FAQ – Changing a URL on a sent message – 4.6 and above

Q – Can a URL be changed after sending a tracked message? A – Yes, if you want to avoid resending an email and you learn of the URL being wrong early on, you can change the link for all sent emails, whether opened or not. To change a URL after a tracked message has […]

FAQ – Adding/Replacing Users

Q – Can I delete a user and add a new one? A – Yes, if you have Admin privileges. First let’s check how many of your active licenses are assigned to users and if you will be adding or replacing a user. Click on the PoliteMail tab in the Outlook window. From the Settings […]

FAQ – Add Calendar Invite to Message – 4.7 and above

Q – Can an Outlook calendar invite be added to a tracked message? A – Yes, however PoliteMail cannot insert an invite directly from the Outlook calendar, so use the steps below. To insert an Outlook calendar Meeting invite as a Smart Attachment: Open your Outlook Calendar Click New Meeting Add all details, date, time […]

FAQ – Saving a sent email as a PDF – Pre 2016 Outlook/Word

Q – Can a PoliteMail sent message be saved as a PDF (for posting on-line, printing, etc.)? A – Yes, by following the steps below using the sent email. Please note that you should always work with the sent message from the sent folder, to utilize the message before the PoliteMail server has processed and […]

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 […]

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