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- Where is PoliteMail located?
- What kind of policy does PoliteMail have around AI?
- What makes PoliteMail different?
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- How do I update to the latest version of PoliteMail?
- Is a new Agreement needed to upgrade?
- Will older email reports migrate to the latest version?
- Does PoliteMail support dynamic distribution lists?
- WebView2 (Chromium)
- Where can I find a list of PoliteMail features by version?
- Get Security Info for Your Security Team
- What happens if I don't request an upgrade?
- Will Metrics change if I upgrade?
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- How do I access the PoliteMail Sandbox?
- What is the PoliteMail Sandbox?
- Which Versions of Outlook Does PoliteMail Support?
- What are the capabilities of the PoliteMail Sandbox?
- What Information Does PoliteMail Store?
- Does PoliteMail work with the new Outlook?
- How long does the PoliteMail COM add-in take to load?
- Simple vs. Technical Implementation Differences
- PoliteMail Free Trial vs. PoliteMail Pilot Program
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- Using the PoliteMail Connector on Microsoft Power Automate
- Use Translator for Outlook with PoliteMail
- Using Microsoft Stream with PoliteMail
- How does Copilot work with PoliteMail?
- Does PoliteMail Work With Microsoft 365 Hosted Exchange?
- Is PoliteMail Compatible With A Mac?
- Does PoliteMail work with MAPI?
- Will PoliteMail Work in Citrix Environments?
- Is PoliteMail compliant with CASL?
- PoliteMail with Mimecast or Proofpoint
- Does PoliteMail support WS Fed?
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- How do I install PoliteMail?
- How do I install a modern Add-in using a URL?
- How can I perform an ALLUSERS install?
- Set Up App Manifest for M365 and New Outlook
- PoliteMail Server License Installation Guide
- How do I perform the Simple Implementation of PoliteMail?
- Run PoliteMail Prereq Script for Installation
- How To Add The PoliteMail Server To Your Trusted Zones
- How do I create a Safe Links exception for PoliteMail?
- How do I fill out the CSR Form for a Branded Hostname?
- Where can I find the CSR Form?
- How do I uninstall PoliteMail?
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- PoliteMail API Entity Directory
- Download PoliteMail's Free API List Comparison Tool
- About the PoliteMail API
- Getting Connected to the PoliteMail API
- API / Business
- API/Contact
- API/Assign a Contact to a PoliteMail List
- API / UserType
- API / UserProfile
- API / User
- API / TemplateTheme
- API / Template
- API / SurveyQuestion
- PoliteMail Version 5 API Enhancements
- API / SurveyAnswer
- API / SurveyAllowedAnswer
- API / Survey
- API / Stage
- API / SocialMediaLink
- API / SocialMediaClick
- API / SmartAttachment
- API / SentMessage
- API / ScheduledSend
- API / Report
- API / Region
- API / Read
- API / Paragraph
- API / OptOut
- API / OptIn
- API / Message
- API / Location
- API / List
- API / Link
- API / Image
- API / GroupLabel
- API / Event
- API / Email
- API / DeviceCount
- API / Device
- API / CustomField
- API / ContactRead
- API / ContactClick
- API / Click
- API / Category
- API / Campaign
- Using the API with Message Tagging
- How can I connect PoliteMail data to PowerBI?
- What are the Graph API URL paths used by PoliteMail?
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- Repair PoliteMail Client with InstallShield Wizard
- Reverse Proxy Config for Mobile Data Collection
- Errors When Adding Multiple Accounts
- Email Not Sending: Hybrid Exchange + Office 365
- Fix Invalid Credential Error
- Configure Internet Email Accounts in Outlook
- Set Send-To Permissions on Exchange/Office 365
- What Is a Sender ID and How Do I Get One?
- How do I update the Graph secret?
- "To use PoliteMail, you must restart Outlook" message
- Font styling not holding
- Repairing your Outlook Data File
- Graph instance not properly configured.
- Clear or Flush Graph Tokens for New LoginNew
- Enabling compatibility mode
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- Setting up and Configuring the EWS Client
- Using Exchange Web Services (EWS) Cache for Fast Expand
- What are the permissions needed for Microsoft Graph?
- How to set-up an Exchange Service Account
- Installing WebView2
- Grant PoliteMail Access to Azure Resource Group
- Enable Public Client Flows for Graph and SSO?
- Permissions for Different List Handling Methods
- Connect PoliteMail Server to Exchange
- Amazon SES for External Sending with PoliteMail
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- PoliteMail Administrator Guides
- How To Use List Expansion to Expand Distribution Lists
- Switching between Multiple PoliteMail Accounts
- What Happens When a Message Is Deleted?
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- PoliteMail User Roles
- Creating the Admin User
- Changing User Roles
- Adding, Replacing, Migrating, and Deleting Users
- Creating Groups
- How do I transfer data to a new user without losing information?
- Share Templates with Groups or Unassigned
- How to Unlock Users
- Resetting Passwords
- Non-Admin Access to All Email Send Stats
- What does it mean if a User is marked Inactive?
- Move a User Between PoliteMail Tenants
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- Segmentation Settings
- What does the Auto Refresh toggle do?
- Limit Measurement Modes in PoliteMail Online
- How to Enable and Disable M365/iOS Measurement
- How to Create Custom Fields
- Tags
- How do I turn Opt-Out on or off?
- How to Create Personal Access Tokens
- How To Control Who Can Send to a Distribution Group
- What are the settings for System Admins?
- How can I tell if an Item already has tags?
- Tag Groups
- 'Preparing Message' displays
- What do I need to do if I've exceeded my Recipient Limit?New
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- What version of PoliteMail do I have?
- Continue Work Between Online and Desktop Versions
- PoliteMail Desktop vs. Online vs. 365
- What edition of PoliteMail am I using?
- Does drag and drop work with PoliteMail for M365?
- Is PoliteMail Online Built on SharePoint Online?
- Who is my Administrator?
- How Do I Disable The PoliteMail Add-in?
- Switch Between PoliteMail M365 and Online
- Can I access PoliteMail from this Knowledge Base?
- COM Add-In vs. Outlook Modern Add-In
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- PoliteMail Best Practices
- VIP Lounge Access: Admins Only or All Users?
- Quick Start Guide for PoliteMail Version 5
- PoliteMail has disappeared!
- How do IP addresses work?
- PoliteMail Buttons Not Working
- Why can't I use Rich Text Formatting (RTF)?
- PoliteMail User Guides
- PoliteMail Ideas Portal
- Contact PoliteMail Support
- What is PoliteMail Academy?
- What courses can I sign up for on the public training calendar?
- How do I clear my internet cache?
- Do Column Settings Save Between Sessions?
- How To Show, Hide, And Edit Columns in a Grid View
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- Online Sends Visible in Desktop Results View?
- How do I get PoliteMail Online and PoliteMail365?
- Online Version Backward Compatible with Desktop?
- On-Premise Features and Online Compatibility
- Desktop Edition Updates When Online Updates?
- Existing Customer Access to PoliteMail Online
- Can we remove the desktop add in after we upgrade?
- Does Outlook Desktop Still Use Internet Explorer?
- PoliteMail Unified App
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- Adding Personalization
- How does auto-hyphenation work in PoliteMail?
- Message Hyphenation Differs from Preview
- Open VisibilityUpdated
- Prevent Outlook from Auto-Embedding Images
- Will my messages automatically save as I create them?
- Regular Attachment SupportNew
- Remove Measurement for a Link or Attachment
- Integrating Web Analytics Tracking Tools
- Approval Workflow
- Sending Outlook File Attachments
- Use Simpler Links Like Standard Outlook
- How can I add a space that will not create a line break?
- Create Anchor Links Within a Message
- Social Advocacy
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- Using Personalization / Custom Fields in the Subject Line
- How do I send from a different email address?
- Subject Suggester
- Send from a Different or Shared Email Address
- Ai/B Testing
- Does PoliteMail support emojis in the subject line?
- To: Field Options in PoliteMail OnlineUpdated
- Changing the Display Name for the From addressNew
- Using CC and BCC in PoliteMail
- How can I tell how large my message size is?
- Can I create a link to a specific part of an email?
- Outlook freezes when I add Bullet Points
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- Saving a Message as a Draft
- Send with Aggregate Measurement via Outbox
- Use Send Progress Notifications for Large Sends
- Resending only to Non-Openers
- What do the different Send Statuses mean?
- Sending Adaptive Cards to a shared mailbox
- Exporting and Deleting Undeliverables
- Send a Do Not Reply Broadcast Email
- How do I save a sent Message as a PDF?
- PoliteMail Server Sending vs. Outbox Sending
- Send from Another Address with Aggregate Mode
- Speed Up Large Sends with Aggregate Measurement
- Stopping an Email Message in Progress
- How do I avoid sending competing messages from others to the same audience?
- Recalling a Sent Message
- How does the From address display when I send a message?
- See Other Users' Planned Future Sends
- Messages stuck in Drafts
- Save OptionsNew
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- Two-Way Entra ID Syncronization
- How do I create a PoliteMail List from an Exchange List?
- How do I create a list from a .csv file?
- Exporting Mailing Lists
- Creating Follow-Up Mailing Lists
- Changing Multiple Fields in a List
- Deleting a List
- Can I synchronize a PoliteMail contact list with Azure Entra ID?
- How do I narrow down the lists displayed on screen?
- List Operations
- Using PoliteMail Filters
- Unable to load group members error
- PoliteMail is Unable to Add the Watch Folder at this time
- How to Clear the Global Address List (GAL) Cache
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- How to Use the PoliteMail Builder
- PoliteMail Builder Version 5.1 for PoliteMail Online
- What's changed in the new PoliteMail Builder?
- Using Earlier Versions of the PoliteMail Builder
- Best Practices for The PoliteMail Builder
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- Creating a Template
- Adding Content to a Template
- Deleting Older or Unused Templates
- PoliteMail Template Image Sizes
- How do I Import my own HTML file to make a Template?
- Are there any PageWorthy sample templates?
- How do I share a template with other users?
- Using a Template with Missing Content Items
- Recipients/From Addresses Saved with Templates?
- Copying and Pasting from Word looks bad!
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- PoliteMail Works with Beefree Templates
- Is there a Quick Start Guide for using Beefree with PoliteMail?
- Identify If Template Used PoliteMail or Beefree
- How do I create and use Smart Attachments in Beefree?
- How do I create PoliteMail Links in Beefree?
- Adding Images to Beefree
- How do I use the different Content blocks in Beefree?
- How do I create anchor links in Beefree?
- How do Folders work in Beefree?
- Saving Beefree Templates under a different name
- How do I create a Template in Beefree for PoliteMail?
- Sharing Content in BeefreeNew
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- SVG files are not displaying when sending with Beefree
- Known Issues with Beefree in PoliteMail
- Stock images are not displaying in Beefree
- I use a GPO to allow the automatic download of images in Outlook. How do I get that to work in Beefree?
- Dynamic Content Not Working on Desktop
- Rounded corners not displaying on mobile deviceNew
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- All Ways to Generate Reports in PoliteMail
- Comparison Metrics
- Campaign Metrics
- Social Link Measurement
- Account, From, Social Link, and Interactions Metrics
- Entra ID Attributes for Department Measurements
- Measurement When Recipients Block Images
- Measurement Across Multiple Time Zones
- From Metrics Display as "Hidden"
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- How do I open a previously sent message?
- See Who Opened or Clicked a Link
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- Feedback Likes and Click-Through Rate
- Can PoliteMail track people who have forwarded a message?
- What time zone is the Total Read Time by Hour of Day in?
- PoliteMail Reading Time and Grade Level Calc
- How Different Read Rates Are Calculated
- How are Read Rate and Engaged Read Rate calculated?
- Can some Rates be over 100 percent?
- What is a skimmed email?
- What is considered an Ignored Email?
- How Engagement Rate Is Calculated
- What is a Page View?
- Can Read Time or Grade Level be adjusted?
- Average Read Time: Mobile vs. Desktop
Administrator Functions
Articles
PoliteMail Administrator Guides
Access Administrator Guides for various versions of PoliteMail to help you in getting up and running.
How To Use List Expansion to Expand Distribution Lists
PoliteMail supports dynamic distribution group expansion in Microsoft Exchange using Graph, EWS, and MAPI methods, with fallback options and compatibility details for various list types and platforms. Troubleshooting tips for common expansion issues are included.
Switching between Multiple PoliteMail Accounts
For people with multiple PoliteMail servers, the server name is in a drop-down menu starting in version 5.1 for users to select from, rather than having to type the server name in every time.
What Happens When a Message Is Deleted?
This summary explains the data deletion and recovery process, including timelines for message and person record removal, backup retention periods, and the procedures and limitations involved in restoring deleted data.
What do I need to do if I've exceeded my Recipient Limit? New
Resolve recipient limit warnings in PoliteMail by managing your People page. Learn why old contacts are retained and how to clean up stale data.
