Upgrading

PoliteMail version 5.0 is a free upgrade. You do not need to sign any new agreements and an Admin can request an upgrade at any time.

Yes!

PoliteMail Online (PMO) All you need to do is enter your PoliteMail server name in your browser! Your server name is what you enter when logging into PoliteMail, such as https://pmqareact2.pmail5.com/. From there a window will appear for you...

Yes. All upgrading and new customers will be invited to Flight School, an online, interactive training that will teach you all the new features in 5.0. Our knowledge base is also constantly updated, and we will have an e-learning course available in...

Yes, the upgrade is available for both Cloud and on-premise customers. We have some more configuration options available with 5.0, which can be discussed during your scope call.

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 can ex...

To import your mailing lists into PoliteMail online and PoliteMail365, you would need to make sure all distribution lists are synced up to the Cloud and that you have the Microsoft Graph application fully implemented with all permissions for the Gra...

Yes. You will receive a notification that your desktop application needs to be updated.

It depends. While the desktop version of PoliteMail may not automatically update (depending on your permissions), you will receive a notification to update if you are using an out-of-date version of PoliteMail.

Did you know that when you view an html-formatted message in Outlook (which most are since html supports rich and dynamic content), you’re actually viewing in Internet Explorer – even though you probably don’t have IE (at least as far as you kno...

Yes!

Starting with version 5.0, you are now able to group links by category. You can also export their results either by single messages, or by groups of messages.

Yes!

Yes!  PoliteMail for Desktop is much faster and more efficient.

We have added more template options, but PoliteMail must conform to the limitations of Outlook in order to make the email mobile-responsive.

Yes, you can choose to use PoliteMail entirely online.

PoliteMail Features by Version Category Feature Description Version System and Security  Single Sign-On Gain automatic PoliteMail user account management based on your company’s own Office365 identity and active directory s...

When you schedule your upgrade, you will be receiving updated technical and implementation documentation. If you need this documentation sooner, please contact your Customer Success Manager.

There will be a time when PoliteMail will not be able to support anything under version 5.0. We will contact you well before this time expires to schedule an upgrade.  Some of the security, employee privacy, and authentications will be out of date ...

A lot!  Here's a summary of features. Unified Interface New modern Office interface, same feature set, little to no learning curve. Faster load times and more efficient content editing. PoliteMail 365 Modern Office365 add-in. Send...

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 upgrade or ...

General IT Requirements Requirement Cloud Service Self-Hosted / On Premises Windows IIS Servers VM ✔ † Connect to SQL Server ✔ † Branded hostname with public authority ✔ † Dedicated SMTP IP ✔ † Maintain IIS servers, SQ...

Bring Your Own Cloud (BYOC) In PoliteMail 5.0, you can deploy a “bring your own cloud” infrastructure using Microsoft Azure (AWS application servers with a SQL instance will also work). Compared to traditional on-premises deployment, BYOC offers a ...

PoliteMail processes brief bursts of small, high-volume transactions.  The server sizing is primarily based on distribution size, and volume of recipient email being processed and measured.  A high-performance SQL Server environment is required fo...

Release Notes Release: 5.20.4606.6060    Fixes prior to this build are listed at towards bottom of this article. Updates With This Release New Features Calendar View for Scheduled Sends. With version 5.2, PoliteMail introduces a Calendar Vi...

Oddly enough, yes.  Even if you use Edge, Firefox or Chrome for browsing, the IE11 component is always used inside of Outlook, even though the standalone version of Internet Explorer has been deprecated by Microsoft and you don't think you even ha...

We recommend using the most recent version of PoliteMail whenever possible.  Like any application, PoliteMail gets regular feature updates and enhancements, as well as fixes to the software as hardware and standards constantly change.   The process...

In the interest of security, Microsoft no longer supports installing an add-in directly from a URL, but only from a downloaded file.  To do this: Go to https://aka.ms/olksideload to open the Add-Ins for Outlook dialog. Select 'My add-ins'. In...

PoliteMail customers who had been running PoliteMail 4.7x – 4.9x and who had not upgraded PoliteMail versions until recently (2024, version 5.x+) will likely notice a drop in metrics. If you have not upgraded your instance of PoliteMail over the p...

Although Microsoft does plan to phase out the classic Outlook for the Windows desktop, there are no plans for a full shutdown until at least 2029.  Users will receive advance notice of at least 12 months to opt out of the "new" Outlook, and an addit...