Table of Contents Previous Next Index

Table of Contents

Preface - About This Manual
What’s New for the End User in LISTSERV® Maestro 4.0
Behavioral Changes to the Toolbar
New Options for Determining Recipients Based on Reaction to a Previous Job
Advanced Sender Defined Mail-Header Settings
Action Tracking
Viewing the Number of Tracked Links
Using the Job Journal
Viewing an HTML Message in the Recipient’s Browser
Requesting Profile Field Updates
Tracking Permissions
Triggering the Delivery of an Email Job
Defining Individual Delivery Times for A/B-Split Job Variants
Using the New Report Data Source Wizard
Using the Updated Recipients Details Report
Using the New *{{Calc}} Features
Section 1 Introduction to LISTSERV Maestro
1.1 System Requirements
1.2 Accessing LISTSERV Maestro
Section 2 Understanding the LISTSERV Maestro Interface
2.1 The Toolbar
2.1.1 Behavioral Changes to the Toolbar
2.2 The Dashboard
2.2.1 Customizing the Dashboard Updating the Dashboard’s Data Editing the Dashboard’s Name Hiding/Showing Dashboard Sections
2.2.2 Managing Dashboard Reports Adding Reports to the Dashboard Re-Organizing Dashboard Reports Viewing Additional Report Details Renaming the Dashboard Report
2.2.3 Creating Multiple Dashboards Copying the Current Dashboard Creating a New Dashboard from Scratch
2.2.4 Switching Dashboards
2.2.5 Deleting Dashboards
Section 3 User Preferences
3.1 User Interface Preferences
3.2 Mail Jobs Preferences
3.3 Report Preferences
3.4 Dataset Preferences
Section 4 Using LISTSERV Maestro to Define an Email Job
4.1 Starting a Job
4.1.1 Advanced Options
4.2 Defining a New Job
4.2.1 Defining a Standard Job
4.2.2 Defining an A/B-Split Job
4.2.3 Defining an A/B-Split Job with Sampling
4.3 Using the Workflow Diagram
4.4 Using the Summary Diagram
4.5 Team Collaboration
Section 5 Defining Recipients of an Email Job
5.1 Send to a Recipient Target Group
5.1.1 Options
5.1.2 Source
5.1.3 Source Details
5.1.4 Recipient Details
5.1.5 Summary
5.2 Send to an Existing LISTSERV List
5.2.1 Options
5.2.2 Source
5.2.3 Source Details LISTSERV Topics Special LISTSERV Messages
5.2.4 Recipient Details
5.2.5 Summary
5.3 Determine Recipients Based on Reaction to a Previous Job
5.3.1 Options
5.3.2 Source
5.3.3 Source Details
5.3.4 Recipient Details Usage of Recipients Data Recipient Identification Columns Header Definition
5.3.5 Summary
5.4 Use Recipients Definition from Job
5.4.1 Options
5.4.2 Source
5.4.3 Source Details
5.4.4 Recipients Details
5.4.5 Summary
5.5 Upload a Recipients Text File
5.5.1 Options
5.5.2 Source
5.5.3 Source Details Parse Recipients Manually Header Row
5.5.4 Recipients Details Usage of Recipients Data Recipient Identification Columns Header Definition
5.5.5 Summary Duplicate Elimination
5.6 Selecting Recipients from a Database
5.6.1 Options
5.6.2 Source
5.6.3 Source Details
5.6.4 Recipients Details Usage of Recipients Data Recipient Identification Columns Header Definition
5.6.5 Summary Duplicate Elimination
5.7 Letting LISTSERV Select Recipients from a Database or LDAP Directory
5.7.1 Options
5.7.2 Source
5.7.3 Source Details
5.7.4 Recipients Details
5.7.5 Summary
5.8 Previewing the Recipient Count
Section 6 Defining & Editing the Message for an Email Job
6.1 The Message Content Icon Bar
6.2 Message Templates
6.2.1 Selecting a Template to Define the Message Content
6.2.2 Filling Out Template Placeholders
6.3 Forward-to-a-Friend
6.3.1 Enabling Forward-to-a-Friend
6.3.2 Allowing Recipients to Enter a Personal Message
6.3.3 Letting “Friends” Subscribe to Your List
6.4 Drop-In Content
6.5 Creating Text Messages
6.6 Creating HTML Messages
6.6.1 Uploading an HTML Message
6.6.2 Alternative Text for HTML Messages
6.6.3 Conditional Content
6.6.4 Previewing Blocked HTML Images
6.7 Adding Attachments
6.8 Setting the Language Character Set
6.9 Merge Fields and Conditional Blocks
6.9.1 Merge Fields
6.9.2 Conditional Blocks
6.10 Using Merged Parameters within URLs
6.10.1 URL-encoding of Parameters
6.11 Enabling RSS Abstract Support
Section 7 Tracking
7.1 Defining Tracking
7.2 Switching Tracking On
7.3 Tracking Details
7.3.1 Defining Tracking URLs
7.3.2 About Link Aliases
7.4 Types of Tracking
7.5 Type Details
7.6 Summary
Section 8 Sender and Delivery Options
8.1 Define Sender
8.1.1 Using Merge Fields in the Sender Information
8.1.2 Bounce Handling
8.1.3 DomainKeys Settings
8.1.4 Advanced Sender Defined Mail-Header Settings
8.1.5 Profiles
8.2 Scheduling Delivery of a Job
8.2.1 Scheduling Information for Standard Jobs Advanced Scheduling Options
8.2.2 Scheduling Delivery for A/B-Split Jobs
8.2.3 Scheduling Delivery for A/B-Split Jobs with Sampling
8.2.4 Scheduling Different Delivery Times for Each A/B-Split Job Variant Defining for A/B-Splits Jobs Defining for A/B-Split Jobs with Sampling
8.2.5 About Auto-Repeat Jobs Specifying the Delivery Time Auto-Repeat Jobs with Dynamic Recipients or Dynamic Content Dynamic Recipients Example Dynamic Content Example Auto-Repeat Jobs and Delivery Failures Auto-Repeat Jobs and System Shutdown
Section 9 Testing and Authorizing Delivery
9.1 Delivery Testing for a Job
9.1.1 Checking the Message for Spam
9.2 Running Test Reports
9.3 Authorizing the Delivery for a Standard Job
9.4 Authorizing the Delivery of an A/B-Split Job
9.5 Authorizing the Delivery of an A/B-Split Job with Sampling
9.6 Triggering the Delivery of an Email Job
9.6.1 Triggering the Delivery Manually
9.6.2 Triggering the Delivery Externally
9.7 Re-authorizing Auto-Repeat Jobs
Section 10 Open Jobs
10.1 Advanced Filter Settings
10.2 Multiple Job Actions
10.3 The Open Job Journal
Section 11 Ongoing Jobs
11.1 Advanced Filter Settings
11.2 Auto-Repeat Jobs and Delivery Failures
11.3 Multiple Job Actions
11.4 The Ongoing Job Journal
Section 12 Completed Jobs
12.1 Advanced Filter Settings
12.2 Auto-Repeat Sequences in the Delivered Jobs List
12.3 Multiple Job Actions
12.4 Completed Jobs Summary
12.4.1 Viewing Bounce Details
12.4.2 Viewing Content Details
12.4.3 Downloading Invalid Recipients for Delivered Jobs
12.5 Completed Job Reports
12.6 Forward-to-a-Friend Report
12.7 Using the Job Comparison Report
12.7.1 The Job Comparison Report Settings Screen
12.7.2 The Job Reports Tab
12.7.3 The Comparison Tabs
12.8 The Completed Job Journal
Section 13 Tracking Reports
13.1 Creating Reports
13.1.1 General Settings
13.1.2 Adding a Data Source Reordering Data Sources
13.1.3 Result Settings Result Settings for Event Distribution over Time Result Settings for Sum of Events Result Settings for Recipient Details Result Settings for Event Details
13.2 Executing Reports
13.2.1 Report Details
13.2.2 Report Settings
13.3 Editing Reports
13.4 Creating a Report from a Template
13.5 Completed Job Statistics
13.6 Delivered Recipients Statistics
13.7 Event Distribution Report
13.7.1 Viewing Event Distribution Reports
13.7.2 Downloading Event Distribution Report Data
13.7.3 Change Result Settings
13.8 Sum of Events Report
13.8.1 Viewing the Sum of Events Report
13.8.2 Downloading Sum of Event Report Data
13.8.3 Change Result Settings
13.9 Recipients Details Reports
13.9.1 Downloading Recipients Details Report Data
13.10 Event Details Report
13.10.1 Downloading Events Details Report Data
13.11 Using the Excel Add-In
13.11.1 Downloading the LISTSERV Maestro Excel Add-In
13.11.2 Installing the LISTSERV Maestro Add-In into Excel
13.11.3 Using the LISTSERV Maestro Excel Add-In
13.11.4 Removing an Existing Version of the Add-In
Section 14 The Recipient Warehouse
14.1 Recipient Datasets
14.2 Recipient Target Groups
Section 15 Utilities
15.1 Managing Content Templates
15.2 Managing Sender Profiles
15.2.1 Using Merge Fields
15.3 Creating and Managing Drop-In Content Elements
15.3.1 System Drop-Ins Login URL Unsubscribe URL Profile Field Updates URL View in Browser URL Multiple Selection Fields Calculation Fields
15.4 Changing User Password
Section 16 Advanced Use of System Drop-Ins
16.1 Login URL
16.2 Unsubscribe URL
16.3 Profile Field Updates URL
16.4 View in Browser URL
16.5 Multiple Selection Fields
16.6 Combining System Drop-Ins with Conditional Blocks
16.7 Formula Calculation
16.8 Escaping Quote Characters
16.9 Checking Whether or Not a User-Defined Drop-In is Empty
Section 17 Using Conditional Blocks
17.1 Syntax for Conditional Blocks
17.2 Nesting Conditional Blocks
17.3 Conditional Operators
17.4 Testing Conditional Blocks
Section 18 Calculation Formulas
18.1 Data Types
18.2 Automatic Type-Conversion
18.3 Expressions
18.3.1 Constant Number Expressions
18.3.2 Constant Text Literal Expressions
18.3.3 Constant Boolean Expressions
18.3.4 Standard Merge Field Expressions
18.3.5 Optional Merge Field Expressions
18.3.6 Function Expressions
18.3.7 Target Group Parameter Expressions
18.4 Operators
18.4.1 Operators for Number Operands
18.4.2 Operators for Text Operands
18.4.3 Operators for Boolean Operands
18.4.4 Operators for Set Operands
18.4.5 Operator Precedence and Parenthesis
18.5 Formula Functions
18.6 Date and Time Patterns
18.6.1 Date and Time Formats
18.6.2 Presentation Description
18.6.3 Predefined Locales
18.7 Quote-Escaping Rules
Section 19 Action Tracking
19.1 Activating
19.2 Adding Action Tags
19.3 Adding Action Tracking Code to Your Web Pages
19.4 Action Tracking Example
Appendix A: 24 Hour Clock Time Conversion Table
Appendix B: 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 C: About Comma Separated Format Recipient Files
Appendix D: Email Related RFCs
Appendix E: LISTSERV Maestro and AOL
AOL Alternative Text for HTML Messages
AOL and Conditional Content
Appendix F: Using Netscape or Mozilla Browsers with a Linux Client
Font Size
HTML Upload
Appendix G: Tips for Creating a Successful Email Marketing Campaign
Glossary of Terms