-
- Where is PoliteMail located?
- What kind of policy does PoliteMail have around AI?Updated
-
- How do I update to the latest version of PoliteMail?
- Is a new Agreement needed to upgrade?
- Will older email reports migrate to the latest version?
- Does PoliteMail support dynamic distribution lists?
- WebView2 (Chromium)
- Where can I find a list of PoliteMail features by version?
- Where can I get detailed security information to provide to our Security team for review?
- What happens if I don't request an upgrade?
- Will Metrics change if I upgrade?
-
-
- How do I access the PoliteMail Sandbox?
- What is the PoliteMail Sandbox?
- Which Versions of Outlook Does PoliteMail Support?
- What are the capabilities of the PoliteMail Sandbox?
- Exactly what information is processed and stored by PoliteMail?
- Does PoliteMail work with the new Outlook?
- How long does the PoliteMail COM add-in take to load?
- What is the difference between Simple Implementation and Technical Implementation?
- PoliteMail Free Trial vs. PoliteMail Pilot Program
-
- Using the PoliteMail Connector on Microsoft Power Automate
- Using PoliteMail with Translator for Outlook To Display Messages in Multiple Languages
- Using Microsoft Stream with PoliteMail
- How does Copilot work with PoliteMail?
- Does PoliteMail Work With Microsoft 365 Hosted Exchange?
- Is PoliteMail Compatible With A Mac?
- Does PoliteMail work with MAPI?
- Will PoliteMail Work in Citrix Environments?
- Is PoliteMail compliant with CASL?
- How does PoliteMail work with security appliances like Mimecast or Proofpoint?
- Does PoliteMail support WS Fed?
-
-
- What do I need to do to prepare our internal distribution lists for use in PoliteMail?
- What are the system requirements for PoliteMail?
- Where can I find hardware requirements for a BYOC implementation based on number of employees?
- What are the server requirements for On-Premises installations of PoliteMail?
-
- How do I install PoliteMail?
- How do I install a modern Add-in using a URL?
- How can I perform an ALLUSERS install?
- How do I setup the app manifest to install PoliteMail for M365 and New Outlook users?
- PoliteMail Server License Installation Guide
- How do I perform the Simple Implementation of PoliteMail?
- How do I run the PoliteMail Prereq Script To Prepare For Installation
- How To Add The PoliteMail Server To Your Trusted Zones
- How do I create a Safe Links exception for PoliteMail?
- How do I fill out the CSR Form for a Branded Hostname?
- Where can I find the CSR Form?
- How do I uninstall PoliteMail?
-
- PoliteMail API Entity Directory
- Download PoliteMail's Free API List Comparison Tool
- About the PoliteMail API
- Getting Connected to the PoliteMail API
- API / Business
- API/Contact
- API/Assign a Contact to a PoliteMail List
- API / UserType
- API / UserProfile
- API / User
- API / TemplateTheme
- API / Template
- API / SurveyQuestion
- Does PoliteMail Version 5 have any enhancements to the API?
- API / SurveyAnswer
- API / SurveyAllowedAnswer
- API / Survey
- API / Stage
- API / SocialMediaLink
- API / SocialMediaClick
- API / SmartAttachment
- API / SentMessage
- API / ScheduledSend
- API / Report
- API / Region
- API / Read
- API / Paragraph
- API / OptOut
- API / OptIn
- API / Message
- API / Location
- API / List
- API / Link
- API / Image
- API / GroupLabel
- API / Event
- API / Email
- API / DeviceCount
- API / Device
- API / CustomField
- API / ContactRead
- API / ContactClick
- API / Click
- API / Category
- API / Campaign
- Using the API with Message Tagging
- How can I connect PoliteMail data to PowerBI?
- What are the Graph API URL paths used by PoliteMail?
-
- Using the InstallShield Wizard to Repair the PoliteMail Client
- Reverse Proxy Configuration for Mobile Data Collection – On Premise Server Implementations
- Errors When Adding Multiple Accounts
- Email Distribution Not Sending With A Hybrid Exchange On-Premise And Office 365 Implementation
- I am getting an invalid credential error, what do I do to fix this?
- Configuring Internet Email Accounts (Gmail, Yahoo, Hotmail) in Outlook
- How to Set Your Send-To Permissions on Exchange and Office365
- I'm being prompted for a Sender ID. What is it, and how do I get one?
- How do I update the Graph secret?
- "To use PoliteMail, you must restart Outlook" message
- Font styling not holding
- Repairing your Outlook Data File
-
- Setting up and Configuring the EWS Client
- Using Exchange Web Services (EWS) Cache for Fast Expand
- What are the permissions needed for Microsoft Graph?
- How to set-up an Exchange Service Account
- Installing WebView2
- How do I give PoliteMail access to my Azure Resource Group to implement a BYOC deployment?
- When configuring Microsoft Graph and SSO, do we need to enable public client flows?
- Where can I find the needed permissions for various list handling methods?
- How Do I Connect The PoliteMail Server To My Exchange Server?
- Amazon SES for External Sending with PoliteMail
-
-
- PoliteMail Administrator Guides
- How To Use List Expansion to Expand Distribution Lists
- Switching between Multiple PoliteMail Accounts
- What exactly happens when a message is deleted, and can I get it back?
-
- PoliteMail User Roles
- Creating the Admin User
- Changing User Roles
- Adding, Replacing, Migrating, and Deleting Users
- Creating Groups
- How do I send an email from a different or shared email address?
- How do I transfer data to a new user without losing information?
- Sharing PoliteMail Templates and Content with Groups or Unassigned
- How to Unlock Users
- Resetting Passwords
- Will select users have access to see stats for all email sends without making them an Admin?
- What does it mean if a User is marked Inactive?
- How can I move a user from one PoliteMail tenant to another?
-
- Segmentation Settings
- What does the Auto Refresh toggle do?
- Can we limit the measurement modes people can use in PoliteMail Online?
- How to Enable and Disable O365 Measurement
- How to Create Custom Fields
- How to Use Message Tagging
- How do I turn Opt-Out on or off?
- How to Create Personal Access Tokens
- How To Control Who Can Send to a Distribution Group
- What are the settings for System Admins?
- How do I use Tags or Tag Groups in PoliteMail?
- How can I tell if an Item already has tags?
-
-
- I Can't Login or Connect to the PoliteMail Server
- Am I Logging On to PoliteMail with Single Sign-On or Password Authentication?
- How Do I Reset My Password?
- How do I update my password?
- How do I get started and log into PoliteMail?
- What is my host name to log into PoliteMail?
- What browsers does PoliteMail work on?
-
- What version of PoliteMail do I have?
- Can I start work in the Online version and then continue in the Desktop version?
- What is the difference between PoliteMail for the Desktop, Online, and 365?
- What edition of PoliteMail am I using?
- Does drag and drop work with PoliteMail for M365?
- Is PoliteMail Online built on SharePoint Online? They look similar.
- Who is my Administrator?
- How Do I Disable The PoliteMail Add-in?
- How can I quickly switch between PoliteMail for M365 and PoliteMail Online?
- Can I access PoliteMail from this Knowledge Base?
- What is the difference between a COM Add-In and an Outlook/Modern Add-In?
-
- PoliteMail Best Practices
- Do all users get access to the VIP lounge, or is this just for Admins only?
- Quick Start Guide for PoliteMail Version 5
- PoliteMail has disappeared!
- How do IP addresses work?
- PoliteMail Buttons Not Working
- Why can't I use Rich Text Formatting (RTF)?
- PoliteMail User Guides
- PoliteMail Ideas Portal
- Contact PoliteMail Support
- What is Flight School?
- How do I log in or reset my password for Flight School?
- What courses can I sign up for on the public training calendar?
- How do I clear my internet cache?
- Do column settings save, or do you have to adjust each time?
- How To Show, Hide, And Edit Columns in a Grid View
-
- If I send through PoliteMail Online, will the results from that email show in an older Outlook desktop results view?
- How do I get PoliteMail Online and PoliteMail365?
- Is the Online version backwards compatible with the Desktop version?
- Are all features available for on-premise clients? Would PoliteMail online work if the PoliteMail server is on-prem?
- Is the Desktop edition updated when PoliteMail online is updated?
- Do existing customers have immediate access PoliteMail online upon release?
- Can we remove the desktop add in after we upgrade?
- Does Outlook for the desktop really still use Internet Explorer?
- Using PoliteMail Filters
-
-
-
- Adding Personalization
- How does auto-hyphenation work in PoliteMail?
- My message hyphenations are in a different spot when I view the message!
- Open Visibility
- How do I prevent Outlook from automatically embedding images?
- Will my messages automatically save as I create them?
- How can I remove Measurement for a specific link or smart attachment?
- Integrating Web Analytics Tracking Tools
- Sending Outlook File Attachments
- Can I use simpler links in PoliteMail like I do in Outlook?
- How can I add a space that will not create a line break?
- How do I make a link at the top of a message to another part of the same message?
- Social Advocacy
- How can I tell how large my message size is?
-
- Saving a Message as a Draft
- How do I send from a different email address?
- How to Send PoliteMail with Aggregate Measurement Through the Outbox
- How to Use Send Progress Notifications to Get Updates On Large Sends
- Can I resend an email to only those who haven't opened a message the first time?
- What do the different Send Statuses mean?
- Can I send Adaptive / Actionable Cards in a message to a shared mailbox?
- Exporting and Deleting Undeliverables
- How can I send a "Do Not Reply" broadcast email using PoliteMail?
- How do I save a sent Message as a PDF?
- What is the difference between sending via the PoliteMail Server versus via Outbox?
- Sending From Another Email Address when Using Aggregate Measurement Mode
- How can I speed up sending to large lists with Aggregate Measurement?
- Stopping an Email Message in Progress
- How do I avoid sending competing messages from others to the same audience?
- Recalling a Sent Message
- How does the From address display when I send a message?
- How can I see what other people are planning to send in the future?
-
- Two-Way Entra ID Syncronization
- Exporting Mailing Lists
- Creating Follow-Up Mailing Lists
- Changing Multiple Fields in a List
- Deleting a List
- Can I synchronize a PoliteMail contact list with Azure Entra ID?
- How do I narrow down the lists displayed on screen?
- List Operations
- How do I create a list from a .csv file?Updated
- PoliteMail is Unable to Add the Watch Folder at this time
- How to Clear the Global Address List (GAL) Cache
-
-
- How to Use the PoliteMail Builder
- PoliteMail Builder Version 5.1 for PoliteMail OnlineUpdated
- What's changed in the new PoliteMail Builder?
- Using Earlier Versions of the PoliteMail Builder
- Best Practices for The PoliteMail Builder
-
- Creating a Template
- Adding Content to a Template
- Deleting Older or Unused Templates
- PoliteMail Template Image Sizes
- How do I Import my own HTML file to make a Template?
- Are there any PageWorthy sample templates?
- How do I share a template with other users?
- What happens if I use a Template with missing content items?
- Are recipients or From addresses included when I save a Template?
- Copying and Pasting from Word looks bad!
-
- Does PoliteMail work with third-party template providers such as Beefree?
- SVG files are not displaying when sending with Beefree
- Is there a Quick Start Guide for using Beefree with PoliteMail?
- Known Issues with Beefree in PoliteMailUpdated
- Stock images are not displaying in Beefree
- How can I tell if a Template was made with the PoliteMail Builder or with Beefree?
- I use a GPO to allow the automatic download of images in Outlook. How do I get that to work in Beefree?
- How do I create and use Smart Attachments in Beefree?
- How do I create PoliteMail Links in Beefree?
- How can I use an image from the PoliteMail Builder in Beefree?New
-
- What are all the ways you can generate reports in PoliteMail?
- Comparison Metrics
- Campaign Metrics
- Social Link Measurement
- Account, From, Social Link, and Interactions Metrics
- Can PoliteMail leverage attributes in Azure AD that can break down measurements by departments in a company?
- What happens to Measurement if recipients are blocking images?
- How does Measurement work when sending an email to multiple time zones?
- From Metrics Display as "Hidden"
-
- How do I open a previously sent message?
- How can I tell who has (or hasn't) opened or clicked a link in my message?
-
- Are feedback likes included in the click through rate/engagement?
- Can PoliteMail track people who have forwarded a message?
- What time zone is the Total Read Time by Hour of Day in?
- How does PoliteMail calculate Reading Time and Grade Level in Metrics Reports?
- How are the different Read Rates on the Metrics Report calculated?
- How are Read Rate and Engaged Read Rate calculated?
- Can Open Rate be over 100 percent?
- What is a skimmed email?
- What is considered an Ignored Email?
- How exactly is Engagement Rate calculated on a Metrics Report?
- What is a Page View?
- Can Read Time or Grade Level be adjusted?
- Is average read time calculated differently between mobile and desktop devices?
Popular Articles
-
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 ... -
How can I connect PoliteMail data to PowerBI?
Learn how to connect your PoliteMail data to PowerBI or Excel via API in just a few steps. Access real-time measurement data and create custom dashboards. -
How do Opt-In, Opt-Out, and Subscriptions work?
Last Updated: 12/04/2025 in Creating & Sending a Message Managing Recipients & Lists Opt-In and Opt-OutLearn how to set up subscription lists, customize opt-in/opt-out windows, and manage recipient preferences in PoliteMail to comply with email marketing laws. -
How do I Import my own HTML file to make a Template?
Import custom HTML templates into PoliteMail or Outlook, edit in the email body, and save for future use—no Builder required. -
Ai/B Testing
Use PoliteMail's Ai/B feature to improve your email subject lines. Get AI-recommended alternatives or compare two subject lines to predict which will drive more opens. -
Links
Save, manage, and measure links in PoliteMail. Learn how to create reusable links, share them with teams, and track click‑through metrics across messages. -
Suppress Auto-Replies Updated
Learn how to use PoliteMail’s Suppress Auto-Replies feature to reduce mailbox congestion by blocking out-of-office replies, auto-responses, and soft bounce reports in both Outlook for the Desktop and PoliteMail Online. -
What is the difference between a COM Add-In and an Outlook/Modern Add-In?
Compare COM Add-Ins and Outlook (Modern) Add-Ins for Outlook: discover how traditional Windows-specific plugins differ from modern web-based add-ins in compatibility, integration, and installation. -
Adding Personalization
Learn how to personalize PoliteMail messages with custom fields like First Name or Company. Discover formatting tips, data requirements, and Outlook limitations for subject line personalization. -
Sharing PoliteMail Templates and Content with Groups or Unassigned
Learn how to control email template sharing and ownership in PoliteMail. Manage user permissions, group access, and content visibility settings.
