Table of Contents Preface - About This Manual What’s New for the End User in LISTSERV® Maestro 3.1 Content Definition Enhancements Message Content Icon Bar Message Templates HTML Editor Forward-to-a-Friend A/B-Split Testing New System Drop-Ins Tracking and Reporting Enhancements Tracking Forwards and Conversions Click-Rate Visualization Delivery and Testing Enhancements Job Delivery and Success Notifications Delivery Testing Customization Enhancements Creating and Administering Templates 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 2.2 The Dashboard 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 5.7.1 Options 5.7.2 Source 5.7.3 Source Details 5.7.4 Recipients Details 5.7.5 Summary 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 6.7 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 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 Type 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 Information 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 About Auto-Repeat Jobs 8.2.4.1 Specifying the Delivery Time 8.2.4.2 Auto-Repeat Jobs with Dynamic Recipients or Dynamic Content 8.2.4.3 Dynamic Recipients Example 8.2.4.4 Dynamic Content Example 8.2.4.5 Auto-Repeat Jobs and Delivery Failures 8.2.4.6 Auto-Repeat Jobs and System Shutdown Section 9 Testing and Authorizing Delivery 9.1 Delivery Testing for a Job 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 Re-authorizing Auto-Repeat Jobs Section 10 Open Jobs 10.1 Advanced Filter Settings 10.2 Multiple Job Actions Section 11 Ongoing Jobs 11.1 Advanced Filter Settings 11.2 Auto-Repeat Jobs and Delivery Failures 11.3 Multiple Job Actions 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 12.5 Completed Jobs Reports 12.6 Forward-to-a-Friend Report Section 13 Tracking Statistics and Reports 13.1 Creating Reports 13.1.1 General Settings 13.1.2 Adding a Data Source 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 Multiple Selection Fields 15.3.1.4 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 Multiple Selection Fields 16.4 Combining System Drop-Ins with Conditional Blocks 16.5 Formula Calculation 16.6 Escaping Quote Characters 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 Expressions 18.1.1 Constant Number Expressions 18.1.2 Constant Text Literal Expressions 18.1.3 Standard Merge Field Expressions 18.1.4 Optional Merge Field Expressions 18.1.5 Function Expressions 18.2 Operators 18.2.1 Operators for “Number” Operands 18.2.2 Operators for “Text” Operands 18.2.3 Operator Precedence and Parenthesis 18.3 Automatic Type-Conversion 18.4 Formula Functions 18.4.1 Date and Time Patterns 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
