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cog to list settings change
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andersonjeccel committed Mar 5, 2024
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12 changes: 6 additions & 6 deletions docs/builders/email_landing_page.rst
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Expand Up @@ -9,7 +9,7 @@ Since :xref:`Mautic 3`, Mautic has shipped with an updated, modern Builder for c
In :xref:`Mautic 4` it's the default Builder.


.. attention::
.. attention::
To use your existing templates with the new Builder, you need to add one line to your configuration file. Read on for further details.

.. vale off
Expand Down Expand Up @@ -66,7 +66,7 @@ About the builder
Enabling the builder
====================

Since Mautic 3.3-RC1 the Builder is available to enable in the Plugins section of Mautic. Go to the Settings by clicking the cog wheel at the top right > Plugins > GrapesJS and click the GrapesJS icon. Change the slider to Yes.
Since Mautic 3.3-RC1 the Builder is available to enable in the Plugins section of Mautic. Go to the Settings by clicking the list settings icon at the top right > Plugins > GrapesJS and click the GrapesJS icon. Change the slider to Yes.

Now you need to **clear your Mautic cache** located in ``var/cache`` and refresh the Landing Page before you can work with the new GrapesJS Builder. Some browsers may also require you to clear the browser cache.

Expand Down Expand Up @@ -102,13 +102,13 @@ If you wish to use the Theme in multiple builders, you can use this syntax:

``"builder": ["legacy", "grapesjsbuilder"],``

.. warning::
.. warning::

This syntax changed between Mautic 3.3.* and Mautic 4 to enable support for multiple Builders - if you have been testing in the beta phase you need to update your configuration files to avoid a 500 error.

The blank Theme contains an example of a full configuration file:

.. code-block::
.. code-block::
{
"name": "Blank",
Expand All @@ -125,7 +125,7 @@ Themes

If you search through the list of available Themes, the new MJML Themes ``Brienz``, ``Paprika`` and ``Confirm Me`` display only with the new Builder.

To learn more about creating Themes please :doc:`check the documentation</builders/creating_themes>`.
To learn more about creating Themes please :doc:`check the documentation</builders/creating_themes>`.

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[vale] reported by reviewdog 🐶 [Google.WordList] Use 'select' instead of 'check'. Raw Output: {"message": "[Google.WordList] Use 'select' instead of 'check'.", "location": {"path": "docs/builders/email_landing_page.rst", "range": {"start": {"line": 128, "column": 50}}}, "severity": "WARNING"}

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GitHub Actions / prose

[vale] reported by reviewdog 🐶 [Google.WordList] Use 'select' instead of 'check'. Raw Output: {"message": "[Google.WordList] Use 'select' instead of 'check'.", "location": {"path": "docs/builders/email_landing_page.rst", "range": {"start": {"line": 128, "column": 50}}}, "severity": "WARNING"}

Custom fonts
************
Expand Down Expand Up @@ -169,7 +169,7 @@ Switching back to the legacy Builder

In case you aren't happy with the Plugin at the moment, you can easily switch back to the legacy Builder (original Mautic Builder). You can do so very quickly:

#. Go to Mautic Settings > Click the cogwheel on the right-hand top corner
#. Go to Mautic Settings > Click the list settings icon on the right-hand top corner

#. Open the Plugins Directory > click "Plugins" inside the menu

Expand Down
14 changes: 7 additions & 7 deletions docs/channels/emails.rst
Original file line number Diff line number Diff line change
Expand Up @@ -168,7 +168,7 @@ Sending from the Contact owner

.. vale on
#. Open the Admin menu by clicking the cog icon in the top right corner.
#. Open the Admin menu by clicking the list settings icon in the top right corner.
#. Select the Configuration menu item.
#. Select the Email Settings tab.
#. Switch the Mailer is owner to Yes.
Expand All @@ -193,7 +193,7 @@ Signatures

Setting a signature happens in two places:

#. The default signature is in the Configuration > Email Settings tab. The default text is
#. The default signature is in the Configuration > Email Settings tab. The default text is

.. code-block:: html

Expand All @@ -207,7 +207,7 @@ Mautic uses this signature by default if the Contact doesn't have an owner assig

.. note::
There are some exceptions where the Contact owner's signature isn't used, which is when a User sends an Email directly from a Contact's profile. In this case, Mautic uses the currently logged in User's signature, with the from name and Email specified in the Email send Form, and not the Contact owner. The values used are pre-filled with those of the currently logged in Mautic User.

It doesn't matter if the Contact has another owner assigned or if it doesn't have an owner at all.

Also, when sending a test Email this is also the case.
Expand Down Expand Up @@ -247,9 +247,9 @@ Mautic tracks clicks of each link in an Email, with the stats displayed at the b
Unsubscribing
*************

Mautic has a built in means of allowing a Contact to unsubscribe from Email communication. You can insert the tokens ``{unsubscribe_text}`` or ``{unsubscribe_url}`` into your Email to have the text or the URL show at your desired location. The unsubscribe text token inserts a sentence with a link instructing the Contact to click to unsubscribe.
Mautic has a built in means of allowing a Contact to unsubscribe from Email communication. You can insert the tokens ``{unsubscribe_text}`` or ``{unsubscribe_url}`` into your Email to have the text or the URL show at your desired location. The unsubscribe text token inserts a sentence with a link instructing the Contact to click to unsubscribe.

The unsubscribe URL token inserts the URL into your custom written instructions.
The unsubscribe URL token inserts the URL into your custom written instructions.

For example:

Expand Down Expand Up @@ -299,7 +299,7 @@ It's possible to use a single inbox, or to configure a unique inbox per monitor.
To fetch and process the messages, run the following command:

.. code-block:: shell
php /path/to/mautic/bin/console mautic:email:fetch
Note that it's best to create an Email address specifically for this purpose, as Mautic reads each message it finds in the given folder.
Expand Down Expand Up @@ -355,7 +355,7 @@ Before sending an Email, Mautic replaces all links in the Email with links back

If the Email click doesn't get tracked, make sure that:

1. Your Mautic server is on an accessible URL.
1. Your Mautic server is on an accessible URL.
2. You sent it to an existing Contact via a Campaign or a Segment Email. Emails sent by the Send Example link, direct Email from the Contact profile, or Form submission preview Emails won't replace links with trackable links.
3. Make sure the URL in the href attribute is absolute and valid. It should start with ``http://`` or ideally ``https://``.
4. You've opened the link in a incognito browser (not in the same session where you're logged into Mautic)
Expand Down
2 changes: 1 addition & 1 deletion docs/contacts/custom_fields.rst
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Expand Up @@ -5,7 +5,7 @@ Manage Custom Fields

.. vale on
You can manage Custom Fields through the Admin menu - click the cogwheel upper right-hand side of Mautic.
You can manage Custom Fields through the Admin menu - click the list settings icon upper right-hand side of Mautic.

.. image:: images/admin-menu.png
:align: center
Expand Down
98 changes: 49 additions & 49 deletions docs/contacts/manage_contacts.rst
Original file line number Diff line number Diff line change
Expand Up @@ -57,11 +57,11 @@ Add new Contact

|
This opens the new Contact screen, where you can enter all the information you have about the Contact. It also displays all published Contact fields when creating a new Contact.
This opens the new Contact screen, where you can enter all the information you have about the Contact. It also displays all published Contact fields when creating a new Contact.

Use the tabs at the top to populate existing Custom Fields and social network profiles.
Use the tabs at the top to populate existing Custom Fields and social network profiles.

.. note::
.. note::

Before you start adding Contacts, you may need to add :doc:`custom fields</contacts/custom_fields>` to capture all the information you require.

Expand All @@ -87,7 +87,7 @@ Mautic supports exporting Contact lists in CSV and Excel formats.

* **Export to CSV** - Sends a downloadable link containing the CSV file of the Contact list to the Email address on your Mautic User profile.

.. note::
.. note::

This feature currently supports the export of a maximum of one million Contacts. After clicking the link in the Email, Users must log into Mautic via the login screen. Users must login as the same authorized User that received the Email, after which the file download commences. Once downloaded, Users can share the file with other non-Mautic Users.

Expand Down Expand Up @@ -132,9 +132,9 @@ So, Mautic takes care of duplicate Contacts created by the event tracking. You c
Batch actions
=============

To make updates to several Contacts at once, select those Contacts then click the green arrow at the top of the checkbox column.
To make updates to several Contacts at once, select those Contacts then click the green arrow at the top of the checkbox column.

A modal window displays when you click one of the actions, with more configuration details.
A modal window displays when you click one of the actions, with more configuration details.



Expand Down Expand Up @@ -225,7 +225,7 @@ Event history tracks any engagements between Mautic and a Contact. To find certa

**Email Read** - The date and time when a specific Email was first read. If the Contact opens the Email multiple times, expanding details on the event type displays the additional opens.

.. note::
.. note::

To avoid performance issues, Mautic has a limit of displaying a maximum of 1,000 **Email Read** event details.

Expand Down Expand Up @@ -300,9 +300,9 @@ Change Contact Segments

|
1. Click the **drop down box arrow** in the top right hand corner of the Contact detail.
1. Click the **drop down box arrow** in the top right hand corner of the Contact detail.

2. Select **Segments**. A modal box shows up where you'll see all the Segments. The green switch means that the Contact belongs to the Segment, the orange switch means the opposite.
2. Select **Segments**. A modal box shows up where you'll see all the Segments. The green switch means that the Contact belongs to the Segment, the orange switch means the opposite.

3. Click the **switch** to add/remove the Contact to/from the Segment.

Expand All @@ -313,9 +313,9 @@ Change Contact Campaigns

.. vale on
1. Click the **drop down box arrow** in the top right hand corner of the Contact detail.
1. Click the **drop down box arrow** in the top right hand corner of the Contact detail.

2. Select **Campaigns**. A modal box shows up where you'll see all the Campaigns. The green switch means that the Contact belongs to the Campaign, the orange switch means the opposite.
2. Select **Campaigns**. A modal box shows up where you'll see all the Campaigns. The green switch means that the Contact belongs to the Campaign, the orange switch means the opposite.

3. Click the **switch** to add/remove the Contact to/from the Campaign.

Expand All @@ -326,17 +326,17 @@ Merge two Contacts

.. vale on
If you have 2 Contacts in the Mautic database who are physically one person, you can merge them with the Merge feature.
If you have 2 Contacts in the Mautic database who are physically one person, you can merge them with the Merge feature.

1. Click the drop down box arrow in the top right hand corner of the Contact detail,
1. Click the drop down box arrow in the top right hand corner of the Contact detail,

2. Select the Merge item, a modal box shows up.
2. Select the Merge item, a modal box shows up.

3. Search for the Contact you want to merge into the current Contact. The select box updates as you search.
3. Search for the Contact you want to merge into the current Contact. The select box updates as you search.

4. Select the right Contact and hit the **Merge** button.

.. vale off
.. vale off
Send Email to Contact
=====================
Expand Down Expand Up @@ -364,9 +364,9 @@ Tracking script (``JavaScript``)

.. vale on
Since Mautic 1.4 the JavaScript tracking method is the primary way of website tracking. To implement it:
Since Mautic 1.4 the JavaScript tracking method is the primary way of website tracking. To implement it:

1. Go to Mautic > *Settings* by clicking the cogwheel at the top right > *Configuration* > *Tracking Settings* to find the JS tracking code build for the Mautic instance
1. Go to Mautic > *Settings* by clicking the list settings icon at the top right > *Configuration* > *Tracking Settings* to find the JS tracking code build for the Mautic instance

2. Insert the code before the ending ``<body/>`` tag of the website you want to track

Expand Down Expand Up @@ -481,7 +481,7 @@ All the UTM tags are available in the time entry, just by toggling the entry det

Please note that Mautic records UTM tags only on a Form submission that contains the action "Record UTM Tags".

.. list-table::
.. list-table::
:widths: 100 100
:header-rows: 1

Expand All @@ -499,7 +499,7 @@ Please note that Mautic records UTM tags only on a Form submission that contains
- ``fa-map-marker``
* - ``device``
- ``fa-tablet`` if ``utm_source`` isn't available otherwise Mautic uses ``utm_source`` as the class. For example, if ``utm_source`` is ``Mobile``, Mautic uses ``fa-mobile``.

All the UTM tags are available in the time entry, just by toggling the entry details button.

Please note that Mautic records UTM tags only on a Form submission that contains the action "Record UTM Tags".
Expand Down Expand Up @@ -571,7 +571,7 @@ Mautic makes this even easier by providing key Integrations to many existing Con

.. vale off
* Joomla!
* Joomla!
* Drupal
* WordPress
* TYPO3
Expand All @@ -582,7 +582,7 @@ Mautic makes this even easier by providing key Integrations to many existing Con
These are just a few of the Integrations already created by the Mautic community. It's expected that the list grows as developers submit their own Integrations.

.. note::
.. note::

It's important to note that you aren't limited by these Plugins and you can place the tracking pixel directly on any HTML page for website tracking.

Expand All @@ -591,7 +591,7 @@ Identify visitors by tracking URL

There's a configuration section for identifying visitors by tracking URL although this isn't recommended for use as it's open to abuse with spoof tracking. If enabled, Mautic identifies returning visitors by tracking URLs from Channels - especially from Emails - when no cookie exists yet.

.. note::
.. note::

For this to work you must mark the Email Contact field as a unique identifier and it must be publicly editable in your Mautic configuration.

Expand Down Expand Up @@ -635,8 +635,8 @@ In your App
A best-in-class approach is to have a class (say 'Mautic') that handles all your tracking needs. For example, this sample method call would POST to the Form with ID 3 - see previous section.

.. note::
.. note::

For conciseness and ubiquity, these samples are in JavaScript / ECMAScript-type language, use similar call in your mobile App language of choice.

``mautic.addContact("[email protected]",3)``
Expand All @@ -650,7 +650,7 @@ Which is nothing more than an ``HTTP`` request to this GET-formatted URL - as al
``https://example.com/mtracking.gif?page_url=cart_screen&[email protected]``


.. important::
.. important::

Make sure in your App, that the ``HTTP`` request is using a cookie - if possible, re-use the cookie from the ``mautic.addcontact`` POST request prior - **and** that you reuse this cookie from one request to the next. This is how Mautic - and other tracking software - knows that it's really the same Contact. If you can't do this, you may run into the - unlikely but possible - case where you have multiple Contacts from the same IP address and Mautic merges them all into a single Contact, as it can't tell who is who without a cookie.

Expand Down Expand Up @@ -743,28 +743,28 @@ Third party cookies
- Expiration
- Used by Mautic for tracking?
- Description
* - mautic_device_id
- 1 year
- Yes
* - mautic_device_id
- 1 year
- Yes
- Used by Mautic to track the Contact for either the tracking pixel or if the same key isn't found in the browser's local storage for the monitored site.
* - ``mtc_id``
- session
- No
* - ``mtc_id``
- session
- No
- Stores the Mautic ID of the tracked Contact. No longer used - deprecated in Mautic 2.13 - but retained for backwards compatibility.
* - ``mautic_referer_id``
- session
- Yes
* - ``mautic_referer_id``
- session
- Yes
- Stores a reference to the last tracked page for the Contact and used by Mautic to determine when a Contact exists a page they visited.
* - ``mtc_sid``
- session
- No
- session
- No
- Deprecated cookie that's the same as ``mautic_device_id``. It's no longer actively used by Mautic but kept for BC reads.
* - ``mautic_session_id``
- unknown
- No
* - ``mautic_session_id``
- unknown
- No
- Deprecated in Mautic 2 - no longer supported - and removed from Mautic 3

First party
First party
-----------

.. list-table:: Campaign Actions in Mautic
Expand All @@ -775,15 +775,15 @@ First party
- Expiration
- Used by Mautic for tracking?
- Description
* - mautic_device_id
- session
- No
* - mautic_device_id
- session
- No
- The monitored site may use this, but isn't used by Mautic to actively track the Contact.
* - ``mtc_id``
- session
- No
* - ``mtc_id``
- session
- No
- Stores the Mautic ID for the tracked Contact. It's not used for tracking. The monitored site can use this to leverage Mautic's REST API on the backend for the purposes of manipulating the Contact.
* - ``mtc_sid``
- session
- No
- session
- No
- Deprecated cookie that's the same as ``mautic_device_id``. It's no longer used by Mautic but kept for BC reads.
8 changes: 4 additions & 4 deletions docs/marketplace/marketplace.rst
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Expand Up @@ -5,7 +5,7 @@ Mautic Marketplace

.. vale on
.. warning::
.. warning::

The current Marketplace version doesn't verify Mautic version compatibility of Plugins yet, as this requires a change in each existing Plugin.

Expand Down Expand Up @@ -36,14 +36,14 @@ If you haven't correctly set the Composer setting, Mautic displays a warning tha
:width: 800
:alt: Screenshot of Composer enabled

.. vale off
.. vale off
List of Plugins
***************

.. vale on
The list of Plugins available in the Marketplace is accessible from your Mautic administration menu. Click the **cog icon** in the top right hand corner to display the menu.
The list of Plugins available in the Marketplace is accessible from your Mautic administration menu. Click the **list settings icon** in the top right hand corner to display the menu.

The list view allows you to search for specific keywords. It displays quick stats including Plugin downloads and how many stars it has in :xref:`Packagist`. It also shows the vendor who has developed the Plugin. Sadly, the sorting by columns isn't available at the moment because it's not supported by the Packagist API. It's planned to add this in a future release.

Expand Down Expand Up @@ -159,7 +159,7 @@ List Plugins
+-------------------------------------------------------+-----------+--------+
Total packages: 69
Execution time: 388 ms
There are options allowing you to filter or go to next pages. To display the full list, add ``--help`` after the command, as used in other Mautic commands.

.. code:: shell
Expand Down
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