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  • Glossary
  • Considering PoliteMail
    • Where is PoliteMail located?
    • What kind of policy does PoliteMail have around AI?
    • What makes PoliteMail different?
    • Upgrading
      • How do I update to the latest version of PoliteMail?
      • Is a new Agreement needed to upgrade?
      • Will older email reports migrate to the latest version?
      • Does PoliteMail support dynamic distribution lists?
      •  WebView2 (Chromium)
      • Where can I find a list of PoliteMail features by version?
      • Get Security Info for Your Security Team
      • What happens if I don't request an upgrade?
      • Will Metrics change if I upgrade?
      • Release Notes
      • PoliteMail Sandbox & Testing
        • How do I access the PoliteMail Sandbox?
        • What is the PoliteMail Sandbox?
        • Which Versions of Outlook Does PoliteMail Support?
        • What are the capabilities of the PoliteMail Sandbox?
        • What Information Does PoliteMail Store?
        • Does PoliteMail work with the new Outlook?
        • How long does the PoliteMail COM add-in take to load?
        • Simple vs. Technical Implementation Differences
        • PoliteMail Free Trial vs. PoliteMail Pilot Program
      • Other Environments & Integrations
        •  Using the PoliteMail Connector on Microsoft Power Automate
        • Use Translator for Outlook with PoliteMail
        • Using Microsoft Stream with PoliteMail
        • How does Copilot work with PoliteMail?
        • Does PoliteMail Work With Microsoft 365 Hosted Exchange?
        • Is PoliteMail Compatible With A Mac?
        • Does PoliteMail work with MAPI?
        • Will PoliteMail Work in Citrix Environments?
        • Is PoliteMail compliant with CASL?
        • PoliteMail with Mimecast or Proofpoint
        • Does PoliteMail support WS Fed?
      • Commlytics
        • What is the Influencer Score and how is it calculated?
        • What is Commlytics?
        • What are the permissions needed for Commlytics?
      • Syncronym
        • Does Syncronym work with PoliteMail online?
        • Syncronym Manual
        • What is needed to set up Syncronym for online use?
        • Creating Filtered Lists with Syncronym
        • What is Syncronym?
    • Setting Up PoliteMail
      • Requirements
        • Prepare Internal Distribution Lists for PoliteMail
        • What are the system requirements for PoliteMail?
        • Hardware Requirements for BYOC by Employee Count
        • Server Requirements for On-Premises PoliteMail
      • Installation
        • How do I install PoliteMail?
        • How do I install a modern Add-in using a URL?
        • How can I perform an ALLUSERS install?
        • Set Up App Manifest for M365 and New Outlook
        • PoliteMail Server License Installation Guide
        • How do I perform the Simple Implementation of PoliteMail?
        • Run PoliteMail Prereq Script for Installation
        • How To Add The PoliteMail Server To Your Trusted Zones
        • How do I create a Safe Links exception for PoliteMail?
        • How do I fill out the CSR Form for a Branded Hostname?
        • Where can I find the CSR Form?
        • How do I uninstall PoliteMail?
      • Authentication
        • Authentication with Okta and SAML2
        • User Authentication with SAML and Entra ID
        • Why PoliteMail Requires Anonymous Auth in IIS
      • API Information
        • PoliteMail API Entity Directory
        • Download PoliteMail's Free API List Comparison Tool
        • About the PoliteMail API
        • Getting Connected to the PoliteMail API
        • API / Business
        • API/Contact
        • API/Assign a Contact to a PoliteMail List
        • API / UserType
        • API / UserProfile
        • API / User
        • API / TemplateTheme
        • API / Template
        • PoliteMail Version 5 API Enhancements
        • API / SurveyQuestion
        • API / SurveyAnswer
        • API / SurveyAllowedAnswer
        • API / Survey
        • API / Stage
        • API / SocialMediaLink
        • API / SocialMediaClick
        • API / SmartAttachment
        • API / SentMessage
        • API / ScheduledSend
        • API / Report
        • API / Region
        • API / Read
        • API / Paragraph
        • API / OptOut
        • API / OptIn
        • API / Message
        • API / Location
        • API / List
        • API / Link
        • API / Image
        • API / GroupLabel
        • API / Event
        • API / Email
        • API / DeviceCount
        • API / Device
        • API / CustomField
        • API / ContactRead
        • API / ContactClick
        • API / Click
        • API / Category
        • API / Campaign
        • Using the API with Message Tagging
        • How can I connect PoliteMail data to PowerBI?
        • What are the Graph API URL paths used by PoliteMail?
      • Troubleshooting
        • Repair PoliteMail Client with InstallShield Wizard
        • Reverse Proxy Config for Mobile Data Collection
        • Errors When Adding Multiple Accounts
        • Email Not Sending: Hybrid Exchange + Office 365
        • Fix Invalid Credential Error
        • Configure Internet Email Accounts in Outlook
        • Set Send-To Permissions on Exchange/Office 365
        • What Is a Sender ID and How Do I Get One?
        • How do I update the Graph secret?
        • "To use PoliteMail, you must restart Outlook" message
        • Font styling not holding
        • Repairing your Outlook Data File
        • Graph instance not properly configured.
        • Clear or Flush Graph Tokens for New LoginNew
        • Enabling compatibility mode
      • Connecting to Services and Apps
        • Setting up and Configuring the EWS Client
        • Using Exchange Web Services (EWS) Cache for Fast Expand
        • What are the permissions needed for Microsoft Graph?
        • How to set-up an Exchange Service Account
        • Installing WebView2
        • Grant PoliteMail Access to Azure Resource Group
        • Enable Public Client Flows for Graph and SSO?
        • Permissions for Different List Handling Methods
        • Connect PoliteMail Server to Exchange
        • Amazon SES for External Sending with PoliteMail
    • Administrator Functions
      • PoliteMail Administrator Guides
      • How To Use List Expansion to Expand Distribution Lists
      • Switching between Multiple PoliteMail Accounts
      • What Happens When a Message Is Deleted?
      • Managing Users
        • PoliteMail User Roles
        • Creating the Admin User
        • Changing User Roles
        • Adding, Replacing, Migrating, and Deleting Users
        • Creating Groups
        • How do I transfer data to a new user without losing information?
        • Share Templates with Groups or Unassigned
        • How to Unlock Users
        • Resetting Passwords
        • Non-Admin Access to All Email Send Stats
        • What does it mean if a User is marked Inactive?
        • Move a User Between PoliteMail Tenants
      • Managing From Addresses
        • From Management
        • Create an Allowed List of Email Addresses
        • Setting Up Monitoring Multiple Inboxes
        • How do I delete a From address?
        • How do I change the Display Name for a From address?
      • Settings and Permissions
        • Segmentation Settings
        • What does the Auto Refresh toggle do?
        • Limit Measurement Modes in PoliteMail Online
        • How to Enable and Disable M365/iOS Measurement
        •  How to Create Custom Fields
        •  Tags
        • How do I turn Opt-Out on or off?
        • How to Create Personal Access Tokens
        • How To Control Who Can Send to a Distribution Group
        • What are the settings for System Admins?
        • How can I tell if an Item already has tags?
        • Tag Groups
        • 'Preparing Message' displaysNew
      • What do I need to do if I've exceeded my Recipient Limit?New
    • PoliteMail Basics
      • Logging Into PoliteMail
        • I Can't Login or Connect to the PoliteMail Server
        • SSO vs. Password Authentication Login Check
        • How Do I Reset My Password?
        • How do I update my password?
        • How do I get started and log into PoliteMail?
        • What is my host name to log into PoliteMail?
        • What browsers does PoliteMail work on?
      • PoliteMail 101
        • Continue Work Between Online and Desktop Versions
        • What version of PoliteMail do I have?
        •  PoliteMail Desktop vs. Online vs. 365
        • What edition of PoliteMail am I using?
        • Does drag and drop work with PoliteMail for M365?
        • Is PoliteMail Online Built on SharePoint Online?
        • Who is my Administrator?
        • How Do I Disable The PoliteMail Add-in?
        • Switch Between PoliteMail M365 and Online
        • Can I access PoliteMail from this Knowledge Base?
        • COM Add-In vs. Outlook Modern Add-In
      • Measurement Modes
        • How do I turn PoliteMail Measurement on?
        • How Does Measurement (Tracking) Work?
        •  Understanding PoliteMail Measurement Modes
        • Remove Open Measurement for Mobile Text Sends
      • User Settings
        • Setting PoliteMail Preferences
        • PoliteMail Message Settings in a New Email
        • Email Notification for Large Broadcast Completion
        • Archiving Messages
      • Training & Support
        • PoliteMail Best Practices
        • VIP Lounge Access: Admins Only or All Users?
        • Quick Start Guide for PoliteMail Version 5
        • PoliteMail has disappeared!
        • How do IP addresses work?
        • PoliteMail Buttons Not Working
        • Why can't I use Rich Text Formatting (RTF)?
        • PoliteMail User Guides
        • PoliteMail Ideas Portal
        • Contact PoliteMail Support
        • What is Flight School?
        • How do I log in or reset my password for Flight School?
        • What courses can I sign up for on the public training calendar?
        • How do I clear my internet cache?
      • Do Column Settings Save Between Sessions?
      • How To Show, Hide, And Edit Columns in a Grid View
      • PoliteMail Editions
        • Online Sends Visible in Desktop Results View?
        • How do I get PoliteMail Online and PoliteMail365?
        • Online Version Backward Compatible with Desktop?
        • On-Premise Features and Online Compatibility
        • Desktop Edition Updates When Online Updates?
        • Existing Customer Access to PoliteMail Online
        • Can we remove the desktop add in after we upgrade?
        • Does Outlook Desktop Still Use Internet Explorer?
        • PoliteMail Unified App
    • Creating & Sending a Message
      • Composing your Message
        • Adding Personalization
        • How does auto-hyphenation work in PoliteMail?
        • Message Hyphenation Differs from Preview
        •  Open Visibility
        • Prevent Outlook from Auto-Embedding Images
        • Regular Attachment SupportNew
        • Will my messages automatically save as I create them?
        • Approval Workflow
        • Remove Measurement for a Link or Attachment
        • Integrating Web Analytics Tracking Tools
        • Sending Outlook File Attachments
        • Use Simpler Links Like Standard Outlook
        • How can I add a space that will not create a line break?
        • Create Anchor Links Within a Message
        •  Social Advocacy
        • From, To, and Subject
          •  Using Personalization / Custom Fields in the Subject Line
          • How do I send from a different email address?
          • Subject Suggester
          • Send from a Different or Shared Email Address
          • Ai/B Testing
          • Does PoliteMail support emojis in the subject line?
          • To: Field Options in PoliteMail OnlineUpdated
          • Changing the Display Name for the From addressNew
          • Using CC and BCC in PoliteMail
        • Layout
          • Maximum Message Width in Pixels
          • All Toolbar Buttons in PoliteMail Online
          • What does each button do in the floating toolbar?
          • Toolbar Buttons in PoliteMail Online v5.25
        • Tracked Meeting Invitations
          •  How To Use Appointment Measurement
          • Adding Calendar Invites to a Tracked / Measured Message
          • How do I cancel a tracked meeting invitation?
        • Font Management
          • Web-Safe Fonts for PoliteMail
          • Custom Fonts in PoliteMail Online
          • Fonts changing with pasted links
        • How can I tell how large my message size is?
        • Can I create a link to a specific part of an email?
        • Outlook freezes when I add Bullet Points
      • Sending a Message
        •  Saving a Message as a Draft
        •  Send with Aggregate Measurement via Outbox
        • Use Send Progress Notifications for Large Sends
        • Resending only to Non-Openers
        • What do the different Send Statuses mean?
        • Sending Adaptive Cards to a shared mailbox
        • Exporting and Deleting Undeliverables
        • Send a Do Not Reply Broadcast Email
        • How do I save a sent Message as a PDF?
        • PoliteMail Server Sending vs. Outbox Sending
        • Send from Another Address with Aggregate Mode
        • Speed Up Large Sends with Aggregate Measurement
        • Stopping an Email Message in Progress
        • How do I avoid sending competing messages from others to the same audience?
        • Recalling a Sent Message
        • How does the From address display when I send a message?
        • See Other Users' Planned Future Sends
        • Send Options
          • Send via Graph
          • Message Expiration
          • Override Word Count
          •  PreFlight Test Send
          • Suppress Auto-Replies
          • Direct Replies To
          • Edit Preheader Text
          • Get Recipient Count
          • Speeding up delivery using Shared Mailboxes
          • Scheduled Sends
            •  How do I update or delete a Scheduled Send?
            • How do I access a Calendar View for Scheduled Sends?
            • Deleting a Scheduled Send: Will It Still Go Out?
            •  Scheduled Sending
          • Message Sensitivity
        • Messages stuck in Drafts
        • Save OptionsNew
      • Managing Recipients & Lists
        • Two-Way Entra ID Syncronization
        • How do I create a PoliteMail List from an Exchange List?
        • How do I create a list from a .csv file?
        • Exporting Mailing Lists
        • Creating Follow-Up Mailing Lists
        • Changing Multiple Fields in a List
        • Deleting a List
        • Can I synchronize a PoliteMail contact list with Azure Entra ID?
        • How do I narrow down the lists displayed on screen?
        • List Operations
        • Using PoliteMail Filters
        • People
          • Editing a Person's Record
          • Deleting and Removing Contacts
          • Exporting Contacts
          • Assigning a Category to a Contact
          • Manually Opting-Out Contacts from Mailing Lists
        • Opt-In and Opt-Out
          • Using Opt-In in PoliteMail 4.8
          • Using Opt-Out in PoliteMail 4.9
          • How do Opt-In, Opt-Out, and Subscriptions work?
          • How does someone opt back in after they've opted out?
          • Get a Mailing List Subscription Link
        • Filtered Lists
          • How do I create a filtered list?
          • Filtered Lists in PoliteMail v5.1
          • What is a "regex"?
          • What does the Sync button do when viewing my Lists?
        • Unable to load group members error
      • Campaigns
        • Creating a Campaign
        • Assigning multiple emails to a Campaign
        • Removing Emails From Campaigns
      • Post-Send
        • Edit Message Details
        • Can I Update Content After an Email Has Been Sent?
        • What Are Unprocessed Sends?
        • Click to in a web browser alerts
      • PoliteMail is Unable to Add the Watch Folder at this time
      • How to Clear the Global Address List (GAL) Cache
    • Using the PoliteMail Builder
      •  How to Use the PoliteMail Builder
      • PoliteMail Builder Version 5.1 for PoliteMail Online
      • What's changed in the new PoliteMail Builder?
      • Using Earlier Versions of the PoliteMail Builder
      • Best Practices for The PoliteMail Builder
      • Templates
        • Creating a Template
        • Adding Content to a Template
        • Brand Themes
          • Using Brand Themes
          • How do I make changes to a shared Brand Theme?
        • Deleting Older or Unused Templates
        • PoliteMail Template Image Sizes
        • How do I Import my own HTML file to make a Template?
        • Are there any PageWorthy sample templates?
        • How do I share a template with other users?
        • Using a Template with Missing Content Items
        • Recipients/From Addresses Saved with Templates?
        • Copying and Pasting from Word looks bad!
      • Builder Troubleshooting
        • Fixing Text Wrapping with PageWorthy Templates
        • Template Pull-Down Menu Not Showing Templates
        • There are extra pixels on template elements
        • My Message doesn't look right on a mobile device!
        • My Template doesn't look the same on every device!
        • Unexpected Color Appears After Preview
      • Managing Content
        • Editing Brand Themes, Images, Links, Attachments
        • Saved Template Sections
        • "Secured" vs "Shared" Content
        • How to Delete Content
        • Images
          •  Adding Images
          • Resizing Images
          • Accepted file types for Images and Smart Attachments
          • Improve Image Quality on Mobile Devices
          • Resolving Images that don't display
        • Feedback
          • Surveys
          • Why Thumbs Up/Down Opens a Web Page
          • How do I view the results of a poll or survey?
          • Changing the Logo on the Survey or Poll Page
        • Smart Attachments
          • Creating a Smart Attachment
          •  Using and Managing Smart Attachments
          • Accepted file types for Smart Attachments
          • Limit Smart Attachments to Internal Recipients
          • Can Smart Attachments Be Indexed by Search Engines?
        • Links
          • Using Links
          • User Links vs Saved Links
          • Characters to Avoid in Links, Images, Attachments
          • Change Link Color in PoliteMail for M365
          • How do I create or edit a link in PoliteMail Online?
        • Buttons
          • Using Buttons
          • How do I change the alignment of a button in PoliteMail?
        • Paragraphs
          • Using Paragraphs
        • Video & Animation
          •  Adding Video to a Message
          • Adding a Play button Overlay
          • Animated GIFs
          • YouTube Links Are Not Being Embedded Correctly
    • Using the Beefree Editor
      • PoliteMail Works with Beefree Templates
      • Is there a Quick Start Guide for using Beefree with PoliteMail?
      • Identify If Template Used PoliteMail or Beefree
      • How do I create and use Smart Attachments in Beefree?
      • How do I create PoliteMail Links in Beefree?
      • Adding Images to Beefree
      • How do I use the different Content blocks in Beefree?
      • How do I create anchor links in Beefree?
      • How do Folders work in Beefree?
      • Saving Beefree Templates under a different name
      • How do I create a Template in Beefree for PoliteMail?
      • Sharing Content in BeefreeNew
      • Exclusive Beefree Editor Features
        • Commenting in the Beefree Editor
        • Collaborative Editing
        • Dynamic Content
        • Multi-Language TemplatesNew
      • Beefree Troubleshooting
        • SVG files are not displaying when sending with Beefree
        • Known Issues with Beefree in PoliteMail
        • Stock images are not displaying in Beefree
        • I use a GPO to allow the automatic download of images in Outlook. How do I get that to work in Beefree?
        • Dynamic Content Not Working on Desktop
        • Rounded corners not displaying on mobile deviceNew
    • Measuring Results
      • All Ways to Generate Reports in PoliteMail
      • Comparison Metrics
      • Campaign Metrics
      • Social Link Measurement
      • Account, From, Social Link, and Interactions Metrics
      • Entra ID Attributes for Department Measurements
      • Measurement When Recipients Block Images
      • Measurement Across Multiple Time Zones
      • From Metrics Display as "Hidden"
      • Metrics Reports
        • How do I open a previously sent message?
        • See Who Opened or Clicked a Link
        • Reading a Metrics Report
          • Understanding Metrics
          •  Viewing Sent Messages
          • What is the Benchmark feature?
          • How does Segmentation work?
          • Using the HeatMap Feature
          • Geographic Location Data
          • How are click metrics displayed?
          • What are Proxy Devices?Updated
        • Metrics Calculations
          • Feedback Likes and Click-Through Rate
          • Can PoliteMail track people who have forwarded a message?
          • What time zone is the Total Read Time by Hour of Day in?
          • PoliteMail Reading Time and Grade Level Calc
          • How Different Read Rates Are Calculated
          • How are Read Rate and Engaged Read Rate calculated?
          • Can some Rates be over 100 percent?
          • What is a skimmed email?
          • How Engagement Rate Is Calculated
          • What is considered an Ignored Email?
          • What is a Page View?
          • Can Read Time or Grade Level be adjusted?
          • Average Read Time: Mobile vs. Desktop
        • Exporting & Updating Metrics
          • Updating Metrics Reports
          • Exporting Results / Metrics
          • Exported Column Definitions
      • Account-Level Metrics
        • Analytics Overview
        • PoliteMail Interactions
        • Email Reach, Email Readership, and Email Engagement
        • Measuring Results of Your Entire Account
        • How do I update the Metrics for our entire account?
      • Advanced Analytics Dashboard
        • What is the Advanced Analytics Dashboard?
        • How do I connect my PoliteMail data to an Excel file?
        • How do I pull send data using the API?

    Welcome to the PoliteMail Knowledge Base!

    Considering PoliteMail

    Setting Up PoliteMail

    Administrator Functions

    PoliteMail Basics

    Creating & Sending a Message

    Using the PoliteMail Builder

    Using the Beefree Editor

    Measuring Results

    Popular Articles

    • Resizing Images
    • Configure Internet Email Accounts in Outlook
    • Understanding Metrics
    • How To Control Who Can Send to a Distribution Group
    • How do I transfer data to a new user without losing information?
    • See more...

    New Articles

    • New Clear or Flush Graph Tokens for New Login
    • New Rounded corners not displaying on mobile device
    • New 5.45.6262
    • New 'Preparing Message' displays
    • New Multi-Language Templates
    • See more...

    Updated Articles

    • Updated What are Proxy Devices?
    • Updated To: Field Options in PoliteMail Online
    • Using CC and BCC in PoliteMail
    • How do I clear my internet cache?
    • Outlook freezes when I add Bullet Points
    • See more...
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