Managing Lists

PoliteMail  will send measured messages to any current mailing lists you have in your Exchange environment. However,  you may want to  create additional lists that are not in Outlook .   PoliteMail  gives you the ability t...

Narrowing Down a List If you need to narrow down the lists displayed, there are a few options. You can filter the lists to only show lists that have been created by you or a particular user. Click the arrow next to Owner. Version 5.0:   Click...

Filters are a search parameters that are used to generate a list of contacts. By using Filters, you can quickly create and manage groups of contacts. For example, you could create a list of contacts that are grouped by manager. Alternatively, you ...

PoliteMail gives you the option to export Mailing Lists to an Excel spreadsheet. From the POLITEMAIL tab , choose Mailing Lists. Select the list you want to export by clicking on it. You can hold down the CTRL key to select multiple lists.  ...

Please select your PoliteMail version: PoliteMail 4.9 | PoliteMail 5.0 or PoliteMail online PoliteMail 5.0/PoliteMail online Sharing a mailing list will make it available to all users, or will adhere to Group permissions if your com...

To delete a mailing list, go to POLITEMAIL > Lists > Mailing Lists . Check the bubble next to the list you wish to delete and click the 'Delete' button (The 'X' in version 4.9x ). You will now be given a warning asking if you are sure...

Custom Fields can be used for further Personalization options. You can either add custom fields in PoliteMail, or import them from a CSV file when creating a mailing list. It is recommended to set up your custom fields in PoliteMail befor...

If using Individual Measurement Mode, you can create follow-up mailing lists. Select the  Results button for the email that you want to create a follow-up list for. Let’s say you want to send a follow-up email to the recipients who didn’t open t...

To handle large Distribution Lists: You could hide these lists from the Global Address Lists, but synchronize them using Syncronym, and just the PoliteMail users would have access to these lists (and be able to create their own targeted lists), us...

Enhanced Filtered Lists If you have many people or lists in PoliteMail, creating a list that filters exactly the people you want can be a challenge. Currently, you are limited to filtering only on custom fields, such as “Region” or “Location”, ...

PoliteMail provides you with several tools to organize your lists. Please be advised that these only apply to PoliteMail lists . Click Lists > Mailing Lists from the PoliteMail toolbar. Select/check the list name(s) you want to work with. Us...

This feature applies to version 4.8 and under.  For versions 4.9 and up, please refer to this article on Subscriptions . Using the Opt-In Feature in PoliteMail gives the recipient the choice to continue receiving emails from you. Every Mailing L...

The Bulk Update feature in PoliteMail allows you to choose multiple columns within a List and add or change them to one common value. This allows for quick editing within Lists. 1.  Go to  POLITEMAIL > Lists >  Mailing Lists 2.  Click on the...

For Syncronym users, you can create a mailing list based off of the custom fields your Administrator has designated. Go to PoliteMail > Lists > Mailing Lists Select the list you want to filter. Then go to New > Filtered List .  A window app...

If an email message you want ends up in your spam folder by mistake, you can prevent that from happening again by adding the sender's email address or email domain to your Outlook whitelist. In Outlook 2010+ , from the Home tab click Junk, the Ju...

This feature applies to Version 4.9 and under.  For versions 4.9.1 and up, please refer to the article on Subscriptions . The opt-out feature removes the contact from ALL  mailing lists.  Customizing Your Opt-Out Page It’s a good idea to begi...

Sending to Large Lists with Aggregate Measurement The process below will skip list expansion and send a single email to the SMTP endpoint.   For large lists this will result in the message being delivered faster than if it was sent using individ...

Syncing a PoliteMail Contact List with Azure AD Group Syncronym ® from PoliteMail is a service that connects your lists of current contacts, such as from a Human Resources Information System (HRIS) or Azure Entra ID (Entra ID), and synchronizes th...

Your browser does not support HTML5 video. What's the Difference? It's important to know that Subscribe vs Opt-In, as well as Unsubscribe vs Opt-Out, are slightly different: Subscribing   allows the recipient to join any Mailing Lists y...

Allowing a User to Opt In While you can always add an opt-out footer to your messages and customize it so that users can opt in as well, users who have opted out already will not receive those messages.  In addition, you may want to provide use...

Getting a Subscription URL to Share Getting a Subscription link allows you to send it to recipients in any message, even outside of PoliteMail or on messaging platforms such as Teams or Slack. Go to PoliteMail > Account  ( Settings  in v4.9 ) ...

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.  For example, /w typically means to match character from A-Z or 0-9, in upper or lower case, while ^nst...

If a custom field value in a Filtered List is changed, it might not be reflected in the Filtered List membership right away.  To address this, you can click the Sync button to update the counts on demand. Once clicked, PoliteMail will displa...