Mailings: New Mailing: Recipients

 

By default, your mailing will be sent to your entire list. The Mailings: New Mailing: Recipients page allows you to specify segments, lists, the number of recipients to be sent to, and recipients to be purged. For a step-by-step guide to creating mailings, see Mailings: New Mailing.

 

These features are a part of ListManager Pro or Enterprise, and are unavailable for standard ListManager. Contact your account representative at sales@lyris.comif you'd like to upgrade to ListManager Pro or Enterprise.

 

Segments

The default segment the mailing will be delivered to may be specified in Utilities: List Settings: Basic Information: Enable Features: Default Segment.

 

Unless a different segment has been specified, your mailing will be sent to the entire list you're currently logged into. To change the list or segment, click the choose segmentsbutton. You will be taken to a page that will display the segments and lists available to you. Select from the left box the segments or lists you'd like to send to, and click the > button. To remove segments or lists, select them from the right box and click the < button.

 

Once a mailing has been saved, the segment it will send to may not be edited.

 

If you select multiple lists or segments to send to, a separate mailing will be created for each. You will be able to approve or schedule all of them to be sent at the same time.

 

Note: When sending to multiple segments, be sure that Utilities: List Settings: Discussion Group Features: Message Rejection Rules: Allow Duplicate Postings is set to "No" (the default setting). If set to "Yes," duplicate postings may be sent when sending to multiple segments, even if the Cross-Posting and Duplicates setting is set to "Make sure that multiple copies of cross-postings are removed".

 

If your list is not configured to allow you to merge, you will see the enable merge feature button. Clicking on this button takes you directly to Utilities: List Settings: Basic Information: Enable Features. Change Save Messages to Enable Merge Mailings to Yes, and save. Also check Utilities: List Settings: Automatic Maintenance: Purging Archives to make sure archives are being saved for a sufficient period of time. You will then be able to purge recipients in future mailings.

 

Note that if you are creating a triggered mailing, the segment name will not be editable from here, and you must specify the segment on the Triggertab.

 

Use the Back button on your browser or the OK button to return to the Mailings: New Mailing: Recipients page after changing your list settings.

 

Purge From

ListManager allows you to remove or purge recipients who were sent previous messages. For example, let's say you want to test the effectiveness of your message by sending it to half of your list. Later, you'd like to send a message to the list members who were not included in the first mailing . You can purge the recipients of the previous message, so your members only receive one message from you. NOTE  Recipients are purged even if they were sent the initial mailing but did not actually receive it.

 

By default, you send to all recipients in the list or subset. To purge recipients of other messages, click the Choose Mailings button. You will be taken to a page that will display the mailings available to you. Select from the left box the mailings whose recipients should NOT receive this message, and click the > button. To remove mailings, select them from the right box and click the < button.

 

If your list is not configured to allow you to purge recipients, you will see the enable purge feature button. Clicking on this button takes you directly to Utilities: List Settings: Basic Information: Enable Features. Change Save Recipient Info to Enable Purge Mailings to Yes, and Save Messages to Enable Merge Mailings to Yes, and save. Also check Utilities: List Settings: Automatic Maintenance: Purging Archives to make sure archives are being saved for a sufficient period of time. You will then be able to purge recipients in future mailings.

 

Use the Back button on your browser or the OK button to return to the Mailings: New Mailing: Recipients page after changing your list settings.

 

** Upgrade note: In ListManager 7.8, the merging/purging logic was changed in order to make the process faster, more efficient, and more robust. When upgrading to later versions, you will not be able to purge against mailings older than the date set in your outmail. You will not be able to purge against records that weren't in the outmail queue before the upgrade.

 

Once a mailing has been saved, you may not select messages to purge it against.

 

Suppression List

ListManager can suppress, or exclude, a list of email addresses from receiving this particular mailing.

 

To suppress a list of email addresses, click choose file. You will be taken to the Mailings: Choose Suppression List page, where you may specify the suppression list file.

 

The file must be plain-text, with one email address per line. Example:

 

joe@example.com
jane@example.net

 

Terminate Import sets the number of consecutive invalid email addresses to end the suppression list import process. For instance, you may want to terminate the suppression list import after 10 invalid email addresses, and check your formatting to see why so many addresses are failing. You can also set it to "Do not terminate import due to malformed addresses" if you'd like to ignore any bad addresses and process the import as-is.

 

Only one suppression list may be loaded at a time.

 

NOTE   The suppression list feature is very processor-intensive and is not designed for use with files exceeding more than a few megabytes.

 

Recency Limit

ListManager allows you to exclude those who have received mail recently from receiving the current mailing.

 

Setting a recency limit for this mailing allows you to prevent recipients from receiving this email if they have received the amount of mail you specify here from any list on the server. In other words, mailings from any list "count" towards the tally of mailings to a particular address.

 

For example, if joe@example.com received four messages in the past week from list_a, and you set a recency limit for a mailing on list_b to purge recipients who have received more than three mailings in the past seven days, joe@example.com will not receive the mailing to list_b, even though the messages joe@example.com received were from a different list.

 

By default, this setting will use the list Recency Limit, configured in Utilities: List Settings: Basic Information: Enable Features. You may override these settings on a per-mailing basis using this setting.

 

To specify a recency limit, click edit recency. You will be taken to the Mailings: Choose Recency to Purge By screen.

 

Sample size

This setting sets the maximum number of recipients to be sent this mailing. The default, blank, sends to all recipients.

 

If a number less than the total number of possible recipients is entered here, those recipients will be selected from the list of potential recipients. If multiple lists or subsets are selected, the maximum number of recipients will be selected from each list or subset. For example, if you set this number to be 10, and you select three lists to send to, there will be thirty recipients of the message, ten from each list.

 

ListManager will pick a random point at which to start pulling email addresses. For example, if you select a sample size of ten, ListManager will pick randomly where in the list of email addresses to begin the sample, and then select the next ten email addresses for the list or segment by member ID.

 

This feature is helpful if you'd like to send out a test message to gauge its effectiveness to a limited number of your list members. You can then purge the recipients of that message when you send it out to the entire list.

 

Alternatively, you may find that responses to your mailing overwhelms your company's resources to respond to say, a discount offer. Sending to a part of your list allows you to respond to just part of your membership at a time.

 

Synchronize List Prior to Mailing

You may synchronize ListManager's database with your external data source before sending this mailing. When set to "no" (default), ListManager will not attempt to synchronize its data with your external data source. Set to "yes" to have ListManager automatically synchronize its data with your external data source at the next opportunity as scheduled in Utilities: Administration: Server: Server Settings: Scheduled Tasks. Note: In order to use this feature, your server administrator must have created a Database Connection, and you must have specified this connection in Members: Synchronization Settings.