Frequently Asked Questions

Common questions regarding installing PoliteMail and how to solve them

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How do I update to the latest version of PoliteMail?
Users of PoliteMail Online or PoliteMail for Microsoft 365 will update automatically. For PoliteMail for the Desktop (Outlook Add-In), your Administrator needs to request an upgrade through contact the PoliteMail Support Team.   Once your Ad...
How do I turn PoliteMail Measurement on?
To turn PoliteMail measurement (formerly called "tracking") on, create a new message.  Click the PoliteMail flag logo. Select the measurement mode you would like to use. ...
Do all users get access to the VIP lounge, or is this just for Admins only?
All users get access to the VIP lounge.
Am I Logging On to PoliteMail with Single Sign-On or Password Authentication?
If you are not sure if your authentication is Single Sign-On or Password Authentication, click PoliteMail > Server Connection . Then click OK in the Server Connection box. If your screen looks like this, then you are Password Authentication...
How do I do a password reset for users?
Password Resets This feature is for Admins only, and does not apply to SSO instances of PoliteMail.  SSO users will need to contact their Administrator. Go to  Outlook > PoliteMail > Settings > Users. Click on the user y...
Is PoliteMail Online built on SharePoint Online? They look similar.
PoliteMail online is not built on Sharepoint online, but the interfaces are indeed similar.  Since they are different, however, additional 365 capabilities like building flows to automate email sends are not currently available. We have integr...
How do I send from a different email address?
Outlook for the Desktop:   Compose a new email and click on Options > From. PoliteMail Online:   Click the 'From' link in the upper right. PoliteMail for Outlook 365:    Compose a new email, click on the ....
How do I resize images in Paint and Paint 3D?
It is recommended to resize your images before importing into PoliteMail. While the PoliteMail Builder will automatically resize images based on width, this can cause your text or image to move within your template, or for your image to appear stret...
How do I transfer data to a new user without losing information?
In order to transfer to a new user without losing their information, you will want to follow the instruction in this article:  Adding, Replacing, Migrating, and Deleting Users . ...
How do I turn Opt-Out on or off?
Version 5.0: Changing this can be found under POLITEMAIL > Account > Subscription. Version 4.9+:   You can use the opt-out feature either for an individual email using the drop-down on the PoliteMail button, or you can have it...
How Do I Disable The PoliteMail Add-in?
If you temporarily do not need the PoliteMail add-in, and do not want to go through the uninstall/reinstall process, you may disable the add-in so that Outlook doesn't load it. To Disable PoliteMail in Outlook 2010+ Go to the Outlook File...
How do I uninstall PoliteMail?
Uninstalling PoliteMail You may uninstall the PoliteMail for Outlook software just as you would any other software, using the Windows Control Panel.  Use Windows > Control Panel > Programs > Uninstall a Program then double-clic...
What's changed in the new PoliteMail Builder?
The PoliteMail Builder, available in version 5.10 and later, has been redesigned from the ground up to be more intuitive, convenient, and powerful than ever.  Refer to this article for more details! More visual, organized user interface! ...
Which Versions of Outlook Does PoliteMail Support?
PoliteMail supports Outlook 2013 - 2019 as well as Outlook 365.
PoliteMail Free Trial vs. PoliteMail Pilot Program
PoliteMail offers a free trial download which allows you to send 100 tracked email messages with Aggregate Measurement Mode through the Outlook Outbox. This enables you to experience the product inside of Outlook, and get a feel for how simple it is...
Does PoliteMail Work With Microsoft 365 Hosted Exchange?
Yes!  The latest version of PoliteMail is available via Microsoft 365 (Outlook.com) as well as through PoliteMail Online. PoliteMail Server will require an Exchange Service Account, with adequate permission levels to request members of the dis...
Is PoliteMail Compatible With A Mac?
Yes!  PoliteMail works on the Mac desktop and supports add-ins. In addition, PoliteMail Online works on a Mac, as well as PoliteMail for Microsoft 365, since these are both online.  
Will PoliteMail Work in Citrix Environments?
Yes! Each user/seat still requires a PoliteMail for Outlook license. Users log in to their Citrix profiles, and access PoliteMail through the PoliteMail for Outlook desktop client software, which must be installed for each user. PoliteMail can pro...
Is PoliteMail compliant with CASL?
Canada has adopted strict anti-spam laws for email sent to Canadian citizens which takes effect as of July 1, 2014 and differs significantly from the US CAN-SPAM law. PoliteMail versions 4 and higher are fully CASL-compliant. Unlike CAN-SPAM, the ...
Where is PoliteMail located?
Although we have employees worldwide, our headquarters is located in beautiful Portsmouth, New Hampshire, USA. ...
How do I toggle from PoliteMail 365 to PoliteMail Online?
Because there is more functionality in PoliteMail Online versus PoliteMail for Microsoft 365, there may be times when you want quickly switch from 365 to PoliteMail Online. To do so, click on the ≡ button in the top left corner of the Polite...
What is the difference between a COM Add-In and an Outlook/Office Add-In?
COM Add-In vs Outlook Add-In Your browser does not support HTML5 video. COM Add-In Outlook Add-In Specific to Windows computers Work on any web-based Outlook platform Supplemental program that runs at startup of Outlook Consists...
Exactly what information is collected and stored by PoliteMail?
Data Collection and Storage by PoliteMail Download a PDF of this information here ! The data collected and stored by PoliteMail varies depending on the measurement mode used to send a measured message.  The table below provides a summar...
How can I perform an ALLUSERS install?
Installing the Desktop Client for All Users Download the PoliteMail Desktop client.  They will find it at https://<hostname>/downloadpolitemail.html. Open a command prompt with Admin rights by right-clicking on the Command Prompt app...
What is Syncronym?
About Syncronym Employees change.  Whether it’s their name, status, role, location, division, or something else, it means someone in IT has to process the change to update your distribution lists.  This may not be a big deal for ...
How do I fill out the CSR Form for a Branded Hostname?
How to Fill Out a CSR Form for a Branded Hostname Access and download the CSR Form here ! Because PoliteMail deploys dedicated servers per account, you can be assigned your own subdomain (e.g. pm.yourcompany.com or analytics.yourcompany.com) to t...
Where can I find the CSR Form?
What exactly happens when a message is deleted, and can I get it back?
When  sent messages or people are manually deleted, the data for the message (from/to/message info)  or person is  marked as deleted right away , so will no longer show up in displays or searches. With the archive services runnin...
Why does PoliteMail require Anonymous Authentication in IIS?
Authentication and SMTP Services HTTP Authentication Authentication, or the process of identifying who the client is (usually for determining the level of access to grant), is supported in the HTTP protocol with several possible authentication sch...
Does PoliteMail work with the new Outlook?
Yes!  Here's some more information: What is the New Outlook? You may have noticed or have even tried the new Outlook by clicking on the toggle in the upper right corner. The new Outlook is a completely different version of Outlook compa...
Why can't I use Rich Text Formatting (RTF)?
PoliteMail and Rich Text Formatting PoliteMail relies on HTML formatting for templates to show as intended and measurement to work accurately.  As a result, converting RTF can lead to formatting issues that may cause measurement to be inac...