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WiscList : Members

After clicking the Utilities tab within ListManager, click on Members to edit, delete, and approve members of your list.

Table Attributes
Member Administration
Saving the Table
Other Table Options
Creating a New Member
Importing Members
Finding Members
Banning Members

Table Attributes

The Members table shows the following attributes for each member of your list:

Email
The email address of the member. All list communication goes to this address.

Name
The name of the member. This can be a real name or a nickname, depending on what was entered when the member joined.

Joined
Date the member joined the list.

Status
The status of the member. The definitions of each status are:

normal - a normal member
confirm - the user has requested to join the mailing list, but still has yet to reply to the confirmation email.
private - the user has requested to join the mailing list, but an administrator has yet to approve them
expired - the member had an expiration date on their membership, and it has expired
held - the member's email address is bouncing. ListManager is no longer sending messages to this account.
unsubscribed - was a member of the list, but unsubscribed
referred - the member was invited to join the list, but has not yet joined
needs-confirm - the member will receive a confirmation message shortly
needs-hello - the member will receive a welcome message shortly
needs-goodbye - the member will receive a message informing they have left the list shortly

Kind
Type of mail the member is receving. The different kinds are:

mail - receives individual emails for each message posted to the list as soon as they are sent.
digest - each night the member receives one emai with every message, including the body, posted that day. These are sent as plaintext, so embedded html code will be shown, and attachments will be displayed as random characters.
MIME digest - same as a digest, but each message's formatting is preserved. This is the recommended setting for those who want digests.
index - similar to the digest, but does not include the bodies of the messages. Member can click on supplied links to view messages.
noemail - no email is sent to the member.

You can sort the table by any of these columns by increasing or decreasing order by clicking on the columns' headers. You can edit members by clicking on their email address.

Member Administration

Next to each member listing, there are three buttons that perform the following tasks:

Copy
Copies the member and all of his or her settings. You can enter a new name and email address, and copy it to another list if desired.

Delete
Permanenty deletes the member.

History
Shows some basic statistics on the member, including a log of all their activity on the list.

Saving the Table

As with any table in list manager, you can save the table as a CSV file to your computer by clicking on the disk icon in the upper-right corner of the table. This type of file is readable by Microsoft Excel and other spreadsheet and database software.

Other Table Options

At the top of the table, there is a pull-down menu with additional options for the table:

Bans
Takes you to the Bans table, where you can view a list of banned members and create new bans. For more information, click here.

Create Many New Members
Brings you to the New Member screen, but allows you to enter in many e-mail addresses (separated by commas) instead of one. This allows you to create many members with the same attributes. For more information on creating new members, click here.

Delete all in this view
Deletes every member you currently see in the table. Use this feature with caution!

Delete many members
Allows you to enter in several email addresses, separated by commas, of members to be deleted.

Find Members
Gives you several search criteria options to search for a member. For more information, click here.

Import Members from a file
Allows you to import a list of members from a spreadsheet. For more information, click here.

Show:
There are several "Show:" filters to view only specific members. Use this to find a group of members quickly. For more refined searching, try using the Find Members feature.

Creating a New Member

To create a new member, click on the Create New Member button located in the upper-right corner of the Members table. The following outline details each option available to you when creating members:

  1. Basics tab - basic information about the member

    1. Email address - the member's emai address. All list messages will be sent to this email address.

    2. Name - member's name. This can be their full name, or a nickname of your choosing.

  2. List Admin tab - settings to make member a list administrator

    1. Is list admin? - if you want this member to be a list administrator, choose "yes".

    2. Receive list admin mail? - the member will receive mail sent only to list administrators if set to "yes". Member does not need to be an actual list administrator.

    3. Receive moderation notices? - if you want this member to be notified via email everytime there is a message to be approved, choose "yes". This should only be set to "yes" if the member is a list administrator.

    4. Bypass list moderation? - if you want this member to be able to post without needing to be approved (moderated lists only), choose "yes".

  3. Settings tab - basic membership settings

    1. Membership status - you can change the status of the member here. The meanings of each status can be found here.

    2. Membership kind - you can change the kind of email sent to the member here. The meanings of each kind can be found here.

    3. Password - password needed for the member to log in to the discussion forum interface and to post a message to the list (in some cases).

    4. Membership expiration date - if you want the member's subscription to end at a certain date, enter it here in YYYY-MM-DD HH:MM:SS (24-hour clock) format.

    5. # of approvals required - (for moderated lists only) number of messages that need to be approved before the user can post without restriction.

  4. Advanced settings tab - advanced membership settings

    1. Hold user? - when enabled, the user will be put on hold if they bounce too much email

    2. User ID - an optional identification number you can use to organize members. ListManager does not use this information.

    3. Comments - you can enter any information about the member here. ListManager does not use this information.

    4. Additional - an additional box for any information you wish to document about the member. ListManager does not use this information.

    5. Mail format - the format of email to be sent to the user. It is recommended to use Multipart (both HTML and Text) for maximum compatibility.

    6. HTML capability detected - not supported by WiscList.

    7. Receive acknowledgement when contributing? - when enabled, a member will be notified via email when a message they have posted has been successfully sent out to the list.

    8. Receive copy of own postings? - when enabled, the mailing list will send the member's posts back to them.. This is a good way for them to know it was successfully sent to the list.

  5. Information tab- additional information about the member

    1. List name - list the member is being added to.

    2. Date joined - date and time the member was added.

  6. Demographics tab - not supported by WiscList

Importing Members

You can import members to your list from a text file or a CSV (comma separated values) file. To do this, choose "Import members from file" from the drop down menu at the top of the Members table. Here is how to format each file for a successful import:

Text File
Each email address and name must be on a separate line. Each line can have the following formats:

bob@example.com
bob@example.com Bob Shelby
bob@example.com (Bob Shelby)
Bob Shelby <bob@example.com>

Save the file with the .txt extension.

Comma Separated Values File
The first line of the file defines what columns you will be entering values for, separated by commas. Each subsequent line will be one entry with the values separated by commas. You can build this file with most spreadsheet software, such as Microsoft Excel. For a list of column names, click on the "view member columns" button. Here is an example:

EmailAddr_,FullName_,Company,Phone
bob@example.com,Bob Shelby,Shelby Corp.,555-555-5555

Save the file with the .csv extension.

Import Options
The following outlines the options available to you when importing members:

  • File type - choose "email addresses and optional names" if you are supplying a text file or "CSV file with first row column names" if you are supplying a CSV file. These file types are explained above.

  • Action - choose from one of these four actions:

    • Import quiety as regular members - adds the members to the list without sending confirmation notices or hello messages to the members.

    • Import as regular members and send list hello doc - adds the members to the list, sending each one a welcome message. See Automatic Messages to setup a hello document. Confirmation messages are not sent.

    • Import as uncomfirmed members, and send confirmation request - adds the members with "needs-confirm" status. Members will be sent a confirmation notice, which they will have to reply to in order to become full members.

    • Update existing members? - if using a CSV file, you can have ListManager overwrite existing members with the new data. Data will only be overwritten if the CSV file has an email address or member ID matching a listing in the Members table.

    • Terminate import - set how many entries must fail to be imported before aborting. If a large number of entries are not being imported, there could be something wrong with the way you formatted your file. Setting this too large may result in corrupted data in your members table.

    • Select file - browse for the text or CSV file on your computer here.

 

Finding Members

To find specific members quickly, select "Find members" in the drop down menu at the top of the Members table. You will have the following options to search (organized by tabs):

  1. Email address tab - search by email address

    1. Email address - enter a partial or full email address to search. If you are using only a partial email address, be sure to change Look For to "contains".

    2. Look for - to find an exact match of the address you entered above, select "exact match". If you entered a partial email address, select "contains".

    3. Search in - designate the scope of your search here. To search only the currently selected list, select "this list". Otherwise, select "all your lists" to search through every list you own.

  2. Name tab - search by member's name

    1. Name - enter in the name of the member you wish to find here. You can enter all or part of the name. If you are searching with a partial name, be sure to change Look For to "contains".

    2. Look for - to find an exact match of the name you entered above, select "exact match". If you entered a partial name, select "contains".

    3. Search in - designate the scope of your search here. To search only the currently selected list, select "this list". Otherwise, select "all your lists" to search through every list you own.

  3. Domain tab - search by member's email address domain

    1. Domain - enter in the domain of the members you wish to see. The domain of an email address is everything to the right of the @ sign.

  4. Segments tab - search for members by segments

    1. Segment - choose the segment of members you would like to view. WiscList does not provide custom segments, but you do have three pre-built options:

      1. not-aol - members that do not have an email account with aol (@aol.com)

      2. administrators - show only members that have list administration access

      3. aol - show only members that have an email account with America Online (@aol.com)

  5. Status tab - filter members by their status

    1. Membership status - choose a status to filter members by. Definitions of each status can be found here.

  6. Kind tab - filter members by their email kind

    1. Membership kind - choose a type of email (kind) to filter members by. Definitions of each kind can be found here.

  7. Member ID - search by member ID

    1. Member ID - enter the member ID you entered when you created the member. This is not ListManager's identification number for the member, but a custom number you may have entered upon creation of the member.

You can enter in search criteria in a combination of different tabs, you are not limited to just one. To search, click on "Go". You will receive the search results in a table identical to the Members table. If the search criteria returned no results, you will receive an empty table.

Banning Members

If you find specific or a group of people continually joining the list and causing trouble, you can create a ban to completely lock them out of the list. To access this feature, choose "Bans" in the dropdown menu at the top of the Members table.

Table Attributes
For each ban, the Bans table shows the following attributes:

Username
Username of the email address banned. The username is everything to the left of the @ sign.

Domain
Domain of the email address banned. The domain is everything to the right of the @ sign.

Applies To
List(s) that are effected by the ban.

Type
Type of ban the user has. Explanation of each type can be found further down.

Created
Date and time the ban was created

Table Options
At the top of the Bans table, there is a drop-down menu with several options:

Show All
Shows all bans.

Search Bans
Search for bans by various attributes.

Import Bans
Allows you to enter in several email addresses. Interface is similar to creating a new ban, which is explained further below.

Creating a New Ban
In the top-right corner of the Bans table, click on "Create new ban" to create a new ban. You will have the following options:

  1. Basics tab - basic information about the ban

    1. User name - user name of the email address to be banned. The user name of an email address is everything that appears to the left of the @ sign.

    2. Domain - domain of the email address to be banned. The domain of an email address is everything that appears to the right of the @ sign. If you want to ban an entire domain, leave User Name blank.

  2. Advanced tab - advanced ban settings

    1. Type - type of ban. You have three options:

      1. Reject - reject the user(s) everytime they try to join

      2. Conditionally accept - only accepts members from this domain, banning all other members and those explicitly labeled with "reject" status.

      3. Always accept - accepts this user/domain no matter what.

    2. Applies to - choose a list to be affected by the ban. If you want it to apply to all lists in the site, have the site administrator log in and choose "site: [site name]".

 

 

WiscList Documentation > Lyris ListManager Interface > Members