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Created On: 07/03/2019
in Managing Lists
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 ...
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Created On: 07/03/2019
in User Administration
The concepts of sharing and ownership allow you to control who can see and use the email templates you create or content you import such as images or Smart Attachments. Understanding Ownership By default, the user who creates the content is the...
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Created On: 07/03/2019
in User Administration
User Type defines the level of access and sharing the user has within the system. There are four types: SysAdmin Admin Manager User Users All All Region/Business Self only Lists All All Region/Business Self only...
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Created On: 06/27/2019
Your browser does not support HTML5 video. If you are experiencing technical issues with your PoliteMail account, please reach out to our technical support team. PoliteMail for the Outlook Desktop: In your main PoliteMail tab, click ...
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Created On: 06/27/2019
in Managing Content
The following types of files can be added to a tracked / measured message using the PoliteMail Add Image and Smart Attachment functions. bmp csv doc docx emz gif* gz ics jpeg jpg msg otf pdf png ppt pptx rtf svg txt vcs v...
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Created On: 06/27/2019
in User Administration
To perform any of these tasks, you must have Admin privileges. If you are not an Admin, please contact your local PoliteMail Administrator for assistance. Verify your Licenses To add, delete, or migrate a user there are a few simple steps to f...
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When you open a New Email in Outlook, you will be presented with a PoliteMail button from which you can apply several functions. If you are using PoliteMail online, these settings will be located horizontally in the toolbar under the subj...
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If you are using PoliteMail version 4.91+ click here .
Once PoliteMail is installed, the server connections need to be adjusted. This will allow for the most seamless use of the application. A temporary password will be emailed to you as w...
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To repair a damaged PoliteMail client, run the client.exe of the version you have installed. You will find this link in the Welcome email you received from PoliteMail. After clicking this link, choose Run. You will then be brought to the InstallS...
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Created On: 07/15/2019
in Troubleshooting Outlook
Custom coding HTML pages to send via Outlook is NOT the same as coding a web page.
Rules of the road for coding HTML pages to send in Outlook:
First, understand that sending an HTML page to Outlook, is not the same as sending an HTML page f...