ListManager 12 User Guide

[Pages:1292]ListManager 12 User Guide

ListManager User Guide

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Table of Contents

Welcome to ListManager................................................................................5 What's New in ListManager 12 .......................................................................5 Supported Platforms and Database Servers....................................................12 System and Network Requirements................................................................13 Logging In and Logging Out .............................................................................14 Announcement Lists .......................................................................................16 Discussion Lists ...............................................................................................17 What Different Administrative Roles Are There? ............................................18 Your ListManager Serial Number ....................................................................19 Starting ListManager.......................................................................................25 Introduction to the Interface ..........................................................................29 General Installation Instructions .....................................................................40 Creating a Using a Customer Domain / ListHosting .........................................70 Installing, Upgrading and Uninstalling a Cluster ..............................................94 Important Upgrade Information .....................................................................114 After Upgrading ListManager..........................................................................131

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Moving ListManager: Windows ......................................................................139 Calendar -- Overview ......................................................................................145 Members -- Overview .....................................................................................155 Content -- Overview........................................................................................206 The Main Templates Page...............................................................................284 Using the HTML Editor ....................................................................................300 Content: Image Library ...................................................................................318 Segments -- Overview .....................................................................................324 Joining to Another Table .................................................................................359 Mailings -- Overview .......................................................................................363 Reports -- Overview ........................................................................................465 Using EmailAdvisor .........................................................................................496 Utilities -- Overview ........................................................................................570 Web Analytics Integration -- Overview ...........................................................840 The Discussion Forum Interface for Members ................................................913 The ListManager Web Server ..........................................................................955 Rebranding ListManager .................................................................................974

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Security Considerations ..................................................................................976 Extending ListManager with Programs............................................................985 Customizing the ListManager Web Interface ..................................................988 Email Commands ............................................................................................1002 Message Personalization and Scripting ...........................................................1046 Using ListManager with ClickTracks: Overview ...............................................1119 Failed Verifications and Warning Messages ....................................................1144 ListManager Programmer's Guide ..................................................................1145

ListManager User Guide

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Welcome to ListManager

ListManager is a three-tier Internet application designed to deliver email quickly and efficiently to large numbers of recipients. It has its own SMTP engine, web server and DNS resolver. It uses your SQL database to store demographic and behavioral information for the member email addresses.

Supported Platforms System and Network Requirements Upgrade Information General Features Introduction to the Interface Tutorial Programmer's Guide

What's New in ListManager 12

New Visual Design

The Lyris LM user interface has been updated with a fresh new look. Everything works the way it did, but the interface has a new, more contemporary feel that will enhance the way you engage with the application and its powerful underlying capabilities.

Deliverability Enhancements: MTA and Domain Connection Limits

With Lyris LM 12, Server administrators have even more flexibility and control over their mail sending strategy. Server administrators can manage Domain Connection Limits at the MailStream, Sending Domain and Sending IP level, providing 6 different configuration options. In addition to supporting more granular settings for proactive and reactive throttling, these enhancements also enable a more targeted IP warm-up strategy.

For more information, see Domain Connection Limits.

Image Library Update

Lyris LM now stores images within the db by default for new installations. Customers upgrading to Lyris LM 12 can configure this option for their site so that images can be stored in the db and sent as part of a message.

For more information, see Image Library.

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Enhancements to Manage Access to Member Data

Lyris LM 12 includes several modifications that provide administrators with more control over access to member data. Server administrators can configure their site to modify they way members access their Survey Results and when Email Confirmations are sent. In addition, Server administrators can configure their site so that the ability to "Run Your Own SQL Query" is limited to specific users. For more information, see the readme.txt file or Contact Customer Support.

More Secure Passwords

Server administrators can now require all passwords to be even more secure than the "strong" password setting. If this new option is set, when any users are added or passwords are reset, Lyris LM will automatically update the way in which the password will be stored. For more information, see Enforcing Secure Passwords.

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How to Use ListManager Help

You can find ListManager help in several ways:

To get help for a page you are viewing, click on that page. This button appears only if a help topic for the page exists.

To browse the help topics, find text in the Index or search for specific text, as well as to add search results that you frequently use to your list of Favorites, use the navigation pane on the left.

TIP: If the navigation pane does not appear, click

at the top of the page.

To search the help topic you are viewing and perform additional actions, use the toolbar buttons shown in the following table. These buttons appear at the top of the right pane.

Use This Button...

To...

Add the current topic to your Favorites. Hide or show the navigation pane on the left. Expand collapsed text. Collapse expanded text. Print the current topic.

Search the current topic for a word or phrase.

Type the text you want to find in the box, then click the magnifying glass button. The text you searched for is highlighted in the topic.

Remove highlighting from found text. Return to the last page you viewed.

Return to the page you were viewing before you clicked the button.

ListManager User Guide

Stop loading the current page. Click this button if a page you are trying to view is taking too long to open. Refresh the current page. Open the Welcome to ListManager help topic.

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Use This Button...

To...

Display the Help Table of Contents in the navigation pane. Display the Help Index in the navigation pane.

Display Help Search in the navigation pane.

Display your Favorites in the navigation pane.

To Find Text in the Index

1. Click the Index tab in the left navigation pane. - orClick

The Index opens in the navigation pane.

2. Click the word you want to see. -orIn the text box at the top of the navigation pane, type the word or phrase you want to find. When the highlighted word or phrase appears in the pane, click it to view the related topic.

If the word is associated with a single topic, that topic appears in the main pane. If the word is associated with several topics, those topics appear next to the word; click the topic you want to see.

To Search for Specific Text

To search all of ListManager Help: 1. Click Search in the navigation pane on the left. The Search opens in the navigation pane. 2. In the text box at the top of the pane, type the word or phrase you want to find.

TIP: If searching for multiple words,you can use AND to find both words, or OR to

find either word.

3. Click Search. The list of all topics that include your text appear in the navigation pane.

4. Click the topic you want to see. The selected topic opens in the right pane.

To search the topic you are viewing:

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