From 81238103e07e883e43283e7cadafaa5afc05498d Mon Sep 17 00:00:00 2001 From: andersonjeccel <116097999+andersonjeccel@users.noreply.github.com> Date: Tue, 5 Mar 2024 12:29:17 -0300 Subject: [PATCH 1/3] cog to list settings change --- docs/builders/email_landing_page.rst | 12 ++-- docs/channels/emails.rst | 14 ++-- docs/contacts/custom_fields.rst | 2 +- docs/contacts/manage_contacts.rst | 98 ++++++++++++++-------------- docs/marketplace/marketplace.rst | 8 +-- docs/plugins/twilio.rst | 8 +-- docs/queue/queue.rst | 48 +++++++------- docs/themes/manage_themes.rst | 14 ++-- docs/translations/translations.rst | 2 +- docs/users_roles/managing_users.rst | 16 ++--- 10 files changed, 111 insertions(+), 111 deletions(-) diff --git a/docs/builders/email_landing_page.rst b/docs/builders/email_landing_page.rst index dd159286..e473bf62 100644 --- a/docs/builders/email_landing_page.rst +++ b/docs/builders/email_landing_page.rst @@ -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 @@ -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. @@ -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", @@ -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`. +To learn more about creating Themes please :doc:`check the documentation`. Custom fonts ************ @@ -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 diff --git a/docs/channels/emails.rst b/docs/channels/emails.rst index fd9cc8c8..a51d4998 100644 --- a/docs/channels/emails.rst +++ b/docs/channels/emails.rst @@ -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. @@ -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 @@ -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. @@ -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: @@ -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. @@ -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) diff --git a/docs/contacts/custom_fields.rst b/docs/contacts/custom_fields.rst index 06d4bf98..b009bf0d 100644 --- a/docs/contacts/custom_fields.rst +++ b/docs/contacts/custom_fields.rst @@ -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 diff --git a/docs/contacts/manage_contacts.rst b/docs/contacts/manage_contacts.rst index ab5aa8e4..7299123f 100644 --- a/docs/contacts/manage_contacts.rst +++ b/docs/contacts/manage_contacts.rst @@ -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` to capture all the information you require. @@ -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. @@ -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. @@ -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. @@ -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. @@ -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. @@ -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 ===================== @@ -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 ```` tag of the website you want to track @@ -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 @@ -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". @@ -571,7 +571,7 @@ Mautic makes this even easier by providing key Integrations to many existing Con .. vale off -* Joomla! +* Joomla! * Drupal * WordPress * TYPO3 @@ -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. @@ -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. @@ -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("myemail@example.com",3)`` @@ -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=myemail@example.com`` -.. 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. @@ -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 @@ -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. \ No newline at end of file diff --git a/docs/marketplace/marketplace.rst b/docs/marketplace/marketplace.rst index 11b289df..8bcf0ea2 100644 --- a/docs/marketplace/marketplace.rst +++ b/docs/marketplace/marketplace.rst @@ -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. @@ -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. @@ -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 diff --git a/docs/plugins/twilio.rst b/docs/plugins/twilio.rst index 5f6a8372..7b42097c 100644 --- a/docs/plugins/twilio.rst +++ b/docs/plugins/twilio.rst @@ -10,13 +10,13 @@ Mautic - Twilio Plugin Before you start to send text messages from your Mautic instance, it needs to connect to the service which can send them. -The first and default implemented service is :xref:`Twilio`. +The first and default implemented service is :xref:`Twilio`. In order to configure the text messages correctly, follow these steps: #. Create an account at :xref:`Twilio`. -#. In Mautic, go to *Settings* (cog icon) > *Plugins*. +#. In Mautic, go to *Settings* (list settings icon) > *Plugins*. #. Open *Twilio* Plugin and activate it. @@ -39,11 +39,11 @@ Alphanumeric Sender ID allows you to send Twilio Programmable SMS messages using Instead of using an E.164 formatted Twilio Phone number for the "From" value, you can use a custom string like your own business' branding. -.. note:: +.. note:: You can't reply directly to messages sent out with an Alphanumeric Sender ID. -.. vale off +.. vale off Alphanumeric Sender ID requirements *********************************** diff --git a/docs/queue/queue.rst b/docs/queue/queue.rst index d77adbb7..0ee4db9c 100644 --- a/docs/queue/queue.rst +++ b/docs/queue/queue.rst @@ -7,8 +7,8 @@ Queue You can improved scalability by activating the queuing mechanism for Email and Page opens. Use this if you are getting too much traffic at once from people opening Pages or opening Emails. -.. note:: - +.. note:: + Mautic 3.x Users who are implementing RabbitMQ or Beanstalkd need to configure the settings directly in their local configuration file. If you are using the legacy Mautic 2.x series the steps below remains the same. Activating @@ -16,7 +16,7 @@ Activating You can activate and configure the queuing mechanism by going to configuration: -* Open the administrator menu by clicking the cog icon in the top right corner. +* Open the administrator menu by clicking the list settings icon in the top right corner. * Select the *Configuration* menu item. * Select the *Queue Settings* tab. * Switch the *Queue Protocol* to either *RabbitMQ* or *Beanstalkd*. @@ -38,31 +38,31 @@ Having set up a RabbitMQ server, you can configure Mautic to use it by setting t :widths: 40, 40, 60 * - Parameter - - Default + - Default - Description - * - ``rabbitmq_host`` - - ``'localhost'`` + * - ``rabbitmq_host`` + - ``'localhost'`` - The ``hostname`` of the RabbitMQ server - * - ``rabbitmq_port`` + * - ``rabbitmq_port`` - ``'5672'`` - The port that the RabbitMQ server is listening on - * - ``rabbitmq_vhost`` + * - ``rabbitmq_vhost`` - ``'/'`` - The virtual host to use for this RabbitMQ server - * - ``rabbitmq_user`` + * - ``rabbitmq_user`` - ``'guest'`` - The username for the RabbitMQ server - * - ``rabbitmq_password`` - - ``'guest'`` + * - ``rabbitmq_password`` + - ``'guest'`` - The password for the RabbitMQ server - * - ``rabbitmq_idle_timeout`` - - ``0`` + * - ``rabbitmq_idle_timeout`` + - ``0`` - The number of seconds after which the queue consumer should timeout when idle - * - ``rabbitmq_idle_timeout_exit_code`` - - ``0`` + * - ``rabbitmq_idle_timeout_exit_code`` + - ``0`` - The exit code returned when the consumer exits due to idle timeout -Example: +Example: .. code-block:: @@ -74,29 +74,29 @@ Example: 'rabbitmq_password' => 'some_password', 'rabbitmq_idle_timeout' => 0, 'rabbitmq_idle_timeout_exit_code' => 0, - + Beanstalkd ********** :xref:`Beanstalkd` is another available queue protocol that Mautic supports. To use it, you must have a Beanstalkd server running. On :xref:`Beanstalkd website`, you can obtain instructions on how to install Beanstalkd. - -Once you have setup a Beanstalkd server, you can configure Mautic to use it by setting the appropriate parameters ``mautic.beanstalkd_*`` in your installation's configuration file. + +Once you have setup a Beanstalkd server, you can configure Mautic to use it by setting the appropriate parameters ``mautic.beanstalkd_*`` in your installation's configuration file. .. list-table:: RabbitMQ :header-rows: 1 :widths: 40, 40, 60 * - Parameter - - Default + - Default - Description - * - ``beanstalkd_host`` - - ``'localhost'`` + * - ``beanstalkd_host`` + - ``'localhost'`` - The ``hostname`` of the Beanstalkd server - * - ``beanstalkd_port`` + * - ``beanstalkd_port`` - ``'11300'`` - The port that the Beanstalkd server is listening on - * - ``beanstalkd_timeout`` + * - ``beanstalkd_timeout`` - ``'60'`` - The default Time To Run - TTR - for Beanstalkd jobs diff --git a/docs/themes/manage_themes.rst b/docs/themes/manage_themes.rst index 923c5fc2..3e9caf86 100644 --- a/docs/themes/manage_themes.rst +++ b/docs/themes/manage_themes.rst @@ -5,13 +5,13 @@ Manage Themes .. vale on -Themes control the look and feel of the Mautic Landing Pages, Emails, Forms and Message screens. +Themes control the look and feel of the Mautic Landing Pages, Emails, Forms and Message screens. -A basic Mautic installation comes pre-packaged with a number of Themes for you to use 'as-is' or adapt to suit specific projects. +A basic Mautic installation comes pre-packaged with a number of Themes for you to use 'as-is' or adapt to suit specific projects. It's also possible to :xref:`create a Theme` for Mautic from scratch. -Access the Theme Manager via the Admin Menu. Click the cog icon in the top right corner to open it and select the Theme menu item. +Access the Theme Manager via the Admin Menu. Click the list settings icon in the top right corner to open it and select the Theme menu item. The Themes section displays the list of Themes with the following details: @@ -25,9 +25,9 @@ The Themes section displays the list of Themes with the following details: :width: 600 :alt: Screenshot of Theme list -This list of Themes appears as selectable options in Forms, as this allows you to provide styling for Forms. +This list of Themes appears as selectable options in Forms, as this allows you to provide styling for Forms. -Additionally, you can edit and customize Themes in the Email and Landing Page builders to meet your needs. +Additionally, you can edit and customize Themes in the Email and Landing Page builders to meet your needs. With the Email and Landing Page builders, you can start from a template and build your own variations using the drag-and-drop Builder. For more information, see :doc:`Email builder` and :doc:`Landing Pages`. @@ -40,7 +40,7 @@ Installing a Theme It's necessary to install a new or edited Theme as a zip package. The zip package must have the same structure as the preinstalled Themes and the config.json file must be present in the root folder of the zip package. The :xref:`themes developer documentation` contains more on that. -.. note:: +.. note:: You must select and zip all the files when creating the zip package. Ensure that you don't zip the files within a folder, otherwise the Theme won't install. @@ -147,7 +147,7 @@ You can assign your Mautic instance a default Theme for Landing Pages. Then use :width: 600 :alt: Screenshot of Theme -.. note:: +.. note:: Changing the Theme after building the Landing Page may cause content to not display if the two Themes don't use the same placeholders. diff --git a/docs/translations/translations.rst b/docs/translations/translations.rst index 982e5d4d..9231ccd9 100644 --- a/docs/translations/translations.rst +++ b/docs/translations/translations.rst @@ -17,7 +17,7 @@ Default language The default language configuration happens first in the Mautic configuration. The default language is ``English - United States``. Every User has this language if they don't set something different in their profile. -1. Open the configuration menu by clicking on the cog icon in the top right corner. +1. Open the configuration menu by clicking on the list settings icon in the top right corner. 2. Select the **Configuration** menu item. 3. Select the default language. 4. Save the configuration. diff --git a/docs/users_roles/managing_users.rst b/docs/users_roles/managing_users.rst index 36e1f92b..50228446 100644 --- a/docs/users_roles/managing_users.rst +++ b/docs/users_roles/managing_users.rst @@ -5,7 +5,7 @@ Managing Users .. vale on -An Administrator can manage Users with appropriate permissions in Mautic by accessing the settings cog wheel at the top right of the screen. +An Administrator can manage Users with appropriate permissions in Mautic by accessing the settings list settings icon at the top right of the screen. Create the User by completing all the mandatory fields, adding a signature if required, and assigning them a username and password. Always use a secure password for Users with access to your Mautic instance. @@ -21,23 +21,23 @@ To set up a User manually: 2. Click **+New** in the top right corner. 3. Fill in the appropriate fields for your User: - + * **First name** and **Last name** - Your User's first and last name. * **Roles** assigned based on permissions you grant. - - * **Signature** is only necessary if you're using the Mailer is owner feature in Mautic. + + * **Signature** is only necessary if you're using the Mailer is owner feature in Mautic. * **Position - optional** - Your User's job title. - + * **Username, Email, Password** are the login credentials. If a User forgets their password, they can use the Forgot password link, but you can manually change their password here. - -.. note:: + +.. note:: Passwords must be at least six characters in length. Ensure that you use a combination of upper and lower case alphabets, special characters, and numbers. * **Time zone** - Set the User's time zone, or use the default. Adding the User's time zone enables them to account for time zone differences for Email scheduling and other features. -* **Language** - Select a language for each User, to improve their experience in Mautic. +* **Language** - Select a language for each User, to improve their experience in Mautic. When creating your Users, inform them of the credentials. Mautic doesn't send an Email notifying Users of their login information. Manually informing them is necessary. \ No newline at end of file From ce0c46c39818fc49d94083ae18ea063d386f6d06 Mon Sep 17 00:00:00 2001 From: "Anderson J. Eccel" <116097999+andersonjeccel@users.noreply.github.com> Date: Fri, 12 Sep 2025 10:53:17 -0300 Subject: [PATCH 2/3] Include slider field in docs --- docs/components/forms.rst | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/components/forms.rst b/docs/components/forms.rst index 8d472376..90b28f7c 100644 --- a/docs/components/forms.rst +++ b/docs/components/forms.rst @@ -119,6 +119,8 @@ To add a new field to your Form: - **Select** - This option shows a dropdown list where a visitor may choose one option. This field also allows multiple selections, which changes the display to a box with the options listed. On a mobile device, a single select box shows a dialog box with radio buttons, and with checkboxes for a multi-select field. + - **Slider** - This field provides an interactive slider control that allows visitors to select a numeric value from a predefined range by dragging a handle along a track. The slider displays the minimum and maximum values at each end, and shows the current selected value as the visitor moves the handle. + - **Social login** - This allows the visitor to connect their Twitter, Facebook or LinkedIn profiles with their Contact record. You must configure the Plugin for the social network before using this field. - **Text** - This field shows a text box with 255 characters available. Common uses include specifying the visitor's first name, last name, city, and so forth. From 306ee5e567fa6d2d05c9e25bd7583e1b2215edc1 Mon Sep 17 00:00:00 2001 From: "Anderson J. Eccel" <116097999+andersonjeccel@users.noreply.github.com> Date: Fri, 12 Sep 2025 10:54:06 -0300 Subject: [PATCH 3/3] Revert "cog to list settings change" This reverts commit 81238103e07e883e43283e7cadafaa5afc05498d. --- docs/builders/email_landing_page.rst | 12 ++-- docs/channels/emails.rst | 14 ++-- docs/contacts/custom_fields.rst | 2 +- docs/contacts/manage_contacts.rst | 98 ++++++++++++++-------------- docs/marketplace/marketplace.rst | 8 +-- docs/plugins/twilio.rst | 8 +-- docs/queue/queue.rst | 48 +++++++------- docs/themes/manage_themes.rst | 14 ++-- docs/translations/translations.rst | 2 +- docs/users_roles/managing_users.rst | 16 ++--- 10 files changed, 111 insertions(+), 111 deletions(-) diff --git a/docs/builders/email_landing_page.rst b/docs/builders/email_landing_page.rst index e473bf62..dd159286 100644 --- a/docs/builders/email_landing_page.rst +++ b/docs/builders/email_landing_page.rst @@ -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 @@ -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 list settings icon 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 cog wheel 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. @@ -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", @@ -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`. +To learn more about creating Themes please :doc:`check the documentation`. Custom fonts ************ @@ -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 list settings icon on the right-hand top corner +#. Go to Mautic Settings > Click the cogwheel on the right-hand top corner #. Open the Plugins Directory > click "Plugins" inside the menu diff --git a/docs/channels/emails.rst b/docs/channels/emails.rst index a51d4998..fd9cc8c8 100644 --- a/docs/channels/emails.rst +++ b/docs/channels/emails.rst @@ -168,7 +168,7 @@ Sending from the Contact owner .. vale on -#. Open the Admin menu by clicking the list settings icon in the top right corner. +#. Open the Admin menu by clicking the cog icon in the top right corner. #. Select the Configuration menu item. #. Select the Email Settings tab. #. Switch the Mailer is owner to Yes. @@ -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 @@ -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. @@ -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: @@ -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. @@ -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) diff --git a/docs/contacts/custom_fields.rst b/docs/contacts/custom_fields.rst index b009bf0d..06d4bf98 100644 --- a/docs/contacts/custom_fields.rst +++ b/docs/contacts/custom_fields.rst @@ -5,7 +5,7 @@ Manage Custom Fields .. vale on -You can manage Custom Fields through the Admin menu - click the list settings icon upper right-hand side of Mautic. +You can manage Custom Fields through the Admin menu - click the cogwheel upper right-hand side of Mautic. .. image:: images/admin-menu.png :align: center diff --git a/docs/contacts/manage_contacts.rst b/docs/contacts/manage_contacts.rst index 7299123f..ab5aa8e4 100644 --- a/docs/contacts/manage_contacts.rst +++ b/docs/contacts/manage_contacts.rst @@ -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` to capture all the information you require. @@ -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. @@ -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. @@ -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. @@ -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. @@ -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. @@ -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 ===================== @@ -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 list settings icon 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 cogwheel 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 ```` tag of the website you want to track @@ -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 @@ -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". @@ -571,7 +571,7 @@ Mautic makes this even easier by providing key Integrations to many existing Con .. vale off -* Joomla! +* Joomla! * Drupal * WordPress * TYPO3 @@ -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. @@ -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. @@ -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("myemail@example.com",3)`` @@ -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=myemail@example.com`` -.. 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. @@ -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 @@ -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. \ No newline at end of file diff --git a/docs/marketplace/marketplace.rst b/docs/marketplace/marketplace.rst index 8bcf0ea2..11b289df 100644 --- a/docs/marketplace/marketplace.rst +++ b/docs/marketplace/marketplace.rst @@ -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. @@ -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 **list settings 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 **cog 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. @@ -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 diff --git a/docs/plugins/twilio.rst b/docs/plugins/twilio.rst index 7b42097c..5f6a8372 100644 --- a/docs/plugins/twilio.rst +++ b/docs/plugins/twilio.rst @@ -10,13 +10,13 @@ Mautic - Twilio Plugin Before you start to send text messages from your Mautic instance, it needs to connect to the service which can send them. -The first and default implemented service is :xref:`Twilio`. +The first and default implemented service is :xref:`Twilio`. In order to configure the text messages correctly, follow these steps: #. Create an account at :xref:`Twilio`. -#. In Mautic, go to *Settings* (list settings icon) > *Plugins*. +#. In Mautic, go to *Settings* (cog icon) > *Plugins*. #. Open *Twilio* Plugin and activate it. @@ -39,11 +39,11 @@ Alphanumeric Sender ID allows you to send Twilio Programmable SMS messages using Instead of using an E.164 formatted Twilio Phone number for the "From" value, you can use a custom string like your own business' branding. -.. note:: +.. note:: You can't reply directly to messages sent out with an Alphanumeric Sender ID. -.. vale off +.. vale off Alphanumeric Sender ID requirements *********************************** diff --git a/docs/queue/queue.rst b/docs/queue/queue.rst index 0ee4db9c..d77adbb7 100644 --- a/docs/queue/queue.rst +++ b/docs/queue/queue.rst @@ -7,8 +7,8 @@ Queue You can improved scalability by activating the queuing mechanism for Email and Page opens. Use this if you are getting too much traffic at once from people opening Pages or opening Emails. -.. note:: - +.. note:: + Mautic 3.x Users who are implementing RabbitMQ or Beanstalkd need to configure the settings directly in their local configuration file. If you are using the legacy Mautic 2.x series the steps below remains the same. Activating @@ -16,7 +16,7 @@ Activating You can activate and configure the queuing mechanism by going to configuration: -* Open the administrator menu by clicking the list settings icon in the top right corner. +* Open the administrator menu by clicking the cog icon in the top right corner. * Select the *Configuration* menu item. * Select the *Queue Settings* tab. * Switch the *Queue Protocol* to either *RabbitMQ* or *Beanstalkd*. @@ -38,31 +38,31 @@ Having set up a RabbitMQ server, you can configure Mautic to use it by setting t :widths: 40, 40, 60 * - Parameter - - Default + - Default - Description - * - ``rabbitmq_host`` - - ``'localhost'`` + * - ``rabbitmq_host`` + - ``'localhost'`` - The ``hostname`` of the RabbitMQ server - * - ``rabbitmq_port`` + * - ``rabbitmq_port`` - ``'5672'`` - The port that the RabbitMQ server is listening on - * - ``rabbitmq_vhost`` + * - ``rabbitmq_vhost`` - ``'/'`` - The virtual host to use for this RabbitMQ server - * - ``rabbitmq_user`` + * - ``rabbitmq_user`` - ``'guest'`` - The username for the RabbitMQ server - * - ``rabbitmq_password`` - - ``'guest'`` + * - ``rabbitmq_password`` + - ``'guest'`` - The password for the RabbitMQ server - * - ``rabbitmq_idle_timeout`` - - ``0`` + * - ``rabbitmq_idle_timeout`` + - ``0`` - The number of seconds after which the queue consumer should timeout when idle - * - ``rabbitmq_idle_timeout_exit_code`` - - ``0`` + * - ``rabbitmq_idle_timeout_exit_code`` + - ``0`` - The exit code returned when the consumer exits due to idle timeout -Example: +Example: .. code-block:: @@ -74,29 +74,29 @@ Example: 'rabbitmq_password' => 'some_password', 'rabbitmq_idle_timeout' => 0, 'rabbitmq_idle_timeout_exit_code' => 0, - + Beanstalkd ********** :xref:`Beanstalkd` is another available queue protocol that Mautic supports. To use it, you must have a Beanstalkd server running. On :xref:`Beanstalkd website`, you can obtain instructions on how to install Beanstalkd. - -Once you have setup a Beanstalkd server, you can configure Mautic to use it by setting the appropriate parameters ``mautic.beanstalkd_*`` in your installation's configuration file. + +Once you have setup a Beanstalkd server, you can configure Mautic to use it by setting the appropriate parameters ``mautic.beanstalkd_*`` in your installation's configuration file. .. list-table:: RabbitMQ :header-rows: 1 :widths: 40, 40, 60 * - Parameter - - Default + - Default - Description - * - ``beanstalkd_host`` - - ``'localhost'`` + * - ``beanstalkd_host`` + - ``'localhost'`` - The ``hostname`` of the Beanstalkd server - * - ``beanstalkd_port`` + * - ``beanstalkd_port`` - ``'11300'`` - The port that the Beanstalkd server is listening on - * - ``beanstalkd_timeout`` + * - ``beanstalkd_timeout`` - ``'60'`` - The default Time To Run - TTR - for Beanstalkd jobs diff --git a/docs/themes/manage_themes.rst b/docs/themes/manage_themes.rst index 3e9caf86..923c5fc2 100644 --- a/docs/themes/manage_themes.rst +++ b/docs/themes/manage_themes.rst @@ -5,13 +5,13 @@ Manage Themes .. vale on -Themes control the look and feel of the Mautic Landing Pages, Emails, Forms and Message screens. +Themes control the look and feel of the Mautic Landing Pages, Emails, Forms and Message screens. -A basic Mautic installation comes pre-packaged with a number of Themes for you to use 'as-is' or adapt to suit specific projects. +A basic Mautic installation comes pre-packaged with a number of Themes for you to use 'as-is' or adapt to suit specific projects. It's also possible to :xref:`create a Theme` for Mautic from scratch. -Access the Theme Manager via the Admin Menu. Click the list settings icon in the top right corner to open it and select the Theme menu item. +Access the Theme Manager via the Admin Menu. Click the cog icon in the top right corner to open it and select the Theme menu item. The Themes section displays the list of Themes with the following details: @@ -25,9 +25,9 @@ The Themes section displays the list of Themes with the following details: :width: 600 :alt: Screenshot of Theme list -This list of Themes appears as selectable options in Forms, as this allows you to provide styling for Forms. +This list of Themes appears as selectable options in Forms, as this allows you to provide styling for Forms. -Additionally, you can edit and customize Themes in the Email and Landing Page builders to meet your needs. +Additionally, you can edit and customize Themes in the Email and Landing Page builders to meet your needs. With the Email and Landing Page builders, you can start from a template and build your own variations using the drag-and-drop Builder. For more information, see :doc:`Email builder` and :doc:`Landing Pages`. @@ -40,7 +40,7 @@ Installing a Theme It's necessary to install a new or edited Theme as a zip package. The zip package must have the same structure as the preinstalled Themes and the config.json file must be present in the root folder of the zip package. The :xref:`themes developer documentation` contains more on that. -.. note:: +.. note:: You must select and zip all the files when creating the zip package. Ensure that you don't zip the files within a folder, otherwise the Theme won't install. @@ -147,7 +147,7 @@ You can assign your Mautic instance a default Theme for Landing Pages. Then use :width: 600 :alt: Screenshot of Theme -.. note:: +.. note:: Changing the Theme after building the Landing Page may cause content to not display if the two Themes don't use the same placeholders. diff --git a/docs/translations/translations.rst b/docs/translations/translations.rst index 9231ccd9..982e5d4d 100644 --- a/docs/translations/translations.rst +++ b/docs/translations/translations.rst @@ -17,7 +17,7 @@ Default language The default language configuration happens first in the Mautic configuration. The default language is ``English - United States``. Every User has this language if they don't set something different in their profile. -1. Open the configuration menu by clicking on the list settings icon in the top right corner. +1. Open the configuration menu by clicking on the cog icon in the top right corner. 2. Select the **Configuration** menu item. 3. Select the default language. 4. Save the configuration. diff --git a/docs/users_roles/managing_users.rst b/docs/users_roles/managing_users.rst index 50228446..36e1f92b 100644 --- a/docs/users_roles/managing_users.rst +++ b/docs/users_roles/managing_users.rst @@ -5,7 +5,7 @@ Managing Users .. vale on -An Administrator can manage Users with appropriate permissions in Mautic by accessing the settings list settings icon at the top right of the screen. +An Administrator can manage Users with appropriate permissions in Mautic by accessing the settings cog wheel at the top right of the screen. Create the User by completing all the mandatory fields, adding a signature if required, and assigning them a username and password. Always use a secure password for Users with access to your Mautic instance. @@ -21,23 +21,23 @@ To set up a User manually: 2. Click **+New** in the top right corner. 3. Fill in the appropriate fields for your User: - + * **First name** and **Last name** - Your User's first and last name. * **Roles** assigned based on permissions you grant. - - * **Signature** is only necessary if you're using the Mailer is owner feature in Mautic. + + * **Signature** is only necessary if you're using the Mailer is owner feature in Mautic. * **Position - optional** - Your User's job title. - + * **Username, Email, Password** are the login credentials. If a User forgets their password, they can use the Forgot password link, but you can manually change their password here. - -.. note:: + +.. note:: Passwords must be at least six characters in length. Ensure that you use a combination of upper and lower case alphabets, special characters, and numbers. * **Time zone** - Set the User's time zone, or use the default. Adding the User's time zone enables them to account for time zone differences for Email scheduling and other features. -* **Language** - Select a language for each User, to improve their experience in Mautic. +* **Language** - Select a language for each User, to improve their experience in Mautic. When creating your Users, inform them of the credentials. Mautic doesn't send an Email notifying Users of their login information. Manually informing them is necessary. \ No newline at end of file