will be automated, saving you tons of time on those time-consuming yet necessary tasks. There are a few different Quick Steps you can set, including default ones.

For example, automatically forwarding a message to a manager or others on your team, or deleting an original message when the reply is opened in order to cut down on clutter. You can also customize the default Quick Steps to create your own.

How to create Quick Steps automation:

  1. Navigate to the Home tab.
  2. You’ll see a scrollable gallery with Quick Steps options. Here, click on the lightning bolt icon titled Create New.
  3. A box will pop up, and here you can enter the title of your Quick Steps in the Name box.
  4. Under Actions, you can set what you want your Quick Steps to do, or you can click on Add Action to add additional ones.
  5. If you want to add a keyboard shortcut, select one in the Shortcut key box dropdown menu.
  6. Click on Finish and you’re done. Repeat this process if you want to create more Quick Steps.

Video: Advanced Outlook organization using the Quick Steps function

To wrap it up

Hopefully, you’ve learned a thing or two about how to organize emails in Outlook. As you can see, there’s more than one way to get a clean and organized inbox, so the tools you use will really come down to your personal preferences and your individual needs for your email inbox.

Aside from organizing your inbox, there are many other ways to make the most out of Outlook and of each email you send. One of the ways is to add a personalized email signature to Outlook that can be used on each email. 

Wisestamp’s Outlook signature creator allows you to create a personalized email signature complete with an image, social icons, links, banners, and more. It’s simple to add to outlook and will make your emails stand out even more. So, after you’re done organizing your inbox, it’s time to add a little extra sparkle to your emails with a customized signature.

To
Subject
Make it yours
Email signature template with email disclaimer to add in Outlook-min

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