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  1. PoliteMail Best Practices

    Clearing Your Cache If you're experiencing any unusual behavior or slow load times, try resetting your cache. If you're being directed to the old Knowledge Base site, reset your cache . Message size considerations Smaller messages send...
  2. Is PoliteMail Compatible With A Mac?

    PoliteMail Online will work on a Mac, as well as PoliteMail for Microsoft 365 and the new Outlook, since these are both online.   PoliteMail for the Desktop requires the Windows desktop version of Office. Microsoft does not support any add-i...
  3. How can I remove Measurement for a specific link or smart attachment?

    This same process also works for Smart Attachments. If you would like to enable PoliteMail tracking on a message, but would like certain links to NOT be tracked, simply add ?notrack=true  to the end of the URL. After you’ve inserted...
  4. HTML Personalization Via Importing a Custom Field

    Click here for version 4.9 instructions. Enable HTML Personalization PoliteMail gives you the option to import a customized field with HTML code from a .csv file and have this field appear as a Personalization option in your PoliteMail email m...
  5. How To Use the Template Builder PoliteMail Versions 4.7 - 4.9

    This procedure applies to PoliteMail versions 4.7 to 4.9.  Information on using the PoliteMail Builder in versions 4.94 to 5.0 may be found here . To access the Template Builder and all of the features that come with it, open a new email in...
  6. Creating Groups

    The concepts of Regions and Business Groups provide an additional level of control and organization for your content. Region and Business Group organization limits the scope of the sharing, such that only users within the same Region and/or Busi...
  7. Campaigns and Campaign Metrics

    Campaigns are a great way to group messages, providing you with key insights and the ability to measure metrics over time.  For example, if you have multiple newsletters that you want to keep organized together, you can place them in a Camp...
  8. How are the different Read Rates on the Metrics Report calculated?

    Below are descriptions of all the read rates, although they appear in different places on the metrics report. Note that any email viewed in the Outlook preview pane is also considered an open. Ignored = Any opened email for less than 3 secon...
  9. Checking Your Audience Size

    Get Recipient Count You can check your audience size by verifying the total number of recipients included.  Like the Preflight Test Send, this is a great tool to check before sending a measured email.  To check the recipient count of ...
  10. Changing the Logo on the Survey or Poll Page

    This function can be done by Admins only. When a user answers a survey or poll question, they will be brought to a separate page to view the results. You can modify this page with your company's logo or any other image. This is an Admin-onl...