PoliteMail Message Tools

Your browser does not support HTML5 video. Because of how Outlook is structured, when you select a Custom Field for personalization, Outlook will insert it in the body of your email, and does not give you the option to insert it in the Subje...

Draft a new message, then select  PoliteMail > Personalization and choose the field you want to insert. The field text is inserted into your message and the data will be replaced (merged) when you Send . When you choose a personalization field...

While Ai/B Subject Line testing is powerful, Subject Suggester brings the power of Ai/B testing and embeds it directly into the Subject line! On the right side of the Subject line, the Subject Suggester icon appears.  Compose your message as y...

Message Expiration is a great new feature of PoliteMail that allows you to set an expiration date on a message.  Messages that are expired will show in an Inbox, but when viewed it will only display for a brief moment before an alternate message...

Your browser does not support HTML5 video. What is Open Visibility? Open Visibility is another feature added to PoliteMail’s suite of Feedback options. Open Visibility allows your recipients to see interaction data in near real-time, includi...

Your browser does not support HTML5 video. What is Social Advocacy? PoliteMail’s Social Advocacy Feature allows users to add a block of social media icons to messages composed in PoliteMail so recipients can share stories to their own personal...

Recommended Subject Lines and Ai/B Test In PoliteMail 5.0 and later, you will see a new Ai/B  feature under the PoliteMail Builder. Here you can get recommendations from our Artificial Intelligence (AI) model to improve your current email subj...

Get Recipient Count You can check your audience size by verifying the total number of recipients included.  Like the Preflight Test Send, this is a great tool to check before sending a measured email.  To check the recipient count of an email m...

Your browser does not support HTML5 video. PoliteMail recommends sending a test message to yourself and a colleague before pushing out a large message or campaign. The Preflight Test Send feature allows users to test a completed message pr...

Introducing the new PoliteMail Builder! What's New? More visual layout for easier use Adding content items has been moved under the Build a Template section. Social media icons have moved to be a standalone content item instead of being und...

This feature is intended to prevent mailbox congestion after sending an email. Specifically, this feature will suppress certain messages such as out-of-office replies and auto replies that are rule based, as well as soft Delivery/Nondelivery repor...

A user can specify a different inbox for bounces to be returned to. Using this method, you can keep one sending account free from any undeliverables, and use a separate sending account to monitor bounces. Open a New Message in PoliteMail. D...

Your browser does not support HTML5 video. The Schedule Send feature in PoliteMail allows users to schedule a measured message to be sent at a future date and time. The message gets sent from Outlook and is then held securely within the Poli...

PoliteMail does not offer a table function, but Outlook does.  Go to Outlook > Insert and choose the Table command. Within the table you create with Outlook, you could insert PoliteMail elements such as Smart Attachments or links and track them. ...

What is Appointment Measurement? Your browser does not support HTML5 video. PoliteMail’s Appointment Measurement (formerly "Appointment Tracking") allows users to use PoliteMail features in scheduling meetings in Outlook’s Calendar.  With Appo...

This applies to PoliteMail v. 4.5 - 4.8. For v.4.9+, you can use the Appointment Tracking feature. To insert an Outlook calendar Meeting invite as a Smart Attachment: Open your Outlook Calendar > New Meeting . Add all details: d...

This procedure only applies when sending via Outbox, or when adding the From Address from the Global Address book. It gives the user permission to send from that email address without tracking turned on. For sending via the PoliteMail Server, p...

Outlook Message Preview Preheader text is the text that appears under the Subject line in the Outlook Preview pane. It's the first few lines of the body of your email, but it can also be security notifications such as External Sender alerts. Du...

PoliteMail provides a feature which enables analytics tools such as Google Analytics, Webtrends, or Adobe Analytics to measure your email traffic by campaign. Often, these visitors will arrive at your site because of a link within an email message ...

Only Self-Hosted customers will be able to stop an email message in progress by stopping Mailflow. For Cloud customers, please click the Request Support button. Before Proceeding Your Server Connection must be set to Send Email via PoliteMai...

You can send regular file attachments with PoliteMail—just use Outlook’s standard Attach File  command. You can save file attachments within templates as well. For example, if you have standard follow-up material you send as email attachments ...

Accessing and Editing a Scheduled Message Your browser does not support HTML5 video. Select  the PoliteMail tab within your Outlook window. Select  Campaigns > Scheduled Sends.  Click the desired Scheduled Message.  Version 5.0:    C...

In PoliteMail for the Outlook desktop, you can access it in your Sent folder.  Note that PoliteMail Online does not have a Sent Items folder, so this option is not available. For the metrics, you can to POLITEMAIL > Results > Messages and double-...

Selecting Recipient(s) in PoliteMail Online When composing a message in PoliteMail Online and you click on the "To" field, a window appears with four icons across the top from which you can select your recipients. A...

Creating non-Breaking Space Sometimes you may need to insert a space between words, but you don't want the system to force a line break there, no matter what! This is a functionality built into Windows or MacOS, not PoliteMail.  Use the below ke...

PoliteMail Online features special toolbars that are not available with PoliteMail for the Outlook desktop.  A description of these is below.  Note that depending on the resolution of your display and the version of PoliteMail you are using, n...

When modifying a Template in PoliteMail Online, clicking on a cell in the Template opens a floating toolbar that contains a number of buttons: Opens a small window with three tabs to set the color for the background, text, and border of th...

The new toolbar layout in version 5.25 is designed to be more intuitive in its layout, as well as be more responsive.  Please note the new toolbar layout is visible only if you have the new PoliteMail Builder enabled. Top Row The top row...

Creating a Bookmark in PoliteMail Online Version 5.25 and later of PoliteMail supports anchor tags, which allows you to insert a link at any part of your message that takes the recipient to another part of the same message.  This is useful with...

Learn how your Entra ID and PoliteMail display names are used in email communications: Entra ID applies with Receive Connectors, internal messages, and no Mail Gateway; PoliteMail names are used otherwise. Easily update your PoliteMail display name via Mailing Lists > People in your settings.