Define Recipients: Send to Recipients in the Subscriber Warehouse

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 Details Page: Subscriber Subset, Segments, Importer and Advanced Settings

This screen lets you define the subscriber subset of the list, segment or group that you have selected on the Source screen.

Recipients Selected by Import (available for hosted lists only)

Selected Importer: Select an existing list importer that LISTSERV Maestro shall use for a given list subscriber to decide if the subscriber is included as recipient. All subscribers that are added or updated by the selected list importer will receive an email from this mail job.

Only list importers that fulfill all of the following conditions can be selected:

• The importer is "Enabled".
• The importer type is "Synchronize with List".
• If a new subscriber is not yet a subscriber of the list group, add as a new list group subscriber.
  (This setting only applies if the selected list is in list group.)
• The update may be applied to list and group values.
  (This setting only applies if the selected list is in list group with group fields.)
• Overwrite manual changes with imported values is allowed.
  (This setting only applies if the selected list has own fields or is in a list group with group fields.)

See the Importer Definition help for details on how to define a suitable list importer.

Recipients Selected by Choosing Several Lists in a List Group

Selected Lists: Define the lists that Maestro shall check for a given list group subscriber to decide if the subscriber is included as recipient. All lists you pick are checked and the subscriber is included if he/she is subscribed to at least one of these lists. A subscriber receives only one email from this mail job, even if he/she is subscribed to several lists in the group. In other words: Maestro does not send duplicate emails when you use this variant of defining the recipients.

Recipients Selected by Segment and Search

Selected Segments: Define if the subscriber subset shall be constrained via a subscriber segment selection. For a subscriber list, clicking Select Subscriber Segments opens a dialog listing all available segments of the selected list. Pick any number of segments from the list and decide if you wish Maestro to consider subscribers in any, all or none of the segments. (Use the usual keyboard commands to perform multiple-entry selection.) Click the [OK] button to apply your segment choice. (See below for an explanation of what the choices "any", "all" and "none" mean for a segment condition.)
(If a segment was already selected on the "Source" page, then the selection here is fixed. If a list group was selected on the "Source" page, then this option is not available at all.)

Additional Search: Clicking the Edit Search Condition link opens a special variant of the list subscribers pane. See the List Subscribers help for details on how to define a suitable filter and how to apply it to the email job recipients.

Recipients Selected via Demographic Report

The email is sent to a subset of the selected list, where the subset is defined based on the demographics of the subscribers. Click the Define Demographic Subset link to provide the demographic details.

Recipients Selected On Demand By API Calls

Initially, none of the subscribers are selected as recipients. After authorization of the mail job, subscribers are defined as recipients by an external process, one by one through subsequent API calls. The message is delivered to each recipient immediately after each external call. See here for details.

About "Active List Subscribers": Regardless of how you define the subscriber subset, email messages are only ever sent to list subscribers with the subscription status set to "Active (receiving emails)". In the case of a selected list group, this means that a group subscriber will only receive the email if he/she is subscribed to at least one list in the group and has the subscription status for this list set to "Active, Receiving Mail". This additional filtering condition is always applied, regardless of the other filtering condition settings.

Custom Demographic Subscriber Subset

When filtering on the subscriber demographics, you first need to identify those demographics that you want to include as recipients of your email. This is done based on the subscriber profiles on the Custom Demographic Subscriber Subset page. On this page, you first perform a demographic report on the subscribers of the selected subscriber list or list group, modifying the report until you have separated and identified those demographic groups that you want to send your email to. Then, you select these groups as recipients of your email. See here for details.

Segment Conditions and "All" vs. "Any" vs. "None"

When defining a segment selection, "all" means that Maestro only includes a subscriber if he/she fulfills the conditions of all selected segments. In mathematical terms: Maestro performs a set-wise intersection of the selected segments. Analogously, choosing "Any" means that a subscriber is included if the condition of at least one of the selected segments is "true" for this subscriber, i.e. the result is a set-wise union. And, finally, to complete the set theory explanation: Choosing "None" internally performs a negation of the segment condition and combines the conditions with "and".