Define Recipients: Send to Recipients in the Subscriber Warehouse

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 "Send to Recipients in the Subscriber Warehouse", 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: Select Subscriber List

This screen allows you to define which subscriber list, list segment or list group to send the email job to.

This screen displays all available subscriber lists, segments and groups in a tree structure.

List groups, folders and subscriber lists with segments are shown with a icon (if the node is closed) or icon (if the node is open). Click on the icon to close or respectively open a node.

The act of selecting a subscriber list, segment or group in the tree is the purpose of this page, thus defining the recipients of the mail job. Therefore, the wizard cannot proceed until a a subscriber list, segment or group has been selected in the tree.

By default, with a subscriber list, segment or group selected in the tree, the mail job will be sent to all subscribers in that list/segment/group, as shown by the option "Send to all subscribers" (or "Send to all lists of the group in one mailing", in the case of a selected list group) that is selected in the pane on the right. If you have subscriber importers you can select the option "Send to imported subscribers" to specify your recipients by executing an predefined list importer. With this option selected, the "Source Details" wizard page is enabled and allows you to select the list importer that shall be executed to determine the desired recipient subset for the email job. If you plan to target your recipients more exactly, switch this option to "Advanced subscriber selection" instead. With this option selected, the "Source Details" wizard page is enabled and allows you to define further details on how LISTSERV Maestro shall determine the desired recipient subset for the email job.

If you selected a list group with more than one list from the tree, then you see an additional option in the panel on the right, named "Send to several lists of the group in one mailing". With this option, you can target your mailing to many lists in the group at once, without sending duplicates. Define further details on the "Source Details" wizard page.

If the list you selected from the tree is an Hybrid Subscriber List, then you see a third option in the panel on the right, named "Send classic LISTSERV email list posting". This option is especially useful if you want to employ LISTSERV's advanced discussion list and public web archival features (much analogous to actually sending an email to the list's address outside of Maestro).

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.