Define Recipients: Select Recipients from a Database or LDAP Directory

To access the recipients wizard for a given standard mail job from the open job details pane, select the Summary tab and click on the Edit link in the Recipients section. If you are already on the workflow page of the mail job, simply click on the Define Recipients section.
To access the recipients wizard for a given A/B-split job, click the Edit link in the Recipients section of the A/B-split job details page.

Note: If the recipients do not have the desired type "Select Recipients from a Database or LDAP Directory", you can change the recipients type on the source page.

The Define Recipients wizard allows the defining of recipients that will receive the email message specified in the job when the job is finally sent.

The wizard has up to five pages: Source, Source Details, Recipients Details, Advanced Settings, and Summary.

The top row of the wizard displays links to these five pages. The page that is currently open is highlighted. Depending on the choices made on some of the wizard pages, other pages may become disabled or may be shown in different versions. If a wizard page is disabled, then it means that this page is not necessary with the current choices and can safely be ignored.

Source Page: Database or LDAP Connection

This screen is used to specify the database connection and the SQL command (query) or LDAP search that LISTSERV Maestro shall execute to retrieve the recipients.

Selecting the Database Connection: Click the drop-down menu and select the connection to the database you want to access. Only connections that have previously been defined are available.

Adding a Database Connection: If the list of defined database connections does not contain a suitable entry for the database you want to access, click the "Add Connection" entry at the end of the drop-down menu. This opens a pop-up dialog allowing you to supply the necessary details for the connection. First select the database plugin from the drop-down menu. Only plugins that have previously been registered by the administrator are available. Once you have selected a plugin, the plugin-specific parameters are displayed and you need to fill them out with the values that allow Maestro to connect to the database that you want to access. If you are unsure as to what values to fill in, contact your administrator for assistance. When you are finished supplying the connection parameters and database credentials, click the [Ok] button to use the new connection. This connection is now listed and available for future use.

Specify whether Maestro shall retrieve the recipients now and store them internally for later sending or if the recipients shall be retrieved at the moment before sending.

Now: Use this option if the data in the database or LDAP directory is available now and if Maestro shall access the database to retrieve a copy of the full recipients set. Maestro will perform the sending at a later time without accessing the database again.
Just before sending time: This option is most useful if you expect that the database will contain different or more recipients just before the scheduled delivery time. If you choose this option, then Maestro will only access the database to retrieve a preview of the recipients. This allows you to specify the email column, the name column, and further details on the Recipient Details screen. Later, when the email job is about to be delivered, Maestro will access the database once more to retrieve the actual, full set of recipients.

Note: If the database is not available at the moment before sending, then the job delivery will fail.

Changing the Recipients Type

Depending on the settings configured by the administrator for your account, this screen may show an additional section that allows you to change the general recipients type, i.e. to use another method of retrieving the recipients. Click the link in this section to open a dialog with options to choose the desired method:

Note: Your account may not have all recipient types described below available, depending on how the system administrator has configured your account. You can choose:

Send to a Recipient Target Group: This option assumes that the data administrator has configured one or more recipients target group(s).
Help pages for wizard of this type
Send to Recipients in the Subscriber Warehouse: This option assumes an existing subscriber list.
Help pages for wizard of this type
Upload Recipients: With this option, you upload a file with the recipients into the system. The file can either be an Excel or OpenOffice spreadsheet file (xls, xlsx or ods) that contains the recipients, or a text text file that contains the recipients in a "comma separated format" (also sometimes known as "tab separated format").
Help pages for wizard of this type
Select Recipients From a Database or LDAP Directory: This option allows LISTSERV Maestro to use recipients that are stored in a separate database or LDAP directory.
Help pages for wizard of this type
Send to a LISTSERV List: This option assumes an existing LISTSERV list with existing subscribers.
Help pages for wizard of this type
Let LISTSERV Select Recipients From a Database or LDAP Directory: This option employs LISTSERV's capabilities to use recipients that are stored in a separate database or LDAP directory.
Help pages for wizard of this type
Determine Recipients Based on Reaction to the Job: With this option, Maestro will determine the recipients based on the events that are stored in the Maestro database.
Help pages for wizard of this type

Click [OK] to apply your selection to the recipients wizard.