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  • Glossary
  • Considering PoliteMail
    • Where is PoliteMail located?
    • What kind of policy does PoliteMail have around AI?
    • 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)
      • 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?
      • 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?
        • 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
      • Other Environments & Integrations
        •  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?
      • Commlytics
        • About the Commlytics Dashboard
        • What is the Influencer Score and how is it calculated?
        • How do I filter a Commlytics report for a specific Team?
        • What is Commlytics?
        • How do I install Commlytics?
        • Commlytics is installed, but I don't see it!
        • How do I view Commlytics for a specific channel or chat?
        • I get blocked when I try to install Commlytics!
      • 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?
    • Setting Up PoliteMail
      • Requirements
        • 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?
      • Installation
        • 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?
      • Authentication
        • Authentication with Okta and SAML2
        • User Authentication with SAML and Entra ID
        • Why does PoliteMail require Anonymous Authentication in IIS?
      • 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
        • 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?
      • Troubleshooting
        • 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?
      • Connecting to Services and Apps
        • 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
    • Administrator Functions
      • 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?
      • Managing Users
        • 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?
      • Managing From Addresses
        • From Management
        • Create an Allowed List of Email Addresses
        • Setting Up Monitoring Multiple Inboxes
        • How do I delete a From address?
      • Settings and Permissions
        • 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?
    • PoliteMail Basics
      • Logging Into PoliteMail
        • 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?New
      • PoliteMail 101
        • 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?
      • Measurement Modes
        • How do I turn PoliteMail Measurement on?
        • How Does Measurement (Tracking) Work?
        •  Understanding PoliteMail Measurement Modes
        • Remove Open Measurement (Tracking) For Sending Messages Via Text on a Mobile Device
      • User Settings
        • Setting PoliteMail Preferences
        • PoliteMail Message Settings in a New Email
        • What does the "Email me when large broadcasts complete and on the interval specified" setting do?
        • Archiving Messages
      • Training & Support
        • 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?
      • Do column settings save, or do you have to adjust each time?
      • How To Show, Hide, And Edit Columns in a Grid View
      • PoliteMail Editions
        • 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
    • Creating & Sending a Message
      • Composing your Message
        • 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
        • The Subject Line
          •  Using Personalization / Custom Fields in the Subject Line
          • Subject Suggester
          • Ai/B Testing
          • Does PoliteMail support emojis in the subject line?
          • What do the different options mean when I click on To: in PoliteMail Online?
        • Layout
          • What is the maximum width I should make my message, in pixels?
          • What do all of the buttons in the toolbar in PoliteMail Online do?
          • What does each button do in the floating toolbar?
          • What do the buttons in the toolbar do in version 5.25 of PoliteMail Online?
        • 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 OnlineNew
      • Sending a Message
        •  Saving a Message as a Draft
        • 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?
        • Send Options
          • Send via Graph
          • Message ExpirationUpdated
          • Override Word Count
          •  PreFlight Test Send
          • Suppress Auto-Replies
          • Direct Replies To
          • Edit Preheader Text
          • Get Recipient Count
          • Scheduled Sends
            •  How do I update or delete a Scheduled Send?
            • How do I access a Calendar View for Scheduled Sends?
            • When I delete an email in Scheduled Sends, will the email still go out?
            •  Scheduled Sending
      • Managing Recipients & Lists
        • 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
        • 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?
          • How do I get a link to give to people to subscribe to Mailing Lists?
        • Filtered Lists
          • How do I create a filtered list?
          • How do the new Filtered Lists work in version 5.1 of PoliteMail?
          • What is a "regex"?
          • What does the Sync button do when viewing my Lists?
      • Campaigns
        • Creating a Campaign
        • Assigning multiple emails to a Campaign
        • Removing Emails From Campaigns
      • Post-Send
        • Edit Message Details
        • Can I Update Content After an Email Has Been Sent?
        • What does it mean if there are sends that have not been processed yet?
      • PoliteMail is Unable to Add the Watch Folder at this time
      • How to Clear the Global Address List (GAL) Cache
    • Using the PoliteMail Builder
      •  How to Use the PoliteMail Builder
      • PoliteMail Builder Version 5.1 for PoliteMail OnlineUpdated
      • 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
        • 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 included when I save a Template?
        • 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!
        • Some color shows in my message that didn't show in the preview
      • Managing Content
        • Editing Content (Brand Themes, Paragraphs, Images, Links, Smart Attachments)
        • Saved Template Sections
        • "Secured" vs "Shared" Content
        • How to Delete Content
        • Brand Themes
          • Brand Themes
          • How do I make changes to a shared Brand Theme?
        • Images
          •  ImagesUpdated
          • Resizing Images
          • Accepted file types for Images and Smart Attachments
          • How do I improve the quality of images viewed on a mobile device?
        • Feedback
          • Surveys
          • Why does a thumbs up or thumbs down rating open 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 AttachmentNew
          •  Using and Managing Smart Attachments
          • Accepted file types for Smart Attachments
          • Can I make a Smart Attachment available only to internal recipients?
          • Can Smart Attachments be searchable by Google or another search engine?
        • Links
          • Links
          • User Links vs Saved Links
          • Are there some characters to avoid using in links, images, or attachments?
          • How do I change the color of links in PoliteMail for Microsoft 365?
          • How do I create or edit a link in PoliteMail Online?
        • Buttons
          • Buttons
          • How do I change the alignment of a button in PoliteMail?
        • Paragraphs
          • 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
      • Does PoliteMail work with third-party template providers such as Beefree?Updated
      • 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 PoliteMailUpdated
      • 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 Links in Beefree?New
    • Measuring Results
      • 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"
      • Metrics Reports
        • 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?
        • Reading a Metrics Report
          • Understanding Metrics
          •  Viewing Sent Messages
          • 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?
        • Metrics Calculations
          • Are feedback likes included in the click through rate/engagement?
          • Can PoliteMail track people who have forwarded a message?Updated
          • 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?New
          • 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?
        • Exporting & Updating Metrics
          • Updating Metrics Reports
          • Exporting Results / Metrics
          • Exported Column Definitions
      • Account-Level Metrics
        • 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?
    • Home

    Video Library

    View various videos on using PoliteMail.

    COM vs Modern Add-Ins

    PoliteMail Editions

    Measurement Modes

    PoliteMail Builder (Desktop and M365)

    Adding Video

    Appointment Metrics

    Open Visibility

    Social Advocacy

    Subscribing

    Preflight Test Sends

    Scheduling a Message

    Requesting Support

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