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  • Home
  • Glossary
  • Getting Started
    • Frequently Asked Questions
      • How do I update to the latest version of PoliteMail?
      • How do I turn PoliteMail Measurement on?
      • Do all users get access to the VIP lounge, or is this just for Admins only?
      • Am I Logging On to PoliteMail with Single Sign-On or Password Authentication?
      • How do I do a password reset for users?
      • Is PoliteMail Online built on SharePoint Online? They look similar.
      • How do I send from a different email address?
      • How do I resize images in Paint and Paint 3D?
      • How do I transfer data to a new user without losing information?
      • How do I turn Opt-Out on or off?
      • How Do I Disable The PoliteMail Add-in?
      • How do I uninstall PoliteMail?
      • What's changed in the new PoliteMail Builder?
      • Which Versions of Outlook Does PoliteMail Support?
      • PoliteMail Free Trial vs. PoliteMail Pilot Program
      • Does PoliteMail Work With Microsoft 365 Hosted Exchange?
      • Is PoliteMail Compatible With A Mac?
      • Will PoliteMail Work in Citrix Environments?
      • Is PoliteMail compliant with CASL?
      • How do I get started and log into PoliteMail?
      • Where is PoliteMail located?
      • What is the difference between a COM Add-In and an Outlook/Modern Add-In?
      • Exactly what information is processed and stored by PoliteMail?
      • How can I perform an ALLUSERS install?
      • What is Syncronym?
      • How do I fill out the CSR Form for a Branded Hostname?
      • Where can I find the CSR Form?
      • What exactly happens when a message is deleted, and can I get it back?
      • Why does PoliteMail require Anonymous Authentication in IIS?
      • Does PoliteMail work with the new Outlook?
      • Why can't I use Rich Text Formatting (RTF)?
      • What is my host name to log into PoliteMail?
      • Does PoliteMail support WS Fed?
      • How long does the PoliteMail COM add-in take to load?
      • How do I install PoliteMail?
    • System Settings
      • PoliteMail Server License Installation Guide
      • What version of PoliteMail do I have?
      • How to Enable and Disable O365 Measurement
      • Does drag and drop work with PoliteMail for M365?
      • How to set-up an Exchange Service Account
      • How Do I Reset My Password?
      • How Do I Connect The PoliteMail Server To My Exchange Server?
      • How To Add The PoliteMail Server To Your Trusted Zones
      • Amazon SES for External Sending with PoliteMail
      • How do I run the PoliteMail Prereq Script To Prepare For Installation
      • How do I create a Safe Links exception for PoliteMail?
      • Can I access PoliteMail from this Knowledge Base?
    • Preferences / Settings
      • PoliteMail Best Practices
      • Setting PoliteMail Preferences
      • Setting up and Configuring the EWS Client
      • How To Use List Expansion to Expand Distribution Lists
      • Using Exchange Web Services (EWS) Cache for Fast Expand
      • Create an Allowed List of Email Addresses
      • Setting Up Monitoring Multiple Inboxes
      • How to Use Send Progress Notifications to Get Updates On Large Sends
      • Override Word Count
      • Who is my Administrator?
      • How to Create Personal Access Tokens
      • What happens to Measurement if recipients are blocking images?
      • What does the "Email me when large broadcasts complete and on the interval specified" setting do?
      • What are the settings for System Admins?
    • PoliteMail Sandbox
      • How do I access the PoliteMail Sandbox?
      • What is the PoliteMail Sandbox?
      • What are the capabilities of the PoliteMail Sandbox?
    • Switching between Multiple PoliteMail Accounts
    •  What is the difference between PoliteMail for the Desktop, Online, and 365?
    • How do I give PoliteMail access to my Azure Resource Group to implement a BYOC deployment?
    • How do I perform the Simple Implementation of PoliteMail?
    • What is the difference between Simple Implementation and Technical Implementation?
    • Authentication
      • Authentication with Okta and SAML2
      • User Authentication with SAML and Entra ID
    • How can I quickly switch between PoliteMail for M365 and PoliteMail Online?
    • What is needed to set up Syncronym for online use?
    • How do I log in or reset my password for Flight School?New
  • Sending PoliteMail
    • Can I start work in the Online version and then continue in the Desktop version?Updated
    • Are there any limitations to types of mailing lists you can send to with PM365 or PoliteMail online?
    •  Saving a Message as a Draft
    • Campaigns
      • Campaigns and Campaign Metrics
      • How do I assign multiple emails to a campaign?
      • Removing Emails From Campaigns
      • When I delete an email in Scheduled Sends, will the email still go out?
      • Can I Update Content After an Email Has Been Sent?
      • What does it mean if there are sends that have not been processed yet?
    • Can I recall an email?
    • If I send through PoliteMail Online, will the results from that email show in an older Outlook desktop results view?
    • Can PoliteMail leverage attributes in Azure AD that can break down measurements by departments in a company?
    •  Viewing Sent Items
    • How do I access a Calendar View for Scheduled Sends?
    • PoliteMail Message Tools
      •  Using Personalization / Custom Fields in the Subject Line
      • Adding Personalization to a Message
      • Subject Suggester
      • Message Expiration
      •  Using the Open Visibility Feature
      •  Using the Social Advocacy Feature
      • Recommended Subject Lines and Ai/B Test
      • Checking Your Audience Size
      •  Using PreFlight Test Send
      • How does the new PoliteMail Builder work?
      • How to Use Suppress Auto-Replies
      • How to Use Direct Replies To
      •  Scheduling Messages to Send at a Specific Date and Time
      • Adding a Table to a New Email Message
      •  How To Use Appointment Measurement
      • Adding Calendar Invites to a Tracked / Measured Message
      • Sending From Another Email Address when Using Aggregate Measurement Mode
      • Edit Preheader Text
      • Integrate Web Analytics Tracking Tools with PoliteMail
      • Stopping an Email Message in Progress
      • Sending Outlook File Attachments
      •  How do I change, edit, disable, or delete a scheduled message?
      • How do I open a previously sent message?
      • What do the different options mean when I click on To: in PoliteMail Online?
      • How do I cancel a tracked meeting invitation?
      • How can I add a space that will not create a line break?
      • What do all of the buttons in the toolbar in PoliteMail Online do?
      • What does each button do in the floating toolbar?
      • What do the buttons in the toolbar do in version 5.25 of PoliteMail Online?
      • How do I make a link at the top of a message to another part of the same message?
      • How does the From address display when I send a message?
    • Does PoliteMail support dynamic distribution lists?
    • Can we limit the measurement modes people can use in PoliteMail Online?
    • Send via Graph
    • PoliteMail Settings
      • PoliteMail Message Settings in a New Email
      • How Does Measurement (Tracking) Work?
      • From Management
      •  Understanding PoliteMail Measurement Modes
      •  How to Send PoliteMail with Aggregate Measurement Through the Outbox
      • Remove Open Measurement (Tracking) For Sending Messages Via Text on a Mobile Device
      • Changing the Logo on the Survey or Poll Page
      •  How to Use Message Tagging
      • HTML Personalization Via Importing a Custom Field
      • Archiving Messages
      • What is the difference between sending via the PoliteMail Server versus via Outbox?
      • Will my messages automatically save as I create them?
      • How do I delete a From address?
    • Templates
      •  How to Use the PoliteMail Builder
      • Best Practices for The PoliteMail Builder
      • Deleting Older or Unused Templates
      • What are the image sizes used in PoliteMail Templates?
      • How do I Import my own HTML file to make a Template?
      • Are there any PageWorthy sample templates?
      • How To Use the Template Builder PoliteMail Versions 4.7 - 4.9
      • How do I create a Template in PoliteMail?
      • How do I add Content to a Template?
      • How do I use Tags or Tag Groups in PoliteMail?
      • How do I share a template with other users?
      • How can I tell if an Item already has tags?
      • What happens if I use a Template with missing content items?
      • Are recipients included when I save a Template?
      • Can I use a Template that has a survey in it?
      • How do I edit a Template in the PoliteMail Builder?
      • Copying and Pasting from Word looks bad!
    • Can we change the preview header text in PoliteMail Online?
    • Using PoliteMail with Other Applications
      •  Using the PoliteMail Connector on Microsoft Power Automate
      • Using PoliteMail with Translator for Outlook To Display Messages in Multiple Languages
      • Using Microsoft Stream with PoliteMail
      • Does PoliteMail work with third-party template providers such as Beefree?New
    • How to Clear the Global Address List (GAL) Cache
    • Can I resend an email to only those who haven't opened a message the first time?
    • What do the different Send Statuses mean?
    • Web-Safe Fonts for PoliteMail
    • How does auto-hyphenation work in PoliteMail?
    • How do I add a bookmark in an Outlook email?
    • How do I prevent Outlook from automatically embedding images?
    • PoliteMail Interactions
    • How do I save a sent Message as a PDF?
    • How can I remove Measurement for a specific link or smart attachment?
    • Can I send Adaptive / Actionable Cards in a message to a shared mailbox?
    • Can I use simpler links in PoliteMail like I do in Outlook?
    • How can I send a "Do Not Reply" broadcast email using PoliteMail?
    • How do I avoid sending competing messages from others to the same audience?
    • How can I see what other people are planning to send in the future?
    • How does Copilot work with PoliteMail?
    • Does PoliteMail support emojis in the subject line?
  • Measuring Results
    • Account, From, Social Link, and Interactions Metrics
    • Understanding Metrics
    • Exporting Results / Metrics
    • Are there any gaps in the new metrics features when looking at older emails?
    • Comparison Metrics
    • What is the Benchmark feature?
    •  Can I compare more than two messages?
    • What do all of the fields mean when I export a Metrics report to Excel?
    • How does Segmentation work?
    • Using the HeatMap Feature
    • Updating Metrics Reports
    • A/B Testing
    • Email Reach, Email Readership, and Email Engagement
    • Measuring Results of Your Entire Account
    • What are all the ways you can generate reports in PoliteMail?
    • Edit Message Details
    • How does PoliteMail calculate Reading Time and Grade Level in Metrics Reports?
    • How are the different Read Rates on the Metrics Report calculated?
    • Geographic Location Data
    • How does Measurement work when sending an email to multiple time zones?
    • On the metric Total Read Time by Hour of Day, which time zone is that in?
    • How are click metrics displayed?
    • Are feedback likes included in the click through rate/engagement?
    • How are Read Rate and Engaged Read Rate calculated?
    • What is a skimmed email?
    • What is considered an Ignored Email?
    • How do I update or refresh a Metrics Report?
    • What is a Page View?
    • How can I compare metrics for two different messages?
    • Can PoliteMail track people who have forwarded a message?
    • Can Read Time or Grade Level be adjusted?
    • Is average read time calculated differently between mobile and desktop devices?
    • How can I tell who has (or hasn't) opened or clicked a link in my message?
    • How do I update the Metrics for our entire account?
    • What are Proxy Devices?
    • Segmentation Settings
    • How exactly is Engagement Rate calcuated on a Metrics Report?
    • What does the Auto Refresh toggle do?
    • What is the Advanced Analytics Dashboard?
    • From Metrics Display as "Hidden"
    • How do I connect my PoliteMail data to an Excel file?
  • Managing Content
    • "Secured" vs "Shared" Content
    • Saved Template Sections
    • Editing Content (Brand Themes, Paragraphs, Images, Links, Smart Attachments)
    • How do I create a Brand Theme?
    • How to Delete Content
    • Do column settings save, or do you have to adjust each time?
    •  Adding Images to a Message
    • Accepted file types for Images and Smart Attachments
    • Creating, Saving and Reusing Links
    • User Links vs Saved Links
    •  Adding, Editing, and Deleting Smart Attachments
    • How do I add a Button to PoliteMail?
    • Adding a Simple Survey or Poll
    • How To Show, Hide, And Edit Columns in a Grid View
    • Using PoliteMail Filters
    • Using Paragraphs
    • Adding an Animated GIF to PoliteMail
    • Adding Video to a Message
    • Social Link Measurement
    • How do I make changes to a shared Brand Theme?
    • How do I change the alignment of a button in PoliteMail?
    • Why does a thumbs up or thumbs down rating open a web page?
    • How do I view the results of a poll or survey?
    • Are there some characters to avoid using in links, images, or attachments?
    • Adding Images with PoliteMail Online
    • Can I make a Smart Attachment available only to internal recipients?
    • Can Smart Attachments be searchable by Google or another search engine?
    • How do I change the color of links in PoliteMail for Microsoft 365?
    • How do I create or edit a link in PoliteMail Online?
    • How do I improve the quality of images viewed on a mobile device?
  • Managing Lists
    • Creating and Sending to PoliteMail Distribution Lists
    • How do I narrow down the lists displayed on screen?
    • How do I create a filtered list?
    • Exporting Mailing Lists
    • Deleting a List
    •  How to Create Custom Fields
    • Creating Follow-Up Mailing Lists
    • How To Control Who Can Send to a Distribution Group
    • How do the new Filtered Lists work in version 5.1 of PoliteMail?
    • List Operations
    • Using Opt-In in PoliteMail 4.8
    • Using Bulk Update to Change Multiple Fields in a List
    • Creating Filtered Lists with Syncronym
    • Adding to your Outlook Whitelist
    • Using Opt-Out in PoliteMail 4.9
    • Contacts
      • Editing a Contact's Record
      • Deleting and Removing Contacts
      • Exporting and Deleting Undeliverables
      • Exporting Contacts
      • Assigning a Category to a Contact
      • Manually Opting-Out Contacts from Mailing Lists
    • How can I speed up sending to large lists with Aggregate Measurement?
    • Can I synchronize a PoliteMail contact list with Azure Entra ID?
    • How do Opt-In, Opt-Out, and Subscriptions work?
    • How does someone opt back in after they've opted out?
    • How do I get a link to give to people to subscribe to Mailing Lists?
    • What is a "regex"?
    • What does the Sync button do when viewing my Lists?
    • How do I import a list from a CSV or Excel file?
  • User Administration
    • PoliteMail User Roles
    • Creating the Admin User
    • Changing User Roles
    • Adding, Replacing, Migrating, and Deleting Users
    • Creating Groups
    • How do I send an email from a different or shared email address?
    • Sharing PoliteMail Templates and Content with Groups or Unassigned
    • How to Unlock Users
    • Resetting Passwords
    • How do I update my password?
    • Will select users have access to see stats for all email sends without making them an Admin?
    • What does it mean if a User is marked Inactive?
    • How can I move a user from one PoliteMail tenant to another?
  • Reference Material
    • 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
      • API / SurveyQuestion
      • Does PoliteMail Version 5 have any enhancements to the API?
      • 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?
    • Documentation
      • Quick Start Guide for PoliteMail Version 5
      • How do I setup the app manifest to install PoliteMail for M365 and New Outlook users?
      • Syncronym Manual
      • What are the permissions needed for Microsoft Graph?
      • Installing WebView2
      • When configuring Microsoft Graph and SSO, do we need to enable public client flows?
      • Where can I find the needed permissions for various list handling methods?
      • How do IP addresses work?
    • User and Administrator Guides
      • PoliteMail Administrator Guides
      • PoliteMail User Guides
    • Is there a Quick Start Guide for using Beefree with PoliteMail?New
  • Troubleshooting
    • General PoliteMail Troubleshooting
      • I Can't Login or Connect to the PoliteMail Server
      • PoliteMail has disappeared!
      • PoliteMail Buttons Not Working
      • PoliteMail is Unable to Add the Watch Folder at this time
      • My message hyphenations are in a different spot when I view the message!
      • YouTube Links Are Not Being Embedded Correctly
      • Does PoliteMail work with MAPI?
    • Configuration
      • Using the InstallShield Wizard to Repair the PoliteMail Client
      • Reverse Proxy Configuration for Mobile Data Collection – On Premise Server Implementations
      • Errors When Adding Multiple Accounts
      • Email Distribution Not Sending With A Hybrid Exchange On-Premise And Office 365 Implementation
      • I am getting an invalid credential error, what do I do to fix this?
      • Enabling Send HTML Only
      • Configuring Internet Email Accounts (Gmail, Yahoo, Hotmail) in Outlook
      • How to Set Your Send-To Permissions on Exchange and Office365
      • I'm being prompted for a Sender ID. What is it, and how do I get one?
      • How does PoliteMail work with security appliances like Mimecast or Proofpoint?
      • How do I update the Graph secret?
    • Distribution / Mailing Lists
      • Not everyone on a distribution list received my message
      • Import Contacts Field Empty When Importing Lists
      • Empty List or Hidden Membership Warning
      • Mailing List not listed in menu
      • My Mailing List Name Won’t Validate in the To: Field
      • XML Error with Exchange Distribution List over 10,000
      • EWS Error when trying to send to Distribution Lists
    • Images
      • My images show as the wrong size or are not lining up
      • Images are not displaying on mobile devices. How do I prevent Outlook from automatically embedding them?
      • Embedded Images for an Appointment/Meeting Do Not Work in Your Current Version of Outlook Error
      • Images are not loading with Add Image
      • Why are there extra image attachments after I send a message?
      • My Images are not scaling within Templates
      • Add Image Pull-Down Menu Not Showing Images
      • Images Appearing With a Red X or an Error and Not Displaying
      • Images are not displaying correctly on an iPhone
      • Embedding a Video isn't working
      • I get a CSP Violation error when trying to view a video in Outlook online.
    • Messages
      • Message has disappeared or not sending
      • My Email is Taking Too Long to Send
      • Campaigns Has No Sends Processed
      • Can I “Spoof” From Addresses Using PoliteMail?
      • I cannot insert custom fields into my messages.
      • Horizontal line shows on some messages
      • Templates Or Messages Not Holding Font Styling
      • My message keeps going to the Drafts folder
      • Bullet Lists are not Displaying Correctly
      • I'm not receiving messages I send when using Aggregate Measurement
      • Text sizing in PoliteMail Online
      • Word Count is showing too high
      • PoliteMail Message Size Warning
      • Active Links are not working!
      • The font of my link is not consistent with my Template on the Outlook Desktop.
      • "Preparing Message" displays when viewing a message
      • Title and date/time show incorrectly when joining a meeting on Teams sent from a Shared Mailbox
    • Metrics
      • My Metrics are only counting one device.
      • Not all contacts are showing up in a Metrics report
      • Metrics Won’t Export from the Metrics Report in PoliteMail Version 4.8
      • My messages is showing multiple opens in Microsoft Edge!
      • Invitation from a shared calendar doesn't look like it sent
    • Outlook
      • Writing Outlook Compatible HTML Code For Email Pages
      • My Email is Stuck in the Outbox
      • My PoliteMail Toolbar has disappeared from Outlook; how do I get it back?
      • How to clear your Internet cache
      • My Outlook keeps crashing and is saying it is due to a PoliteMail issue, how do I fix this?
      •  How To Repair Your Outlook Data File To Resolve Recurring Outlook Crashing, Hanging Or Stuck In Outbox Issues
      • I am having display issues with my emails; how do I fix this?
      • Experiencing “Slow Image Load Times”?
      • PoliteMail Conflicts with other Outlook Add-ins
      • Will PoliteMail work with my version of Outlook?
      • My Shared Mailbox is not working in PoliteMail
      • To use PoliteMail you must restart Outlook
      • How do I clear the cache with the new Outlook / Outlook 365?
      • When I sign out of PoliteMail, I'm automatically getting signed back in.
      • PoliteMail for M365 using EWS no longer works
    • Security and Privacy
      • PoliteMail and Log4j Vulnerability Issue
      • AngularJS v.1.7.9 Security Warning
      • Windows Defender Users Get False Positive Trojan When Downloading The Client
      • Exchange Journaling, E-discovery and Legal Holds
      • Export Control Classification
      • Data Security Notice: Meltdown and Spectre Remediation
      • Compliance with EU Data Directive, Individual Privacy
      • EU Data Directive, January 2012 Update
      • PoliteMail and Group Policy Objects (GPO)
      • ActiveX Control Windows Security Warning
      • SVG files are not displaying when sending with BeefreeNew
    • Template 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!
      • Some color shows in my message that didn't show in the preview
    • Known Issues with Beefree in PoliteMailNew
  • Upgrading
    • Do we get 5.0 with our existing contract or do we have to pay/sign a new agreement to use it?
    • Will older email reports migrate to 5.0?
    • How do I get PoliteMail Online and PoliteMail365?
    • Are there trainings or tutorials available for version 5.0?
    • Are all of the 5.0 features available for on-premise clients? Would PoliteMail online work if the PoliteMail server is on-prem?
    • What will the overall upgrade process look like?
    • Do we still need to do the back-end work preparing our internal distribution lists for use in PoliteMail?
    • Is the Online version backwards compatible with the Desktop version?
    • Is the Desktop edition updated when PoliteMail online is updated?
    •  WebView2 (Chromium)
    • Does Syncronym work with PoliteMail online?
    • Do clicks to links still need to be pulled separately from all the other metrics on a report?
    • Do existing customers have immediate access PoliteMail online upon release?
    • Does the new upgrade will affect Outlook performance?
    • Are there more Template options in v5.0 that wrap text?
    • Can we remove the desktop add in after we upgrade to PoliteMail 5.0?
    • Where can I find a list of PoliteMail features by version?
    • Where can I get detailed security information to provide to our Security team for review?
    • What happens if I don't request an upgrade to 5.0?
    • What's new in PoliteMail Version 5?
    • What is Flight School?
    • What are the system requirements for PoliteMail?
    • Where can I find hardware requirements for a BYOC implementation based on number of employees?
    • What are the server requirements for On-Premises installations of PoliteMail?
    • Where can I find the latest release notes for PoliteMail?
    • Does Outlook for the desktop really still use Internet Explorer?
    • What is involved in upgrading from one version of PoliteMail to another?
    • How do I install a modern Add-in using a URL?
    • Why have my email metrics and Open Rates dropped since my upgrade?New
    • Isn't Outlook for the Desktop being discontinued?
    • What kind of policy does PoliteMail have around AI?
  • PoliteMail Ideas Portal
  • Contact PoliteMail Support
  • Commlytics
    • About the Commlytics Dashboard
    • What is the Influencer Score and how is it calculated?
    • How do I filter a Commlytics report for a specific Team?
    • What is Commlytics?
    • How do I install Commlytics?
    • Commlytics is installed, but I don't see it!
    • How do I view Commlytics for a specific channel or chat?
    • I get blocked when I try to install Commlytics!

Welcome to the PoliteMail Knowledge Base!

Latest version:

View the Quick Start Guide or Release Notes.

Upgrade FAQ

Getting Started

Sending w/PoliteMail

Measuring Results

Managing Content

Managing Lists

User Administration

Reference Material

Troubleshooting

Commlytics

PoliteMail Ideas Portal

Contact Support


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