Updated Articles

  1. Message has disappeared or not sending

    Your email has disappeared or has never been sent out! There could be a number of reasons why this has happened, so here are a few steps to try before you contact support. These steps can also be performed if you are having difficulties sending a ...
  2. What will the overall upgrade process look like?

    Once your Admin requests an upgrade, a Customer Success Manager will reach out to you to schedule a scope call. During this scope call, we will discuss your upgrade options and how best to implement version 5.0.  Once the upgrade begins, you c...
  3. What is Flight School?

    Flight School Flight School is a great new way to receive training on the basics of PoliteMail so that you can make the most of what PoliteMail offers.  It's online, available at any time, and works on any device! Enrollment When you up...
  4. Can I send Adaptive / Actionable Cards in a message to a shared mailbox?

    According to Microsoft, adaptive or actionable cards must be sent to an individual and not a group.  In addition, the recipient must have an account with Outlook.com or Exchange Online.  Since a shared mailbox is treated as a group, Adap...
  5. How do I toggle from PoliteMail 365 to PoliteMail Online?

    Because there is more functionality in PoliteMail Online versus PoliteMail for Microsoft 365, there may be times when you want quickly switch from 365 to PoliteMail Online. To do so, click on the ≡ button in the top left corner of the Polite...
  6.  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. ...
  7. Using the BCC Field in PoliteMail

    When sending tracked messages using PoliteMail, it is not necessary to use the Bcc field for your recipients. Each recipient will get his/her own copy of the message addressed only to him/herself, even if they are on multiple distribution lists. No...
  8. Can I recall an email?

    Unfortunately, the recall function does not work with PoliteMail as the way sending is performed is completely different than how that function operates. To "recall" a message you will need to stop mail flow and clear the emails out of t...
  9. PoliteMail Interactions

    In PoliteMail 5.0, the PoliteMail Panel is called "Interactions."  You can monitor how many people are opening your email in near real-time, as well as get information such as Response type from your recipients and what kind of a...
  10. Does PoliteMail Work With Microsoft 365 Hosted Exchange?

    Yes!  The latest version of PoliteMail is available via Microsoft 365 (Outlook.com) as well as through PoliteMail Online. PoliteMail Server will require an Exchange Service Account, with adequate permission levels to request members of the dis...