This URL will take you to a screen that asks you log in with your email address and
password. Once you have done so, you will be taken to the home page of your list.
When you log into ListManager, you'll be asked for email address or name and
password. Please use your email address to log in, as it will be faster. List
Administrators must use their email address. You'll be taken to the Homepage
last list you've worked on.
You are always logged into a single list. If you have more than one list, and you'd like
to change to that list, click on the list name in the upper right hand corner of the screen.
You will be taken to a menu that will allow you to select another list.
We recommend that each administrator have an individual login, because ListManager
remembers the settings for each administrator.
If you'd like to log out, click on your name next to Login. You'll find it in the upper right
corner of your screen no matter where you are in the ListManager web interface. The
next screen will give you the option of logging out, changing your login, or changing
your list. Click on Log Out to log out of ListManager.
For security reasons, we recommend that you close all browser windows after logging
out of ListManager.
Changing Your Login
If you'd like to log in as a different user, you may either Log Out and Log In again, or
Change Login. Both options are available if you click on your name next to Logged In,
located in the upper right hand corner of every ListManager web interface screen.
Changing Your List
Whenever you are logged into ListManager, you are logged into a particular list. If no
lists are on the server, you must create one before you can proceed.
If you'd like to change the list you're working on, click on the list name next to List,
located in the upper right hand corner of every ListManager screen. You'll be given the
lists which are available to you. Or, you may click on your name next to Login, located
in the upper right hand corner of your screen. The next screen will give you the option
to change the list you're working on.
The ListManager Home Page 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 home page 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 Home page 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 Home page.
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.
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
Clicking on the Help icon takes you to the ListManager Manual.
You can navigate between the major areas of ListManager by clicking on one of the
navigation bar tabs. You can always return to the home page by clicking on the Home
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.
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.
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.
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.
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
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.
Takes you directly to the Content: New Content
Takes you to the main View All Content
page, where you can view, copy or delete
Takes you directly to the Segments: New Segment
Takes you to the main Segments
page, where you can view, copy or delete a
Takes you directly to the Mailings: New Mailing
page, where you can create a new
Takes you to the main Mailings
page, where you can select which mailings to
Takes you to the Mailings: Need Approval
page, where you can send mailings
immediately, or schedule them to be sent at a future date.
Takes you to the Reports: Mailing Reports: Delivery Statistics
page, where you
can see the success of your mailings.
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
Takes you to the Reports: Members
page, where you can see how many
members you have, what their status is, and more.
If you don't want to follow these four steps to build a mailing, use the Shortcuts links to
Takes you to the Mailing: New Mailing
page, where you can send a one-off
mailing to your list, or combine Content
which you've created
Takes you to the Utilities: Administration: Lists: New List
page, where you can
create a list.
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.
A site map of the ListManager web interface.
Takes you to the Messages tab of the discussion forum interface, where you can
see the messages for this list.
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
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.
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 on 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.
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
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
It's fast and easy to send a message through the ListManager admin web interface:
1. Select New Mailing under Shortcuts on the Homepage. Or, click on the Mailings
tab, and select New Mailing.
2. Create your message on the Message tabs. Leave the Mailing Name, From: and
To: fields alone for now. Just enter your Subject and the Text Message and/or HTML
Message you'd like to send. Make sure you include unsubscribe information for your
You may create just a text or HTML body, and that is what will be sent to your
recipients. Or, you can create both, and send a message that has both text and HTML.
This format is called multipart-alternative, and ListManager will create the correct
headers and boundaries automatically. Recipients who can see HTML will only see
your HTML message; those who can't, will see the text.
3. Click on Save and Test to have a test message mailed to you so you can see what
your message will look like. Or, click on Save. You'll be taken to the Mailings: Need
Approval, where you can send, test, schedule, copy, or delete the mailing you just
Special note on testing a mailing
When you test a mailing, ListManager creates the message for a random recipient of
your list. However, instead of sending this mailing to the member, it sends it to you. In
this way, you can see exactly what the mailing will look like for your recipients. Testing
a mailing is especially important if you are using conditional content, scripting, or any
Do not be alarmed if you receive a message addressed to someone else! ListManager
creates the mailing for the recipient(s), but redirects it to you. The mailing has not been
sent to your list, or to the person whose email address is on your test mailing.
Adding Your Members
Adding Members Organically
Your list will only be successful if people can "opt-in" easily, so you need to help new
members join. We recommend you do this by adding a subscription form to your Web
Creating a Subscription Form for Your Web Site
1. Click on Utilities: Other: Subscribe Forms.
2. Select whether you'd like the form to Ask For just the email address, or the email
address and name.
3. Select "Send One Confirmation Message" for Confirmation, so your list is double
4. Enter the Destination URL you'd like new members to be taken to after they fill out
5. Select the Lists you'd like members to be able to subscribe to on this form.
6. Select additional Demographics fields if you'd like to gather information about for
your new members.
7. Click on Refresh.
8. Review your subscribe form. If it contains all the information you'd like, select Get
9. Copy and paste the HTML form generated into a page on your Web site. The HTML
may be modified, if desired (for instance, you want to change the field lengths, or the
descriptions for the demographic information).
10. Test your form before going live!
Importing Your Members from a File
If you already have a list of members, you can import them into ListManager using
Utilities: Members Import Members from File. You may import members from a text
file, or with additional demographic information using a CSV (comma separated values)
Importing Your Members from a Text File
1. Click on Utilities: Members.
2. Select Import Members from File from the drop down box and click Go.
3. For the File Type, select Email Addresses and Optional Names.
4. For Action, select Import as Unconfirmed Members, and Send Confirmation
Request to import members with a confirmation notification.
5. Select the text file to upload. Each email address and name must be on a separate
line, and must be in one of the following formats:
Documents you may be interested
Documents you may be interested