Adding Users to Your PoliteMail Account (v4.5)

Adding Users to Your PoliteMail Account (v4.5)

Settings-Users

As the PoliteMail Admin user, start from PoliteMail Account Settings, and select the Users tab.

PoliteMail for Outlook is licensed on a per-seat basis, so one User may send from multiple email addresses (e.g. their own personal email address and a shared mailbox), but each person who sends PoliteMail messages from any email address (even a shared mailbox address) requires a PoliteMail for Outlook license.

One user may install the PoliteMail for Outlook software on multiple machines for their own use (e.g. a desktop and a laptop), however multiple people may not share one license.

New User

To Add A New User:

You will see a list of PoliteMail Users currently within your account, and on the top bar will see a count of available user licenses which you may assign. To assign one of these licenses, click the New button, then enter the new User’s name and email address information.

New User-2

There are three user types available, Admin, Manager and User.

Admin users may assign/reassign licenses, may access all other user’s tracked send and results reports, and see/modify any other user’s templates or lists.

Managers of a Group (Region and/or Business Unit) may access user reports within their group.

Users have access to reports for their own sends and any content (templates/images) or lists they create, or any content or lists shared by other users within their group. Users may explicitly share templates and lists with other users within their group.

Learn more about PoliteMail Groups

Note that when the Send Setup Email box is set to Yes, PoliteMail will automatically generate an email which you can send to the User, containing their PoliteMail Server connection credentials (email, registration key, and server name).

You can choose to send the setup email in HTML or text format, and include the software download link within the email or simply send the credentials.

Send Setup Email

To Reassign A License To A New User:

A PoliteMail license may be reassigned at any time. Simply double-click on any user name within the list, and reassign the license by editing the name and email address within the dialog, reset the password key, then click save.  When Send Setup Email is set to Yes, PoliteMail will automatically generate an email to the new user email address which contains their PoliteMail credentials. Note: The previous user’s data (including tracked sends and results, templates, lists, images, etc.) will remain in the account unless manually deleted and become accessible to this newly assigned user.

To Reset A Registration Key

If a PoliteMail user loses their registration key, or they get a new machine and need to reinstall PoliteMail but do not have a copy of their existing registration key, the Admin may reset the registration key by double-clicking the user name, and clicking the Reset button within the Modify User dialog box.

To Delete a User (free up a license)

Select a user or user(s), then press the X button on the menu bar.

IMPORTANT NOTE:  When you delete a user, you will lose the tracking data associated with that user (all their tracked sends and results).  To keep this data, reassign the license to a different email address instead of deleting.

Deleted users will  also lose access to any owned templates, images, smart attachments.

Before deleting the user, ownership should be set to all users, with sharing turned on before the user is deleted.

Assigning Users to Groups:

Users may also be organized into different groups (Regions and/or Business units) which control how content, lists and reports are shared.

Images not scaling within templates

If you are using a PoliteMail template and images are not scaling while the text and table are, you can use the mo_re100% fix that allows the images to scale with text and table.

To fix, add “mo_re100%” (without quotes) to the alt text of the image. Right click the image and click format picture (screen shot from Outlook 2013).

Format Picture

This instructs PoliteMail to change the image height to “auto” and the width to “100%” during sending (something you can’t do in Outlook). The effect is that the images will scale with the table they are inserted in.

Adding Graphic Images to a Message – v4.5

PoliteMail makes it easy to use and reuse graphic images within your email messages with the Add Graphic Image function.

You still have the ability to paste an image into your email or use Outlook’s insert picture command, but the email size will increase. This will cause the send process to slow down, particularly when sending to large lists. By using PoliteMail’s Add Graphic Image function, you will keep your list mailings small and fast.

Here’s how to add a logo, banner, picture or other graphic image to your email message:

1. Within Outlook’s email editor, place the cursor where you want the image to appear or select the image you want to replace.

2. Click PoliteMail > Add Image , browse to your image file (web format .jpg, .gif or .png) and then click Open.

Add Image

3. The image will appear in the body of the message (placed by reference) and will automatically be saved in the Content Library. Any images you have previously used will be available for reuse when you click on the Add Graphic Image button. You may also share saved graphic images with other users in your account.

To access saved images, go to Content > Images under your main PoliteMail tab. To share saved images, check off the box next to the image and click on Actions > Set Sharing. You can add new graphic images through this tab as well.

Content-Images

4. To wrap text around your image: select the image and use the Align Left, Right, or None buttons.

Note that if you paste in images or use Outlook’s insert picture function (instead of PoliteMail’s Add Graphic Image) your images will be embedded into your email message as file attachments. They won’t display as file attachments when sending to other Outlook users, however if you send to other email programs such as an iPhone, Hotmail or Gmail the images will show up as file attachments.

Scheduled Sends – v4.5

How to use the scheduled send feature

You can create PoliteMail mailings ahead of time and schedule them to be delivered at a specified date and time.

You will need to be connected to the PoliteMail Server via your Server Connection to use the scheduled send feature.

Server Connection

Send Email Via

To schedule a send:

  • Address and create the email you want to send out
  • In the PoliteMail tab, click on Scheduled Send
  • Check the “Do not deliver before” box and enter the date and time that you want the email to be sent at, then click Save
  • Send your message.

Scheduled Send

The message will then be sitting in your Campaigns library (Campaigns > Scheduled Sends) until your message is sent out. If you change your mind and do not want to send the message, you can go into Campaigns > Scheduled Sends > Check the box next to the message and click on the X icon at the top.

Campaigns-Scheduled Sends