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  • Home
  • Glossary
  • Considering PoliteMail
    • Where is PoliteMail located?
    • What kind of policy does PoliteMail have around AI?
    • What makes PoliteMail different?
    • Upgrading
      • 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 version
      • Get Security Info for Your Security Team
      • What happens if I don't request an upgrade?
      • Will Metrics change if I upgrade?
      • Release Notes
      • PoliteMail Sandbox & Testing
        • 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
      • Other Environments & Integrations
        •  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?
      • Syncronym
        • Does Syncronym work with PoliteMail online?
        • Syncronym Manual
        • What is needed to set up Syncronym for online use?
        • Creating Filtered Lists with Syncronym
        • What is Syncronym?
      • Dynamic Content
      • Setting Up PoliteMail
        • Requirements
          • Prepare Internal Distribution Lists for PoliteMail
          • What are the system requirements for PoliteMail?
          • Server Sizing Requirements
          • What additional requirements are there for On-Premises installation?
        • Troubleshooting
          • 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?
      • Administrator Functions
        • 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?
        • API Information
          • 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?
        • Managing Users
          • 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
        • Managing From Addresses
          • From Management
          • Create an Allowed List of Email Addresses
          • Setting Up Monitoring Multiple Inboxes
          • How do I delete a From address?
          • How do I change the Display Name for a From address?
        • Settings and Permissions
          • Segmentation Settings
          • What does the Auto Refresh toggle do?
          •  How to Create Custom FieldsUpdated
          •  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?Updated
          • How can I tell if an Item already has tags?
          • Tag Groups
          • 'Preparing Message' displays
          • Beefree Defaults
      • PoliteMail Basics
        • Logging Into PoliteMail
          • I Can't Login or Connect to the PoliteMail Server
          • SSO vs. Password Authentication Login Check
          • 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?
        • PoliteMail 101
          • 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
        • PoliteMail Editions
          • 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
        • Measurement Modes
          • How do I turn PoliteMail Measurement on?
          • How Does Measurement (Tracking) Work?
          •  Understanding PoliteMail Measurement Modes
          • Remove Open Measurement for Mobile Text Sends
        • User Settings
          • Setting PoliteMail PreferencesUpdated
          • PoliteMail Message Settings in a New Email
          • Email Notification for Large Broadcast Completion
          • Archiving Messages
        • Training & Support
          • 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?
      • Creating & Sending a Message
        • Composing your Message
          • Adding Personalization
          • Using AI to Compose your MessageNew
          •  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 AttachmentUpdated
          • 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
          • From, To, and Subject
            •  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
          • Layout
            • Toolbar Buttons in PoliteMail OnlineUpdated
            • What does each button do in the floating toolbar?
            • What is the maximum width I should make my message, in pixels?
            • Pixels or points, what's the difference?
          • Save Options
          • Tracked Meeting Invitations
            •  How To Use Appointment Measurement
            • Adding Calendar Invites to a Tracked / Measured Message
            • How do I cancel a tracked meeting invitation?
          • Font Management
            • Web-Safe Fonts for PoliteMail
            • Custom Fonts in PoliteMail Online
            • Fonts changing with pasted links
          • 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
        • Sending a Message
          • What do the different Send Statuses mean?
          • PoliteMail Server Sending vs. Outbox Sending
          • Post to SharePointNew
          •  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
          • Send Options
            • Send via Graph
            • Message Expiration
            • Override Word Count
            •  PreFlight Test Send
            • Suppress Auto-Replies
            • Direct Replies To
            • Edit Preheader Text
            • Hiding the Preheader by default
            • Get Recipient Count
            • Scheduled Sends
              •  How do I update or delete a Scheduled Send?
              • How do I access a Calendar View for Scheduled Sends?
              • Deleting a Scheduled Send: Will It Still Go Out?
              •  Scheduled Sending
            • Speeding up delivery using Shared Mailboxes
            • Message Sensitivity
            • Flagging a Message
          • Send Fine-Tuning
            • Use Send Progress Notifications for Large Sends
            • Speed Up Large Sends with Aggregate Measurement
            • Stopping an Email Message in Progress
            • Recalling a Sent Message
            • Messages stuck in Drafts
            • Images not automatically downloading in iOS
        • Managing Recipients & Lists
          • 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
          • People
            • Editing a Person's Record
            • Deleting and Removing Contacts
            • Exporting Contacts
            • Assigning a Category to a Contact
            • Manually Opting-Out Contacts from Mailing Lists
          • Opt-In and Opt-Out
            • Using Opt-In in PoliteMail 4.8
            • Using Opt-Out in PoliteMail 4.9
            • How do Opt-In, Opt-Out, and Subscriptions work?
            • How does someone opt back in after they've opted out?
            • Get a Mailing List Subscription Link
          • Filtered Lists
            • How do I create a filtered list?
            • What is a "regex"?
            • What does the Sync button do when viewing my Lists?
          • PoliteMail and EWS Retirement
            • About Exchange Web Services (EWS) RetirementNew
            • How EWS retirement affects PoliteMailNew
            • Customer Action Plan for EWS retirementNew
          • PoliteMail Lists
            • 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 Lists
            • 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?
        • Campaigns
          • Creating a Campaign
          • Assigning multiple emails to a Campaign
          • Removing Emails From Campaigns
        • Post-Send
          • Auto Follow-UpNew
          • How do I open a previously sent message?
          • Edit Message Details
          • Can I Update Content After an Email Has Been Sent?
          • What Are Unprocessed Sends?
          • Click to in a web browser alerts
      • Using the PoliteMail Builder
        •  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
        • Templates
          • Creating a Template
          • Adding Content to a Template
          • Brand Themes
            • Using Brand Themes
            • How do I make changes to a shared Brand Theme?
          • 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!
        • Builder Troubleshooting
          • Fixing Text Wrapping with PageWorthy Templates
          • Template Pull-Down Menu Not Showing Templates
          • There are extra pixels on template elements
          • My Message doesn't look right on a mobile device!
          • My Template doesn't look the same on every device!
          • Unexpected Color Appears After Preview
        • Managing Content
          • Editing Brand Themes, Images, Links, Attachments
          • Saved Template Sections
          • "Secured" vs "Shared" Content
          • How to Delete Content
          • Images
            •  Adding Images
            • Resizing Images
            • Accepted file types for Images and Smart Attachments
            • Improve Image Quality on Mobile Devices
            • Resolving Images that don't displayUpdated
          • Feedback
            • Feedback Surveys
            • Why Thumbs Up/Down Opens a Web Page
            • How do I view the results of a poll or survey?
            • Changing the Logo on the Survey or Poll Page
          • Smart Attachments
            • Creating a Smart Attachment
            •  Using and Managing Smart Attachments
            • Accepted file types for Smart Attachments
            • Limit Smart Attachments to Internal Recipients
            • Can Smart Attachments Be Indexed by Search Engines?
          • Links
            • Using Links
            • User Links vs Saved Links
            • Characters to Avoid in Links, Images, Attachments
            • Change Link Color in PoliteMail for M365
            • How do I create or edit a link in PoliteMail Online?
          • Buttons
            • Using Buttons
            • How do I change the alignment of a button in PoliteMail?
          • Paragraphs
            • Using Paragraphs
          • Video & Animation
            •  Adding Video to a Message
            • Adding a Play button Overlay
            • Animated GIFs
            • YouTube Links Are Not Being Embedded Correctly
      • Using the Beefree Editor
        • Getting Started with Beefree
          • PoliteMail Works with Beefree Templates
          • Is there a Quick Start Guide for using Beefree with PoliteMail?
          • Embedding Images
          • Saving Beefree Templates under a different name
          • How do I create a Template in Beefree for PoliteMail?
        • Managing Content in Beefree
          • 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
        • Exclusive Beefree Editor Features
          • Beefree Text Wrap BlockNew
          • Commenting in the Beefree Editor
          • Collaborative Editing
          • Dynamic Content
          • Multi-Language Translation
        • Beefree Troubleshooting
          • 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?
          • Dynamic Content not working with PoliteMail for the Desktop
          • Rounded corners not displaying on mobile device
          • Gaps appear between rows when forwarded
      • Measuring Results
        • 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"
        • Metrics Reports
          • Exporting and Deleting Undeliverables
          • Resending only to Non-Openers
          • Exporting & Updating Metrics
            • Updating Metrics Reports
            • Exporting Results / Metrics
            • Exported Column Definitions
          • Metrics Calculations
            • 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. Desktop
          • Reading a Metrics Report
            • Understanding Metrics
            •  Viewing Sent Messages
            • See Who Opened or Clicked a Link
            • What is the Benchmark feature?
            • How does Segmentation work?
            • Using the HeatMap Feature
            • Geographic Location Data
            • How are click metrics displayed?
            • What are Proxy Devices?
          • Using AI to view MetricsNew
        • Account-Level Metrics
          • Analytics Overview
          • PoliteMail Interactions
          • Email Reach, Email Readership, and Email Engagement
          • Measuring Results of Your Entire Account
          • How do I update the Metrics for our entire account?
        • Advanced Analytics Dashboard
          • What is the Advanced Analytics Dashboard?
          • How do I connect my PoliteMail data to an Excel file?
          • How do I pull send data using the API?
          • Unable to connect from Excel using SSO
      • Home

      Video Library

      View various videos on using PoliteMail.

      Adding Video

      Appointment Metrics

      Dynamic Content

      Measurement Modes

      Open Visibility

      PoliteMail Builder (classic Outlook)

      PoliteMail Unified App (PMUA)

      Preflight Test Sends

      Requesting Support

      Scheduling a Message

      Social Advocacy

      Subscribing

      Tags

      Signing up for Live Training

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