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Home
Glossary
Considering PoliteMail
Where is PoliteMail located?
What kind of policy does PoliteMail have around AI?
What makes PoliteMail different?
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?
Get Security Info for Your Security Team
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?
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
Other Environments & Integrations
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?
Commlytics
What is the Influencer Score and how is it calculated?
What is Commlytics?
What are the permissions needed for 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
Prepare Internal Distribution Lists for PoliteMail
What are the system requirements for PoliteMail?
Hardware Requirements for BYOC by Employee Count
Server Requirements for On-Premises 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?
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?
Authentication
Authentication with Okta and SAML2
User Authentication with SAML and Entra ID
Why PoliteMail Requires Anonymous Auth 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
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?
Troubleshooting
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 Login
New
Enabling compatibility mode
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
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
Administrator Functions
PoliteMail Administrator Guides
How To Use List Expansion to Expand Distribution Lists
Switching between Multiple PoliteMail Accounts
What Happens When a Message Is Deleted?
Managing Users
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
Managing From Addresses
From Management
Create an Allowed List of Email Addresses
Setting Up Monitoring Multiple Inboxes
How do I delete a From address?
How do I change the Display Name for a From address?
New
Settings and Permissions
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
New
What do I need to do if I've exceeded my Recipient Limit?
New
PoliteMail Basics
Logging Into PoliteMail
I Can't Login or Connect to the PoliteMail Server
SSO vs. Password Authentication Login Check
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?
PoliteMail 101
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
Measurement Modes
How do I turn PoliteMail Measurement on?
How Does Measurement (Tracking) Work?
Understanding PoliteMail Measurement Modes
Remove Open Measurement for Mobile Text Sends
User Settings
Setting PoliteMail Preferences
PoliteMail Message Settings in a New Email
Email Notification for Large Broadcast Completion
Archiving Messages
Training & Support
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 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?
How do I clear my internet cache?
Do Column Settings Save Between Sessions?
How To Show, Hide, And Edit Columns in a Grid View
PoliteMail Editions
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
Creating & Sending a Message
Composing your Message
Adding Personalization
How does auto-hyphenation work in PoliteMail?
Message Hyphenation Differs from Preview
Open Visibility
Prevent Outlook from Auto-Embedding Images
Will my messages automatically save as I create them?
Regular Attachment Support
New
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
From, To, and Subject
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
Updated
Changing the Display Name for the From address
New
Layout
Maximum Message Width in Pixels
All Toolbar Buttons in PoliteMail Online
What does each button do in the floating toolbar?
Toolbar Buttons in PoliteMail Online v5.25
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
Fonts changing with pasted links
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
Sending a Message
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
Send Options
Send via Graph
Message Expiration
Override Word Count
PreFlight Test Send
Suppress Auto-Replies
Direct Replies To
Edit Preheader Text
Get Recipient Count
Speeding up delivery using Shared Mailboxes
Scheduled Sends
How do I update or delete a Scheduled Send?
How do I access a Calendar View for Scheduled Sends?
Deleting a Scheduled Send: Will It Still Go Out?
Scheduled Sending
Message Sensitivity
Messages stuck in Drafts
Save Options
New
Managing Recipients & Lists
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
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?
Get a Mailing List Subscription Link
Filtered Lists
How do I create a filtered list?
Filtered Lists in PoliteMail v5.1
What is a "regex"?
What does the Sync button do when viewing my Lists?
Unable to load group members error
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 Are Unprocessed Sends?
Click to in a web browser alerts
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
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
Brand Themes
Using Brand Themes
How do I make changes to a shared Brand Theme?
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!
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!
Unexpected Color Appears After Preview
Managing Content
Editing Brand Themes, Images, Links, Attachments
Saved Template Sections
"Secured" vs "Shared" Content
How to Delete Content
Images
Adding Images
Resizing Images
Accepted file types for Images and Smart Attachments
Improve Image Quality on Mobile Devices
Resolving Images that don't display
Feedback
Surveys
Why Thumbs Up/Down Opens 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
Using and Managing Smart Attachments
Accepted file types for Smart Attachments
Limit Smart Attachments to Internal Recipients
Can Smart Attachments Be Indexed by Search Engines?
Links
Using Links
User Links vs Saved Links
Characters to Avoid in Links, Images, Attachments
Change Link Color in PoliteMail for M365
How do I create or edit a link in PoliteMail Online?
Buttons
Using Buttons
How do I change the alignment of a button in PoliteMail?
Paragraphs
Using 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
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 Beefree
New
Exclusive Beefree Editor Features
Commenting in the Beefree Editor
Collaborative Editing
Dynamic Content
Multi-Language Templates
New
Beefree Troubleshooting
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 device
New
Measuring Results
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"
Metrics Reports
How do I open a previously sent message?
See Who Opened or Clicked a Link
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?
Updated
Metrics Calculations
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
Exporting & Updating Metrics
Updating Metrics Reports
Exporting Results / Metrics
Exported Column Definitions
Account-Level Metrics
Analytics Overview
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?
How do I pull send data using the API?
Home
Creating & Sending a Message
How to measure Outlook email & use PoliteMail features, including using Templates and the PoliteMail Builder.
Composing your Message
Sending a Message
Managing Recipients & Lists
Campaigns
Post-Send
Articles
PoliteMail is Unable to Add the Watch Folder at this time
If you receive an error message regarding a watch folder, it is usually related to a shared mailbox.
How to Clear the Global Address List (GAL) Cache
Learn how to clear the Global Address List (GAL) cache in Outlook.