Target Group Definition: Based on Uploaded File
- To access the definition wizard for a target group, select the desired target group in the Target Groups subtree, then select Edit -> Open Target Group Definition from the menu (or go via the right-click menu of the target group node in the explorer tree).
- To create a new "uploaded file" target group, select New -> Recipient Target Group -> Based on Uploaded File from the menu (or go via the right-click menu of the parent target group folder in the explorer tree).
This Target Group Definition wizard lets you define a target group of the Uploaded File type that can then be used in the Define Recipients wizard.
The wizard for a target group of the Uploaded File type has multiple pages:
General, Source, Source Details,
Recipients Details, Duplicate Elimination,
and Summary.
The top row of the wizard displays links to each of these pages. The page that is currently open is marked with a highlighted background color. Depending on the choices made on some of the wizard pages, other pages may become disabled or may be shown in different versions. If a wizard page is disabled, then it means that this page is not necessary with the current choices and can safely be ignored.
Source Page: Upload File or Supply Path to Server File
The following options are available:
Upload recipients now:
Use this option if the recipients file exists on your local computer and if you want to upload the recipients while defining this target group. The recipients are then exactly those recipients that are in the file at the moment when you upload it. Using this target group for a mail job always results in the same recipients receiving the mail from the job. To select a file for uploading click the file select link at the bottom. Then on the next page, select the file from your local computer that you want to upload. If you select a text file (CSV file), you also need to select the file's character encoding from the drop-down menu. If you have already uploaded a file, then the file name is displayed on the Source page, as well as the date and time when it was uploaded.
Load recipients just before sending, from a server file: This option is only available if your account has the necessary rights enabled to access server files at all.
Use this option if the file exists on the LISTSERV Maestro server. The server reads the recipients from this file just-in-time before the mail job that uses the target group is being delivered. The recipients are exactly those recipients that are in the file at the moment when the mail job is being delivered. Therefore, it is possible to change the content of the file between the time when it is selected here in the wizard and the actual delivery time of the mail job. If the file changes between two mailings, then the resulting recipients are different. This option is especially useful if the file is created automatically by an external process, such as by extracting it from a different source.
To select a server file, click the file select link at the bottom. Then on the next page, enter the full path name of the server file in the text box. Be aware that this path is interpreted by the LISTSERV Maestro server, and that your account must have the necessary rights enabled in order to access the file. (Check with the system administrator if you are unsure or receive an "Access denied" error.) If you specify a text file (CSV file), you also need to select the file's character encoding from the drop-down menu. If you already specified a server file, then the file name and path is displayed on the Source page.
Depending on the situation, either the Select a recipients file or the Select a different file link is available. Click it to select the recipients file, either to upload it, or for just-in-time loading, depending on the choice you made above.
If the selected file is an Excel or OpenOffice spreadsheet file (xls, xlsx or ods), and this spreadsheet file contains several non-empty datasheets, then after specifying the file, you also need to select the datasheet that contains the recipients. Only the recipients on this selected datasheet is used as recipients of the mail job. Any other recipients on other datasheets (in the same spreadsheet file) are ignored. The name of the selected datasheet is also displayed on the Source page.