Email dispatch checklist
Steps:
- Introduce email dispatch trigger.
- Create "resend email" functionality within the (usually web) GUI.
- Background process that creates and dispatches the email. Even if a 3rd party service is used, the extra call should be initiated from a background process, as it is a potential point of failure.
- If necessary a flag on the database that would shield from multiple email dispatches.
- Error logging and retry mechanisms, specially if the environment does not provide a default.
- Decide on email subject. Try to add some entropy to make subjects unique.
- Write and test a dummy text and incorporate: recipient(s), CCs and BCCs for monitoring etc.
- Get email's copy and create the text version.
- Debug it with a person other than the developer that created it.
- Decide if an HTML version should be dispatched/is necessary. If so write one with HTML elements - without styling. That should be enough for a big number of cases.
- If necessary introduce styling/skinning. This is more difficult as it sounds.
- Decide on list of supported email clients.
- Test on clients identified on previous step.
- Consider including tracking which will feed with email client signatures. These can be used to dictate the inclusion of items in the list of step (11).
Details and notes: https://github.com/dimitrismistriotis/email_dispatch_checklist
Feel free to contribute.
Written by Dimitrios Mistriotis
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