Articles
Using Personalization / Custom Fields in the Subject Line
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 Subject line. Workaround As a workaround, you c...
Adding Personalization to a Message
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 personaliza...
Using the Open Visibility Feature
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, including page views, read time, mobile opens and...
Using the Social Advocacy Feature
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 pe...
Recommended Subject Lines and Ai/B Test
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 s...
Checking Your Audience Size
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 ...
Using PreFlight Test Send
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 prior ...
How to Use Suppress Auto-Replies
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...
How to Use Direct Replies To
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. Under ...
How to Edit the Preheader Text in an Email Preview
The information below applies to PoliteMail version 4.50 or earlier. Click here for how to edit the preheader text in newer versions of PoliteMail. The preheader text is the text that is displayed under the subject line in an email previ...
Scheduling Messages to Send at a Specific Date and Time
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...
Adding a Table to a New Email Message
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 trac...
How To Use Appointment Measurement
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’...
Adding Calendar Invites to a Tracked / Measured Message
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...
Sending From Another Email Address when Using Aggregate Measurement Mode
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...
Edit Preheader Text
For versions earlier than 4.951, please click here . 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 ...
Integrate Web Analytics Tracking Tools with PoliteMail
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 ...
Stopping an Email Message in Progress
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...
Sending Outlook File Attachments
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 e...
How do I change, edit, disable, or delete a scheduled message?
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. ...
How do I open a previously sent message?
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 ...
What do the different options mean when I click on To: in PoliteMail Online?
To Options 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. Address Book This optio...