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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?
- 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?
- PoliteMail Server License Installation Guide
- 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
- Clear Data and Sign Out
- 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 Login
- 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
- Beefree Defaults
- What do I need to do if I've exceeded my Recipient Limit?
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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?
- Identify If Template Used PoliteMail or Beefree
- Does drag and drop work with PoliteMail for M365?
- Is PoliteMail Online Built on SharePoint Online?
- Who is my Administrator?
- Do Column Settings Save Between Sessions?
- How Do I Disable The PoliteMail Add-in?
- How To Show, Hide, And Edit Columns in a Grid View
- 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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- Online Sends Visible in Desktop Results View?
- 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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- 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 SupportUpdated
- What is PoliteMail Academy?
- What courses can I sign up for on the public training calendar?
- How do I clear my internet cache?
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- Adding Personalization
- PDF Export
- How does auto-hyphenation work in PoliteMail?
- Message Hyphenation Differs from Preview
- Open VisibilityUpdated
- PoliteMail is Unable to Add the Watch Folder at this time
- Prevent Outlook from Auto-Embedding Images
- Will my messages automatically save as I create them?
- Regular Attachment Support
- Remove Measurement for a Link or AttachmentUpdated
- 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 Online
- Changing the Display Name for the From address
- 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 Options
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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
- How to Clear the Global Address List (GAL) Cache
- 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
- Is there a maximum number of members for a PoliteMail List?New
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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
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- 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?
- Sharing Content in Beefree
- Wrapping text around Images 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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- Available 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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- 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
Troubleshooting
Articles
Repair PoliteMail Client with InstallShield Wizard
Repair your PoliteMail client easily using client.exe and the InstallShield Wizard. Run, select Repair, confirm settings, and finish installation.
Clear Data and Sign Out
Dealing with technical or rendering issues with any online application often requires clearing your browser cache. In addition, this can take several steps if you also need to clear additional data within the PoliteMail application to reset ev...
Reverse Proxy Config for Mobile Data Collection
PoliteMail mobile data collection uses Split DNS and Reverse Proxy for secure HTTPS access, enabling tracking without exposing internal servers.
Errors When Adding Multiple Accounts
Microsoft Outlook allows you to add multiple Microsoft Exchange accounts to the same profile, but this may cause errors. We provide a link for more information.
Email Not Sending: Hybrid Exchange + Office 365
Configure PoliteMail in a hybrid Exchange 365 setup. Use on‑prem EWS for group expansion and sync Entra ID attributes to ensure accurate delivery.
Fix Invalid Credential Error
Clearing your cache and restarting Outlook is your best bet for resolving an Invalid Credential error.
Configure Internet Email Accounts in Outlook
Learn how to integrate Gmail, Yahoo, and other internet email accounts into Outlook with step-by-step setup instructions for POP3 configuration.
Set Send-To Permissions on Exchange/Office 365
Control who can send to distribution lists in Exchange 365 with PoliteMail Syncronym. Set send-to permissions and prevent reply-all access issues.
What Is a Sender ID and How Do I Get One?
Learn how PoliteMail uses Sender ID and O365 Measurement to verify senders, detect spoofing, and enable accurate, secure email tracking in Outlook.
How do I update the Graph secret?
Update your Microsoft Graph secret for PoliteMail via Entra Admin Center. Add a new client secret, copy the value, and replace the old one securely.
"To use PoliteMail, you must restart Outlook" message
Fix the "restart Outlook" PoliteMail loop with this Registry update. Upgrade to version 5.05.3570.3726 or follow our step-by-step Registry fix guide.
Font styling not holding
Fix Outlook 2016 font formatting issues with PoliteMail. Learn three proven methods to preserve font styles, colors, and sizes in your templates and emails.
Repairing your Outlook Data File
Fix Outlook crashes, hangs, or send errors in PoliteMail by repairing your Outlook data file using ScanPST or ScanOST. Step-by-step repair guide.
Graph instance not properly configured.
Fix the "Graph instance not properly configured" error in PoliteMail for M365. Learn how to resolve this issue by adjusting your browser pop-up settings today.
Clear or Flush Graph Tokens for New Login
Clear your PoliteMail Graph tokens quickly when permissions change. Learn how to disconnect and reconnect to Graph in seconds.
Enabling compatibility mode
Enable Outlook compatibility mode to fix display issues with PoliteMail. Learn why this setting matters and how to activate it manually or through prompts.
