Table of Contents Preface - About This Manual What’s New for the Data Administrator in LISTSERV® Maestro 4.0 Behavioral Changes to the Toolbar Defining Subset Values of a Lookup Table Adding Secondary Columns to a Lookup Table Adding a Description to a Profile Field Tracking Permissions Filtering Profile Field Drop-Down Menus Based on Previous Selection Using Derived Profile Fields Copying LISTSERV List Settings Defining Recipient Importers Viewing Demographic Reports for a Dataset or List Downloading Dataset Members and List Subscribers Externally Reminding the Subscriber to Unregister from a Membership Area Sending Messages to an Entire Dataset Using the New *{{Calc}} Features Section 1 Introduction to LISTSERV Maestro 4.0 1.1 System Requirements 1.2 LISTSERV Maestro Data Administration Interface 1.2.1 The Toolbar 1.2.1.1 Behavioral Changes to 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 Defining Subset Values of a Lookup Table 4.2.3 Adding Secondary Columns to a Lookup Table 4.2.3.1 Example 4.2.3.2 Editing of Secondary Column Names 4.2.3.3 Uploading Behavior of Tables with Secondary Columns 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 The Derivation Tab 6.1.3.3 This Input Validation Tab 6.1.3.4 The Subscriber Name Definition Tab 6.1.3.5 The Default Values Tab 6.1.3.6 The Field Descriptions 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 7.1.3.1 The Full Name Definition Tab 7.1.3.2 The Input Field Validation Tab 7.1.3.3 The Field Descriptions Tab 7.1.3.4 The Default Values Tab 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 7.2.3.1 The Full Name Definition Tab 7.2.3.2 The Input Field Validation Tab 7.2.3.3 The Field Descriptions Tab 7.2.3.4 The Default Values Tab 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 7.3.3.1 The Full Name Definition Tab 7.3.3.2 The Input Field Validation Tab 7.3.3.3 The Field Descriptions Tab 7.3.3.4 The Default Values Tab 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 7.4.3.1 The Full Name Definition Tab 7.4.3.2 The Input Field Validation Tab 7.4.3.3 The Field Descriptions Tab 7.4.3.4 The Default Values Tab 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 Copying LISTSERV List Settings 8.1.3 Editing a List 8.1.4 Moving an Existing List into a Category 8.1.5 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 and Maintaining Dataset Members and 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 or Import 9.3.1 The Import Members/Import Subscribers 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 Import 9.3.2 Defining Recipient Importers 9.3.2.1 Launching a Recipient Importer 9.3.2.2 Launching a Recipient Importer Externally 9.3.2.3 Viewing a Recipient Importer’s History 9.4 Downloading Dataset Members and List Subscribers Externally 9.5 Team Collaboration 9.6 Member and Subscriber Statistics 9.7 Viewing Demographic Reports for a Dataset or List 9.7.1 Sending Messages to Specific Demographics 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 10.4 Welcome and Farewell Emails for HRLs, HLLs, and Datasets 10.5 Reminding the Subscriber to Unregister from a Membership Area 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 Creating Target Groups Based on a Dataset 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 Creating Target Groups Based on a Hosted Recipient List 14.1 General 14.2 Source 14.3 Source Details 14.4 Parameters 14.5 Input Layout 14.6 Input Preview 14.7 Summary Section 15 Creating Target Groups Based on a Classic LISTSERV List 15.1 General 15.2 Source 15.3 Source Details 15.3.1 Standard List Messages with Topics 15.3.2 Special List Messages 15.4 Parameters 15.4.1 LISTSERV Topics as Parameters 15.4.2 Conditional Expression Parameters 15.5 Input Layout 15.5.1 Input Layout for LISTSERV Lists with Topics 15.5.2 Input Layout for LISTSERV Lists with Parameters in Conditions 15.6 Input Preview 15.7 Recipients Details 15.8 Summary Section 16 Creating Target Groups Based on an Uploaded Text File 16.1 General 16.2 Source 16.3 Source Details 16.4 Recipient Details 16.4.1 Usage of Recipients Data 16.4.2 Recipient Identification Columns 16.4.3 Header Definition 16.5 Duplicate Elimination 16.6 Summary Section 17 Creating Target Groups from a Database Accessed by LISTSERV Maestro 17.1 General 17.2 Source 17.3 Parameters 17.4 Input Layout 17.5 Input Preview 17.6 Recipients Details 17.6.1 Usage of Recipients Data 17.6.2 Recipient Identification Columns 17.6.3 Header Definition 17.7 Duplicate Elimination 17.8 Summary Section 18 Creating Target Groups from a Database or LDAP Directory Accessed by LISTSERV 18.1 General 18.2 Source 18.3 Parameters 18.4 Input Layout 18.5 Input Preview 18.6 Recipients Details 18.7 Summary Section 19 Defining Parameters 19.1 Fixed and Parameterized SQL Statements 19.1.1 Parameter Placeholders 19.2 Available Parameter Types 19.2.1 Parameter Type Checkbox 19.2.2 Parameter Type Edit Field 19.2.3 Parameter Type Selection List 19.2.3.1 Manual specification 19.2.3.2 Database specification 19.2.4 Parameter Type Date and/or Time Section 20 Using Target Groups to Define Recipients Appendix A: Using Calculation Formulas Data Types Automatic Type-Conversion Expressions Constant Number Expressions Constant Text Literal Expressions Constant Boolean Expressions Standard Merge Field Expressions Optional Merge Field Expressions Function Expressions Target Group Parameter Expressions Operators Operators for Number Operands Operators for Text Operands Operators for Boolean Operands Operators for Set Operands Operator Precedence and Parenthesis 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 Date and Time Patterns Date and Time Formats Presentation Description Predefined Locales Quote-Escaping Rules 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
