Fill in the Title, Objective, and Notes boxes to provide a brief, yet detailed description of your effort. Any initiative that has a target goal or objective, and is designed to run during a specific time period, (one week, one month, one quarter, etc.) can be considered a campaign. This system allows you to track the sent messages, mailing lists, results used in the effort through the campaign detail panel. For example, you may plan to send a particular mailing list a series of email messages to encourage the recipients to respond in some way (visit a website, sign up for a seminar, use a coupon, etc.). Messages and mailing lists can be "assigned" to that particular campaign, and you can easily access results, track leads and opportunities, and more all from one central area.
Selecting New Campaign from the PoliteMail main menu, or click the New Campaign icon (person with the megaphone) from the PoliteMail send toolbar in a new email message. Either action will open the New Campaign window.
Fill in the Title, Objective, and Notes boxes to provide a brief, yet detailed description of your effort.
Choose your Product Offer and your Mailing List from the dropdown menus.
Select yourself, or another member of your organization as the Owner of the campaign.
Click Save or Save & Close when you are finished.
To view your campaign information once it is created, click the Campaigns icon on the PoliteMail toolbar, then click on the name of the campaign you wish to view or update.
Assigning Mailing Lists to a Campaign
Select the name of the mailing list you want from the dropdown list. You must select each list name individually if you want to include more than one. The names of the assigned mailing lists will appear in the box below the dropdown menu.
Using templates and paragraphs
Creating a logo signature
You can create a new message temple by using the Template Wizard, or by designing it yourself. Open a new message and click the Create New Template button at the top of the Content Library panel.
Select a page layout from those in the list. You have a number of preset formats to choose from.
Your selection will appear, replacing the body of your message. In the Compose panel, you will see you have the option to modify the design of the template you selected.
Click Save >> at the top of the Compose panel to save the template. This will open the Save As.../Save Email Content As window.
Give the template an unique or descriptive name so you and others will be able to find it easily in the Content Library. You may also wish to assign file categories, a product/interest tag, a target title tag, or a campaign.
Click Save to save the template in the Content Library.
You can begin to work with your new template immediately or close the compose window and return to it later. Simply open a new message, find and select the name of the template in the Template Folder in the Content Library.
To add your own text, place your cursor in the template section you wish to edit and begin typing. You can use the text editing features in Outlook to change the appearance of your text.
When you are finished, Save your work by clicking the Save button on the PoliteMail send toolbar.
You can design your own templates, with and without graphic elements, and save them in the Content Library for reuse.
Open a new message and add the text and images you wish--select saved items from your Content Library, or import new items from your computer and save them in your Content Library. When you are finished, click the Save button on the PoliteMail send toolbar. This will open the Save As.../Save Email Content As window.
Give the template an unique or descriptive name so you and others will be able to find it easily in the Content Library. You may also wish to assign file categories, a product/interest tag, a target title tag, or a campaign.
Click Save to save the template in the Content Library.
Place the cursor where you'd like to insert the graphic.
Find the name of the graphic you wish to use in the Graphics folder in the Content Library.
Click the "+" to display the list of graphics.
Click the name of the graphic you wish to use. It will appear in the body of your message.
If you want to add a graphic at any point in the message you are composing, choose the graphic icon from the PoliteMail send toolbar. This will open the Import Content/Upload Graphic window.
Click the Browse button to find the graphic on your computer or in your network. If you want to make this graphic available to other users, select "Share this;" if you want the graphic to be only for your use, select "Keep Private."
You may want to label the graphic and include a description to make it easier to find this link in the Content Library in the future use.
Click the Save button to place the graphic in your message and save it in the Content Library.
Place the cursor where you'd like to insert the Web link or highlight the word you'd like to hyperlink.
In the Content Library, find the name of the link you wish to use in the Links folder .
Click the "+" to display the list of links.
Click the name of the link you wish to use. It will appear either in the body of your message or change the appearance of the word you highlighted.
OR
If you want to add a new link, choose the Link icon (hand pointing to the work "Link") from the PoliteMail send toolbar. This will open the Import Content/Define Link window.
Type or paste the link URL address into the top box. If you want to share this link with other users, select "Share this;" if you want the link to be only for your use, select "Keep Private." You may want to label the link and include a description to make it easier to find this link in the Content Library in the future use.
Click the Save button to place the name of the link into the body of your message, and to save it in the Content Library.
You may prefer to create a hyperlink from a particular word in your message instead of showing the name of the link. After you have saved the link to the Content Library, delete it from your message. Next, highlight the word you want to lead to the link and follow the instructions above.
To include the CAN-SPAM footer in your message, check the CAN-SPAM box on the PoliteMail toolbar. The footer includes merge fields that are filled when the message is sent. 
You can make changes to the footer (add text, change the font, etc.) in your message, but those changes will not be saved as the default. To save changes, save the message as a paragraph or template, or edit the default footer.
DO NOT remove the your postal mailing address or the Opt-out link. To be CAN-SPAM compliant, your footer MUST INCLUDE both.
Assigning a message to a campaign
From the PoliteMail send toolbar, click the black arrow on the Assign to Campaign dropdown box and select the campaign name from the list.
Check the Tracked 1:1 box on the PoliteMail send toolbar.
Choose the mailing list from the Mailing Lists folder in the Compose panel on the right side of your screen. If the information panel is hidden, click the flag icon on the PoliteMail send toolbar to reveal it.
The name of the mailing list will be displayed in the "To" field with the current date and time.
Compose your message.
Click the Send button to send the message. Depending upon the size of your group, and which server you are using to send messages (local or remote), you may notice a progress bar displayed momentarily on your screen.
Each person in the group will receive an individual message and will not see any of the other people you are sending to.
Select Search from the PoliteMail main menu. This will open the Find PoliteMail Pro Contacts panel. Use mailing criteria when you want to find contacts based on their responses to the message you've sent. Expand the pick list by clicking on the black arrow to the left.
In this example, the user is looking for contacts who received and opened an email sent on March 15 with the subject "Spring into More Member Benefits!" Additional interaction criteria could be added by selecting AND, OR, or NOT from the small dropdown menu to the left.
To process the search, click the Find button to the right.
This will display, in a new window, the list of contacts that meet the search criteria. From here, using the Action for Selected menu, you can send these contacts a new email message, add them to a mailing list or and account, export them to a file or send them to your Outlook contacts. Check the boxes next to the contact names, and then choose an Action for Selected.
Build your follow-up list by using the Search feature as explained above. Once you have your results list, select the check box in the column headers to select all of the contacts. Choose New Message from the Action for Selected menu.
This will open a new message and place those contacts you selected in the To: field. Continue as you would with any new message, and assign it to the campaign.
Choose Email Analytics & Reports from the PoliteMail main menu. This will open the Email Analytics & Reports main panel, (to report on another campaign, click "more..." This will display all of your campaigns). Click the campaign name.
The default report shows details for all messages assigned to that campaign. To report on a specific message, selecting it from the Sends dropdown list.
This report adds interaction details to show you who did (and did not) open/respond) to the message.
