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This applies to PoliteMail v. 4.5 - 4.8. For v.4.9+, you can use the Appointment Tracking feature. To insert an Outlook calendar Meeting invite as a Smart Attachment: Open your Outlook Calendar > New Meeting . Add all details...
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When you open a New Email in Outlook, you will be presented with a PoliteMail button from which you can apply several functions. If you are using PoliteMail online, these settings will be located horizontally in the toolbar under the subj...
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What is Open Visibility? Open Visibility is another feature added to PoliteMail’s suite of Feedback options. Open Visibility allows your recipients to see interaction data in near real-time, including page views, read time, mobile opens and...
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Message Tagging Message Tagging is primarily used to sort and organize message results. You can then get metrics for messages sorted by Message Tagging. You can search and filter by a tag, and you can be automatically reminded to tag messages bef...
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Last Updated: 07/10/2023
in Managing Content PoliteMail's feedback options include Open Visibility, ratings, and questions for simple polls. This article will discuss the rating, yes no maybe, and multiple choice options. If you get an error saying "open visibility is not su...
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There are two ways to log in to PoliteMail. Your IT department will choose the one that best fits your organization's needs upon implementation. The two options are Password Authentication and Single Sign-On options through an already establis...
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Finding Your PoliteMail Version
PoliteMail 5.0/PoliteMail Online Go to POLITEMAIL > Account > Account. The version number will be the first account setting listed. PoliteMail 4.9 Go to POLITEMAIL > Request ...
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This function can be done by Admins only. When a user answers a survey or poll question, they will be brought to a separate page to view the results. You can modify this page with your company's logo or any other image. This is an Admin-onl...
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To send to a mobile device in PoliteMail 5.0, you can either add the numbers manually to the To: field, or create a new distribution list with the recipients’ phone numbers and their service providers. In PoliteMail version 4.9, a distribu...
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Last Updated: 07/10/2023
in Troubleshooting Metrics A known issue in PoliteMail 4.8 is the inability to export some metrics from the Metrics report. This issue is currently being addressed and will be fixed upon the new release in PoliteMail 4.9. There is a workaround to export the metrics if needed...