Define Recipients: Send to a Recipient Target Group
- 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.
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: Select Target Group
A target group in LISTSERV Maestro is a set of email recipients that has been pre-configured by a data administrator. Each target group has a name and description created by the administrator.
This screen displays all available target groups in a tree structure. The tree shows all target group folders in the subscriber warehouse that contain at least one target group. Folders that have no target groups are not shown in the tree.
Navigate to the desired target group and click on it to select it for use in your mail job. The screen will then show the target group name and description, together with the target group "version" (expressed as the date and time when the target group was last modified) and a preview of the available parameters (if any).
Proceed to the Source Details screen to supply the input values for the target group parameters. If the target group does not have any parameters, proceed to the Summary screen to review the results of the target group retrieval.
If the definition of the target group that is selected has changed since it was selected (the "version" according to the change date of the target group as shown in the recipients wizard is older than the "version" of the original target group definition), then a notification will be displayed that a newer version of the same target group is available and the Get new version of target group link will allow you to update the recipients wizard with that newest version. In this case, any parameter details for the current target group already defined will be reset because they may no longer be applicable with the newer target group version.
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:
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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.
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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.