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Entity Description: Contacts can be organized outside of mailing lists using category. Categories are assigned manually to individual contacts, or when selecting or importing a list or group of contacts. Properties Name Description ...
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Campaign is a group of similar email messages that have been sent with the ability to track the cumulative results of all the emails sent over time. (e.g. Monthly Newsletters, Weekly sales incentives, Marketing questionnaires, etc…). Email messages ...
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Created On: 08/15/2022
in Sending PoliteMail Templates Adding Content to a Template Next to the Template Sections under the Content tab are your saved Images, Links, Paragraphs, Smart Attachments, and Buttons. For an example, let’s work with Images. Clicking on the Images button will bring you to your...
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Created On: 08/15/2022
in Sending PoliteMail Templates Template Sharing You can share templates and content with the Groups you belong to. To read about how sharing works with Groups and among PoliteMail users, click here . When saving a new template, you can choose to share it by clicking on the S...
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Installing WebView2 with PoliteMail Webview2 is supported with PoliteMail version 4.958+ Install WebView2 Runtime Edit Registry on desired client Computer\HKEY_CURRENT_USER\Software\VB and VBA Program Settings\Salestream\Config Right Click C...
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Created On: 08/24/2022
in Upgrading PoliteMail version 5.0 is a free upgrade. You do not need to sign any new agreements and an Admin can request an upgrade at any time.
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Created On: 08/24/2022
in Upgrading Yes, the upgrade is available for both Cloud and on-premise customers. We have some more configuration options available with 5.0, which can be discussed during your scope call.
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Created On: 08/24/2022
in Upgrading Once your Admin requests an upgrade, a Customer Success Manager will reach out to you to schedule a scope call. During this scope call, we will discuss your upgrade options and how best to implement version 5.0. Once the upgrade begins, you can ex...
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Created On: 08/24/2022
in Upgrading Yes. You will receive a notification that your desktop application needs to be updated.