Part 7: Utilities

Utilities allow you to configure and manage your list, site or server, depending on your permissions. If the homepage is the "dashboard" for ListManager, then this is what is "under the hood". You may also create members and automated messages, including document content and autoresponders. In addition, you can change your login status, create action tags, and change the internationalization and localization settings for ListManager.



This is a brief synopsis of what Utilities has to offer. For details on each section, please see the ListManager User's Manual.

List Settings

Basic Information
View and edit the essential information for your list, including name, description, associated reports, and maximum number of members allowed.

New Subscriber Policy
Set the rules for how people subscribe to your list, including confirmation and security issues.

Email Submitted Content
Set message wrapping, security, approval, and header information for all content submitted by email.

Web Created Content
Set the defaults for web created content.

Automatic Maintenance
Determine the settings for the handling of error mail, including bounces and held members. Also create your purging and archiving settings for your list.

Discussion Group Features
Determine settings for discussion lists, including the message look, security, and message rejection rules.

Discussion Forum Interface
Set how users will participate in ListManager's discussion forum interface. This includes message reading, new subscriber requirements, and conferencing.

For Programmers
Area where you can set custom scripts to perform certain actions on postings and subscriber activity. Scripts would need to be written by a programmer. For more information refer to the Programmer's Guide.

Map of all Settings
A comprehensive index to all list settings.

The list settings page looks as follows:

Members

Create and edit all settings for members, including member histories. This page displays a list of all members associated with your list, from which you can edit member information, copy members, or delete them.

In addition, from here, member bans are created, and members are imported. The options are available in the drop-down menu:

Web Forms

Create and access all the forms you need to manage your mailing lists. These forms make it easy for your list members to subscribe, unsubscribe, and refer new members. Member profiles, survey forms, and referral forms can be created, edited, and updated with these forms on your Web site.

The "Web Forms" page looks as follows:



New Subscribe Forms
Create subscribe forms to make it easy for members to join a list. The HTML created here is copied onto your website, allowing visitors to sign up for your lists.

New Unsubscribe Forms
Create unsubscribe forms to make it easy for members to remove themselves from a list. The HTML created here is copied onto your website, allowing visitors to unsubscribe.

Member Profile Forms
Create member profile forms so members can enter their demographic data and create password-protected access.

Surveys
Create survey forms to learn more about and poll your members.

Referral Forms
Create referral forms so members can refer your Web site to their friends.

Templates
Create referral form templates.

Automated Messages

Document Content
Create, edit, test, copy, and delete document content. List, Site, and Server documents define messages that are sent to users based on certain list-related actions. For example, a "hello" document is sent to someone when they first join a list. These documents are then associated with a particular message type, language, and list.

Document Associations
Document Associations are used to associate a document created in Document Content with a message type, language, and list. List messages are messages sent to users in response to certain list-related actions, such as joining a list that results in a "hello" message, or leaving a list that results in a "goodbye" message.

Autoresponders
Create and edit autoresponders, which are email addresses that always respond by automatically sending a document to whomever sends an email to it. For instance, an autoresponder with information on how to unsubscribe or get in touch with someone at your organization is useful to have in the From: field of your content.

Match Phrases
Match phrases are a feature in ListManager that allow you to trigger various actions based on some text appearing in a message. You can look for a trigger phrase in the body of a message, in the headers, in the Subject:, the From:, etc. They permit several kinds of security restrictions to be placed on postings.

What's next?

• Continue learning about Utilities (part 2 of 2)
• Skip to Part 8: Administrators
• Return to the Getting Started main page