Saving a sent email as a PDF

If you want to save a PoliteMail tracked email as a PDF (to post on your website or provide as a document): In the Sent Items folder, open the email that you want to save as a PDF Click to place your cursor into the body of the email Press CTRL + A to select […]

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 […]

Archiving Messages

You can control how your PoliteMail data is archived through the Settings >> Archiving tab. PoliteMail will automatically compile interactions into final reports once the send date reaches the Archive age you set. Individual interaction records will be permanently removed, but the metrics data will be preserved as a report. No drill down, follow-up or additional […]

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.    

Disabling ScreenTips in Outlook

The Problem: When hovering your mouse over an actionable item in Outlook, a contextual mini-window, known as a ScreenTip, appears which will open Outlook Help if clicked. This can be annoying. To disable ScreenTips within Outlook, simply go to File > Options and change the ScreenTip style setting to “Don’t show ScreenTips“, then click OK. […]

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 […]

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