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- Where is PoliteMail located?
- What kind of policy does PoliteMail have around AI?
- What makes PoliteMail different?
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- 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)
- PoliteMail features by versionUpdated
- Get Security Info for Your Security Team
- What happens if I don't request an upgrade?
- Will Metrics change if I upgrade?
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- 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?
- What Information Does PoliteMail Store?
- Does PoliteMail work with the new Outlook?
- How long does the PoliteMail COM add-in take to load?
- PoliteMail Free Trial vs. PoliteMail Pilot Program
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- Using the PoliteMail Connector on Microsoft Power Automate
- Use Translator for Outlook with PoliteMail
- 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?
- PoliteMail with Mimecast or Proofpoint
- Does PoliteMail support WS Fed?
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- PoliteMail Server License Installation Guide
- How To Add The PoliteMail Server To Your Trusted Zones
- How do I create a Safe Links exception for PoliteMail?
- Are there politemail email addresses I should whitelist?
- How to Enable and Disable 365/iOS Measurement
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- Setting up and Configuring the EWS Client
- Using Exchange Web Services (EWS) Cache for Fast Expand
- What are the permissions needed for Microsoft Graph?Updated
- How to set-up an Exchange Service Account
- Installing WebView2
- Grant PoliteMail Access to Azure Resource Group
- Enable Public Client Flows for Graph and SSO?
- Permissions for Different List Handling Methods
- Connect PoliteMail Server to Exchange
- Amazon SES for External Sending with PoliteMail
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- Repair PoliteMail Client with InstallShield Wizard
- Clear Data and Sign Out
- Reverse Proxy Config for Mobile Data Collection
- Errors When Adding Multiple Accounts
- Email Not Sending: Hybrid Exchange + Office 365
- Fix Invalid Credential Error
- Configure Internet Email Accounts in Outlook
- Set Send-To Permissions on Exchange/Office 365
- What Is a Sender ID and How Do I Get One?
- How do I update the Graph secret?
- Font styling not holding
- Repairing your Outlook Data File
- Graph instance not properly configured.
- Clear or Flush Graph Tokens for New Login
- Enabling compatibility mode
- How do I find my PoliteMail logs?
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- PoliteMail Administrator Guides
- How To Use List Expansion to Expand Distribution Lists
- Switching between Multiple PoliteMail Accounts
- What Happens When a Message Is Deleted?
- What do I need to do if I've exceeded my Recipient Limit?
- How do I uninstall PoliteMail?
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- 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
- PoliteMail Version 5 API Enhancements
- 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?
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- PoliteMail User Roles
- Creating the Admin User
- Changing User Roles
- Adding, Replacing, Migrating, and Deleting Users
- Creating Groups
- How do I transfer data to a new user without losing information?
- Share Templates with Groups or Unassigned
- How to Unlock Users
- Resetting Passwords
- Non-Admin Access to All Email Send Stats
- What does it mean if a User is marked Inactive?
- Move a User Between PoliteMail Tenants
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- Segmentation Settings
- What does the Auto Refresh toggle do?
- How to Create Custom Fields
- Tags
- 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 can I tell if an Item already has tags?
- Tag Groups
- 'Preparing Message' displays
- Beefree Defaults
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- What version of PoliteMail do I have?
- Continue Work Between Online and Desktop Versions
- PoliteMail for classic vs new Outlook vs PoliteMail Online
- What edition of PoliteMail am I using?
- Identify If Template Used PoliteMail or Beefree
- Does drag and drop work with PoliteMail for M365?
- Is PoliteMail Online Built on SharePoint Online?
- Who is my Administrator?
- Do Column Settings Save Between Sessions?
- How Do I Disable The PoliteMail Add-in?
- How To Show, Hide, And Edit Columns in a Grid View
- Can I access PoliteMail from this Knowledge Base?
- COM Add-In vs. Outlook Modern Add-In
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- Online Sends Visible in Desktop Results View?
- Online Version Backward Compatible with Desktop?
- Feature availability for On-Premises installations
- Desktop Edition Updates When Online Updates?
- Existing Customer Access to PoliteMail Online
- Can we remove the desktop add in after we upgrade?
- Does Outlook Desktop Still Use Internet Explorer?
- PoliteMail Unified App
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- PoliteMail Best Practices
- VIP Lounge Access: Admins Only or All Users?
- 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 PoliteMail Academy?
- What courses can I sign up for to learn PoliteMail?
- How do I clear my internet cache?
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- Adding Personalization
- Using AI to Compose your Message
- Saving a Message as a Draft
- PDF Export
- How does auto-hyphenation work in PoliteMail?
- Message Hyphenation Differs from Preview
- Open Visibility
- PoliteMail is Unable to Add the Watch Folder at this time
- Prevent Outlook from Auto-Embedding Images
- Will my messages automatically save as I create them?
- Regular Attachment Support
- Remove Measurement for a Link or Attachment
- Integrating Web Analytics Tracking Tools
- Approval Workflow
- Sending Outlook File Attachments
- Use Simpler Links Like Standard Outlook
- How can I add a space that will not create a line break?
- Create Anchor Links Within a Message
- Social Advocacy
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- Using Personalization / Custom Fields in the Subject Line
- How do I send from a different email address?
- Subject Suggester
- Ai/B Testing
- How does the From address display when I send a message?
- Does PoliteMail support emojis in the subject line?
- To: Field Options in PoliteMail Online
- Changing the Display Name for the From address
- Using CC and BCC in PoliteMail
- Save Options
- How can I tell how large my message size is?
- Can I create a link to a specific part of an email?
- Outlook freezes when I add Bullet Points
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- What do the different Send Statuses mean?
- PoliteMail Server Sending vs. Outbox Sending
- Post to SharePoint
- Send with Aggregate Measurement via Outbox
- Sending Adaptive Cards to a shared mailbox
- Send a Do Not Reply Broadcast Email
- How do I save a sent Message as a PDF?
- Send from Another Address with Aggregate Mode
- How do I avoid sending competing messages from others to the same audience?
- See Other Users' Planned Future Sends
- Presend ChecklistNew
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- Two-Way Entra ID Syncronization
- How to Clear the Global Address List (GAL) Cache
- How do I narrow down the lists displayed on screen?
- List Operations
- Using PoliteMail Filters
- Unable to load group members error
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- How do I create a PoliteMail List from an Exchange List?
- How do I create a list from a .csv file?
- Exporting Mailing Lists
- Creating Follow-Up Mailing ListsUpdated
- Changing Multiple Fields in a List
- Deleting a List
- Can I synchronize a PoliteMail contact list with Azure Entra ID?
- Is there a maximum number of members for a PoliteMail List?
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- How to Use the PoliteMail Builder
- PoliteMail Builder Version 5.1 for PoliteMail Online
- What's changed in the new PoliteMail Builder?
- Using Earlier Versions of the PoliteMail Builder
- Best Practices for The PoliteMail Builder
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- 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?
- Using a Template with Missing Content Items
- Recipients/From Addresses Saved with Templates?
- Copying and Pasting from Word looks bad!
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- How do I create and use Smart Attachments in Beefree?
- How do I create PoliteMail Links in Beefree?
- Adding Images to Beefree
- How do I use the different Content blocks in Beefree?
- How do I create anchor links in Beefree?
- How do Folders work in Beefree?
- Sharing Content in Beefree
- Wrapping text around Images in Beefree
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- SVG files are not displaying when sending with Beefree
- Known Issues with Beefree in PoliteMail
- Stock images are not displaying in Beefree
- I use a GPO to allow the automatic download of images in Outlook. How do I get that to work in Beefree?Updated
- Dynamic Content not working with PoliteMail for the Desktop
- Rounded corners not displaying on mobile device
- Gaps appear between rows when forwarded
- Links not working in Preview ModeNew
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- Available Reports in PoliteMail
- Comparison Metrics
- Campaign Metrics
- Social Link Measurement
- Account, From, Social Link, and Interactions Metrics
- Entra ID Attributes for Department Measurements
- Measurement When Recipients Block Images
- Measurement Across Multiple Time Zones
- From Metrics Display as "Hidden"
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- Exporting and Deleting Undeliverables
- Resending only to Non-OpenersUpdated
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- Are Survey/Poll Likes included in the Click-Through Rate?
- Can PoliteMail track people who have forwarded a message?
- What time zone is the Total Read Time by Hour of Day in?
- PoliteMail Reading Time and Grade Level Calc
- How Different Read Rates Are Calculated
- How are Read Rate and Engaged Read Rate calculated?
- Can some Rates be over 100 percent?
- What is a skimmed email?
- What is considered an Ignored Email?
- How Engagement Rate Is Calculated
- What is a Page View?
- Can Read Time or Grade Level be adjusted?
- Average Read Time: Mobile vs. DesktopUpdated
- Using AI to view Metrics
Updated Articles
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What Are Unprocessed Sends?
Seeing a "sends not yet processed" dialog in PoliteMail? Don’t worry—your messages have been sent. This notice simply means your Campaign metrics need updating. Click 'OK' to refresh and view the latest data. -
Using a Template with Missing Content Items
PoliteMail alerts you if a template contains missing content. Review the warning, run a Preflight Test Send, or proceed with caution. -
Template Pull-Down Menu Not Showing Templates
If your PoliteMail content menus appear blank, Outlook’s 999‑item limit may be the cause. Clear unused templates or assets to restore visibility. -
Using and Managing Smart Attachments
Use PoliteMail Smart Attachments to send trackable, secure files without bulky emails. Add, edit, replace, or delete attachments easily from your content. -
Using 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. -
Using Buttons
Add buttons to your PoliteMail measured messages using the Builder. Learn how to edit text, color, links, and alignment to create engaging call‑to‑actions. -
Using Paragraphs
Save, edit, and reuse paragraphs in PoliteMail. Create text blocks with images or links to streamline email creation and maintain consistent messaging. -
What does the Auto Refresh toggle do?
The auto refresh toggle at the top of a PoliteMail data grid lets the data shown automatically update for you. -
What is the Advanced Analytics Dashboard?
Sync PoliteMail metrics to Excel and PowerBI for real-time reporting. Create custom KPIs, combine data sources, and track trends effortlessly. -
What is the maximum width I should make my message, in pixels?
The ideal email width for Microsoft Outlook is 600 pixels to ensure consistent rendering across clients. Wider designs can display incorrectly due to Outlook’s Word-based rendering engine.
