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 2.2.1.1 Updating the Dashboard’s Data 2.2.1.2 Editing the Dashboard’s Name 2.2.1.3 Hiding/Showing Dashboard Sections 2.2.2 Managing Dashboard Reports 2.2.2.1 Adding Reports to the Dashboard 2.2.2.2 Re-Organizing Dashboard Reports 2.2.2.3 Viewing Additional Report Details 2.2.2.4 Renaming the Dashboard Report 2.2.3 Creating Multiple Dashboards 2.2.3.1 Copying the Current Dashboard 2.2.3.2 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 5.2.3.1 LISTSERV Topics 5.2.3.2 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 5.3.4.1 Usage of Recipients Data 5.3.4.2 Recipient Identification Columns 5.3.4.3 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 5.5.3.1 Parse Recipients Manually 5.5.3.2 Header Row 5.5.4 Recipients Details 5.5.4.1 Usage of Recipients Data 5.5.4.2 Recipient Identification Columns 5.5.4.3 Header Definition 5.5.5 Summary 5.5.5.1 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 5.6.4.1 Usage of Recipients Data 5.6.4.2 Recipient Identification Columns 5.6.4.3 Header Definition 5.6.5 Summary 5.6.5.1 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 8.2.1.1 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 8.2.4.1 Defining for A/B-Splits Jobs 8.2.4.2 Defining for A/B-Split Jobs with Sampling 8.2.5 About Auto-Repeat Jobs 8.2.5.1 Specifying the Delivery Time 8.2.5.2 Auto-Repeat Jobs with Dynamic Recipients or Dynamic Content 8.2.5.3 Dynamic Recipients Example 8.2.5.4 Dynamic Content Example 8.2.5.5 Auto-Repeat Jobs and Delivery Failures 8.2.5.6 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 13.1.2.1 Reordering Data Sources 13.1.3 Result Settings 13.1.3.1 Result Settings for Event Distribution over Time 13.1.3.2 Result Settings for Sum of Events 13.1.3.3 Result Settings for Recipient Details 13.1.3.4 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 15.3.1.1 Login URL 15.3.1.2 Unsubscribe URL 15.3.1.3 Profile Field Updates URL 15.3.1.4 View in Browser URL 15.3.1.5 Multiple Selection Fields 15.3.1.6 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 Abs IsNum Max Min Pow Random ToNum Contains EndsWith HTMLEncode IndexOf LastIndexOf Length Matches ReplaceText Substring StartsWith ToLower ToUpper Trim URLEncode If Count In SetOf SetToString SetToStringWithMaxLen CurrentMillis IsDate SubscribeTimeMillis ToDate ToMillis IsSupplied SecondaryValue 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
