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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
        • Installation
          • How do I install PoliteMail?
          • How do I install a modern Add-in using a URL?
          • How can I perform an ALLUSERS install?
          • PoliteMail Server License Installation Guide
          • Run PoliteMail Prereq Script 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?
          • Are there politemail email addresses I should whitelist?
        • Authentication
          • Authentication with Okta and SAML2
          • User Authentication with SAML and Entra ID
          • Why PoliteMail Requires Anonymous Auth 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
          • 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?
        • 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?
          • "To use PoliteMail, you must restart Outlook" message
          • 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?
        • 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
          • Grant PoliteMail Access to Azure Resource Group
          • Enable Public Client Flows for Graph and SSO?
          • Permissions for Different List Handling Methods
          • Connect PoliteMail Server to Exchange
          • 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 Happens When a Message Is Deleted?
        • 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 Enable and Disable M365/iOS Measurement
          •  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?
          • How can I tell if an Item already has tags?
          • Tag Groups
          • 'Preparing Message' displays
          • Beefree Defaults
        • What do I need to do if I've exceeded my Recipient Limit?
      • 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
          • Switch Between PoliteMail M365 and Online
          • 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 Preferences
          • 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
          •  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 Online
            • 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?New
          • 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 OnlineUpdated
            • 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
          •  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 iOSNew
        • 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
          • 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 display
          • 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 AttachmentUpdated
            •  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 MessageUpdated
            • 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 BeefreeUpdated
          • 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
          • 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 PoliteMailUpdated
          • 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 forwardedNew
      • 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
          • 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?
          • Resending only to Non-Openers
          • 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
          • Exporting & Updating Metrics
            • Updating Metrics Reports
            • Exporting Results / Metrics
            • Exported Column Definitions
          • Exporting and Deleting Undeliverables
        • 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 SSONew
      • Home

      Video Library

      View various videos on using PoliteMail.

      Adding Video

      Appointment Metrics

      COM vs Modern Add-Ins

      Dynamic Content

      Measurement Modes

      Open Visibility

      PoliteMail Builder (Desktop and M365)

      PoliteMail Editions

      PoliteMail Unified App (PMUA)

      Preflight Test Sends

      Requesting Support

      Scheduling a Message

      Social Advocacy

      Subscribing

      Tags

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