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Glossary
Considering PoliteMail
Where is PoliteMail located?
What kind of policy does PoliteMail have around AI?
Upgrading
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?
Where can I get detailed security information to provide to our Security team for review?
What happens if I don't request an upgrade?
Will Metrics change if I upgrade?
Release Notes
PoliteMail Sandbox & Testing
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?
Exactly what information is processed and stored by PoliteMail?
Does PoliteMail work with the new Outlook?
How long does the PoliteMail COM add-in take to load?
What is the difference between Simple Implementation and Technical Implementation?
PoliteMail Free Trial vs. PoliteMail Pilot Program
Other Environments & Integrations
Using the PoliteMail Connector on Microsoft Power Automate
Using PoliteMail with Translator for Outlook To Display Messages in Multiple Languages
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?
How does PoliteMail work with security appliances like Mimecast or Proofpoint?
Does PoliteMail support WS Fed?
Commlytics
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!
Syncronym
Does Syncronym work with PoliteMail online?
Syncronym Manual
What is needed to set up Syncronym for online use?
Creating Filtered Lists with Syncronym
What is Syncronym?
Setting Up PoliteMail
Requirements
What do I need to do to prepare our internal distribution lists for use in PoliteMail?
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?
Installation
How do I install PoliteMail?
How do I install a modern Add-in using a URL?
How can I perform an ALLUSERS install?
How do I setup the app manifest to install PoliteMail for M365 and New Outlook users?
PoliteMail Server License Installation Guide
How do I perform the Simple Implementation of PoliteMail?
How do I run the PoliteMail Prereq Script To Prepare 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?
Authentication
Authentication with Okta and SAML2
User Authentication with SAML and Entra ID
Why does PoliteMail require Anonymous Authentication in IIS?
API Information
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?
Troubleshooting
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?
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 do I update the Graph secret?
Connecting to Services and Apps
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
How do I give PoliteMail access to my Azure Resource Group to implement a BYOC deployment?
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 I Connect The PoliteMail Server To My Exchange Server?
Amazon SES for External Sending with PoliteMail
Administrator Functions
PoliteMail Administrator Guides
How To Use List Expansion to Expand Distribution Lists
Switching between Multiple PoliteMail Accounts
What exactly happens when a message is deleted, and can I get it back?
Managing Users
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?
How do I transfer data to a new user without losing information?
Sharing PoliteMail Templates and Content with Groups or Unassigned
How to Unlock Users
Resetting Passwords
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?
Managing From Addresses
From Management
Create an Allowed List of Email Addresses
Setting Up Monitoring Multiple Inboxes
How do I delete a From address?
Settings and Permissions
Segmentation Settings
What does the Auto Refresh toggle do?
Can we limit the measurement modes people can use in PoliteMail Online?
How to Enable and Disable O365 Measurement
How to Create Custom Fields
How to Use Message Tagging
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 do I use Tags or Tag Groups in PoliteMail?
How can I tell if an Item already has tags?
PoliteMail Basics
Logging Into PoliteMail
I Can't Login or Connect to the PoliteMail Server
Am I Logging On to PoliteMail with Single Sign-On or Password Authentication?
How Do I Reset My Password?
How do I update my password?
How do I get started and log into PoliteMail?
What is my host name to log into PoliteMail?
What browsers does PoliteMail work on?
New
PoliteMail 101
What version of PoliteMail do I have?
Can I start work in the Online version and then continue in the Desktop version?
What is the difference between PoliteMail for the Desktop, Online, and 365?
What edition of PoliteMail am I using?
Does drag and drop work with PoliteMail for M365?
Is PoliteMail Online built on SharePoint Online? They look similar.
Who is my Administrator?
How Do I Disable The PoliteMail Add-in?
How can I quickly switch between PoliteMail for M365 and PoliteMail Online?
Can I access PoliteMail from this Knowledge Base?
What is the difference between a COM Add-In and an Outlook/Modern Add-In?
Measurement Modes
How do I turn PoliteMail Measurement on?
How Does Measurement (Tracking) Work?
Understanding PoliteMail Measurement Modes
Remove Open Measurement (Tracking) For Sending Messages Via Text on a Mobile Device
User Settings
Setting PoliteMail Preferences
PoliteMail Message Settings in a New Email
What does the "Email me when large broadcasts complete and on the interval specified" setting do?
Archiving Messages
Training & Support
PoliteMail Best Practices
Do all users get access to the VIP lounge, or is this just for Admins only?
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 Flight School?
How do I log in or reset my password for Flight School?
What courses can I sign up for on the public training calendar?
Do column settings save, or do you have to adjust each time?
How To Show, Hide, And Edit Columns in a Grid View
PoliteMail Editions
If I send through PoliteMail Online, will the results from that email show in an older Outlook desktop results view?
How do I get PoliteMail Online and PoliteMail365?
Is the Online version backwards compatible with the Desktop version?
Are all features available for on-premise clients? Would PoliteMail online work if the PoliteMail server is on-prem?
Is the Desktop edition updated when PoliteMail online is updated?
Do existing customers have immediate access PoliteMail online upon release?
Can we remove the desktop add in after we upgrade?
Does Outlook for the desktop really still use Internet Explorer?
Using PoliteMail Filters
Creating & Sending a Message
Composing your Message
Adding Personalization
How does auto-hyphenation work in PoliteMail?
My message hyphenations are in a different spot when I view the message!
Open Visibility
How do I prevent Outlook from automatically embedding images?
Will my messages automatically save as I create them?
How can I remove Measurement for a specific link or smart attachment?
Integrating Web Analytics Tracking Tools
Sending Outlook File Attachments
Can I use simpler links in PoliteMail like I do in Outlook?
How can I add a space that will not create a line break?
How do I make a link at the top of a message to another part of the same message?
Social Advocacy
The Subject Line
Using Personalization / Custom Fields in the Subject Line
Subject Suggester
Ai/B Testing
Does PoliteMail support emojis in the subject line?
What do the different options mean when I click on To: in PoliteMail Online?
Layout
What is the maximum width I should make my message, in pixels?
What do all of the buttons in the toolbar in PoliteMail Online do?
What does each button do in the floating toolbar?
What do the buttons in the toolbar do in version 5.25 of PoliteMail Online?
Tracked Meeting Invitations
How To Use Appointment Measurement
Adding Calendar Invites to a Tracked / Measured Message
How do I cancel a tracked meeting invitation?
Font Management
Web-Safe Fonts for PoliteMail
Custom Fonts in PoliteMail Online
New
Sending a Message
Saving a Message as a Draft
How do I send from a different email address?
How to Send PoliteMail with Aggregate Measurement Through the Outbox
How to Use Send Progress Notifications to Get Updates On Large Sends
Can I resend an email to only those who haven't opened a message the first time?
What do the different Send Statuses mean?
Can I send Adaptive / Actionable Cards in a message to a shared mailbox?
Exporting and Deleting Undeliverables
How can I send a "Do Not Reply" broadcast email using PoliteMail?
How do I save a sent Message as a PDF?
What is the difference between sending via the PoliteMail Server versus via Outbox?
Sending From Another Email Address when Using Aggregate Measurement Mode
How can I speed up sending to large lists 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?
How can I see what other people are planning to send in the future?
Send Options
Send via Graph
Message Expiration
Updated
Override Word Count
PreFlight Test Send
Suppress Auto-Replies
Direct Replies To
Edit Preheader Text
Get Recipient Count
Scheduled Sends
How do I update or delete a Scheduled Send?
How do I access a Calendar View for Scheduled Sends?
When I delete an email in Scheduled Sends, will the email still go out?
Scheduled Sending
Managing Recipients & Lists
Two-Way Entra ID Syncronization
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
People
Editing a Person's Record
Deleting and Removing Contacts
Exporting Contacts
Assigning a Category to a Contact
Manually Opting-Out Contacts from Mailing Lists
Opt-In and Opt-Out
Using Opt-In in PoliteMail 4.8
Using Opt-Out in PoliteMail 4.9
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?
Filtered Lists
How do I create a filtered list?
How do the new Filtered Lists work in version 5.1 of PoliteMail?
What is a "regex"?
What does the Sync button do when viewing my Lists?
Campaigns
Creating a Campaign
Assigning multiple emails to a Campaign
Removing Emails From Campaigns
Post-Send
Edit Message Details
Can I Update Content After an Email Has Been Sent?
What does it mean if there are sends that have not been processed yet?
PoliteMail is Unable to Add the Watch Folder at this time
How to Clear the Global Address List (GAL) Cache
Using the PoliteMail Builder
How to Use the PoliteMail Builder
PoliteMail Builder Version 5.1 for PoliteMail Online
Updated
What's changed in the new PoliteMail Builder?
Using Earlier Versions of the PoliteMail Builder
Best Practices for The PoliteMail Builder
Templates
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?
What happens if I use a Template with missing content items?
Are recipients included when I save a Template?
Copying and Pasting from Word looks bad!
Builder Troubleshooting
Fixing Text Wrapping with PageWorthy Templates
Template Pull-Down Menu Not Showing Templates
There are extra pixels on template elements
My Message doesn't look right on a mobile device!
My Template doesn't look the same on every device!
Some color shows in my message that didn't show in the preview
Managing Content
Editing Content (Brand Themes, Paragraphs, Images, Links, Smart Attachments)
Saved Template Sections
"Secured" vs "Shared" Content
How to Delete Content
Brand Themes
Brand Themes
How do I make changes to a shared Brand Theme?
Images
Images
Updated
Resizing Images
Accepted file types for Images and Smart Attachments
How do I improve the quality of images viewed on a mobile device?
Feedback
Surveys
Why does a thumbs up or thumbs down rating open a web page?
How do I view the results of a poll or survey?
Changing the Logo on the Survey or Poll Page
Smart Attachments
Creating a Smart Attachment
New
Using and Managing Smart Attachments
Accepted file types for Smart Attachments
Can I make a Smart Attachment available only to internal recipients?
Can Smart Attachments be searchable by Google or another search engine?
Links
Links
User Links vs Saved Links
Are there some characters to avoid using in links, images, or attachments?
How do I change the color of links in PoliteMail for Microsoft 365?
How do I create or edit a link in PoliteMail Online?
Buttons
Buttons
How do I change the alignment of a button in PoliteMail?
Paragraphs
Paragraphs
Video & Animation
Adding Video to a Message
Adding a Play button Overlay
Animated GIFs
YouTube Links Are Not Being Embedded Correctly
Using the Beefree Editor
Does PoliteMail work with third-party template providers such as Beefree?
Updated
SVG files are not displaying when sending with Beefree
Is there a Quick Start Guide for using Beefree with PoliteMail?
Known Issues with Beefree in PoliteMail
Updated
Stock images are not displaying in Beefree
How can I tell if a Template was made with the PoliteMail Builder or with Beefree?
I use a GPO to allow the automatic download of images in Outlook. How do I get that to work in Beefree?
New
How do I create and use Smart Attachments in Beefree?
New
How do I create Links in Beefree?
New
Measuring Results
What are all the ways you can generate reports in PoliteMail?
Comparison Metrics
Campaign Metrics
Social Link Measurement
Account, From, Social Link, and Interactions Metrics
Can PoliteMail leverage attributes in Azure AD that can break down measurements by departments in a company?
What happens to Measurement if recipients are blocking images?
How does Measurement work when sending an email to multiple time zones?
From Metrics Display as "Hidden"
Metrics Reports
How do I open a previously sent message?
How can I tell who has (or hasn't) opened or clicked a link in my message?
Reading a Metrics Report
Understanding Metrics
Viewing Sent Messages
What is the Benchmark feature?
How does Segmentation work?
Using the HeatMap Feature
Geographic Location Data
How are click metrics displayed?
What are Proxy Devices?
Metrics Calculations
Are feedback likes included in the click through rate/engagement?
Can PoliteMail track people who have forwarded a message?
Updated
What time zone is the Total Read Time by Hour of Day in?
How does PoliteMail calculate Reading Time and Grade Level in Metrics Reports?
How are the different Read Rates on the Metrics Report calculated?
How are Read Rate and Engaged Read Rate calculated?
Can Open Rate be over 100 percent?
New
What is a skimmed email?
What is considered an Ignored Email?
How exactly is Engagement Rate calculated on a Metrics Report?
What is a Page View?
Can Read Time or Grade Level be adjusted?
Is average read time calculated differently between mobile and desktop devices?
Exporting & Updating Metrics
Updating Metrics Reports
Exporting Results / Metrics
Exported Column Definitions
Account-Level Metrics
PoliteMail Interactions
Email Reach, Email Readership, and Email Engagement
Measuring Results of Your Entire Account
How do I update the Metrics for our entire account?
Advanced Analytics Dashboard
What is the Advanced Analytics Dashboard?
How do I connect my PoliteMail data to an Excel file?
Home
PoliteMail Basics
PoliteMail Editions
Can we remove the desktop add in after we upgrade?
Last Modified on 10/22/2025 10:38 am EDT
Yes, you can choose to use PoliteMail entirely online.