Templates

Instructions on using the Template Builder on versions older than 4.91 may be found here . PoliteMail version 5.1 has an all-new Builder for PoliteMail Online !  Details may be found here . What is The PoliteMail Builder? Your browser ...

Do not use previously sent templates If you have a template you have already sent, it may be tempting to open your Sent folder and modify the sent template or use a copy you have received. Once an email has been processed through Outlook, it r...

Deleting a Template Check if Shared As a best practice, we recommend checking if the template has been shared before deleting. Here’s how: Navigate to the POLITEAIL tab from Outlook. Select the Content drop-down menu, and choose Template...

Image and Banner Dimensions A PDF reference of images sizes may be found here . PoliteMail templates are designed using a simple grid system. The max page width is set to 640pixels, which enables the page to be printed on a standard printer, an...

Rather than use the PoliteMail Builder for Templates, you can import your own HTML files by clicking on the Import HTML File  button in the HTML Templates section under the POLITEMAIL tab when you open a New Message: After browsing for and ...

PoliteMail's PageWorthy service creates custom, mobile-responsive templates and provides email production support services for our users. For customers who may need more specialized templates not easily created with the PoliteMail Builder, Pagew...

This procedure applies to PoliteMail versions 4.7 to 4.9.  Information on using the PoliteMail Builder in versions 4.94 to 5.0 may be found here . To access the Template Builder and all of the features that come with it, open a new email in Outl...

Creating a New Template Create a Brand Theme Your first step in creating a new template is to design your Brand Theme.  Click on Brand Themes and choose New .  Give your theme a name. You can also make it the Default for all templates, as...

Adding Content to a Template Next to the Template Sections under the Content tab are your saved Images, Links, Paragraphs, Smart Attachments, and Buttons. For an example, let’s work with Images. Clicking on the Images button will bring you to your...

Tags are an effective way to label content in PoliteMail and be able to find it easily.  This is especially useful if you have a lot of content to search through.   Tags Vs Tag Groups Tags  are used by the end user to label a content item.  Whe...

Template Sharing You can share templates and content with the Groups you belong to. To read about how sharing works with Groups and among PoliteMail users, click here . When saving a new template, you can choose to share it by clicking on the S...

You can tell if a content item has tags in two ways: from the PoliteMail Builder, and when viewing the list of items from the Content menu. From the PoliteMail Builder When viewing content in the PoliteMail Builder, items with a solid gray ...

Sometimes you might load a Template and try to send out a message that contains content items that is missing in PoliteMail (for example, if it was in PoliteMail but have been deleted).  When this happens and you send the message, you will see a p...

By design, recipients (the To, cc, and bcc fields) are NOT included when you save a Template.  This helps prevent Messages from accidentally being sent to the wrong lists and/or recipients.  Note, however, that recipients ARE included in Drafts . ...

If you create a new message from a Template that has feedback in it (such as a survey or poll), the metrics for the feedback will show in the original  Metrics report, not the Metrics report for the new message you created from the Template.   ...

Once you have selected a pre-made Template from the list in the new PoliteMail Builder, it will appear in your main composition window.   From there, you can click anywhere in the Template and a floating toolbar will appear. To replace any te...