Changing an Image or Smart Attachment after a message is sent

This process will work whether or not the email has been opened. To change an Image or Smart Attachment after a tracked message has been sent: Go to the PoliteMail tab > Content > Images > Smart Attachments Select the Image or Smart Attachment that needs to change and select Actions > Replace     Note: This […]

Changing a URL on a sent message

To change a URL after a tracked message has been sent: Navigate to Outlook > Politemail > Content > Links Select the Link   Select the Edit button Scroll to the URL column and make any necessary changes by clicking into the field and editing the existing link.       Select Update to save the change. Any recipient that […]

Adding, replacing and deleting users

Note: To perform any of these tasks, you must have Admin privileges.  If you are not an Admin, please contact your local Administrator for assistance. To add, delete, or replace a user there are a few simple steps to follow.  However before taking any action, we recommend double-checking the number of licenses you have available […]

Adding calendar invites to a tracked message

To insert an Outlook calendar Meeting invite as a Smart Attachment: Open your Outlook Calendar> New Meeting Add all details, date, time etc. As the meeting creator, this will only work once the meeting invitation has been sent to at least one person. Send the email to yourself and verify that it appears on your Outlook […]

Saving a sent message as a PDF

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

To archive messages and set when they will stop collecting data, open Outlook > PoliteMail > Settings > Archiving PoliteMail will automatically compile interactions into final reports once the send date reaches the Archive age you set.  Real-time metrics will be still be available during the duration of the campaign. To enable archiving of messages, 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.    

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. […]

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