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Table of Contents

Preface - About This Manual
What’s New in LISTSERV® Maestro 3.0
LISTSERV and LISTSERV Maestro Integration
Single Sign-On
LISTSERV Access to LISTSERV Maestro Subscriber Pages
LISTSERV Maestro Subscriber Pages Access to LISTSERV Archives
Usability Enhancements
Toolbar
Dashboard
Interactive Drill-Down Reporting
Hosted LISTSERV Lists Enhancements
HLL Definition Wizard - New List Type
HLL Definition Wizard - New Advanced Configuration Tab
Convert or Clone Standard LISTSERV Lists
Linked LISTSERV Lists
Subscriber Interface and Data Administration Enhancements
Signup without a Password
Quick Login
Unsubscribe Pages
Subscriber Options
Special List Mailing Condition
Job Management Enhancements
Account Administration Enhancements
User Identities
Advanced Security
Remote Log Access
Globally Closing Datasets for Maintenance
Section 1 Introduction to LISTSERV Maestro 3.0
1.1 System Requirements
1.2 LISTSERV Maestro Data Administration Interface
1.2.1 The Toolbar
1.2.2 The Dashboard
Section 2 Data Administration in LISTSERV Maestro
2.1 Role of the Data Administrator
2.2 External Database Requirements
2.3 Hosted Data Requirements
2.3.1 Hosted Data Requirements
Section 3 Introduction to Hosted Data
Section 4 The Recipient Warehouse
4.1 Recipient Datasets
4.1.1 Creating a New Dataset
4.1.1.1 General Settings
4.1.1.2 Profile Fields
4.1.1.3 Profile Field Details
4.1.1.4 Summary
4.1.2 Editing Existing Datasets
4.2 Lookup Tables
4.2.1 Creating a Lookup Table
4.2.2 Editing Existing Lookup Tables
4.3 Bounce Processing
Section 5 Introduction to Hosted Mailing Lists
Section 6 Creating Hosted Recipient Lists
6.1 Hosted Recipient Mailing List Wizard
6.1.1 General Settings
6.1.2 Profile Fields
6.1.3 Profile Field Details
6.1.3.1 The Selection Field Details Tab
6.1.3.2 This Input Validation Tab
6.1.3.3 The Subscriber Name Definition Tab
6.1.3.4 The Default Values Tab
6.1.4 Summary
Section 7 Creating Hosted LISTSERV Lists
7.1 Creating LISTSERV Announcement Lists
7.1.1 General Settings for LISTSERV Announcement List
7.1.2 Profile Fields for LISTSERV Announcement Lists
7.1.3 Profile Field Details for LISTSERV Announcement List
7.1.4 List Type for LISTSERV Announcement List
7.1.4.1 Advanced Configuration
7.1.5 List Options for LISTSERV Announcement Lists
7.1.5.1 Advanced Options
7.1.6 Posting Restrictions for LISTSERV Announcement Lists
7.1.6.1 Advanced Options
7.1.7 Topics for LISTSERV Announcement Lists
7.1.8 Summary for LISTSERV Announcement Lists
7.2 Creating LISTSERV Unmoderated Discussion Lists
7.2.1 General Settings for Unmoderated Discussion Lists
7.2.2 Profile Fields for Unmoderated Discussion Lists
7.2.3 Profile Field Details for Unmoderated Discussion Lists
7.2.4 List Type for Unmoderated Discussion Lists
7.2.4.1 Advanced Configuration
7.2.5 List Options for Unmoderated Discussion Lists
7.2.5.1 Advanced Options
7.2.6 Posting Restrictions for Unmoderated Discussion Lists
7.2.6.1 Advanced Options
7.2.7 Topics for Unmoderated Discussion Lists
7.2.8 Summary for Unmoderated Discussion Lists
7.3 Creating LISTSERV Moderated Discussion Lists
7.3.1 General Settings for Moderated Discussion Lists
7.3.2 Profile Fields for Moderated Discussion Lists
7.3.3 Profile Field Details for Moderated Discussion Lists
7.3.4 List Type for Moderated Discussion Lists
7.3.4.1 Advanced Configuration
7.3.5 List Options for Moderated Discussion Lists
7.3.5.1 Advanced Options
7.3.6 Posting Restrictions for Moderated Discussion Lists
7.3.6.1 Advanced Options
7.3.7 Topics for Moderated Discussion Lists
7.3.8 Summary for Moderated Discussion Lists
7.4 Creating LISTSERV User Defined Lists
7.4.1 General Settings for User Defined Lists
7.4.2 Profile Fields for User Defined Lists
7.4.3 Profile Field Details for User Defined Lists
7.4.4 List Type for User Defined Lists
7.4.4.1 Advanced Configuration
7.4.5 List Options for User Defined Lists
7.4.5.1 Advanced Options
7.4.6 Posting Restrictions for User Defined Lists
7.4.6.1 Advanced Options
7.4.7 Topics for User Defined Lists
7.4.8 Summary for Moderated Discussion Lists
Section 8 Organizing Datasets
8.1 Working with Lists
8.1.1 Converting or Cloning a Standard LISTSERV List
8.1.2 Editing a List
8.1.3 Moving an Existing List into a Category
8.1.4 Deleting a List
8.2 Working with Categories
8.2.1 Creating a Category
8.2.2 Editing a Category
8.2.3 Deleting a Category
8.3 Managing Linked LISTSERV Lists
Section 9 Adding & Maintaining Dataset Members & List Subscribers
9.1 Managing Dataset Members and List Subscribers
9.1.1 Editing Member and Subscriber Profiles
9.1.2 Filtering Members and Subscribers
9.2 Adding a Single Member or Subscriber
9.3 Modifying Members or Subscribers by Upload
9.3.1 The Upload Wizard
9.3.1.1 Type
9.3.1.2 Type Details
9.3.1.3 Source
9.3.1.4 Parse Details
9.3.1.5 Map Fields
9.3.1.6 Mapping Details
9.3.1.7 Launch Upload
9.4 Team Collaboration
9.5 Member and Subscriber Statistics
Section 10 Allowing Members to Join a Dataset
10.1 Joining a Membership Area (Dataset)
10.1.1 Accessing LISTSERV Archives
10.1.2 Accessing the LISTSERV Maestro Subscriber Pages from LISTSERV
10.2 Subscribing to a List
10.2.1 Subscribing from the Membership Area
10.2.2 Subscribing from a List URL
10.3 Sending Mail to Hosted Lists
Section 11 Subscriber Access Web Page URLs and Customization
11.1 Customizing the Subscriber Access Web Pages
11.1.1 Supplying a Custom Membership Area Header/Footer
11.1.1.1 Customizing the Membership Area Layout
11.1.1.2 Customizing the Layout of a List
11.1.2 Selecting a Subscriber Page
11.1.2.1 Customizing Subscriber Pages for a Dataset
11.1.2.2 Customizing Subscriber Pages for List
Section 12 Introduction to Recipient Target Groups
12.1 Creating Recipient Target Groups
12.2 Selecting the Type of Target Group
12.3 The Target Group Definition Wizard
Section 13 Hosted Recipient List Target Groups
13.1 General
13.2 Source
13.3 Source Details
13.4 Parameters
13.5 Input Layout
13.6 Input Preview
13.7 Summary
Section 14 Classic LISTSERV List Target Groups
14.1 General
14.2 Source
14.3 Source Details
14.3.1 Standard List Messages with Topics
14.3.2 Special List Messages
14.4 Parameters
14.4.1 LISTSERV Topics as Parameters
14.4.2 Conditional Expression Parameters
14.5 Input Layout
14.5.1 Input Layout for LISTSERV Lists with Topics
14.5.2 Input Layout for LISTSERV Lists with Parameters in Conditions
14.6 Input Preview
14.7 Recipients Details
14.8 Summary
Section 15 Target Groups Based on an Uploaded Text File
15.1 General
15.2 Source
15.3 Source Details
15.4 Recipient Details
15.4.1 Usage of Recipients Data
15.4.2 Recipient Identification Columns
15.4.3 Header Definition
15.5 Duplicate Elimination
15.6 Summary
Section 16 Target Groups from a Database Accessed by LISTSERV Maestro
16.1 General
16.2 Source
16.3 Parameters
16.4 Input Layout
16.5 Input Preview
16.6 Recipients Details
16.6.1 Usage of Recipients Data
16.6.2 Recipient Identification Columns
16.6.3 Header Definition
16.7 Duplicate Elimination
16.8 Summary
Section 17 Target Groups from a Database Accessed by LISTSERV
17.1 General
17.2 Source
17.3 Parameters
17.4 Input Layout
17.5 Input Preview
17.6 Recipients Details
17.7 Summary
Section 18 Defining Parameters
18.1 Fixed and Parameterized SQL Statements
18.1.1 Parameter Placeholders
18.2 Available Parameter Types
18.2.1 Parameter Type Checkbox
18.2.2 Parameter Type Edit Field
18.2.3 Parameter Type Selection List
18.2.3.1 Manual specification
18.2.3.2 Database specification
18.2.4 Parameter Type Date and/or Time
Section 19 Using Enabled Target Groups in the Recipients Wizard
Appendix A: Using Formulas in Hosted Recipient List Target Groups
Expressions
Constant Number Expressions
Constant Text Literal Expressions
Standard Merge Field Expressions
Optional Merge Field Expressions
Function Expressions
Operators
Operators for Number Operands
Operators for Text Operands
Operator Precedence and Parenthesis
Automatic Type-Conversion
Formula Functions
Date and Time Patterns
Date and Time Formats
Presentation Description
Appendix B: About Comma Separated Files
Appendix C: Email and International Character Sets
LISTSERV Maestro and International Character Sets
Merging Fields with International Character Sets
International Character Set Recipient Names in the Mail-To-Header
LISTSERV Maestro and Bi-Directional Character Sets
Appendix D: Building Hosted Recipient Queries
Editing the Condition Tree
Combination Operator Nodes
Normal Condition Nodes
Left Operand
Operator
Right Operand
Formulas in Conditions
Parameters in Conditions
Job Based Condition Nodes
Examining Tracking Events of the Source Job
Additional Issues with Job Based Conditions and Tracking Events
Glossary of Terms