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 account manager. 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

Creating a PoliteMail Mailing List – v4.5

Mailing list can be created in the PoliteMail Lists tab to send your tracked messages. Any CSV file can be imported into PoliteMail. You can also manually create lists and convert Outlook lists. From the main PoliteMail toolbar, select Lists > Mailing Lists. You can create a New list manually, import a CSV file containing […]

Adding Trackable Links to Messages – v4.5

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 link URLs directly into your email as you normally would in Outlook. To create text or image links in Outlook: Highlight/select the text or image to want to […]

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 […]

Adding a Simple Survey – v4.5

Adding a Simple Survey – v4.5 PoliteMail has a Q&A control that allows you to include a simple survey in an email message. Survey questions can be set as 5 star ratings, mood type, yes or no, or multiple choice selections. If permitted, the user can see the vote tally immediately after clicking on the […]

Is PoliteMail compatible with a Mac?

Use of PoliteMail requires the Windows desktop version of Office. PoliteMail does not work with Outlook online/Office 365, or with Office for Mac. Microsoft does not support any add-ins for Office for Mac.

Adding Users to Your PoliteMail Account (v4.5)

Adding Users to Your PoliteMail Account (v4.5) As the PoliteMail Admin user, start from PoliteMail Account Settings, and select the Users tab. PoliteMail for Outlook is licensed on a per-seat basis, so one User may send from multiple email addresses (e.g. their own personal email address and a shared mailbox), but each person who sends […]

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