Updated Articles

  1. PoliteMail User Roles

    User Type defines the level of access and sharing the user has within the system. There are four types: SysAdmin Admin  Manager User Users All All Region/Business Self only Lists All All Region/Business Self only (u...
  2. Can I use a Template that has a survey in it?

    If you create a new message from a Template that has feedback in it (such as a survey or poll), the metrics for the feedback will show in the original  Metrics report, not the Metrics report for the new message you created from the Template.   ...
  3. Adding a Simple Survey or Poll

    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 supported with...
  4.  Saving a Message as a Draft

    Save As / Drafts Your browser does not support HTML5 video. A ‘Save As’ button has been added to allow saving the message as a draft.  Anyone can view a saved message, similar to a shared mailbox. For PoliteMail for the Desktop, the ‘Save...
  5. How can I send a "Do Not Reply" broadcast email using PoliteMail?

    The best way to suppress all replies to a message is to send from a nonexistent email address, such as do-not-reply@yourcompany.com. You will need to add this email address to the From Management window (if you're using an older version of Polit...
  6.  How to Create Custom Fields

    Custom Fields can be used for further Personalization options. You can either add custom fields in PoliteMail, or import them from a CSV file when creating a mailing list. It is recommended to set up your custom fields in PoliteMail befor...
  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. Are recipients included when I save a Template?

    By design, recipients (the To, cc, and bcc fields) are NOT included when you save a Template.  This helps prevent Messages from accidentally being sent to the wrong lists and/or recipients.  Note, however, that recipients ARE included in Drafts . ...
  9. Can I recall an email?

    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 the queue. This can be p...
  10. How do I filter a Commlytics report for a specific Team?

    The option to filter a Commlytics Report can be found on the right side of the screen in the same row as the 'Generate Report' button at the top of the screen.  Note that this button is only available when viewing a report for a Team or Channel, no...