New Articles

  1. What are the permissions needed for Microsoft Graph?

    Permissions for Microsoft Graph The permissions needed vary depending on whether or not you enable SSO and how you want List Expansion to be handled (Client-Side, Server-Side, or both).  Each possible configuration is outlined below.  You can...
  2. How do I setup the app manifest to install PoliteMail for M365 and New Outlook users?

    Deploying PoliteMail via Manifest for Outlook 365  Click the Apps button, then click the icon to open the Admin Center .  In the left panel, click Settings >  Integrated Apps . A list of integrated apps displays, with a list of currently ins...
  3. How do I narrow down the lists displayed on screen?

    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...
  4. How do I create a Template in PoliteMail?

    Creating a New Template Create a Brand Theme Your first step in creating a new template is to design your Brand Theme.  Click on Brand Themes and choose New .  Give your theme a name. You can also make it the Default for all templates, ...
  5. Account, From, Social Link, and Interactions Metrics

    In addition to metrics for a Message or Campaign, version 5 of PoliteMail also can provide metrics for several other components, shown below: Report Description Mailing List Shows the Reach, Readership, and Engagement broken...
  6. "Secured" vs "Shared" Content

    In version 5.0 of PoliteMail, both desktop as well as online, you have the option of making some content items, such as Images, Links, and Smart Attachments, Shared and/or Secured. In earlier versions of PoliteMail, a similar version of this f...
  7. How do I create a Brand Theme?

    Brand Themes can hold your organization’s specific font and colors, and apply them to any template. Brand themes can only be created in the PoliteMail Builder . Creating a Brand Theme Starting with Version 5.1 of PoliteMail, there is an all-...
  8. Using Personalization / Custom Fields in the Subject Line

    Your browser does not support HTML5 video. Because of how Outlook is structured, when you select a Custom Field for personalization, Outlook will insert it in the body of your email, and does not give you the option to insert it in the Subje...
  9. PoliteMail Administrator Guides

    Version 5 has new Documentation! The PoliteMail 5.0 Admin Guide.pdf covers the basic setup and usage of PoliteMail for an Administrator, such as setting up users, a list of all settings, importing lists, etc. The Admin Guide covers all interf...
  10. PoliteMail User Guides

    PoliteMail 5.3 User Guide.pdf This User Guide covers the basics and how to get started with PoliteMail for all interfaces: the desktop COM Add-In, PoliteMail Online, or PoliteMail for Microsoft 365. Older Versions PoliteMail 5.2 User Gui...