PoliteMail for Outlook 4.7 User Guide

Welcome to PoliteMail 4.7 This pdf explains how to use the PoliteMail add-in software for Microsoft Outlook. PoliteMail enables 1 to 1 email marketing, newsletters and measured communications using Outlook and Exchange. PoliteMail adds response tracking, personalized broadcast messaging, professional style HTML templates, mailing list management, plus email metrics—all to the world’s most popular email […]

Suddenly can’t access the PoliteMail tools using any of the buttons in Outlook?

Microsoft recently made an update to Outlook that impacts all COM add-ins.  As a result, PoliteMail had trouble accessing their Settings, Lists, Content, Campaigns, and Results.  If this has impacted you, here’s how to fix it: For PoliteMail users running Version 4.7: Download the latest PoliteMail add in software. This client software will include an […]

Inserting videos in tracked messages

Note: Outlook doesn’t currently allow videos to be embedded to play within an email message, but you can use PoliteMail’s “Add Image” feature to add a video thumbnail to your email and hyperlink it to a hosting site where your video content resides. PoliteMail will automatically create a tracked URL which will record the clicks for […]

Sending yourself and your colleagues test messages

We recommend sending a test message to yourself and a colleague before pushing out a large message or campaign. The Preflight Test Send feature allows users to test a completed message prior to sending. Users can check the design and flow on both desktop and mobile, as well as links and smart attachments within the […]

Reverse Proxy Configuration for Mobile Data Collection – On Premise Server Implementations

Q – Does PoliteMail need external connectivity (outside the firewall) to get mobile enabled? A – No, however PoliteMail does require certain https traffic from the internet to reach the PoliteMail Server. The bottom line is that HTTPS traffic originating from the mobile device has to reach the PoliteMail Server for it to be measured. […]

Scheduling tracked messages to send at specific date and time

The Scheduled Send feature in PoliteMail allows users to schedule a tracked message to be sent at a future date and time. The message gets sent from Outlook and is then held securely within the PoliteMail Server before it is released at the scheduled date/time. PoliteMail does not require the sender of the email message to be online […]

Deleting older or unused templates

As a best practice, we recommend checking if the template has been shared.  Here’s how: Navigate to the PoliteMail tab from Outlook.  Select the Content drop-down menu, and choose Templates. If the template you want to delete has the two-way arrow, it has been shared.     To delete a template: Navigate to the PoliteMail tab from […]

Templates or messages not holding font styling?

If you are using Outlook 2016 with PoliteMail you may notice that certain font style revisions such as font size, bold/italic or font color may not hold within your templates or email messages. These same messages may view as revised on systems running older versions of Outlook. Microsoft Outlook 2016 combines style/theme code for fonts […]

Updating metrics reports

We’ve added functionality that will change the status of the report to “Updating” when the report is getting updated. When you first open a report – you will see a line like below: When you click on Update – you will see a line like below: Note: This new window may not react while it […]

Creating follow-up mailing lists

Select the Results button for the email that you want to create a follow-up list for. Click on the link desired for the follow-up list (i.e. didn’t open) Select all contacts by clicking the select all box in the top column. Select Add to > Create New List Enter a name for the new list (i.e. […]

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