On this page
- Start with the purpose in the subject
- Choose a greeting that fits the relationship
- Put the request before unnecessary background
- Original example: a clear project update
- Make the message readable and accessible
- Use formatting controls deliberately
- Keep the signature useful
- Marketing copy needs verified claims
- Prepare connected campaign work in BrandWell
- Check before sending
Format an email with a descriptive subject, an appropriate greeting, a clear message and one understandable next step. Use short paragraphs, useful lists and a simple signature. Check the message in its actual email client before sending.
The format should help the recipient understand and act. There is no universal layout that guarantees an open, reply or purchase.
Start with the purpose in the subject
Describe the actual request or update. “Checklist review requested by Friday” is more specific than “Quick question.” Use a real deadline when one exists; do not manufacture urgency.
Keep important information early because inbox displays vary. A fixed 50-character rule does not establish whether a subject is clear. Avoid a misleading reply prefix or a claim that the recipient already agreed.
Choose a greeting that fits the relationship
Use the recipient’s correct name when you know it. A role-based greeting can be appropriate when you do not. Do not invent familiarity or assume that a first-name greeting is always the correct choice.
Match the level of formality to the situation. A customer incident, job application and conversation with a colleague have different expectations.
Put the request before unnecessary background
Explain why you are writing, provide the context needed to respond and state the next action. Keep each paragraph focused. Use bullets for parallel items and numbering when order matters.
Important dates, amounts and conditions belong near the request they qualify. Do not make the reader search an attachment for the essential action.
Original example: a clear project update
Subject: Restore-test checklist: review requested by Friday
Hello Maya,
Please review the attached checklist for technical accuracy by Friday. We need to confirm:
- Who should attend the test.
- Which results the team should record.
- What limitations need to be stated.
Reply with corrections or let me know if that timing is not workable. I will review the final version before publication.
Thank you,
Alex
This is an original fictional example. Use actual names, dates and attachments in your own message. It illustrates a clear request without inventing a previous agreement or a guaranteed outcome.
Make the message readable and accessible
Microsoft’s email-accessibility guidance describes using readable formatting, meaningful link text and alternative text for images. HTML messages can support structured headings and lists when used properly.
Use sufficient contrast and a readable text size. Do not make essential information available only inside an image. Avoid using color as the only way to identify an action or status.
Inspect the message on mobile. Check long links, wrapping, lists and the signature. Test that the main meaning remains understandable if images do not load.
Use formatting controls deliberately
Gmail’s current formatting instructions describe the compose formatting controls and plain-text mode. Controls can differ between desktop and mobile interfaces.
Choose the simplest format that serves the task. Avoid pasting a complex layout that breaks in the recipient’s client. Recheck the final draft after copying content from another editor.
Keep the signature useful
Include your actual name and relevant role or organization. Add the contact or resource the recipient needs rather than a long collection of unrelated social links.
Check every destination. If the message has commercial requirements, a decorative signature does not substitute for the required information or opt-out process.
Marketing copy needs verified claims
AIDA and similar frameworks can help organize a draft, but they are not evidence that the product produces a particular result. Use only supported benefits and actual examples.
Do not copy a template claiming a 25% increase, a successful client result or a known customer problem unless you can substantiate it. Keep real offer terms and limitations visible.
The FTC’s commercial-email guide explains sender, subject, address and opt-out requirements. Review the requirements applicable to the program rather than assuming a neatly formatted email is compliant.
Prepare connected campaign work in BrandWell
Use AIMEE to help prepare approved work through configured tools. Provide the verified facts, intended reader and next step, then review the final destination before sending.
When an email references an article, use RankWell to review that supporting content, sources and media. Confirm the page matches what the message promises.

Check before sending
- Are the recipients, names and subject correct?
- Does the message make one clear request?
- Are facts, dates and commitments verified?
- Do links and attachments work?
- Can the message be understood on mobile?
- Have the required approval and commercial checks been completed?
Review the actual email, not only the source document. Good formatting makes the message easier to use; its accuracy and relevance still determine whether it serves the recipient.
Reviewed and updated October 2, 2026.


Julia McCoy
