After installing the PoliteMail for Outlook add-in software, the first step to getting the software running is to register your license and connect to the PoliteMail tracking server for your account.
The user email address, registration key and server name will be provided to you via email once your account is established.
Here’s how to get registered and connected:
- On the PoliteMail Connection Settings dialog, enter your email address. Use the address you set-up your PoliteMail account with. Please note this will not necessarily be your Send From address, as PoliteMail will always use your currently selected Outlook account as the From address.
- Now copy the registration key from your account email, and paste it into the Registration Key field
- The PoliteMail Server entry corresponds to the domain for the PoliteMail tracking server your account is set-up on (this is not your SMTP or Exchange Server address). For corporate cloud server accounts, you will have a unique server name such as yourcompany.pmail4.com. For on-premise servers operated by your IT, this will typically be in a format such as pm.yourcompany.com. Please note, the server name must be a fully qualified domain name.
- Use SSL is checked by default. SSL enables an encrypted (https) connection between your PoliteMail for Outlook software and the PoliteMail Server. This should always be on except if your IT has given you specific instructions to uncheck it (only in the case when an internal PoliteMail Server is configured without an SSL certificate).
- Now click OK, and your connection should be established.
If you receive an error message, such as “Your credentials or host name are incorrect…” please double-check the account email address, registration key, and PoliteMail Server settings. All three of these must be current and correct in order to register and connect to the PoliteMail Server.