Homepage

 

The ListManager Homepage will be the first page you see when you log in. It provides links to commonly performed tasks. It also shows you the recent mailing activity for the list you are logged into.

 

The homepage is your list "dashboard." The lower half shows current mailings that need approval, are scheduled to be sent, are currently sending or have been recently sent. The upper half of the page reminds you of the ListManager workflow:

 

1. Create your message's content.

2. Create the segment, or part of your list you'd like to mail your content to.

3. Combine content and segments into a mailing.

4. View reports to see the results of your mailing.

 

The tabs along the top mirror the ListManager workflow. They are visible no matter where you are in the ListManager web interface.

 

If the Homepage is your "dashboard," then Utilities shows you "what's under the hood." Here you'll administer your list. If you ever get lost, just click on the Home tab to be taken back to the Homepage.

 

If you want to dive right in and send a mailing, you can skip creating Content and Segments, and go straight to Mailings. Later, you can learn more about how you can personalize messages in Content, and target groups of your lists in Segments.

 

If you're performing other tasks in ListManager and you'd like to return to this page, click on the Home tab.

The Navigation Bar

 

The Navigation Bar is at the top of every ListManager screen.

 

List

Language

Login

The upper right hand corner shows you your current list, the current language you are using, and who you are logged in as. Click on the list name to change your list, the current language to switch to another language, and your name to log in as another user.

 

Help

Clicking on the Help icon takes you to the ListManager Manual.

 

Tabs

You can navigate between the major areas of ListManager by clicking on one of the navigation bar tabs. You can always return to the homepage by clicking on the Home tab.

 

Content

A mailing consists of two parts: the content of the message, and the segment you'd like to send to. Clicking on the Content tab allows you to view, create, copy or delete content.

 

Segments

Segments are typically subsets of a larger list. By creating a segment, you can send messages to a targeted portion of your list. Clicking on the Segments tab allows you to view, create, copy, test or delete segments.

 

Mailings

A mailing combines content and segments to send an email to recipients. Alternatively, you can create one-off mailings without first creating content or segments. Clicking on the Mailings tab allows you to view, create, copy, test, schedule, approve, or delete mailings.

 

Reports

Once you've sent out a mailing, you'll want to see its progress and how successful it's been. By clicking on the Reports tab, you can also view clickthrough statistics, and information about your membership.

 

Utilities

Manage your settings and your members by clicking on the Utilities tab. From the Utilities tab, you can change your list settings, add or edit members, and see the mail that's coming in and out of your server. You can also set up autoresponders, manage the server, and create documents to be sent automatically when people confirm or subscribe.

 

The Homepage Box

 

The Homepage Box shows you the steps you need to take to create a mailing, and has links to frequently used pages.

 

1: Content

 

New

Takes you directly to the Content: New Content page.

 

View

Takes you to the main Content View/Edit All Content page, where you can view, copy or delete content.

 

2: Segments

 

New

Takes you directly to the Segments: New Segment page.

 

View

Takes you to the main Segments page, where you can view, copy or delete a segment.

 

3: Mailings

 

New

Takes you directly to the Mailings: New Mailing page, where you can create a new mailing.

 

View

Takes you to the main Mailings page, where you can select which mailings to view.

 

Need Approval

Takes you to the Mailings: Need Approval page, where you can send mailings immediately, or schedule them to be sent at a future date.

 

4: Reports

 

Deliveries

Takes you to the Reports: Mailing Reports: Delivery Statistics page, where you can see the success of your mailings.

 

Tracking

Takes you to the Reports: Mailing Reports: Tracking Menu: Tracking Statistics page, where you can see how many people clicked on your trackable links, opened your message or explored your Web site further as a result of your message.

 

Members

Takes you to the Reports: Members page, where you can see how many members you have, what their status is, and more.

 

Shortcuts

If you don't want to follow these four steps to build a mailing, use the Shortcuts links to navigate quickly.

 

New Mailing

Takes you to the Mailing: New Mailing page, where you can send a one-off mailing to your list, or combine Content with Segments which you've created previously.

 

New List

Takes you to the Utilities: Administration: Lists: New List page, where you can create a list.

 

Members

Takes you to the Utilities: Members page, where you can view, edit, add and delete members. You can also search for members, or view the members in a particular segment you've created.

 

Site Map

A site map of the ListManager web interface.

 

Read Messages

Takes you to the Messages tab of the discussion forum interface, where you can see the messages for this list.

 

Help

Takes you to the ListManager Help manual.

 

 

Mailings Control Panel

The Mailings Control Panel section of the page gives you information about your mailings. If you don't have any mailings for a particular section, the section will not appear here.

 

Mailings Needing Approval

The first three mailings needing approval before being sent will be shown here. Click on the name of the mailing to view or edit it. To approve the mailing, click send now, or to delete it, click "delete". Clicking on the approval needed button takes you to the Mailings: Need Approval page, where you can send, test, schedule, copy or delete mailings needing your approval.

 

Scheduled Mailings

The first three scheduled mailings will be shown here, with the date and time they are scheduled to be sent. Click on the name of the mailing to view it. To send the mailing immediately, click send now, or to delete it, click "delete". Clicking on the scheduled mailings button takes you to the Mailings: Scheduled page, where you may send, test, reschedule, copy or delete your scheduled mailings.

 

Current Mailings

The first three mailings which are currently sending or set to be sent in retries will be shown here. Click on the name to view the mailing. Clicking on the currently active button takes you to the Mailings: Mailing Status: Currently Active Mailings page, where you can view all the currently active mailings or create new ones.

 

Recently Completed Mailings

The first three most recently completed mailings will be shown here. Click on the name to view the mailing. Clicking on the recently completed button will take you to the Mailings: Mailing Status: Completed Mailings page, where you can view all completed mailings.

 

More

 

1.   Quick Start

2.   Running ListManager for the First Time

3.   Logging In and Logging Out

4.   Homepage

5.   Mailing Now!

6.   Adding Test Members

7.   Creating Content

8.   Creating and Using Templates

9.   Personalizing Content

10.  Success Tracking

11.  Creating Segments

12.  Creating Mailings

13.  Approving a Mailing

14.  Viewing Reports

15.  Creating List Administrators

16.  Adding Your Members

 

 

 

 



Logging In and Logging Out Mailing Now!