Updated Articles

  1. How do I update to the latest version of PoliteMail?

    Users of PoliteMail Online or PoliteMail for Microsoft 365 will update automatically. For PoliteMail for the Desktop (Outlook Add-In), your Administrator needs to request an upgrade through contact the PoliteMail Support Team.   Once your Admin...
  2. Exporting Results / Metrics

    PoliteMail gives you the option to export your metrics to an Excel spreadsheet. You can export selected messages or all messages. You can also choose to export the message grid or export individual message metric results. To begin, go to Polit...
  3. How do I access a Calendar View for Scheduled Sends?

    Starting with version 5.2 of PoliteMail, you can view what other people are planning to send in the future with an Editorial Calendar!  You will see an icon to switch to Calendar View when viewing the list of Scheduled Sends.  This is a very vis...
  4. How can I see what other people are planning to send in the future?

    Starting with version 5.2 of PoliteMail, you can view what other people are planning to send in the future with an Editorial Calendar!  You will see an icon to switch to Calendar View when viewing the list of Scheduled Sends.  This is a very vis...
  5. How do I avoid sending competing messages from others to the same audience?

  6. Understanding Metrics

    The most common type of chart you will see when viewing a Metrics Report in version 5 is the pie chart. Each of these shows various metrics, defined in the glossary below. If you sent the message using Individual Measurement, you can click o...
  7. How long does the PoliteMail COM add-in take to load?

    The average delay load is 1 to 3 seconds for the PoliteMail COM add-in.  In addition, PoliteMail is placed in the 'Always Enable' list to prevent it from getting disabled by an automatic process in Outlook.
  8. What are the permissions needed for Microsoft Graph?

    Permissions for Microsoft Graph The permissions needed vary depending on whether or not you enable SSO and how you want List Expansion to be handled (Client-Side, Server-Side, or both).  Each possible configuration is outlined below.  You can...
  9. 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...
  10. Embedding a Video isn't working

    Video Troubleshooting Due to restrictions with COM Add-ins with Outlook for the Windows desktop, it is recommended to embed video using PoliteMail Online for a better experience. If embedding video in a PoliteMail message from the desktop vers...