What Are the Steps Involved in the Filing Process?
Step 1: Categorizing Emails The first step involves categorizing your emails based on criteria like campaign type, audience segment, and stages in the customer journey. This can be done using folders and labels within your Email Service Provider (ESP).
Step 2: Tagging and Labeling Use tags and labels to further classify your emails. For instance, you can tag emails based on engagement levels, such as 'highly engaged', 'moderately engaged', and 'low engagement'. This helps in quick identification and retrieval.
Step 3: Archiving Archiving is essential for long-term storage and compliance. Archived emails should be organized in a way that they are easily accessible for future reference or audits. Most ESP platforms offer built-in archiving solutions.
Step 4: Regular Maintenance A periodic review of your email folders and tags ensures that everything remains up-to-date. Regular maintenance is crucial for optimizing the filing system and ensuring it continues to meet your needs.