New Articles

  1. Deleting and Removing Contacts

    As a best practice, we recommend that the contact is no longer actively collecting metrics before you delete it. Once you delete a contact, you lose all metrics that contact has collected. Removing a contact will delete that contact from a sin...
  2. Creating the Admin User

    This procedure is for On-Premise clients only. If you are a Cloud customer, your initial Administrator will be created by our team upon implementation. Once PoliteMail Server is installed and configured, you will need to create the initial Admin...
  3. Exporting and Deleting Undeliverables

    To view your list of all undeliverables, select  POLITEMAIL> Lists > Undeliverable. PoliteMail manages undeliverable email for you automatically. It removes any undeliverable messages from your Inbox, places them into the Undeliver...
  4. Exporting Contacts

    Go to PoliteMail > Lists > Mailing Lists. Double-click on the mailing list you want to export the contacts from. Now go to Actions > Export All. By default, PoliteMail will export everything that is displayed on t...
  5. Changing User Roles

    Please note that only Admins can perform this function. If you want to change a user's role (Administrator, Manager, User) go to POLITEMAIL > Account  > Users . Select the user's name to open the Edit User window. Under ...
  6. Mailing List not listed in menu

    Due to a limitation within Outlook, the Mailing list pull-down menu can only display 999 results. If there are 1000 lists loaded into the content library, the Mailing List pull-down menu will appear blank. Clearing some lesser used items out of your...
  7. Creating Follow-Up Mailing Lists

    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 di...
  8. Assigning a Category to a Contact

    PoliteMail gives you the option to assign a Category to your contacts. You can either assign a Category when you import a mailing list, or edit it from the Contacts tab. Categories are accessed by going to PoliteMail > Settings > Cate...
  9. My Mailing List Name Won’t Validate in the To: Field

    When sending to PoliteMail Mailings lists, or local Outlook distribution groups, Outlook utilizes it’s Address Book service to validate the list and access members of the list. When a list goes into the Outlook To: field, it should appear lik...
  10. How To Control Who Can Send to a Distribution Group

    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...