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1 ListManager Discussion Forums Presented by Ana DeLeón

2 Logistics Shared Audio Share comments, questions, jokes Please state your name when asking a question Mute out background noise and music 2

3 What You ll Learn How to use ListManager s discussion forum interface Create, run and administer discussion groups 3

4 Agenda Introduction to Discussion Lists The Discussion Forums Interface Discussions Via Creating Discussion Forums Administration of Discussion Forums Moderating Messages Discussions Tools Q&A 4

5 Agenda Introduction to Discussion Lists The Discussion Forums Interface Discussions Via Creating Discussion Forums Administration of Discussion Forums Moderating Messages Discussions Tools Q&A 5

6 What is a Discussion List Share information between list members List may be moderated or unmoderated Members may participate via , or through the Discussion Forum Interface 6

7 Management Who can join and how? Who can post? How should postings appear Can archived messages be seen and by who? 7

8 Best Practices Use the Welcome Message to have clear list rules What is the list ss purpose? What is relevant and on-topic? What is expected? Moderate the list if membership is open Use number moderation to prove new members if you don t want to moderate everything 8

9 Agenda Introduction to Discussion Lists The Discussion Forums Interface Discussions Via Creating Discussion Forums Administration of Discussion Forums Moderating Messages Discussions Tools Q&A 9

10 How to Access a Forum Access the Forum s Interface by: Main Discussions Forum Interface URL Particular Discussion Forum Interface URL ListManager s Home Page 10

11 Access Via URL Access the Discussion Forum Interface by going to Access a particular forum by adding to the end of the URL the forum name?forum=forumname 11

12 Access Via ListManager Easily access the Discussion Forum from the ListManager interface in the Shortcuts area. 12

13 Log In Log in to see your forums, messages, or to edit your account 13

14 Messages Create a message Read messages Reply to a message View messages from a particular author 14

15 Send a Message Create a new message, and 15

16 Send a Message (2) A new message will be a new message thread 16

17 Administrative Options Administrators can Edit and Delete a message. 17

18 Search Search for a particular word or set of words sent through used in a message. Advanced allows you to exclude a word 18

19 Conference Conference allows you to chat with others, if enabled 19

20 My Account Edit your account settings. Change membership type when enabled 20

21 Membership Types Mail: Receives messages via as sent Nomail: Receives no mail from the list Digest: Receives messages in once-a-day digest MIME-Digest: Receives messages in a format that preserves encoding (makes HTML readable) Index: Receives message subjects once a day 21

22 My Forums See what forums you have subscribed to. You may unsubscribe from lists on this page 22

23 All Forums See and Subscribe to available forums 23

24 About Learn more about a forum. You many need to beamember to view this information 24

25 Discussions Via Introduction to Discussion Lists The Discussion Forums Interface Discussions Via Creating Discussion Forums Administration of Discussion Forums Moderating Messages Discussions Tools Q&A 25

26 Contribute Contribute via by writing to Write to admin at 26

27 Manage Your Subscription Subscribe by writing to Unsubscribe by writing to Set list options by writing to Use login and set commands. E.g: login yourpassword set listname digest 27

28 Approval by Moderate via by sending moderate approve command to address 28

29 Agenda Introduction to Discussion Lists The Discussion Forums Interface Discussions Via Creating Discussion Forums Administration of Discussion Forums Moderating Messages Discussions Tools Q&A 29

30 Log In Use your address (not your name) and password Each admin should have a separate account 30

31 New List (Step 1) Site and server administrators may create a new list 31

32 New List (Step 2) Select the Purpose of the List Moderated or unmoderated Each list will have it s own default settings Moderated requires admin approval of postings; unmoderated does not 32

33 New List (Step 3) List will require: Name (no caps & no spaces) Admin Password 33

34 Agenda Introduction to Discussion Lists The Discussion Forums Interface Discussions Via Creating Discussion Forums Administration of Discussion Forums Moderating Messages Discussions Tools Q&A 34

35 Discussion List Settings Use list settings to Specify New Subscriber Policy Set & Web submitted content preferences Set interface features 35

36 Subscriber Policy Set the rules for how people join your list 36

37 Submitted Content Features for submitted messages 37

38 Message Wrapping (1) Modify how messages look (e.g., unsub footers) 38

39 Message Wrapping (2) Sample of footer from 39

40 Security Specify whether only administrators can send and if messages can be submitted via 40

41 Approvals Specify if list is moderated and if approval is required 41

42 Header Rewrite date of when mailing is sent out 42

43 Header Rewrites From: The address and name of the author of the message Reply To: Author" or "nochange" To: The address of the list will be entered. 43

44 Discussion Forum Interface Determine how members interact with the forum interface, and what kind of information they can the about your list 44

45 Message Look Define whether or not this list is accessible in the ListManager discussion forum interface Allow archiving and searching to members and non-members 45

46 New Subscriber Requirements Allow members to set various membership options (e.g digest) and control how members join the list 46

47 Conference Determine how members may access the conference feature 47

48 Discussion Group Features Make postings anonymous Allow anyone to post Accept duplicates, blanks Limit length, number of messages, quoting 48

49 Message Look Prepend the list name in the subject Make posting anonymous 49

50 Security Define who has rights to post and view member list. By default it s considered confidential and only viewed by admins 50

51 Message Rejection Rule ListManager, by default, will not allow a blank subjects and a blank body 51

52 Member Settings Members may opt to receive digests Admin may specify moderation for particular members that overrides list settings 52

53 Member Admin Settings Determine whether this member is a list administrator and what functions they have right to 53

54 Agenda Introduction to Discussion Lists The Discussion Forums Interface Discussions Via Creating Discussion Forums Administration of Discussion Forums Moderating Messages Discussions Tools Q&A 54

55 Mailing Approvals Approve messages quickly and easily through the administrator ss GUI 55

56 Approval Wizard Easily send or reject a message 56

57 Agenda Introduction to Discussion Lists The Discussion Forums Interface Discussions Via Creating Discussion Forums Administration of Discussion Forums Moderating Messages Discussions Tools Q&A 57

58 Automated Messages Create your own custom automated messages 58

59 Automated Messages (Step 1) The Document Content will specify your message 59

60 Automated Messages (Step 2) Edit a previously created template for easy content creation 60

61 Automated Messages (Step 3) Select the internal name and description Add in the header information 61

62 Automated Messages (Step 4) Edit the preexisting text and place your message in the HTML and text area 62

63 Automated Messages (Step 5) Save the content 63

64 Document Association (Step 1) The Association informs the system when specific content should be deployed based on a specific trigger event 64

65 Document Association (Step 2) Create New Association 65

66 Document Association (Step 3) 1. Choose the Message Type 2. Specify the Document to be sent 3. Set Default to yes 66

67 Document Association (Step 4) Save the Association 67

68 Match Phrases (Step 1) Trigger various actions based on text in a message and place security restrictions 68

69 Match Phrase (Step 2) Receive an alert that the phrase is being used Reject the message automatically Send an automated message to sender (e.g., Your posting has been rejected because you said x 69

70 Auto Responders Autoresponders can send list rules to members when they write to the autoresponder address 70

71 Agenda Introduction to Discussion Lists The Discussion Forums Interface Discussions Via Creating Discussion Forums Administration of Discussion Forums Moderating Messages Discussions Tools Q&A 71

72 Support: 888-LYRIS-CS ( ) /customer-service/

73 Questions about this presentation contact: Ana DeLeón

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