-
- Where is PoliteMail located?
- What kind of policy does PoliteMail have around AI?
-
- 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)
- Where can I find a list of PoliteMail features by version?
- Where can I get detailed security information to provide to our Security team for review?
- What happens if I don't request an upgrade?
- Will Metrics change if I upgrade?
-
-
- 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?
- Exactly what information is processed and stored by PoliteMail?
- Does PoliteMail work with the new Outlook?
- How long does the PoliteMail COM add-in take to load?
- What is the difference between Simple Implementation and Technical Implementation?
- PoliteMail Free Trial vs. PoliteMail Pilot Program
-
- Using the PoliteMail Connector on Microsoft Power Automate
- Using PoliteMail with Translator for Outlook To Display Messages in Multiple Languages
- 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?
- How does PoliteMail work with security appliances like Mimecast or Proofpoint?
- Does PoliteMail support WS Fed?
-
-
- What do I need to do to prepare our internal distribution lists for use in PoliteMail?
- What are the system requirements for PoliteMail?
- Where can I find hardware requirements for a BYOC implementation based on number of employees?
- What are the server requirements for On-Premises installations of PoliteMail?
-
- How do I install PoliteMail?
- How do I install a modern Add-in using a URL?
- How can I perform an ALLUSERS install?
- How do I setup the app manifest to install PoliteMail for M365 and New Outlook users?
- PoliteMail Server License Installation Guide
- How do I perform the Simple Implementation of PoliteMail?
- How do I run the PoliteMail Prereq Script To Prepare For Installation
- How To Add The PoliteMail Server To Your Trusted Zones
- How do I create a Safe Links exception for PoliteMail?
- How do I fill out the CSR Form for a Branded Hostname?
- Where can I find the CSR Form?
- How do I uninstall PoliteMail?
-
- 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
- Does PoliteMail Version 5 have any enhancements to the API?
- 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?
-
- Using the InstallShield Wizard to Repair the PoliteMail Client
- Reverse Proxy Configuration for Mobile Data Collection – On Premise Server Implementations
- Errors When Adding Multiple Accounts
- Email Distribution Not Sending With A Hybrid Exchange On-Premise And Office 365 Implementation
- I am getting an invalid credential error, what do I do to fix this?
- Configuring Internet Email Accounts (Gmail, Yahoo, Hotmail) in Outlook
- How to Set Your Send-To Permissions on Exchange and Office365
- I'm being prompted for a Sender ID. What is it, and how do I get one?
- How do I update the Graph secret?
- "To use PoliteMail, you must restart Outlook" message
- Font styling not holding
- Repairing your Outlook Data File
-
- Setting up and Configuring the EWS Client
- Using Exchange Web Services (EWS) Cache for Fast Expand
- What are the permissions needed for Microsoft Graph?
- How to set-up an Exchange Service Account
- Installing WebView2
- How do I give PoliteMail access to my Azure Resource Group to implement a BYOC deployment?
- When configuring Microsoft Graph and SSO, do we need to enable public client flows?
- Where can I find the needed permissions for various list handling methods?
- How Do I Connect The PoliteMail Server To My Exchange Server?
- Amazon SES for External Sending with PoliteMail
-
-
- PoliteMail Administrator Guides
- How To Use List Expansion to Expand Distribution Lists
- Switching between Multiple PoliteMail Accounts
- What exactly happens when a message is deleted, and can I get it back?
-
- PoliteMail User Roles
- Creating the Admin User
- Changing User Roles
- Adding, Replacing, Migrating, and Deleting Users
- Creating Groups
- How do I send an email from a different or shared email address?
- How do I transfer data to a new user without losing information?
- Sharing PoliteMail Templates and Content with Groups or Unassigned
- How to Unlock Users
- Resetting Passwords
- Will select users have access to see stats for all email sends without making them an Admin?
- What does it mean if a User is marked Inactive?
- How can I move a user from one PoliteMail tenant to another?
-
- Segmentation Settings
- What does the Auto Refresh toggle do?
- Can we limit the measurement modes people can use in PoliteMail Online?
- How to Enable and Disable O365 Measurement
- How to Create Custom Fields
- How to Use Message Tagging
- 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 do I use Tags or Tag Groups in PoliteMail?
- How can I tell if an Item already has tags?
-
-
- I Can't Login or Connect to the PoliteMail Server
- Am I Logging On to PoliteMail with Single Sign-On or Password Authentication?
- How Do I Reset My Password?
- How do I update my password?
- How do I get started and log into PoliteMail?
- What is my host name to log into PoliteMail?
- What browsers does PoliteMail work on?
-
- What version of PoliteMail do I have?
- Can I start work in the Online version and then continue in the Desktop version?
- What is the difference between PoliteMail for the Desktop, Online, and 365?
- What edition of PoliteMail am I using?
- Does drag and drop work with PoliteMail for M365?
- Is PoliteMail Online built on SharePoint Online? They look similar.
- Who is my Administrator?
- How Do I Disable The PoliteMail Add-in?
- How can I quickly switch between PoliteMail for M365 and PoliteMail Online?
- Can I access PoliteMail from this Knowledge Base?
- What is the difference between a COM Add-In and an Outlook/Modern Add-In?
-
- PoliteMail Best Practices
- Do all users get access to the VIP lounge, or is this just for Admins only?
- 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 Flight School?
- How do I log in or reset my password for Flight School?
- What courses can I sign up for on the public training calendar?
- How do I clear my internet cache?
- Do column settings save, or do you have to adjust each time?
- How To Show, Hide, And Edit Columns in a Grid View
-
- If I send through PoliteMail Online, will the results from that email show in an older Outlook desktop results view?
- How do I get PoliteMail Online and PoliteMail365?
- Is the Online version backwards compatible with the Desktop version?
- Are all features available for on-premise clients? Would PoliteMail online work if the PoliteMail server is on-prem?
- Is the Desktop edition updated when PoliteMail online is updated?
- Do existing customers have immediate access PoliteMail online upon release?
- Can we remove the desktop add in after we upgrade?
- Does Outlook for the desktop really still use Internet Explorer?
- Using PoliteMail Filters
-
-
-
- Adding Personalization
- How does auto-hyphenation work in PoliteMail?
- My message hyphenations are in a different spot when I view the message!
- Open Visibility
- How do I prevent Outlook from automatically embedding images?
- Will my messages automatically save as I create them?
- How can I remove Measurement for a specific link or smart attachment?
- Integrating Web Analytics Tracking Tools
- Sending Outlook File Attachments
- Can I use simpler links in PoliteMail like I do in Outlook?
- How can I add a space that will not create a line break?
- How do I make a link at the top of a message to another part of the same message?
- Social Advocacy
-
- Saving a Message as a DraftUpdated
- How do I send from a different email address?
- How to Send PoliteMail with Aggregate Measurement Through the Outbox
- How to Use Send Progress Notifications to Get Updates On Large Sends
- Can I resend an email to only those who haven't opened a message the first time?
- What do the different Send Statuses mean?
- Can I send Adaptive / Actionable Cards in a message to a shared mailbox?
- Exporting and Deleting Undeliverables
- How can I send a "Do Not Reply" broadcast email using PoliteMail?
- How do I save a sent Message as a PDF?
- What is the difference between sending via the PoliteMail Server versus via Outbox?
- Sending From Another Email Address when Using Aggregate Measurement Mode
- How can I speed up sending to large lists with Aggregate Measurement?
- Stopping an Email Message in Progress
- How do I avoid sending competing messages from others to the same audience?
- Recalling a Sent Message
- How does the From address display when I send a message?
- How can I see what other people are planning to send in the future?
-
- Two-Way Entra ID Syncronization
- Exporting Mailing Lists
- Creating Follow-Up Mailing Lists
- Changing Multiple Fields in a List
- Deleting a List
- Can I synchronize a PoliteMail contact list with Azure Entra ID?
- How do I narrow down the lists displayed on screen?
- List Operations
- How do I create a list from a .csv file?Updated
- PoliteMail is Unable to Add the Watch Folder at this time
- How to Clear the Global Address List (GAL) Cache
-
-
- 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
-
- 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?
- What happens if I use a Template with missing content items?
- Are recipients or From addresses included when I save a Template?Updated
- Copying and Pasting from Word looks bad!
-
- Does PoliteMail work with third-party template providers such as Beefree?
- SVG files are not displaying when sending with Beefree
- Is there a Quick Start Guide for using Beefree with PoliteMail?
- Known Issues with Beefree in PoliteMail
- Stock images are not displaying in Beefree
- How can I tell if a Template was made with the PoliteMail Builder or with Beefree?
- I use a GPO to allow the automatic download of images in Outlook. How do I get that to work in Beefree?New
- How do I create and use Smart Attachments in Beefree?New
- How do I create PoliteMail Links in Beefree?New
-
- What are all the ways you can generate reports in PoliteMail?
- Comparison Metrics
- Campaign Metrics
- Social Link Measurement
- Account, From, Social Link, and Interactions Metrics
- Can PoliteMail leverage attributes in Azure AD that can break down measurements by departments in a company?
- What happens to Measurement if recipients are blocking images?
- How does Measurement work when sending an email to multiple time zones?
- From Metrics Display as "Hidden"
-
- How do I open a previously sent message?
- How can I tell who has (or hasn't) opened or clicked a link in my message?
-
- Are feedback likes included in the click through rate/engagement?
- Can PoliteMail track people who have forwarded a message?
- What time zone is the Total Read Time by Hour of Day in?
- How does PoliteMail calculate Reading Time and Grade Level in Metrics Reports?
- How are the different Read Rates on the Metrics Report calculated?
- How are Read Rate and Engaged Read Rate calculated?
- Can Open Rate be over 100 percent?
- What is a skimmed email?
- What is considered an Ignored Email?
- How exactly is Engagement Rate calculated on a Metrics Report?
- What is a Page View?
- Can Read Time or Grade Level be adjusted?
- Is average read time calculated differently between mobile and desktop devices?
Upgrading
Get your questions answered about upgrading to the latest version, or view the latest release notes.
Articles
How do I update to the latest version of PoliteMail?
Gain an overview of PoliteMail software upgrade procedures, including automatic updates for online users, steps for desktop add-ins, license considerations, release schedules, and best practices for maintaining the latest version.
Is a new Agreement needed to upgrade?
PoliteMail is a free upgrade. You do not need to sign any new agreements and an Admin can request an upgrade at any time.
Will older email reports migrate to the latest version?
Older metrics data will be accessible in the latest versions of PoliteMail with no issue.
Does PoliteMail support dynamic distribution lists?
With the right configuration, version 5.0 and higher of PoliteMail will support Dynamic Distribution Lists!
WebView2 (Chromium)
Discover how PoliteMail 5.05+ uses WebView2 to replace slow Internet Explorer rendering in Outlook, dramatically improving report loading speeds and performance.
Where can I find a list of PoliteMail features by version?
Discover PoliteMail's comprehensive features across all versions, including security enhancements, email tools, and tracking capabilities for your organization.
Where can I get detailed security information to provide to our Security team for review?
Schedule your upgrade to access updated technical and implementation documentation. Need the latest materials sooner? Contact your Customer Success Manager for early access.
What happens if I don't request an upgrade?
Upgrade to PoliteMail 5.0 to stay secure and benefit from the latest features. Older versions will soon lose support as security, privacy, and authentication updates become outdated. We’ll contact you to schedule your upgrade in advance.
Will Metrics change if I upgrade?
After upgrading, you may notice a drop in open and read metrics—this is normal. Older versions overstated engagement due to Apple and Microsoft email security changes. The latest versions of PoliteMail ensure accurate reporting and real metrics.
