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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
- How do I find my PoliteMail logs?New
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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?
- 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 for classic vs new Outlook vs PoliteMail Online
- 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?
- Feature availability for On-Premises installations
- 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 Support
- 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
- Saving a Message as a Draft
- PDF Export
- How does auto-hyphenation work in PoliteMail?
- Message Hyphenation Differs from Preview
- Open Visibility
- 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 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?Updated
- Subject Suggester
- Ai/B Testing
- How does the From address display when I send a message?
- 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
- Save OptionsUpdated
- 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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- 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
- See Other Users' Planned Future Sends
- Messages stuck in Drafts
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- Two-Way Entra ID SyncronizationUpdated
- 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?
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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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- 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 Beefree
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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 with PoliteMail for the Desktop
- Rounded corners not displaying on mobile device
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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
Filtered Lists
Articles
How do I create a filtered list? Updated
Learn to create filtered contact lists in PoliteMail using custom fields for smarter, targeted email communications.
What is a "regex"?
Regex is an abbreviated term for "regular expressions", and is a standardized set of text that can help you find what you're looking for quickly.
What does the Sync button do when viewing my Lists?
The Sync button updates contents of a Filtered List on demand if a custom field value in a Filtered List is changed.
