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Excluding segments from segment emails
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fedys committed Apr 16, 2024
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10 changes: 9 additions & 1 deletion docs/channels/emails.rst
Original file line number Diff line number Diff line change
Expand Up @@ -39,6 +39,15 @@ Segment Emails are marketing Emails by default. On creation the marketer assigns

This entry field is a multi-select which allows you to choose several Segments if necessary.

Excluding segments

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[vale] reported by reviewdog 🐶 [Mautic.FeatureList] Is this referring to a Mautic feature? If so, use 'Segments' instead of 'segments'. Raw Output: {"message": "[Mautic.FeatureList] Is this referring to a Mautic feature? If so, use 'Segments' instead of 'segments'.", "location": {"path": "docs/channels/emails.rst", "range": {"start": {"line": 42, "column": 11}}}, "severity": "INFO"}
==================

There is a multi-select field that allows excluding contacts belonging given segments.

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[vale] reported by reviewdog 🐶 [Mautic.FeatureList] Is this referring to a Mautic feature? If so, use 'Contacts' instead of 'contacts'. Raw Output: {"message": "[Mautic.FeatureList] Is this referring to a Mautic feature? If so, use 'Contacts' instead of 'contacts'.", "location": {"path": "docs/channels/emails.rst", "range": {"start": {"line": 45, "column": 53}}}, "severity": "INFO"}

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[vale] reported by reviewdog 🐶 [Mautic.FeatureList] Is this referring to a Mautic feature? If so, use 'Segments' instead of 'segments'. Raw Output: {"message": "[Mautic.FeatureList] Is this referring to a Mautic feature? If so, use 'Segments' instead of 'segments'.", "location": {"path": "docs/channels/emails.rst", "range": {"start": {"line": 45, "column": 78}}}, "severity": "INFO"}

.. image:: images/emails/email-excluding-segments.png
:width: 400
:alt: Screenshot showing selecting Segments that should be excluded

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[vale] reported by reviewdog 🐶 [Google.Passive] In general, use active voice instead of passive voice ('be excluded'). Raw Output: {"message": "[Google.Passive] In general, use active voice instead of passive voice ('be excluded').", "location": {"path": "docs/channels/emails.rst", "range": {"start": {"line": 49, "column": 59}}}, "severity": "INFO"}

Mautic initiates the sending of these Emails with a :doc:`/configuration/cron_jobs` - see section on Send Scheduled Broadcasts - for example, Segment Emails - for more details on this.

Email formats
Expand Down Expand Up @@ -370,4 +379,3 @@ This is because Mautic sends test Emails to a Mautic User and not to a Mautic Co
Mautic Users can't unsubscribe and therefore the unsubscribe link looks like this: ``https://mautic.example.com/|URL|``. However, the link **does** work correctly when you send the Email to a Contact.

Best practice is to create a Segment with a small number of Contacts to receive test Emails - for example, yourself - which ensures that you can fully test features such as unsubscribe behaviour.

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