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Section 2 Understanding the LISTSERV Maestro Interface
Section 2 Understanding the LISTSERV Maestro Interface
The first thing to understand is that LISTSERV Maestro’s functionality centers on characterizing the various parts of an email “job.” A “job” refers to all of the elements that make up the creation, scheduling, delivery, and tracking of customized email messages. Throughout the LISTSERV Maestro documentation, “job”, “email job”, and “mailing” are used interchangeably and represent the same thing – the summation of the multiple functions that make up the definition and distribution of customized email messages.
Next, The LISTSERV Maestro Interface contains two main features that enable users to easily navigate from one area to another. These two features are the Toolbar and Dashboard. The following sections describe each in detail.
2.1 The Toolbar
The Toolbar contains menus and icons that give you quick access to the different functions in LISTSERV Maestro.
Figure 2-1 The Toolbar
The Mail Job menu lets you create a new job, view a list of open jobs (jobs that you have not finished setting up the criteria for), view a list of ongoing jobs (jobs that repeat), and a list of completed jobs. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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New – Create a new job.
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Import – Import a previously archived job from the archives.
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Open Jobs – Display the list of open jobs that have not been authorized for delivery.
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Ongoing Jobs – Display the list of ongoing jobs that are authorized for delivery and that are currently being processed or awaiting delivery.
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Completed Jobs – Display the list of completed jobs that have been delivered or closed after a delivery failure.
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Archived Jobs – Display the list of archived mail jobs.
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Job Info – Define the general information of the email job, such as the job title.
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Copy Settings From Other Variant – Copy the job definition settings from another variant job of the same A/B-split job to the current variant job. The copied settings will include the message definition, tracking definition, sender definition, and test delivery definition.
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Authorize Delivery – Authorize the job for delivery.
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Authorize Sampling Variant Delivery – Authorize the sampling variant jobs of an A/B-split job with Sampling for delivery.
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Authorize Main Variant Delivery – Authorize the main variant job of an A/B-split job with Sampling for delivery.
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Team Collaboration – Define the team collaboration settings for the job.
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Revoke Send Authorization – Revoke the delivery authorization of the job.
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Revoke Authorized Variants of A/B-Split Jobs – Revoke the delivery authorization of all authorized variant jobs of an A/B-split job.
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Stop Sending – Stop delivery of the job.
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Re-Open Job – Re-open the job for further editing.
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Close Job – Close the job in its failed state.
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Close All Open Variants of A/B-Split Job As Failed – Close the open variant jobs of an A/B-split job as failed.
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Retry Sending – Retry the delivery of the failed job.
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Resume Sending – Resume the delivery of the job to the pending recipients.
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Move Job to Archive – Move the selected mail job to the archive. An archived job will no longer be accessible in the normal LISTSERV Maestro User Interface; it will appear as if the job was deleted. Only the LISTSERV Maestro administrator can import an archived job. Also, an imported job will be “frozen” into the state that it had when it was initially archived (for example, no more tracking events will be collected for this job).
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Delete Job – Delete the job.
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Multiple Job Actions – Work with one or several jobs at once with one of the following options:
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Edit Category of All Selected Jobs – Edit the job category of all selected jobs.
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Edit Team Collaboration of All Selected Jobs – Edit the team collaboration settings of all selected jobs.
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Move All Selected Jobs to Archive – Move all selected jobs to the archive.
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Delete All Selected Jobs – Delete all selected jobs (not recoverable).
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Select All – Select all jobs in the current job list.
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Unselect All – Unselect all jobs in the current job list.
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Enable Multiple Job Actions – Enable the multiple job actions. Checkboxes will appear next to every job, allowing multiple job selection, and the Multiple Job Actions menu will be displayed.
Note: By default, multiple job actions are disabled and the menu contains only the Enable Multiple Job Actions option. By selecting this option, multiple job actions become enabled, which has two effects: The menu now contains more options (with various actions that can be applied to several jobs at once), and in the job list, a checkbox is shown in front of each listed job. Check those jobs that you want to manipulate, then select the desired option from the Multiple Job Actions menu. This action will then be applied to all selected jobs.

For the administrator, the multiple job actions are always enabled and can not be disabled.
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Disable Multiple Job Actions – Disable the multiple job actions. Checkboxes and the Multiple Job Actions menu will be hidden.
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Change Owner of All Selected Jobs – Change the owner of all selected jobs.
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Import all Selected Jobs – Import all selected jobs from the archive.
The Report menu lets you create a new report, view any existing reports, and open the Delivered Jobs Statistics and Delivered Recipients Statistics reports. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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New Report – Create a new tracking statistic report.
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Reports – Display the list of currently available tracking statistics reports.
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Completed Jobs Statistics – Display the statistical report about the previously delivered jobs.
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Delivered Recipients Statistics – Display the statistical report about the recipients of previous jobs.
The Recipient Warehouse menu lets you create new and manage datasets, lookup tables, and target groups. You can also edit the bounce process settings for the warehouse. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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New Dataset – Create a new recipient dataset.
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Datasets – Display a list of currently available recipient datasets.
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Datasets & Lookup Tables – Display the administrator’s page for recipient datasets and lookup tables.
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Lookup Tables – Display the list of currently available lookup tables.
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New Recipient Target Group – Create a new target group using one of the following options:
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Based on Hosted Recipient List – Create a new target group that is based on a hosted recipient list.
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Based on Classic LISTSERV List – Create a new target group that is based on a classic LISTSERV list.
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Based on Uploaded Text File – Create a new target group that is based on an uploaded text file (CSV-file).
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Based on Database Access by LISTSERV Maestro – Create a new target group based on a database accessed by LISTSERV Maestro.
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Based on Database Access by LISTSERV – Create a new target group based on a database accessed by LISTSERV.
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Target Groups – Display the list of currently available target groups.
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Bounce Processing – Define the bounce processing strategy for the Recipient Warehouse.
The Utility menu lets you create new and manage drop-in content and sender profiles; plus, it lets you change your account password. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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New Content Template – Sub-menu for creating new content templates:
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Create Empty Template – Create a new (empty) content template.
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Create Template Based on Mail Job – Create a new content template that is based on the message definition of an existing mail job.
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Upload Template – Create a new content template by uploading a content template definition file (ZIP-file).
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Content Templates – Show the list of currently available content templates.
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New Drop-In Content – Create a new drop-in.
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Drop-Ins – Display the list of currently available drop-ins.
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New Sender Profile – Create a new sender profile.
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Sender Profiles – Display the list of currently available sender profiles.
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Change Password – Change the password of the current user account.
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Print Page – Print the current page.
The Dataset menu lets you manage the datasets, categories, and members. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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Dataset Overview – Return to the Recipient Dataset Details screen.
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Edit Dataset Settings – Edit the dataset settings.
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Edit Category – Edit the settings of the category that is currently selected in the dataset tree.
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Create – Create hosted lists and categories using one of the following options:
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Create Hosted Recipient List – Create a new Hosted Recipient List in this dataset.
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Create Hosted LISTSERV List – Create a new Hosted LISTSERV List in this dataset.
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Create Category – Create a new category (either in the currently selected category or in the root of the dataset tree).
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Convert or Clone Standard LISTSERV List – Covert an existing, non-hosted LISTSERV list into a Hosted LISTSERV List or creates a Hosted LISTSERV List as a clone of an existing non-hosted LISTSERV list without changing the original list.
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Browse/Edit Confirmed Members – Browse through the members of the dataset and edit them manually.
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Browse Confirmed Members – Browse through the members of the dataset.
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Add Single Member – Add a single, new member to the dataset.
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Modify Members by Upload – Add, update, or delete members in the dataset by uploading a file.
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Download all Members – Download the current members of the dataset.
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Team Collaboration – Define the team collaboration settings for the dataset.
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Refresh and Manage Linked LISTSERV Lists – Define which of the non-hosted LISTSERV lists at the LISTSERV server to include in the dataset as Linked LISTSERV Lists. This option will also refresh the settings of the already linked LISTSERV lists by reading their current settings (as defined in the list headers) from LISTSERV so that LISTSERV Maestro will be aware of any changes to the lists.
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Subscriber Access URLs – Display the URLs for the Subscriber Access pages of the dataset’s member area.
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Tree Structure – Manage operations in a dataset tree using one of the following options:
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Cut – Cut the selected category from the dataset tree in preparation for a Cut & Paste operation (more precisely, the node will be marked as “cut”, but it will only be removed from its current parent node once you select Paste in another node).
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Copy (Categories Only) – Copy the selected category (and its subcategories) in the dataset tree in preparation for a Copy & Paste operation (more precisely, the category will be marked as “copied”, but it will only be created once you select Paste in another node).
Note: Any hosted lists in the category or sub category will not be copied.
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Paste – Paste a node into the currently selected node or root of the dataset tree. The node to paste must have been marked for “cut” or “copy” (see the Cut and Copy options above).
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Clear Cut/Copy State – Clear the current “cut” or “copy” state and unmarks the node that was to be “cut” or “copied” (see the Cut and Copy options above).
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Delete all Members – Delete all members (including unconfirmed ones) from the dataset.
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Delete Dataset – Delete the dataset, including all members and lists contained within it.
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Delete Category – Delete the category that is currently selected in the dataset tree.
The Hosted List menu contains options that are related to the hosted list currently selected in the dataset tree. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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Dataset Overview – Return to the Recipient Dataset Details screen.
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Edit List Details – Edit the hosted list.
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Browse/Edit Confirmed Subscribers – Browse through the subscribers of the hosted list and edit them individually.
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Browse Confirmed Subscribers – Browse through the subscribers of the hosted list (view only).
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Add Single Subscriber – Add a single, new subscriber to the hosted list.
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Modify Subscribers by Upload – Add, update, and delete subscribers in the hosted list by uploading a file.
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Download all Subscribers – Download the current subscribers of the hosted list.
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Tree Structure – Manage operations in a dataset tree using one of the following options:
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Cut – Cut the selected hosted list from the dataset tree in preparation for a Cut & Paste operation (more precisely, the node will be marked as “cut”, but it will only be removed from its current parent node once you select Paste in another node).
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Clear Cut/Copy State – Clear the current “cut” or “copy” state and unmarks the node that was to be “cut” or “copied”
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Delete all Subscribers – Delete all subscribers from the hosted list.
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Delete List – Delete the hosted list with all subscribers.
The Linked LISTSERV List menu contains options that are related to the Linked LISTSERV List currently selected in the dataset tree. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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Dataset Overview – Return to the Recipient Dataset Details screen.
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List Configuration – Open the corresponding LISTSERV Web Interface page for management of the selected Linked LISTSERV List.
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Convert To or Clone As Hosted List – Convert the selected Linked LISTSERV List into a Hosted LISTSERV List or clone a Hosted LISTSERV List from it (cloning will not change the original Linked LISTSERV List).
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Manage Linked LISTSERV Lists – Define which of the non-hosted LISTSERV lists at the LISTSERV server to include in the dataset as Linked LISTSERV Lists.
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Tree Structure – Manage operations in a dataset tree using one of the following options:
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Cut – Cut the selected Linked LISTSERV List from the dataset tree in preparation for a Cut & Paste operation (more precisely, the node will be marked as “cut”, but it will only be removed from its current parent node once you select Paste in another node).
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Clear Cut/Copy State – Clear the current “cut” or “copy” state and unmarks the node that was to be “cut” or “copied”
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Remove Link to LISTSERV List – Remove the link to this LISTSERV List (removes the Linked LISTSERV List node from the dataset tree and the actual list at LISTSERV will remain the unchanged).
The LISTSERV menu takes you to specific areas in the LISTSERV Web Interface. The options available vary depending on where you are in the application and what function you are performing. The possible options are:
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Server Administration Dashboard – Open the Server Administration Dashboard of the LISTSERV Web Interface.
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List Administration Dashboard – Open the List Administration Dashboard of the LISTSERV Web Interface.
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Site Configuration – Open the site configuration page of the LISTSERV Web Interface.
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LISTSERV Archives – Open the LISTSERV archives page of the LISTSERV Web Interface.
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Server Reports – Contains options for reports in the LISTSERV Web Interface.
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Server Usage Reports – Open the server usage reports page of the LISTSERV Web Interface.
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Anti-Virus & Anti-Spam Reports – Open the anti-virus and anti-spam reports page of the LISTSERV Web Interface.
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Server Activity Reports – Open the server activity reports page of the LISTSERV Web Interface.
The Back To menu is a quick way to return to the previous screen or to one of the recently visited screens. The possible options are:
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Dashboard – Go back to the Dashboard screen.
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Selected Job "JOB NAME HERE" – Go back to the job with the given name.
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Create New Job – Go back to the Start New Job screen.
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Selected Report "REPORT NAME HERE" – Go back to the tracking report with the given name.
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Create New Report – Go back to the Define Report screen.
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Selected Dataset "DATASET NAME HERE" – Go back to the dataset with the given name.
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Create New Dataset – Go back to the Recipient Dataset Definition wizard.
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Selected Lookup Table "LOOKUP TABLE NAME HERE" – Go back to the lookup table with the given name.
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Create New Lookup Table – Go back to the Lookup Table screen.
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Selected Target Group "TARGET GROUP NAME HERE" – Go back to the target group with the given name.
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Create New Target Group – Go back to the Target Group Definition wizard.
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Selected Content Template "TEMPLATE NAME HERE" – Go back to the content template with the given name.
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Create New Content Template – Go back to the Edit Content Template screen.
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Selected Drop-In "DROP-IN NAME HERE" – Go back to the drop-in with the given name.
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Create New Drop-In – Go back to the Drop-In Content Element screen.
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Selected Sender Profile "SENDER PROFILE NAME HERE" – Go back to the sender profile with the given name.
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Create New Sender Profile – Go back to the Sender Profile screen.
The Preferences menu contains options for defining various user preferences. The possible options are:
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User Interface – Contains options for defining preferences for the User Interface.
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Date and Number Formats – Define the date, time, and number preferences for the User Interface.
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Display – Define the display preferences for the User Interface.
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Mail Jobs – Contains options for defining job-related preferences.
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New Mail Job – Define the preferences for a new job, including the team collaboration preferences.
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Recipients – Define the preferences for the recipient definition of a job.
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Content – Define the preferences for the content definition of a job.
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Tracking – Define the preferences for the tracking definition of a job.
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Delivery Test – Define the preferences for the delivery test of a job.
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Scheduling – Define the preferences for the schedule definition of a job.
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Reports – Contains options for defining preferences for reports.
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New Report – Define the general tracking report preferences.
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Datasets – Contains options for defining recipient dataset preferences.
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Team Collaboration – Define preferences for the team collaboration settings for recipient datasets.
The Logout menu logs you out of the LISTSERV Maestro Interface. For a user account that is not part of an identity, then this menu appears as a single item, which, if you click on it, allows you to log out from LISTSERV Maestro. For a user account that is part of an identity, then this menu has the following options:
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Logout this Account – Log out from LISTSERV Maestro.
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Switch Account – Switch to a different account in the same identity (without the need to logout and login again).
The Help icon is used to access the help associated with the current screen.
2.2 The Dashboard
The opening screen of LISTSERV Maestro’s interface is called the Dashboard, providing a quick summary of what has happened recently and what is due to happen in the future.
The Dashboard contains five sections that may be displayed, hidden, or rearranged. This allows for a convenient and easy way to customize the information shown, making it possible for you to see what is most important to you.
Note: The administrator has the option to show a summary of all user accounts, certain user accounts, or just your user account on the Dashboard.
Figure 2-2 The Dashboard
The Dashboard sections are:
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Currently in the System – This section contains the general statistics for your account, such as jobs in progress, number of jobs completed, etc.
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Recently Visited – This section provides shortcuts to the most recently used jobs, reports, etc., making it easy for you to resume work in one area if you interrupted it to visit another area. The areas visited may also be available in the Back To menu on the Toolbar
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Jobs Due Next – This section contains a list of jobs that are currently open and that are due next for authorization. This section does not show any jobs that have a “Authorize Due By” date configured.
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Current and Upcoming Deliveries – This section contains a list of jobs that are currently being delivered and that are scheduled for an upcoming delivery. From this section, you can also view any failed jobs that have yet to be closed or re-opened.
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Recent Deliveries – This section contains a list of jobs that have been recently delivered and jobs that have attempted delivery but failed.
To update the data displayed on the Dashboard, click the Refresh link. The date and time of the data being viewed is shown next to this link.
To rearrange the order in which the sections are displayed on the Dashboard, click the up or down arrows that are located in the top and bottom right corners of each section.
To hide or show a section, click the Hide/Show Dashboard Sections link. This link opens the Hide/Show Dashboard Sections screen. To show a section, check the box associated with that section. To hide a section, uncheck the box.
Figure 2-3 The Hide/Show Dashboard Sections screen