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 […]

How to Run a Test Send – Stop/Spool/Start Method

You can test your PoliteMail sends before releasing them to your full list of recipients. To do this, you must first be set to send email via the PoliteMail server in your Server Connection dialog. Then, follow the steps below: Go to your PoliteMail Settings > My Profile Click on View Server Information at the […]

How to Unlock Users – v4.53

  If you are on v4.53 of PoliteMail, any Admin can unlock users directly. If a user locks their account from entering an incorrect password too many times, follow the steps below: Go to your PoliteMail Settings > Users If the user is locked out, the ‘Enabled’ column will be unchecked Click on ‘Edit’ in the far […]

How to Change Smart Attachments – v4.5

To change a Smart Attachment that you sent in a message, follow the steps below. Upload the new, corrected Smart Attachment. To Upload go to Content>Smart Attachments>New. Delete the Smart Attachment you want to replace by selecting it in your Content Library then clicking on the X. Go back to the new Smart Attachment and click […]

A/B Testing

To run an A/B test, you will first need to import your list into PoliteMail. Instructions on how to create lists in PoliteMail can be found here: http://kb.politemail.com/?p=2195 PoliteMail provides tools to help you manage your mailing lists. You can combine and merge lists, subtract lists, or split lists into pieces to conduct A/B testing. […]

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 […]

Geographic Location Data

PoliteMail Geographic Reporting PoliteMail v4.5 will now convert recipient IP address information into geographic data, so you may view a map of your open and click interactions. This map view enables drill-down to a city level view. In anonymous and aggregate tracking modes, PoliteMail will store the longitude and latitude data from the IP conversion […]

Contacting Support

Contacting Support If you are experiencing technical issues with your PoliteMail account, please reach out to our technical support team. In your main PoliteMail tab, click on the Request Support icon. This will generate an email with your account information and an error log for our technical support team to use in troubleshooting the issue. […]

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 […]

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