Updated Articles

  1. Setting up and Configuring the EWS Client

    If you are using PoliteMail version 4.954+, you can use Fallback Expansion instead. Please note that EWS Client and Graph Client are only used by PoliteMail for the Desktop; PoliteMail Online and 365 can only use the EWS and Graph Serv...
  2. How to Create Personal Access Tokens

    Personal Access Tokens (PATs) allow a PoliteMail user to delegate revocable permissions to other users for use with the PoliteMail API. PATs can be granted either to internal PoliteMail users, or external vendors or users. By using a PAT, a user...
  3. Exactly what information is processed and stored by PoliteMail?

    Data Processing and Storage by PoliteMail Download a PDF of this information here ! The data processed and stored by PoliteMail varies depending on the measurement mode used to send a measured message.  The table below provides a summary. ...
  4. 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...
  5. PoliteMail API Entity Directory

    PoliteMail API Entity Directory The API Directory is in the process of being updated; some endpoints listed may have changed or have been deprecated in version 5.0, and so you may encounter 404 or 500 errors.  In the interim, please contact Cus...
  6. Adding Video to a Message

    Adding Video to a Message PoliteMail provides a couple of ways to integrate video into your messages easily! Option One: Link to Video from an Image The most common way to add a video is to first insert an image of your choice from the Poli...
  7. Does PoliteMail work with the new Outlook?

    Yes!  Here's some more information: What is the New Outlook? You may have noticed or have even tried the new Outlook by clicking on the toggle in the upper right corner. The new Outlook is a completely different version of Outlook compared to ...
  8. From Management

    Starting with version 5.1 of PoliteMail, a new item has been added in the Account Settings called "Froms", which allows you to manage your From permissions  in a more intuitive and powerful way. The table lists all From email addresses and...
  9. Changing User Roles

    Please note that only Admins can perform this function, and only if SSO is NOT enabled.  If SSO is enabled, all user roles are pulled from the source; changes to users must be made at the source level (Entra ID, etc). If you want to change a ...
  10. How do I connect my PoliteMail data to an Excel file?

    Log in to your PoliteMail for Outlook or PoliteMail Online account. From Excel, open the PoliteMail Advanced Analytics Dashboard.xlsx file.  If you do not have this file, contact your friendly PoliteMail sales representative and they can...