PoliteMail Best Practices

Sending email via your Outlook Outbox If you are required to send PoliteMail tracked messages “via Your Outlook Outbox” there are specific behaviors that users should be aware of. The recipient count should not exceed 1,000-1,500 email addresses for best performance. Sending PoliteMail tracked messages to distribution lists greater than 1,000-1,500 recipients will take a […]

Customize Server Connection Settings

Once PoliteMail is installed, the server connections need to be adjusted.  This will allow for the most seamless use of the application. A temporary password will be emailed to you as well as your unique PoliteMail server address.  Make sure to update your password and set the server right away. Next, make sure to set […]

Workaround for Embedding Videos in an Email

Outlook does not offer the ability to embed videos in an email message. An effective workaround for this issue is to place an image placeholder or thumbnail into the message and add a hyperlink that will direct the recipient to the content via an online video hosting site such as YouTube. In addition, sending this […]

Changing link text

If you would like to control the default link colors in your PoliteMail messages, follow the steps below: 1. Open a new email 2. Go to Format Text >> Change Styles >> Colors >>Customize Colors (see below) This will change the theme of the email and can be saved and reused.    

Creating and Saving Templates

Creating and Saving Templates Any message in your Outlook editor can be saved as a reusable template using the PoliteMail > Save As Template command. Templates are saved in the Content Library and can be reloaded into the Outlook editor by clicking on the templates drop-down within the message and selecting the template name. You […]

Best Practices for Sending a Tracked Email with Links

Inserting links into your communications is a great way to include more information in your message without increasing the size of your send. The most common methods are manually typing or copying and pasting the link into the body of your message, or using Outlook’s Insert Hyperlink. When PoliteMail tracking is enabled, PoliteMail encodes any […]

On-prem? Run the PoliteMail prereq script to prepare for installation

*Please note the prereq script needs a minimum of 1 GB of RAM to run.* You should have received a download link for the prereq script from your Implementation Specialist. If not, email serversupport@politemail.com for the link. Copy and paste the prereq script to the server on which you will be installing the software. Extract the file […]

How to remove tracking from a link

If you would like to enable PoliteMail tracking on a message, but would like certain links to NOT be tracked, simply add ?notrack=true to the end of the URL. For example, www.politemail.com?notrack=true

Adding trackable links to messages

PoliteMail automatically tracks any link within your email (as long as it appears as a link and Outlook has underlined the link). You may type or paste URL’s directly into your email as you normally would in Outlook. To add a link to text or an image within a message: Select the text or image […]

How to create a subscription list – v4.5

How to create a subscription list A subscription list enables your recipients to opt-in and opt-out of the list themselves. Subscription lists for newsletter and other publications can be created by following the steps below. First, you will need to create a Mailing List within PoliteMail. From the main PoliteMail toolbar, select Lists > Mailing […]

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