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Table of Contents Table of Contents Toggle navigation
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 * Home
 * Glossary
 * Getting Started2
   * Frequently Asked Questions2
     * How do I update to the latest version of PoliteMail?
     * How do I turn PoliteMail Measurement on?
     * Do all users get access to the VIP lounge, or is this just for Admins
       only?
     * Am I Logging On to PoliteMail with Single Sign-On or Password
       Authentication?
     * How do I do a password reset for users?
     * Is PoliteMail Online built on SharePoint Online? They look similar.
     * How do I send from a different email address?
     * How do I resize images in Paint and Paint 3D?
     * How do I transfer data to a new user without losing information?
     * How do I turn Opt-Out on or off?
     * How Do I Disable The PoliteMail Add-in?
     * How do I uninstall PoliteMail?
     * Which Versions of Outlook Does PoliteMail Support?
     * PoliteMail Free Trial vs. PoliteMail Pilot Program
     * Does PoliteMail Work With Microsoft 365 Hosted Exchange?
     * Is PoliteMail Compatible With A Mac?
     * Will PoliteMail Work in Citrix Environments?
     * Is PoliteMail compliant with CASL?
     * Where is PoliteMail located?
     * How do I toggle from PoliteMail 365 to PoliteMail Online?
     * What is the difference between a COM Add-In and an Outlook/Office Add-In?
     * Exactly what information is collected and stored by PoliteMail?
     * How can I perform an ALLUSERS install?
     * What is Syncronym?
     * How do I fill out the CSR Form for a Branded Hostname?New
     * Where can I find the CSR Form?New
   * System Settings
     * PoliteMail Server License Installation Guide
     * Getting Online with PoliteMail
     * Getting Started with PoliteMail for Outlook 365
     * What version of PoliteMail do I have?
     * How to Enable and Disable O365 Measurement
     * Does drag and drop work with PoliteMail for Outlook 365?
     * Getting Started and Logging In with PoliteMail v.4.91+
     * How to set-up an Exchange Service Account
     * Getting Started and Logging In with PoliteMail Versions 4.7 - 4.9
     * How Do I Reset My Password?
     * How Do I Connect The PoliteMail Server To My Exchange Server?
     * How To Add The PoliteMail Server To Your Trusted Zones
     * Amazon SES for External Sending with PoliteMail
     * How do I run the PoliteMail Prereq Script To Prepare For Installation
   * Preferences / Settings
     * PoliteMail Best Practices
     * Setting PoliteMail Preferences
     * Setting up and Configuring the EWS Client
     * How To Use List Expansion to Expand Distribution Lists
     * Using Exchange Web Services (EWS) Cache for Fast Expand
     * Create an Allowed List of Email Addresses
     * Setting Up Monitoring Multiple Inboxes
     * How to Use Send Progress Notifications to Get Updates On Large Sends
     * Override Word Count
     * Who is my Administrator?
     * How to Create Personal Access Tokens
     * What happens to Measurement if recipients are blocking images?
     * What does the "Email me when large broadcasts complete and on the
       interval specified" setting do?
   * Switching between Multiple PoliteMail Accounts
   *  What is the difference between PoliteMail for the Desktop, Online, and
     365?
   * Getting Started with PoliteMail365
 * Sending PoliteMail
   * Can I start work in the Online version and then continue in the Desktop
     version?
   * Are there any limitations to types of mailing lists you can send to with
     PM365 or PoliteMail online?
   *  Saving a Message as a Draft
   * Campaigns
     * Campaigns and Campaign Metrics
     * How do I assign multiple emails to a campaign?
     * Removing Emails From Campaigns
     * When I delete an email in Scheduled Sends, will the email still go out?
     * Can I Update Content After an Email Has Been Sent?
   * Can I recall an email?
   * If I send through PoliteMail Online, will the results from that email show
     in an older Outlook desktop results view?
   * Can PoliteMail leverage attributes in Azure AD that can break down
     measurements by departments in a company?
   *  Viewing Sent Items
   * PoliteMail Message Tools
     * Using Personalization / Custom Fields in the Subject Line
     * Adding Personalization to a Message
     * Using the Open Visibility Feature
     *  Using the Social Advocacy Feature
     * Recommended Subject Lines and Ai/B Test
     * Checking Your Audience Size
     *  Using PreFlight Test Send
     * How to Use Suppress Auto-Replies
     * How to Use Direct Replies To
     * How to Edit the Preheader Text in an Email Preview
     *  Scheduling Messages to Send at a Specific Date and Time
     * Adding a Table to a New Email Message
     *  How To Use Appointment Measurement
     * Adding Calendar Invites to a Tracked / Measured Message
     * Sending From Another Email Address when Using Aggregate Measurement Mode
     * Edit Preheader Text
     * Integrate Web Analytics Tracking Tools with PoliteMail
     * Stopping an Email Message in Progress
     * Sending Outlook File Attachments
     *  How do I change, edit, disable, or delete a scheduled message?
     * How do I open a previously sent message?
     * What do the different options mean when I click on To: in PoliteMail
       Online?
     * How do I cancel a tracked meeting invitation?
   * Does PoliteMail support dynamic distribution lists?
   * Can we limit the measurement modes people can use in PoliteMail Online?
   * PoliteMail Settings
     * PoliteMail Message Settings in a New Email
     * How Does Measurement (Tracking) Work?
     *  Understanding PoliteMail Measurement Modes
     *  How to Send PoliteMail with Aggregate Measurement Through the Outbox
     * Remove Open Measurement (Tracking) For Sending Messages Via Text on a
       Mobile Device
     * Changing the Logo on the Survey or Poll Page
     *  How to Use Message Tagging
     * HTML Personalization Via Importing a Custom Field
     * Archiving Messages
   * Templates
     *  How to Use the PoliteMail Builder
     * Best Practices for The PoliteMail Builder
     * Deleting Older or Unused Templates
     * What are the image sizes used in PoliteMail Templates?
     * Creating a Video Thumbnail or Play Button Overlay
     * How do I Import my own HTML file to make a Template?
     * Are there any PageWorthy sample templates?
     * How To Use the Template Builder PoliteMail Versions 4.7 - 4.9
     * How do I create a Template in PoliteMail?
     * How do I add Content to a Template?
     * How do I use Tags or Tag Groups in PoliteMail?
     * How do I share a template with other users?
     * How can I tell if an Item already has tags?
   * Can we change the preview header text in PoliteMail Online?
   * Using PoliteMail with Other Applications
     *  Using the PoliteMail Connector on Microsoft Power Automate
     * Using PoliteMail with Translator for Outlook To Display Messages in
       Multiple Languages
     * Using Microsoft Stream with PoliteMail
   * How to Clear the Global Address List (GAL) Cache
   * Can I resend an email to only those who haven't opened a message the first
     time?
   * Web-Safe Fonts for PoliteMail
   * How do I add a bookmark in an Outlook email?
   * How do I prevent Outlook from automatically embedding images?
   * PoliteMail Interactions
   * How do I save a sent Message as a PDF?
   * How can I remove Measurement for a specific link or smart attachment?
   * Using the BCC Field in PoliteMail
   * Can I send Adaptive / Actionable Cards in a message to a shared mailbox?
   * Can I use simpler links in PoliteMail like I do in Outlook?
 * Measuring Results
   * Account, From, Social Link, and Interactions Metrics
   * Understanding Metrics
   * Exporting Results/Metrics to Excel
   * Are there any gaps in the new metrics features when looking at older
     emails?
   * Comparison Metrics
   * What is the Benchmark feature?
   *  Can I compare more than two messages?
   * How does Segmentation work?
   * Using the HeatMap Feature
   * Updating Metrics Reports
   * A/B Testing
   * Email Reach, Email Readership, and Email Engagement
   * Measuring Results of Your Entire Account
   * What are all the ways you can generate reports in PoliteMail?
   * Edit Message Details
   * How does PoliteMail calculate Reading Time and Grade Level in Metrics
     Reports?
   * How are the different Read Rates on the Metrics Report calculated?
   * Geographic Location Data
   * How does Measurement work when sending an email to multiple time zones?
   * On the metric Total Read Time by Hour of Day, which time zone is that in?
   * How are click metrics displayed?
   * Is there a way to share reports with someone?
   * Are feedback likes included in the click through rate/engagement?
   * How are Read Rate and Engaged Read Rate calculated?
   * What is a skimmed email?
   * What is considered an Ignored Email?
   * How do I update or refresh a Metrics Report?
   * What is a Page View?
   * How can I compare metrics for two different metrics?
   * Can PoliteMail track people who have forwarded a message?
   * Can Read Time or Grade Level by adjusted?
   * Is average read time calculated differently between mobile and desktop
     devices?
   * How can I tell who has (or hasn't) opened or clicked a link in my message?
   * How do I update the Metrics for our entire account?
   * What are Proxy Devices?
   * Segmentation Settings
 * Managing Content
   * "Secured" vs "Shared" Content
   * Editing Content (Templates, Brand Themes, Paragraphs, Images, Links, Smart
     Attachments
   * How do I create a Brand Theme?
   * How to Delete Content
   * Do column settings save, or do you have to adjust each time?
   *  Adding Images to a Message
   * Accepted file types for Images and Smart Attachments
   * Creating, Saving and Reusing Links
   * User Links vs Saved Links
   *  Adding, Editing, and Deleting Smart Attachments
   * How do I add a Button to PoliteMail?
   * Adding a Simple Survey or Poll
   * How To Show, Hide, And Edit Columns in a Grid View
   * Using PoliteMail Filters
   * Using Paragraphs
   * Adding an Animated GIF to PoliteMail
   * Adding Video to a Message
   * Social Link Measurement
   * How do I make changes to a shared Brand Theme?
   * How do I change the alignment of a button in PoliteMail?
   * Why does a thumbs up or thumbs down rating open a web page?
   * How do I view the results of a poll or survey?
   * Are there some characters to avoid using in links, images, or attachments?
 * Managing Lists1
   * Creating and Sending to PoliteMail Distribution Lists
   * How do I narrow down the lists displayed on screen?
   * How do I create a filtered list?
   * Exporting Mailing Lists
   * Sharing Mailing Lists
   * Deleting a List
   *  How to Create Custom Fields
   * Creating Follow-Up Mailing Lists
   * How To Control Who Can Send to a Distribution Group
   * List Operations
   * Using Opt-In in PoliteMail 4.8
   * Using Bulk Update to Change Multiple Fields in a List
   * Creating Filtered Lists with Syncronym
   * Adding to your Outlook Whitelist
   * Using Opt-Out in PoliteMail 4.9
   * Contacts
     * Editing a Contact's Record
     * Deleting and Removing Contacts
     * Exporting and Deleting Undeliverables
     * Exporting Contacts
     * Assigning a Category to a Contact
     * Manually Opting-Out Contacts from Mailing Lists
   * How can I speed up sending to large lists with Aggregate Measurement?New
   * Can I synchronize a PoliteMail contact list with Azure Active Directory?
   * How do Opt-In, Opt-Out, and Subscriptions work?
   * How does someone opt back in after they've opted out?
   * How do I get a link to give to people to subscribe to Mailing Lists?
 * User Administration
   * PoliteMail User Roles
   * Creating the Admin User
   * Changing User Roles
   * Adding, Replacing, Migrating, and Deleting Users
   * Creating Groups
   * How do I send an email from a different or shared email address?
   * Sharing PoliteMail Templates and Content with Groups or Unassigned
   * How to Unlock Users
   * Resetting Passwords
   * How do I update my password?
   * Will select users have access to see stats for all email sends without
     making them an Admin?
   * What does it mean if a User is marked Inactive?
 * Reference Material
   * API Information
     * PoliteMail API Entity Directory
     * Download PoliteMail's Free API List Comparison Tool
     * About the PoliteMail API
     * Getting Connected to the PoliteMail API Section
     * API / Business
     * API/Contact
     * API/Assign a Contact to a PoliteMail List
     * API / UserType
     * API / UserProfile
     * API / User
     * API / TemplateTheme
     * API / Template
     * API / SurveyQuestion
     * Does PoliteMail Version 5 have any enhancements to the API?
     * API / SurveyAnswer
     * API / SurveyAllowedAnswer
     * API / Survey
     * API / Stage
     * API / SocialMediaLink
     * API / SocialMediaClick
     * API / SmartAttachment
     * API / SentMessage
     * API / ScheduledSend
     * API / Report
     * API / Region
     * API / Read
     * API / Paragraph
     * API / OptOut
     * API / OptIn
     * API / Message
     * API / Location
     * API / List
     * API / Link
     * API / Image
     * API / GroupLabel
     * API / Event
     * API / Email
     * API / DeviceCount
     * API / Device
     * API / CustomField
     * API / ContactRead
     * API / ContactClick
     * API / Click
     * API / Category
     * API / Campaign
     * Using the API with Message Tagging
     * How can I connect PoliteMail data to PowerBI?
   * Documentation
     * Quick Start Guide for PoliteMail Version 5
     * Authentication with Okta and SAML2
     * Authentication with SAML2 and Azure AD
     * Manifest Installer Packaging
     * Syncronym Manual
     * What are the permissions needed for Microsoft Graph?
     * Installing WebView2
     * When configuring Microsoft Graph and SSO, do we need to enable public
       client flows?
     * Where can I find the needed permissions for various list handling
       methods?
   * User and Administrator Guides
     * PoliteMail Administrator Guides
     * PoliteMail User Guides
 * Troubleshooting
   * General PoliteMail Troubleshooting
     * I Can't Login or Connect to the PoliteMail Server
     * PoliteMail has disappeared!
     * PoliteMail Buttons Not Working
     * PoliteMail is Unable to Add the Watch Folder at this time
     * YouTube Links Are Not Being Embedded Correctly
   * Configuration
     * Using the InstallShield Wizard to Repair the PoliteMail Client
     * Reverse Proxy Configuration for Mobile Data Collection – On Premise
       Server Implementations
     * Errors When Adding Multiple Accounts
     * Email Distribution Not Sending With A Hybrid Exchange On-Premise And
       Office 365 Implementation
     * I am getting an invalid credential error, what do I do to fix this?
     * Enabling Send HTML Only
     * Configuring Internet Email Accounts (Gmail, Yahoo, Hotmail) in Outlook
     * How to Set Your Send-To Permissions on Exchange and Office365
     * I'm being prompted for a Sender ID. What is it, and how do I get one?
     * How does PoliteMail work with security appliances like Mimecast or
       Proofpoint?
   * Distribution / Mailing Lists
     * Not everyone on a distribution list received my message
     * Import Contacts Field Empty When Importing Lists
     * Empty List or Hidden Membership Warning
     * Mailing List not listed in menu
     * My Mailing List Name Won’t Validate in the To: Field
     * XML Error with Exchange Distribution List over 10,000
     * EWS Error when trying to send to Distribution Lists
   * Images
     * My images show as the wrong size or are not lining up
     * Images are not displaying on mobile devices. How do I prevent Outlook
       from automatically embedding them?
     * Embedded Images for an Appointment/Meeting Do Not Work in Your Current
       Version of Outlook Error
     * Images are not loading with Add Image
     * Why are there extra image attachments after I send a message?
     * My Images are not scaling within Templates
     * Add Image Pull-Down Menu Not Showing Images
     * Images Appearing With a Red X or an Error and Not Displaying
     * Images are not displaying correctly on an iPhone
     * Embedding a Video isn't working
   * Messages
     * Message has disappeared or not sending
     * My Email is Taking Too Long to Send
     * Campaigns Has No Sends Processed
     * Can I “Spoof” From Addresses Using PoliteMail?
     * I cannot insert custom fields into my messages.
     * Horizontal line shows on some messages
     * Templates Or Messages Not Holding Font Styling
     * From Address Changes When Sending a Measured Email
     * My message keeps going to the Drafts folder
     * Bullet Lists are not Displaying Correctly
     * I'm not receiving messages I send when using Aggregate Measurement
     * Text sizing in PoliteMail Online
   * Metrics
     * My Metrics are only counting one device.
     * Not all contacts are showing up in a Metrics report
     * Metrics Won’t Export from the Metrics Report in PoliteMail Version 4.8
   * Outlook
     * Writing Outlook Compatible HTML Code For Email Pages
     * My Email is Stuck in the Outbox
     * My PoliteMail Toolbar has disappeared from Outlook; how do I get it back?
     * How to clear your Internet cache
     * My Outlook keeps crashing and is saying it is due to a PoliteMail issue,
       how do I fix this?
     *  How To Repair Your Outlook Data File To Resolve Recurring Outlook
       Crashing, Hanging Or Stuck In Outbox Issues
     * I am having display issues with my emails; how do I fix this?
     * Experiencing “Slow Image Load Times”?
     * PoliteMail Conflicts with other Outlook Add-ins
     * Will PoliteMail work with my version of Outlook?
     * My Shared Mailbox is not working in PoliteMail
   * Security and Privacy
     * PoliteMail and Log4j Vulnerability Issue
     * AngularJS v.1.7.9 Security Warning
     * Windows Defender Users Get False Positive Trojan When Downloading The
       Client
     * Exchange Journaling, E-discovery and Legal Holds
     * Export Control Classification
     * Data Security Notice: Meltdown and Spectre Remediation
     * Compliance with EU Data Directive, Individual Privacy
     * EU Data Directive, January 2012 Update
     * PoliteMail and Group Policy Objects (GPO)
   * Templates
     * Fixing Text Wrapping with PageWorthy Templates
     * Template Pull-Down Menu Not Showing Templates
     * There are extra pixels on template elements
     * My Message doesn't look right on a mobile device!
 * Upgrading1
   * Do we get 5.0 with our existing contract or do we have to pay/sign a new
     agreement to use it?
   * Will older email reports migrate to 5.0?
   * How do I get PoliteMail Online and PoliteMail365?Updated
   * Are there trainings or tutorials available for version 5.0?
   * Are all of the 5.0 features available for on-premise clients? Would
     PoliteMail online work if the PoliteMail server is on-prem?
   * What will the overall upgrade process look like?
   * Do we still need to do the back-end work preparing our internal
     distribution lists for use in PoliteMail?
   * Is the Online version backwards compatible with the Desktop version?
   * Is the Desktop edition updated when PoliteMail online is updated?
   *  WebView2 (Chromium)
   * Does Syncronym work with PoliteMail online?
   * Do clicks to links still need to be pulled separately from all the other
     metrics on a report?
   * Do existing customers have immediate access PoliteMail online upon release?
   * Does the new upgrade will affect Outlook performance?
   * Are there more Template options in v5.0 that wrap text?
   * Can we remove the desktop add in after we upgrade to PoliteMail 5.0?
   * Where can I find a list of PoliteMail features by version?
   * Where can I get detailed security information to provide to our Security
     team for review?
   * What happens if I don't request an upgrade to 5.0?
   * What's new in PoliteMail Version 5?
   * What is Flight School?
   * What are the system requirements for Version 5?
   * Where can I find hardware requirements for a BYOC implementation based on
     number of employees?
   * What are the system requirements for On-Premises installations of
     PoliteMail?
   * Where can I find the latest release notes for PoliteMail?
   * Does Outlook for the desktop really still use Internet Explorer?
 * PoliteMail Ideas Portal
 * Contact PoliteMail Support




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