Popular Articles

  1. My images show as the wrong size or are not lining up

    Are recipients sending you screen shots of poorly laid-out emails, when you know you sent them correctly? Verify You're Not Using a Previously Sent Template First, make sure you are not using a previously sent template including a forwarded emai...
  2. Can I start work in the Online version and then continue in the Desktop version? Updated

    Yes, you can work between the different interfaces. You just have to make sure you save works in progress, like a Template or Draft, before opening them in a different interface. One exception to this is if you are using the Beefree Editor . ...
  3. How do the new Filtered Lists work in version 5.1 of PoliteMail?

    Enhanced Filtered Lists If you have many people or lists in PoliteMail, creating a list that filters exactly the people you want can be a challenge. Currently, you are limited to filtering only on custom fields, such as “Region” or “Location”, ...
  4. Images are not displaying on mobile devices. How do I prevent Outlook from automatically embedding them?

    First, make sure you are using PoliteMail’s Add Image feature. This will place your images into your email as an HTML reference, instead of embedding them.  If, despite using the PoliteMail > Add Image command, the images are still showing up a...
  5.  Using the PoliteMail Connector on Microsoft Power Automate

    What is Power Automate? Microsoft Power Automate is a Microsoft 365 application that allows users to create automated, event-driven work processes across several different applications. PoliteMail now includes a Flow Connector, so you may automa...
  6. Geographic Location Data

    PoliteMail will convert recipient IP address information into geographic data, so you may view a map of your open and click interactions. This map view enables drill-down to a state-level view (city-level view in Version 4.9x ). To see the...
  7. Changing User Roles

    Please note that only Admins can perform this function, and only if SSO is NOT enabled.  If SSO is enabled, all user roles are pulled from the source; changes to users must be made at the source level (Entra ID, etc). If you want to change a ...
  8.  Using the Social Advocacy Feature

    Your browser does not support HTML5 video. What is Social Advocacy? PoliteMail’s Social Advocacy Feature allows users to add a block of social media icons to messages composed in PoliteMail so recipients can share stories to their own personal...
  9. My Shared Mailbox is not working in PoliteMail

    Please note that if you have multiple shared mailboxes, such as "hr@company.com" as well as "communications@company.com" in addition to your own, you will need to be logged in to all email accounts for From permissions to work.  Otherwise, your em...
  10. Where can I find the CSR Form?