Running ListManager for the First Time

These instructions are for administrators starting ListManager for the first time. It tells you how to start ListManager, log on, set up a test list, add members, and create a mailing. We also STRONGLY recommend you read the readme.txt file included in your ListManager installation for more information. Or, see What's New.

See Installing and Upgrading for information on how to install ListManager.

Starting and Logging into ListManager - Windows

1. Click Start, then Programs.

2. Select Lyris ListManager.

3. Select Run ListManager Now.

4. From the Start menu, select Run ListManager Web Server Now.

5. From the Start menu, select ListManager Web Interface. Or, open a web browser and go to the ListManager URL directly. For example, if the hostname is "lists.example.com", point your web browser to http://lists.example.com.

6. A screen will prompt you for your admin name and password. Enter the name admin and password you selected when installing ListManager.

Starting and Logging into ListManager - Unix

1. Log on as root.

2. Change to the ListManager directory. E.g: /usr/local/lm/bin

3. Run ./S96lm start to start ListManager.

4. Run ./S96httpd-lm start to start the ListManager Web Server.

5. Open a web browser, and go to the ListManager URL. For example, if the hostname is "lists.example.com", point your web browser to http://lists.example.com.

6. A screen will prompt you for your admin name and password. Enter the name admin and password you selected when installing ListManager.

Your First List

If you are logging in for the very first time, you must create your first list. You will be automatically taken to the Your First List Page when you log into ListManager the first time. You will not be able to proceed if you do not create and save this initial list.

1. Select the Purpose of List. Email Marketing and Announcements are one-way lists from the administrator to the list members; Moderated and Unmoderated Discussion lists are two-way conversations among list members.

2. Enter "Test" as the List Name and List Description. (Note: You will not be able to change the list name later! If you believe you'll want to use this test list in production later, please use a different name).

3. Edit the Admin Name, Email Address and Password.

4. Save your list. You will be taken to the homepage for your new list.

Entering Your Serial Number (Optional)

If you entered your serial number while installing ListManager, you may skip this step. Without a serial number, ListManager may be disabled or limited to having 200 members.

1. Navigate to Utilities: Administration: Server: Server Settings: Machine/Node Settings: Basics. To get there, click on the Utilities tab, and click on Administration. Next, click on Server, then Server Settings. Click on Machine Settings or Node Settings.

2. Enter your serial number. Click save.

3. Go to Utilities: Administration: Server: License Capabilities. To get there, click on the Utilities tab, and click on Administration. Next, click on Server, then Server Settings. Click on License Capabilities.

4. Click on Refresh This Page. Verify your license capabilities.

Adding Members

Now that you have a list, you'll want to add some members.

Adding Members One by One

1. Click on the Members shortcut on the homepage. Or, click on the Utilities tab, and click on Members.

2. Click create new member in Utilities: Members.

3. Enter the email address and name of the member.

4. Click save.

Adding a List of Members

1. Click on the Members shortcut on the homepage. Or, click on the Utilities tab, and click on Members.

2. Select Create Many New Members from the drop-down box, and click go.

2. Enter a list of email addresses in the box, one per line. Do not include names.

3. Click save.

Importing Members from a File

1. Click on the Members shortcut on the homepage. Or, click on the Utilities tab, and click on Members.

2. Select Import Members from File from the drop-down box, and click go.

2. Select the type of file you'd like to import. See Utilities: Members: Import Members for more information about the different types, and the formats they need to be in.

3. Enter the path of the file you'd like to import. Or, click on Browse... to look for the file you'd like to import.

4. Click import.

Create a Mailing

The easiest way to create a mailing is to use the New Mailing shortcut from the homepage. Later, you may wish to create content and segments before creating a mailing.

1. Click on the Home tab.

2. Under Mailings: click New.

2. Edit the Mailing Name, From and To fields if you wish.

3. Enter a Subject and a Text Body.

3. Click save. You will be taken to the Mailings: Need Approval page.

4. Click send now next to your message to send your mailing immediately.

Congratulations! You're up and running! Click on the question mark in the corner of any page of the ListManager web interface if you need help.

1. Quick Start

2. Running ListManager for the First Time

3. Logging In and Logging Out

4. Mailing Now!

5. Adding Test Members