Yes, the upgrade is available for both Cloud and on-premise customers. We have some more configuration options available with 5.0, which can be discussed during your scope call.
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- How do I update to the latest version of PoliteMail?
- How do I turn PoliteMail Measurement on?
- Do all users get access to the VIP lounge, or is this just for Admins only?
- Am I Logging On to PoliteMail with Single Sign-On or Password Authentication?
- How do I do a password reset for users?
- Is PoliteMail Online built on SharePoint Online? They look similar.
- How do I send from a different email address?
- How do I resize images in Paint and Paint 3D?
- How do I transfer data to a new user without losing information?
- How do I turn Opt-Out on or off?
- How Do I Disable The PoliteMail Add-in?
- How do I uninstall PoliteMail?
- What's changed in the new PoliteMail Builder?
- Which Versions of Outlook Does PoliteMail Support?
- PoliteMail Free Trial vs. PoliteMail Pilot Program
- Does PoliteMail Work With Microsoft 365 Hosted Exchange?
- Is PoliteMail Compatible With A Mac?
- Will PoliteMail Work in Citrix Environments?
- Is PoliteMail compliant with CASL?
- Where is PoliteMail located?
- How do I toggle from PoliteMail 365 to PoliteMail Online?
- What is the difference between a COM Add-In and an Outlook/Office Add-In?
- Exactly what information is collected and stored by PoliteMail?
- How can I perform an ALLUSERS install?
- What is Syncronym?
- How do I fill out the CSR Form for a Branded Hostname?
- Where can I find the CSR Form?
- What exactly happens when a message is deleted, and can I get it back?
- Why does PoliteMail require Anonymous Authentication in IIS?
- Does PoliteMail work with the new Outlook?
- Why can't I use Rich Text Formatting (RTF)?
- What is my host name to log into PoliteMail?
- Does PoliteMail support WS Fed?
- How long does the PoliteMail COM add-in take to load?
- How do I install PoliteMail?New
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- PoliteMail Server License Installation Guide
- What version of PoliteMail do I have?
- How to Enable and Disable O365 Measurement
- Does drag and drop work with PoliteMail for Outlook 365?
- Getting Started and Logging In with PoliteMail v.4.91+
- How to set-up an Exchange Service Account
- Getting Started and Logging In with PoliteMail Versions 4.7 - 4.9
- How Do I Reset My Password?
- How Do I Connect The PoliteMail Server To My Exchange Server?
- How To Add The PoliteMail Server To Your Trusted Zones
- Amazon SES for External Sending with PoliteMail
- How do I run the PoliteMail Prereq Script To Prepare For Installation
- How do I create a Safe Links exception for PoliteMail?
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- PoliteMail Best Practices
- Setting PoliteMail Preferences
- Setting up and Configuring the EWS Client
- How To Use List Expansion to Expand Distribution Lists
- Using Exchange Web Services (EWS) Cache for Fast Expand
- Create an Allowed List of Email Addresses
- Setting Up Monitoring Multiple Inboxes
- How to Use Send Progress Notifications to Get Updates On Large Sends
- Override Word Count
- Who is my Administrator?
- How to Create Personal Access Tokens
- What happens to Measurement if recipients are blocking images?
- What does the "Email me when large broadcasts complete and on the interval specified" setting do?
- What are the settings for System Admins?
- Switching between Multiple PoliteMail Accounts
- What is the difference between PoliteMail for the Desktop, Online, and 365?
- How do I give PoliteMail access to my Azure Resource Group to implement a BYOC deployment?
- How do I perform the Simple Implementation of PoliteMail?New
- What is the difference between Simple Implementation and Technical Implementation?New
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- Can I start work in the Online version and then continue in the Desktop version?
- Are there any limitations to types of mailing lists you can send to with PM365 or PoliteMail online?
- Saving a Message as a Draft
- Can I recall an email?
- If I send through PoliteMail Online, will the results from that email show in an older Outlook desktop results view?
- Can PoliteMail leverage attributes in Azure AD that can break down measurements by departments in a company?
- Viewing Sent Items
- How do I access a Calendar View for Scheduled Sends?
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- Using Personalization / Custom Fields in the Subject Line
- Adding Personalization to a Message
- Subject Suggester
- Message Expiration
- Using the Open Visibility Feature
- Using the Social Advocacy Feature
- Recommended Subject Lines and Ai/B Test
- Checking Your Audience Size
- Using PreFlight Test Send
- How does the new PoliteMail Builder work?
- How to Use Suppress Auto-Replies
- How to Use Direct Replies To
- How to Edit the Preheader Text in an Email Preview
- Scheduling Messages to Send at a Specific Date and Time
- Adding a Table to a New Email Message
- How To Use Appointment Measurement
- Adding Calendar Invites to a Tracked / Measured Message
- Sending From Another Email Address when Using Aggregate Measurement Mode
- Edit Preheader Text
- Integrate Web Analytics Tracking Tools with PoliteMail
- Stopping an Email Message in Progress
- Sending Outlook File Attachments
- How do I change, edit, disable, or delete a scheduled message?
- How do I open a previously sent message?
- What do the different options mean when I click on To: in PoliteMail Online?
- How do I cancel a tracked meeting invitation?
- How can I add a space that will not create a line break?
- What do all of the buttons in the toolbar in PoliteMail Online do?
- What does each button do in the floating toolbar?
- Does PoliteMail support dynamic distribution lists?
- Can we limit the measurement modes people can use in PoliteMail Online?
- Send via Graph
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- PoliteMail Message Settings in a New Email
- How Does Measurement (Tracking) Work?
- From Management
- Understanding PoliteMail Measurement Modes
- How to Send PoliteMail with Aggregate Measurement Through the Outbox
- Remove Open Measurement (Tracking) For Sending Messages Via Text on a Mobile Device
- Changing the Logo on the Survey or Poll Page
- How to Use Message Tagging
- HTML Personalization Via Importing a Custom Field
- Archiving Messages
- What is the difference between sending via the PoliteMail Server versus via Outbox?
- Will my messages automatically save as I create them?
- How do I delete a From address?
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- How to Use the PoliteMail Builder
- Best Practices for The PoliteMail Builder
- Deleting Older or Unused Templates
- What are the image sizes used in PoliteMail Templates?
- How do I Import my own HTML file to make a Template?
- Are there any PageWorthy sample templates?
- How To Use the Template Builder PoliteMail Versions 4.7 - 4.9
- How do I create a Template in PoliteMail?
- How do I add Content to a Template?
- How do I use Tags or Tag Groups in PoliteMail?
- How do I share a template with other users?
- How can I tell if an Item already has tags?
- What happens if I use a Template with missing content items?
- Are recipients included when I save a Template?
- Can I use a Template that has a survey in it?
- How do I edit a Template in the PoliteMail Builder?
- Can we change the preview header text in PoliteMail Online?
- How to Clear the Global Address List (GAL) Cache
- Can I resend an email to only those who haven't opened a message the first time?
- What do the different Send Statuses mean?
- Web-Safe Fonts for PoliteMail
- How does auto-hyphenation work in PoliteMail?
- How do I add a bookmark in an Outlook email?
- How do I prevent Outlook from automatically embedding images?
- PoliteMail Interactions
- How do I save a sent Message as a PDF?
- How can I remove Measurement for a specific link or smart attachment?
- Using the BCC Field in PoliteMail
- Can I send Adaptive / Actionable Cards in a message to a shared mailbox?
- Can I use simpler links in PoliteMail like I do in Outlook?
- How can I send a "Do Not Reply" broadcast email using PoliteMail?
- How do I avoid sending competing messages from others to the same audience?
- How can I see what other people are planning to send in the future?
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- Account, From, Social Link, and Interactions Metrics
- Understanding Metrics
- Exporting Results / Metrics
- Are there any gaps in the new metrics features when looking at older emails?
- Comparison Metrics
- What is the Benchmark feature?
- Can I compare more than two messages?
- What do all of the fields mean when I export a Metrics report to Excel?
- How does Segmentation work?
- Using the HeatMap Feature
- Updating Metrics Reports
- A/B Testing
- Email Reach, Email Readership, and Email Engagement
- Measuring Results of Your Entire Account
- What are all the ways you can generate reports in PoliteMail?
- Edit Message Details
- How does PoliteMail calculate Reading Time and Grade Level in Metrics Reports?
- How are the different Read Rates on the Metrics Report calculated?
- Geographic Location Data
- How does Measurement work when sending an email to multiple time zones?
- On the metric Total Read Time by Hour of Day, which time zone is that in?
- How are click metrics displayed?
- Are feedback likes included in the click through rate/engagement?
- How are Read Rate and Engaged Read Rate calculated?
- What is a skimmed email?
- What is considered an Ignored Email?
- How do I update or refresh a Metrics Report?
- What is a Page View?
- How can I compare metrics for two different messages?
- Can PoliteMail track people who have forwarded a message?
- Can Read Time or Grade Level be adjusted?
- Is average read time calculated differently between mobile and desktop devices?
- How can I tell who has (or hasn't) opened or clicked a link in my message?
- How do I update the Metrics for our entire account?
- What are Proxy Devices?
- Segmentation Settings
- How exactly is Engagement Rate calcuated on a Metrics Report?
- What does the Auto Refresh toggle do?
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- "Secured" vs "Shared" Content
- Saved Template Sections
- Editing Content (Brand Themes, Paragraphs, Images, Links, Smart Attachments)
- How do I create a Brand Theme?
- How to Delete Content
- Do column settings save, or do you have to adjust each time?
- Adding Images to a Message
- Accepted file types for Images and Smart Attachments
- Creating, Saving and Reusing Links
- User Links vs Saved Links
- Adding, Editing, and Deleting Smart Attachments
- How do I add a Button to PoliteMail?
- Adding a Simple Survey or Poll
- How To Show, Hide, And Edit Columns in a Grid View
- Using PoliteMail Filters
- Using Paragraphs
- Adding an Animated GIF to PoliteMail
- Adding Video to a Message
- Social Link Measurement
- How do I make changes to a shared Brand Theme?
- How do I change the alignment of a button in PoliteMail?
- Why does a thumbs up or thumbs down rating open a web page?
- How do I view the results of a poll or survey?
- Are there some characters to avoid using in links, images, or attachments?
- Adding Images with PoliteMail Online
- Can I make a Smart Attachment available only to internal recipients?
- Can Smart Attachments be searchable by Google or another search engine?
- How do I change the color of links in PoliteMail for Microsoft 365?
- How do I create or edit a link in PoliteMail Online?
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- Creating and Sending to PoliteMail Distribution Lists
- How do I narrow down the lists displayed on screen?
- How do I create a filtered list?
- Exporting Mailing Lists
- Sharing Mailing Lists
- Deleting a List
- How to Create Custom Fields
- Creating Follow-Up Mailing Lists
- How To Control Who Can Send to a Distribution Group
- How do the new Filtered Lists work in version 5.1 of PoliteMail?
- List Operations
- Using Opt-In in PoliteMail 4.8
- Using Bulk Update to Change Multiple Fields in a List
- Creating Filtered Lists with Syncronym
- Adding to your Outlook Whitelist
- Using Opt-Out in PoliteMail 4.9
- How can I speed up sending to large lists with Aggregate Measurement?
- Can I synchronize a PoliteMail contact list with Azure Entra ID?
- How do Opt-In, Opt-Out, and Subscriptions work?
- How does someone opt back in after they've opted out?
- How do I get a link to give to people to subscribe to Mailing Lists?
- What is a "regex"?
- What does the Sync button do when viewing my Lists?
- How do I import a list from a CSV or Excel file?
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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 send an email from a different or shared email address?
- Sharing PoliteMail Templates and Content with Groups or Unassigned
- How to Unlock Users
- Resetting Passwords
- How do I update my password?
- Will select users have access to see stats for all email sends without making them an Admin?
- What does it mean if a User is marked Inactive?
- How can I move a user from one PoliteMail tenant to another?
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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
- Does PoliteMail Version 5 have any enhancements to the API?
- 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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- Quick Start Guide for PoliteMail Version 5
- Authentication with Okta and SAML2
- Authentication with SAML2 and Azure AD
- Manifest Installer Packaging
- Syncronym Manual
- What are the permissions needed for Microsoft Graph?
- Installing WebView2
- When configuring Microsoft Graph and SSO, do we need to enable public client flows?
- Where can I find the needed permissions for various list handling methods?
- How do IP addresses work?
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- I Can't Login or Connect to the PoliteMail Server
- PoliteMail has disappeared!
- PoliteMail Buttons Not Working
- PoliteMail is Unable to Add the Watch Folder at this time
- My message hyphenations are in a different spot when I view the message!
- YouTube Links Are Not Being Embedded Correctly
- Does PoliteMail work with MAPI?
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- Using the InstallShield Wizard to Repair the PoliteMail Client
- Reverse Proxy Configuration for Mobile Data Collection – On Premise Server Implementations
- Errors When Adding Multiple Accounts
- Email Distribution Not Sending With A Hybrid Exchange On-Premise And Office 365 Implementation
- I am getting an invalid credential error, what do I do to fix this?
- Enabling Send HTML Only
- Configuring Internet Email Accounts (Gmail, Yahoo, Hotmail) in Outlook
- How to Set Your Send-To Permissions on Exchange and Office365
- I'm being prompted for a Sender ID. What is it, and how do I get one?
- How does PoliteMail work with security appliances like Mimecast or Proofpoint?
- How do I update the Graph secret?
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- Not everyone on a distribution list received my message
- Import Contacts Field Empty When Importing Lists
- Empty List or Hidden Membership Warning
- Mailing List not listed in menu
- My Mailing List Name Won’t Validate in the To: Field
- XML Error with Exchange Distribution List over 10,000
- EWS Error when trying to send to Distribution Lists
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- My images show as the wrong size or are not lining up
- Images are not displaying on mobile devices. How do I prevent Outlook from automatically embedding them?
- Embedded Images for an Appointment/Meeting Do Not Work in Your Current Version of Outlook Error
- Images are not loading with Add Image
- Why are there extra image attachments after I send a message?
- My Images are not scaling within Templates
- Add Image Pull-Down Menu Not Showing Images
- Images Appearing With a Red X or an Error and Not Displaying
- Images are not displaying correctly on an iPhone
- Embedding a Video isn't working
- I get a CSP Violation error when trying to view a video in Outlook online.
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- Message has disappeared or not sending
- My Email is Taking Too Long to Send
- Campaigns Has No Sends Processed
- Can I “Spoof” From Addresses Using PoliteMail?
- I cannot insert custom fields into my messages.
- Horizontal line shows on some messages
- Templates Or Messages Not Holding Font Styling
- From Address Changes When Sending a Measured Email
- My message keeps going to the Drafts folder
- Bullet Lists are not Displaying Correctly
- I'm not receiving messages I send when using Aggregate Measurement
- Text sizing in PoliteMail Online
- Word Count is showing too high
- PoliteMail Message Size Warning
- Active Links are not working!
- The font of my link is not consistent with my Template on the Outlook Desktop.
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- Writing Outlook Compatible HTML Code For Email Pages
- My Email is Stuck in the Outbox
- My PoliteMail Toolbar has disappeared from Outlook; how do I get it back?
- How to clear your Internet cache
- My Outlook keeps crashing and is saying it is due to a PoliteMail issue, how do I fix this?
- How To Repair Your Outlook Data File To Resolve Recurring Outlook Crashing, Hanging Or Stuck In Outbox Issues
- I am having display issues with my emails; how do I fix this?
- Experiencing “Slow Image Load Times”?
- PoliteMail Conflicts with other Outlook Add-ins
- Will PoliteMail work with my version of Outlook?
- My Shared Mailbox is not working in PoliteMail
- To use PoliteMail you must restart Outlook
- How do I clear the cache with the new Outlook / Outlook 365?
- When I sign out of PoliteMail, I'm automatically getting signed back in.
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- PoliteMail and Log4j Vulnerability Issue
- AngularJS v.1.7.9 Security Warning
- Windows Defender Users Get False Positive Trojan When Downloading The Client
- Exchange Journaling, E-discovery and Legal Holds
- Export Control Classification
- Data Security Notice: Meltdown and Spectre Remediation
- Compliance with EU Data Directive, Individual Privacy
- EU Data Directive, January 2012 Update
- PoliteMail and Group Policy Objects (GPO)
- ActiveX Control Windows Security Warning
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- Do we get 5.0 with our existing contract or do we have to pay/sign a new agreement to use it?
- Will older email reports migrate to 5.0?
- How do I get PoliteMail Online and PoliteMail365?
- Are there trainings or tutorials available for version 5.0?
- Are all of the 5.0 features available for on-premise clients? Would PoliteMail online work if the PoliteMail server is on-prem?
- What will the overall upgrade process look like?
- Do we still need to do the back-end work preparing our internal distribution lists for use in PoliteMail?
- Is the Online version backwards compatible with the Desktop version?
- Is the Desktop edition updated when PoliteMail online is updated?
- WebView2 (Chromium)
- Does Syncronym work with PoliteMail online?
- Do clicks to links still need to be pulled separately from all the other metrics on a report?
- Do existing customers have immediate access PoliteMail online upon release?
- Does the new upgrade will affect Outlook performance?
- Are there more Template options in v5.0 that wrap text?
- Can we remove the desktop add in after we upgrade to PoliteMail 5.0?
- Where can I find a list of PoliteMail features by version?
- Where can I get detailed security information to provide to our Security team for review?
- What happens if I don't request an upgrade to 5.0?
- What's new in PoliteMail Version 5?
- What is Flight School?
- What are the system requirements for PoliteMail?
- Where can I find hardware requirements for a BYOC implementation based on number of employees?
- What are the server requirements for On-Premises installations of PoliteMail?Updated
- Where can I find the latest release notes for PoliteMail?Updated
- Does Outlook for the desktop really still use Internet Explorer?
- What is involved in upgrading from one version of PoliteMail to another?
- How do I install a modern Add-in using a URL?
- Why have my email metrics and Open Rates dropped since my upgrade?New
- Isn't Outlook for the Desktop being discontinued?
- PoliteMail Ideas Portal
- Contact PoliteMail Support
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- About the Commlytics Dashboard
- What is the Influencer Score and how is it calculated?
- How do I filter a Commlytics report for a specific Team?
- What is Commlytics?
- How do I install Commlytics?
- Commlytics is installed, but I don't see it!
- How do I view Commlytics for a specific channel or chat?
- I get blocked when I try to install Commlytics!
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