Popular Articles

  1.  How do I change, edit, disable, or delete a scheduled message?

    Accessing and Editing a Scheduled Message Your browser does not support HTML5 video. Select  the PoliteMail tab within your Outlook window. Select  Campaigns > Scheduled Sends.  Click the desired Scheduled Message.  Version 5.0:    C...
  2. What's changed in the new PoliteMail Builder? Updated

    The PoliteMail Builder, available in version 5.10 and later, has been redesigned from the ground up to be more intuitive, convenient, and powerful than ever.  Refer to this article for more details! More visual, organized user interface! Orga...
  3. How does the new PoliteMail Builder work?

    Introducing the new PoliteMail Builder! What's New? More visual layout for easier use Adding content items has been moved under the Build a Template section. Social media icons have moved to be a standalone content item instead of being und...
  4. My message keeps going to the Drafts folder

    If you are having problems sending an email tracked, where after you click Send the message goes into the Drafts folder, the PoliteMail send process has failed. The Drafts folder is located in the Folder Pane on the left hand side of Outlook. C...
  5. Setting PoliteMail Preferences

    With version 5.x of PoliteMail, Admins can set Global Preferences and lock them by using the padlock and globe icon next to the setting.   Clicking the globe applies the setting to every user on the account by default. Clicking the padloc...
  6. 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 Campaign ...
  7. Can I synchronize a PoliteMail contact list with Azure Entra ID?

    Syncing a PoliteMail Contact List with Azure AD Group Syncronym ® from PoliteMail is a service that connects your lists of current contacts, such as from a Human Resources Information System (HRIS) or Azure Entra ID (Entra ID), and synchronizes th...
  8. How can I connect PoliteMail data to PowerBI?

    Connecting to PoliteMail Data via the API PoliteMail can provide you with a starting PowerBI or Excel file to get you started on connecting to your PoliteMail data via the Application Protocol Interface (API). With a few steps, you can connect you...
  9. PoliteMail User Guides

    PoliteMail 5.2 User Guide.pdf This User Guide covers the basics of using PoliteMail for all interfaces: the desktop COM Add-In, PoliteMail Online, or PoliteMail for Microsoft 365. Older Versions PoliteMail User Guide v.5.0 PoliteMail ...
  10. How to Edit the Preheader Text in an Email Preview

    The information below applies to PoliteMail version 4.50 or earlier.  Click here for how to edit the preheader text in newer versions of PoliteMail. The preheader text is the text that is displayed under the subject line in an email preview,...