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 […]

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 […]

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 […]

How to create a subscription list – v4.5

How to create a subscription list A subscription list enables your recipients to opt-in and opt-out of the list themselves. Subscription lists for newsletter and other publications can be created by following the steps below. First, you will need to create a Mailing List within PoliteMail. From the main PoliteMail toolbar, select Lists > Mailing […]

Adding a Simple Survey – v4.5

Adding a Simple Survey – v4.5 PoliteMail has a Q&A control that allows you to include a simple survey in an email message. Survey questions can be set as 5 star ratings, mood type, yes or no, or multiple choice selections. If permitted, the user can see the vote tally immediately after clicking on the […]

New Features in v4.5

Geolocation Mapping Now see where your opens and clicks are coming from. Key Metrics Over Time & Read-Time Charting More visualization options for more intuitive analysis. Modernized Data Grid Controls Adjustable data columns (with memory) allow you to create your own list views. Filtering, Sorting and Exporting Grid views now contain key metrics and enable […]

Adding Users to Your PoliteMail Account (v4.5)

Adding Users to Your PoliteMail Account (v4.5) As the PoliteMail Admin user, start from PoliteMail Account Settings, and select the Users tab. PoliteMail for Outlook is licensed on a per-seat basis, so one User may send from multiple email addresses (e.g. their own personal email address and a shared mailbox), but each person who sends […]

Adding Graphic Images to a Message – v4.5

PoliteMail makes it easy to use and reuse graphic images within your email messages with the Add Graphic Image function. You still have the ability to paste an image into your email or use Outlook’s insert picture command, but the email size will increase. This will cause the send process to slow down, particularly when […]

Scheduled Sends – v4.5

How to use the scheduled send feature You can create PoliteMail mailings ahead of time and schedule them to be delivered at a specified date and time. You will need to be connected to the PoliteMail Server via your Server Connection to use the scheduled send feature. To schedule a send: Address and create the […]

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