Define Recipients: Send to a Subscriber List
- 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 Details Page: Subscriber Subset, Segments 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 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 LISTSERV 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 LISTSERV Maestro only includes a subscriber if he/she fulfills the conditions of all selected segments. In mathematical terms: LISTSERV 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".