Training and Consulting Guide



L-Soft international, Inc.




Last Revised: 2010 December 15 BParker
Previous revision: 2007 March 20 JHarlan
© 2010 L-Soft international, Inc. All rights reserved.
LISTSERV® and ListPlexSM are Registered Trademarks or Registered Service Marks licensed to L-Soft international, Inc.
EASE is a Service Mark of L-Soft international, Inc.
All other trademarks are the property of their respective owners.


Table of Contents




Our Training Agenda


Our training agenda consists of a collection of subject areas designed for a specific niche of customers. These subject areas contain a series of courses designed for our customers' different needs or even whole tracks tailored to a specific audience. However, customers may elect to take only specific courses within a track or have their employees take different courses within the same track. Please note that any/all the following groupings can be customized. All of our courses are 1/2 day courses, except where otherwise noted.


Topic A: Foundations

3010 Best Practices for E-Mail Communication and Deliverability
3020 E-mail and Networking I (Basics)
3021 E-mail and Networking II (Advanced)

Note: All topics and tracks mentioned in the following section require the above courses 3020 and 3021 or equivalent experience.

Topic B: LISTSERV

List Owner Track (1 day)

3040 LISTSERV List Owner I (Basics)
3042 LISTSERV List Owner III (Advanced) (One-Way Announcements Lists)

Site Administrator Track (1.5 days)

3080 LISTSERV Site Administrator I (Basics)
3084 LISTSERV Site Administrator V (Advanced)
3085 LISTSERV Site Administrator VI (Analysis and Problem Solving)


Topic C: LISTSERV Maestro

4000 Overview of LISTSERV Maestro

LISTSERV Maestro for Users Track (1.5 days or 1 day)

4004 Defining Recipients for LISTSERV Maestro
4005 Defining Message Content for LISTSERV Maestro
4006 Defining Tracking and Generating Reports with LISTSERV Maestro
or
4456 Defining Recipients, Message Content, Tracking and Generating Reports with LISTSERV Maestro (1 day combined version of 4004, 4005 and 4006)


LISTSERV Maestro for Site Administrators Track (1.5 days)

4002 Site Administration for LISTSERV Maestro
4456 Defining Recipients, Message Content, Tracking and Generating Reports with LISTSERV Maestro (1 day combined version of 4004, 4005 and 4006)


LISTSERV Maestro for Data Administrators Track (usually select one course only)

4007 Data Administration for LISTSERV Maestro with External Databases
4008 Recipient Warehouse Data Administration for LISTSERV Maestro Using Internally Hosted Recipient Lists (HRLs)
4009 Recipient Warehouse Data Administration for LISTSERV Maestro Using Internally DBMS-backed Hosted LISTSERV Lists (HLLs)


Topic D: Extended Learning

We have several courses currently under preparation. Please contact us for more information or if you need customized training not listed above.

Using and Creating LISTSERV Maestro Built-in message Templates
Using LISTSERV (16.0) Newsletter Templates



L-Soft Training Course Descriptions


3010 Best Practices for E-Mail Communication and Deliverability


Audience: Organizations engaged in e-mail communication

Prerequisites: None

Objectives: course participants will learn how to more effectively target their e-mail communications, how to create and maintain positive relationships with their recipients (and their recipients's e-mail providers), and how other e-mail communicators engage in effective and responsible e-mail communications (e.g., case studies).

Duration: 0.5 day


3020 E-mail and Networking I (Basics)


Audience: Organizations using LISTSERV that wish to take an introduction or refresher course in the basic concepts of electronic mail, e-mail lists and related underlying networking principles.

Prerequisites: Basic personal computer skills and familiarity with e-mail.

Objectives: course participants will initially be given a short introduction on the basics of the Internet (TCP/IP, Domain Name Service, routers, firewalls, etc.). They will then become familiar with the basic concepts of e-mail and e-mail lists (i.e. how e-mail is generated, the protocols used for transmission, delivery and reception, and why e-mail is an effective medium).

Duration: 0.5 day


3021 E-mail and Networking II (Advanced)


Audience: Customers using LISTSERV (list owners or administrators) who want to take an introduction or refresher course in more advanced concepts of electronic mail, e-mail lists and related underlying networking principles.

Prerequisites: 3020 E-mail and Networking I (Basics) (or equivalent knowledge / experience.)

Objectives: course participants will be able to read and understand e-mail headers, generate and send HTML / multipart / attachments via e-mail, and comprehend other advanced concepts of e-mail and e-mail lists.

Duration: 0.5 day


3040 LISTSERV List Owner I (Basics)


Audience: Current and prospective LISTSERV list managers

Prerequisites: 3020 E-mail and Networking I (Basics) (or equivalent knowledge / experience)

Objectives: course participants will learn how to perform basic list ownership functions -- managing list's character and behavior, managing list's subscribers, diagnosing and solving problems -- through LISTSERV's Web interface and e-mail.

Duration: 0.5 day


3042 LISTSERV List Owner III (Advanced) (One-Way Announcements Lists)


Audience: Current and prospective LISTSERV list owners who are using or intend to use LISTSERV for one-way, announcement lists.

Prerequisites: 3040 List Owner I (Basics) (or equivalent knowledge / experience)

Objectives: course participants will learn how to set up and manage one-way announcement LISTSERV lists, send mail to a one-way list, use the super-list / sub-list architecture, use topics, customize mail and Web templates, and create customized Web sign-up pages.

Duration: 0.5 day


3080 LISTSERV Site Administrator I (Basics)


Audience: Current and prospective LISTSERV site administrators.

Prerequisites: 3020 E-mail and Networking I (Basics) (or equivalent knowledge / experience) OS-specific administrative skills

Objectives: course participants will learn what a site administrator needs to know about LISTSERV (e-mail/web), new list creation and initial configuration,list-specific and site-wide mail and web template creation and modification, how a site administrator assists list owners with error-bounce management, list management, subscriber management.

Note that Course 3080 covers almost identical material to Course 3040. Normally we will not teach both 3040 and 3080 to the same person since the material is redundant. Site Admin Track students should only take 3080.

Duration: 0.5 day


3084 LISTSERV Site Administrator V (Advanced)


Audience: Current and prospective LISTSERV site administrators.

Prerequisites: 3080 Site Administrator I (Basics) or equivalent knowledge / experience.

Objectives: course participants will learn how to customize mail and Web templates, create customized Web sign-up pages, implement a super-list / sub-list architecture, use list topics, and use a standard toolset for LISTSERV and related diagnostics.

Note that Course 3084 covers almost identical material to Course 3042. Normally we will not teach both 3042 and 3084 to the same person since the material is redundant. Site Admin Track students should only take 3084.

Duration: 0.5 day


3085 LISTSERV Site Administrator VI (LISTSERV Analysis & Problem Solving)


Audience: Current and prospective LISTSERV site administrators or advanced list owners

Prerequisites: 3084 Site Administrator V (Basics) or equivalent knowledge / experience. OS-specific administrative skills.

Objectives: course participants will learn to interpret LISTSERV & SMTP log files, to interpret CHANGELOG files, bounce management, LISTSERV/SMTP behind a firewall, tuning LISTSERV, troubleshooting, operations monitoring / backups. (This course has separate Windows/Unix versions.)

Duration: 0.5 day


4000 Overview of LISTSERV Maestro


Audience: Current and prospective users of LISTSERV Maestro
  (There is no charge for this orientation when given in conjunction with other 4000 series courses.)

Prerequisites: none

Objectives: General orientation lecture/demonstration in how LISTSERV Maestro operates, and can be used to create, administer and analyze results from e-mail marketing campaigns using Maestro. This is not a hands-on course but is lecture/demonstration only.
For this course only the normal class size limits may be doubled.
Intended only as orientation/overview for persons NOT taking other 4000 series courses.

Duration: Typically 1 hour


4002 Site Administration for LISTSERV Maestro


Audience: Server Administrators for sites running LISTSERV Maestro.
(Not intended for sites also running standard LISTSERV lists. Ask about a special combined 3085+4002 course if you run Maestro along with standard LISTSERV lists.)

Prerequisites: 3020 E-mail and Networking I (Basics) (or equivalent knowledge/experience) OS-specific administrative skills

Objectives: course participants will learn the LISTSERV Maestro System Components, administering Maestro via HUB, administering LISTSERV and SMTP, interpreting HUB/LUI/TRK log files, interpreting LISTSERV log files, interpreting SMTP log files, bounce management in Maestro, troubleshooting, operations monitoring / backups.

Duration: 0.5 day


4004 Defining Recipients for LISTSERV Maestro


Audience: Current and prospective users of LISTSERV Maestro

Prerequisites: 3020 E-mail and Networking I (Basics) (or equivalent knowledge/experience)

Objectives: course participants will practice how to define recipients for an e-mail job in different ways, including uploading a text file, selecting recipients from a database, sending to an existing LISTSERV list, and selecting recipients from a Target Group.

Duration: 0.5 day


4005 Defining Message Content for LISTSERV Maestro


Audience: Current and prospective users of LISTSERV Maestro

Prerequisites: 4004 Defining Recipients for LISTSERV Maestro

Objectives: course participants will practice how to define and edit content for e-mail jobs, including creating text and HTML messages/message parts, adding attachments, personalizing e-mail messages for individual recipients with mail-merge, creating and using drop-in content elements and using conditional blocks for personalization.

Duration: 0.5 day


4006 Defining Tracking and Generating Reports with LISTSERV Maestro


Audience: Current and prospective users of LISTSERV Maestro

Prerequisites: 4004 Defining Recipients for LISTSERV Maestro, 4005 Defining Message Content for LISTSERV Maestro

Objectives: course participants will practice how to define tracking behavior for a job, how to generate quick reports from the tracking statistics, and how to create customized reports.

Duration: 0.5 day


4456 Defining Recipients, Message Content, Tracking and Generating Reports with LISTSERV Maestro


Audience: Current and prospective users of LISTSERV Maestro

Prerequisites: 3020 E-mail and Networking I (Basics) (or equivalent knowledge/experience)

Objectives: 1 day course combining slightly abbreviated versions of 4004 Defining Recipients, 4005 Defining Message Content, and 4006 Defining tracking and generating reports. See above for fuller description of each part.

Duration: 1.0 day (i.e., 1 full day) For online delivery only this course is broken into two half-days.


4007 Data Administration for LISTSERV Maestro with External Databases


Audience: Data Administrators (DAs) administering databases that will be used with LISTSERV Maestro. Any LISTSERV Maestro User or Administrator with 'Data Administrator' rights

Prerequisites: Database Administrator (DBA) experience with the selected DBMS. Familiarity with SQL. 4004 Defining Recipients for LISTSERV Maestro, 4005 Defining Message Content for LISTSERV Maestro

Objectives: course participants will learn about the LISTSERV Maestro System Database and the User Database(s), how LISTSERV Maestro connects to databases, creating Recipient Target Groups with an external database, Presenting Options/Choices to Assist Maestro Users.

Duration: 0.5 day


4008 Recipient Warehouse Data Administration for LISTSERV Maestro Using Internally Hosted Recipient Lists (HRLs)


Audience: Any LISTSERV Maestro User or Administrator with 'Data Administrator' rights who will create/adminster Datasets in the internal Recipient Warehouse.

Prerequisites: 4004 Defining Recipients for LISTSERV Maestro

Objectives: course participants will learn about the LISTSERV Maestro System Database and the internal Recipient Warehouse, creating Recipient Datasets, creating Hosted Recipient Lists (HRLs) within Datasets and creating Recipient Target Groups for Hosted Recipient Lists (HRLs).

Duration: 0.5 day


4009 Recipient Warehouse Data Administration for LISTSERV Maestro Using Internally DBMS-backed Hosted LISTSERV Lists (HLLs)


Audience: Any LISTSERV Maestro User or Administrator with 'Data Administrator' rights who will create/adminster Datasets in the internal Recipient Warehouse.

Prerequisites: 4004 Defining Recipients for LISTSERV Maestro

Objectives: course participants will learn about the LISTSERV Maestro System Database and the internal Recipient Warehouse, creating Recipient Datasets, creating DBMS-backed Hosted LISTSERV Lists (HLLs) within Datasets and creating Recipient Target Groups for DBMS-backed Hosted LISTSERV Lists (HLLs).

Duration: 0.5 day



L-Soft Training Facilities, Schedule, and Pricing


Depending on our customers' requirements, we can offer training on-site at a customer location or on-line via live-remote (GoToMeeting, Skype, etc.). You will find the latest announcements about training facilities, our training schedule, and pricing at:

http://www.lsoft.com/products/training.asp


L-Soft Consulting


L-Soft international, Inc. offers consulting services, providing customized assistance throughout your implementation cycle. L-Soft's consultants can help you integrate L-Soft's products and services with your existing systems and elevate those solutions toward measurable business results. Through needs assessment, planning, implementation, testing, optimization and troubleshooting, L-Soft's consultants will guide you toward achieving your e-mail objectives. Please write to: consulting@lsoft.com

Frequently Asked Questions


1. How do I register for a training course?
Please complete and submit the Training Information Request Form and an L-Soft representative will respond with related information. Please address any questions to: training@lsoft.com

2. Do I have to sign an agreement to take a training course?

Yes. Please complete and submit the Training Information Request Form and an L-Soft representative will respond with related information. Please address any questions to: training@lsoft.com

3. Who are L-Soft's trainers? What are their qualifications?

From their education, our trainers hold different academic degrees in Mathematics, Information Systems, Political Science, Anthropology, and Psychology. What is common to all of them is their long-time involvement with L-Soft, their confidence in and familiarity with our products and services, and their training, education and technical support backgrounds. Our trainers are also experienced with topics such as business communication, media production and marketing that are necessary to succeed in today's fast-moving Internet businesses.

4. How do I find the most suitable training course?

The section titled Our Training Agenda classifies our courses into several different topics, which are intended to appeal to different kinds of customers:


We recognize that any organization that uses LISTSERV is likely to have a number of people who use it or are interested in using it. In general these people will be using LISTSERV for different purposes and will need different types of information. For this reason, in the LISTSERV and LISTSERV Maestro topics, we have identified different tracks of courses, which we feel would be logical sequences of courses for the different types of LISTSERV users.

Of course these groupings of courses into topics and tracks is intended purely for your convenience and orientation; there is no requirement that you take the courses in sequence or stay within a given topic. We do, however, recommend that you look at the prerequisites and objectives of courses you are considering taking to make sure that the course will neither be too basic for you nor expect you to have information at your disposal that you do not have.

If the course you require is not listed, do not hesitate to contact us at training@lsoft.com. New courses can be added on demand. Existing courses can be combined or customized to suit your exact needs. Please ask us if you don't see what you need.
5. How much does training cost?

Training costs are variable depending on the method of delivery, the location, the timing and the degree of customization required. On-demand, custom training delivered in person at your location is the most expensive but also often the most directly effective. Scheduled real-time, interactive training through the Internet is generally the least expensive and most convenient option.

Pricing is detailed in the information posted on our web site

http://www.lsoft.com/products/training.asp .

Pricing for other forms of training are by quotation based on your requirements. Please send an e-mail inquiry to training@lsoft.com .
6. Where are the training courses held?

Depending on our customers' requirements, we can offer training on-site with a customer or via live online sessions. You will find the latest announcements about training facilities, our training schedule, and pricing at:

http://www.lsoft.com/products/training.asp
7. What is needed in an on-site training facility?

Generally, a classroom should be equipped with workstations for the instructor and each participant (no sharing of workstations; each person needs their own). The instructor's workstation should be connected to a video projector. A white board should be available as well.

The instructor workstation requires a web browser (IE6 or later/FF2 or later) and Microsoft PowerPoint, and unrestricted HTTP access to the Internet (specifically including, but not limited to, *.lsoft.com).

Participant workstations require a web browser (IE6 or later/FF2 or later), unrestricted HTTP access to the Internet (specifically including, but not limited to, *.lsoft.com), an e-mail application (or web-mail account) the participant normally uses to access their e-mail. Access to their normal work e-mail account (for live, real-time send / receive capability) is a plus.

If you have any questions about your training facilites, please write to training@lsoft.com .
8. Is there a maximum number of course participants?

For on-site training, six (6) is optimum; eight (8) is our normal maximum. Occasionally we have allowed a few more. Above eight (8), we would need to consider adding a second instructor, which substantially increases the cost.

For on-line live training, one (1) or two (2) trainees per session is optimum, three (3) is our maximum. If you have more trainees than this for a given course, we will schedule multiple sessions. On-Line live courses are generally always done in half-day increments so that both the instructor and the trainees can perform their normal work for the other half-day.



L-Soft Sales Contact Information


U.S. Office

L-Soft international, Inc.
7550 Wisconsin Avenue, Suite 400
Bethesda, MD 20814
USA

Phone: +1 301 731 0440 or +1 800 399 5449
Fax: +1 301 731 6302
Sales: sales@lsoft.com
Press Contact: pressinfo@lsoft.com

European Office

L-Soft Sweden AB
Rosenlundsgatan 52, 2tr
118 63 Stockholm
Sweden

Phone: +46 (0)8 50 70 99 00
FAX: +46 (0)8 50 70 99 98
Sales: sales@lsoft.se
Press Contact: pressinfo@lsoft.se


About L-Soft


Founded in 1994, L-Soft is a pioneer in the field of email list management, email marketing and SMTP mail server software solutions and outsourcing services. L-Soft's solutions are used for the management of email newsletters, discussion groups and opt-in email marketing campaigns.

The company's LISTSERV software, developed in 1986, was the first product of its kind and single-handedly launched the email list management industry. Since then, L-Soft has expanded its portfolio to include email marketing and email delivery solutions.

Today L-Soft's products deliver about 30 million messages a day to more than 130 million list subscriptions. The company serves more than 3,700 customers worldwide, including Microsoft, IBM, The New York Times, AOL-Time Warner/CNN, Dow Jones/The Wall Street Journal, The United Nations, the U.S. Senate and Harvard University.

L-Soft is an international company and works with both small and large customers in nearly every industry worldwide. L-Soft has local offices in Bethesda, Maryland (near Washington, DC); London, UK; Stockholm, Sweden; and Erlangen, Germany.