Managing your eMail


This post was created for the Cardiff U3A Computer Group meeting on the 23rd January 2020, but is possibly of more general interest.

Starting Point – the givens; what we’re trying to achieve

  • Having a manageable amount of email will make your life easier and better.
  • Focus on lifestyle habits rather than hard-and-fast rules.
  • Work out what you don’t want from your email, and then create habits that prevent it from happening.
  • Work out how you will handle email daily and if you can – weekly, and monthly, and decide whether you need a method to archive or store emails, or the information contained in them.
  • The importance of context. Use the appropriate tool wherever possible.
    • You need an immediate answer – use the phone, and leave a voice message if there’s no reply, possibly with a text message – “please get back to me after you’re listened to your voice mail” – as backup.
    • You need a record of the answer to a question – use email; and seek confirmation by email if the answer comes back a different way.
    • You need to just keep in touch, or chat – use text (SMS) messaging or WhatsApp (or any other – I don’t want to recommend one – chat platform).

Tools you can use (all the “F’s”)

Forever email – whatever your email address is now, seriously consider getting an email address that will last forever and not be dependent upon your currently favoured Internet Service Provider (ISP). So … Google’s gmail.com mail would be a good choice, as (if you’re wedded to one technology, say Apple) would be the email provided by that supplier, eg icloud.com. Here’s an article that lists the best email accounts currently. Personally, I wouldn’t go beyond the first three, and I would be tempted to say only the first two! So that would give you a choice of Google, Microsoft plus (in my case) Apple.
Fake email address – you don’t have to have just one email address. Create a duplicate for using when a retailer asks for your email address.
For you alone – don’t share an email address with a partner; have separate ones; you can always setup an email programme to read both email accounts on one device (eg a tablet). Keep your personal email address for yourself, and for life!
Feature-rich email program (a rather contrived “f” this one) – use the mailer that your operating system provides for you. On Windows and Apple this would be called Mail. On your phone or tablet it might be called Gmail or Outlook. There are others as well.
Forward your email to one place – if you’ve set up a new email address, you can forward mail from your old address to your new one and then apply filters (see below).
Filters – these are very useful and relatively easy to set up (or create). They allow rules to be followed and your email to be handled the way you want it to be handled and not just hang around clogging up your Inbox.
Flags (or labels) – you can put a marker against individual messages in some email programs. Perhaps a colour code to indicate their urgency or priority.
Folders – these are invaluable and when combined with a service such as the three (Google, Microsoft or Apple) I’ve mentioned, can ensure that you have an archive of messages that should last as long as you realistically would ever want them.

Techniques to keep your eMail under control

Aim for Only 20 Items in Your In-box
[Warning … Do as I say, not as I do!!!]. Twenty e-mails means that you can see your whole in-box without scrolling. As soon as you deal with a message, file or delete it. Only messages from the past week that you’ve yet to respond to belong in your in-box.
Stick to a Schedule (difficult but invaluable)
[Warning … Discipline needed] Even though I check my mail several times a day just in case something pops up which really needs to be urgently handled, I try to not process them right away. I try to only do that once a day, either at the beginning of the day or in the evenings. So I need to adhere to respecting the difference between checking and processing. So …
Delete ruthlessly, when you’re checking
Don’t reply immediately unless …
Can you write back in two minutes or less? If so, do it immediately, and delete the incoming email from your Inbox. Your reply together with the original message should be in your Sent mail.
If an e-mail requires more time, perhaps flag it so it can be handled during a scheduled window later that day or the next morning.
Important … if an email looks as though it can’t be answered easily – pick up the phone!
Sounds obvious but … you don’t need to read every single mail that comes in. Pick and select what’s relevant to you.
I subscribe to several newsletters – but I don’t read all the mails that are sent to me. I don’t delete them either, because I know they may have valuable information contained in them. Instead, I sometimes set up filters to automatically archive them to different folders (labels on Gmail), or move them to the appropriate folder manually. I only read them when I want to get more information on the topic.
Remember you can Unsubscribe from an email list – it’s not difficult and can reduce the amount of email you get quite considerably!
Turn off notifications that appear on your desktop. You really don’t need that kind of message appearing which drags you to your Inbox!!
Close email when you need to concentrate on something else. Close your email application or sign out of webmail when you need to do work that requires real focus for at least 30 minutes. When an email program is open, it’s tempting to check periodically (or obsessively) for new mail. Closing the program entirely (not hiding it)  removes the temptation.
Try to remember to remove old email messages from your Trash Can, unless you’ve set it to Auto-Delete after a week, or a month, or whatever.
Email programs and setting up accounts. This is much easier now than it used to be and instructions are usually provided for your email provider on their website, eg Google’s Gmail.

More on Folders and Filters, and Flags (Apple)

Folders (or labels, if you use gmail) are there to help you organise your mails.
Firstly, use a relevant naming system to what you’re doing.
Secondly, use hierarchy structure. First level folders are for the big categories, and second level folders are for sub-categories, and so on.
These work best when you’re using an email program such as Mail or Outlook.
Filters are tools that help you sort out the mail automatically when it gets into your mail. There are 2 basic things are required for a filter – (1) The term to look out for (2) Action to apply if the term is matched.  You can set up filters for different email addresses, subject titles, body text … whatever! Depending on what filter it is, the mail will be automatically sorted into a respective folder / archived, or moved to the Trash can.
Flags are ways of colour coding a message to give you an indication of how you might want to handle the message.

Organising and tidying-up – Part 3: Email – 10 Jan 2019

Boot-up
Monty Cohen – funeral Jan 25th
DupeGuru -how did it go?
Browser and Google – OK now?
Ways that Google can track you
How to test your PC for failing hardware
News
TV manufacturers play ball with Apple
Google Maps and CarPlay
Email – clients and accounts
Email doesn’t need to be accessed from a URL using your browser, or to a browser via an icon on your desktop, it can be linked to a mail application. Email is the classic example of a client/server application, where the client (the browser, or an application) makes requests of a remote server. Until the request is made, the information remains unread and unseen on the server. When using a mail application (rather than a browser), the act of opening the application usually starts the download of messages.
Popular clients for Windows – probably Mail for Windows, but if you’ve got Office 365 – you could use Outlook – but it’s probably more geared towards business users and provides more features than you really want, or need (a bit like Microsoft Word and Excel are overkill for us “third-agers”). If you don’t want to use a Microsoft product you could try Mailbird, or if you like using Firefox as a browser, you might want to consider using it’s email partner – Thunderbird.
Popular clients for Mac – probably a no-brainer – Apple Mail because it integrates well with your Mac, but if you want to look at alternatives, you could read this review.
Popular clients (apps) for iOS (iPhone and iPad) – well there’s nothing wrong with the Mail app, but you could try the Gmail app, or the Outlook app (particularly if you’re using Outlook on your laptop, or desktop machine)
Popular clients (apps) for Android – they come with their own email app, so there will be a Sony mail app, and Samsung mail etc. etc. But they will also almost certainly come with a Gmail app as well, so there’s probably no real reason to opt for anything different if you’re using Gmail.
There are other alternatives for your mobile device but I will just focus on Mail (iOS) and Gmail (Android and iOS).
Why would you want to use an email app rather than use a browser-based client. Well …

  1. You can easily combine multiple email accounts into one place
  2. You can store all your mail locally for archive purposes
  3. You can setup your mail so that it sends out email from a different email address using different SMTP servers
  4. You can create multiple email boxes for different purposes, easily apply filters to help you organise your mail
  5. … and probably many more.

What do you need to know?
Your email service is usually provided “free” as part of your internet/broadband package from your ISP (Internet Service Provider). This could be VirginMedia, BTinternet, TalkTalk etc. etc. However it is possible to get a free email service from elsewhere and Yahoo! and Google are examples of such service providers.
There are very good reasons to have a Google account and use Gmail, Google Contacts and Google Calendar, but I’ll leave that for another day. There are less good reasons for having Yahoo! mail and if you rely on that for your email service provision, I would suggest you might consider changing, or at least start using an alternative as well.
How does it all work? Well … email is delivered to your client in one of two methods (protocols) – POP3 (where the message is essentially downloaded to your device) and IMAP (where only an index and a header are initially downloaded, and then if you want to read the message it will be recalled from the server.
Essentially with POP3, the message will normally be deleted from the server after you’ve downloaded it – POP stands for Post Office Protocol and you can see why – it’s very like a Sorting Office. With IMAP the reverse happens, the message will be stored on the server and you actively have to mark it for deletion. This can cause confusion because often you feel you’ve deleted the message on your phone or tablet, but it’s still there when you go to look at your mail on your laptop/desktop. You should therefore remember to mark a setting in your mail app on your phone/tablet to delete the message from the server when you delete it from the phone/tablet. Here’s an article that explains the difference between POP3 and IMAP.
Then your outgoing mail is delivered using a different protocol (or method) called SMTP (Simple Mail Transfer Protocol) which transfers the message back to your mail provider for ongoing transmission to the recipient.
So … to set up a mail client on a device you need to obtain some information about the POP3 or IMAP address to fetch the mail, and the SMTP address to send the mail. You will also need the username (usually your email address) and password for the mail service you are using. Here’s an example from a self-hosted email service that I use for my websites, this would be an example of  the most difficult configuration you’d ever be likely to encounter.


For some services you may need to set up the client in a browser linked to your mail provider service, but most of the common ones have been set up in the client to do the connections automatically.
For BTinternet …… but be careful …
… and when you go to Settings …

I much prefer Gmail which allows you to do so much more …


Live Demonstration!!! 
iPhone (Mail and Gmail), and then Instructions for Windows Mail [which are provided here].

Here is a link describing how to forward Yahoo mail (NOT BTYahoo! unfortunately) using Classic Yahoo mail interface. You have to go back to the older version to do this.
… and here are the POP and IMAP settings for common email systems (from Microsoft) …
To create (or delete) folders in Mail for Windows, look at this article. If you don’t see the + sign against All Folders, go to the Troubleshooting section at the bottom of that page – the advice is to Close Mail, wait 30secs, then re-open!!!