Merge branch '5.x' into 13383-docs

mautic · Jun 13, 2024 · 998649c · 998649c
2 parents 4bad00f + 8f56a04
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diff --git a/.all-contributorsrc b/.all-contributorsrc
@@ -104,6 +104,15 @@
       "contributions": [
         "doc"
       ]
+    },
+    {
+      "login": "uadf",
+      "name": "CPweb",
+      "avatar_url": "https://avatars.githubusercontent.com/u/2785980?v=4",
+      "profile": "https://eglise.catholique.fr",
+      "contributions": [
+        "review"
+      ]
     }
   ],
   "contributorsPerLine": 7,

diff --git a/README.md b/README.md
@@ -1,6 +1,6 @@
 [![Documentation Status][RTD badge URL]][RTD URL]
 <!-- ALL-CONTRIBUTORS-BADGE:START - Do not remove or modify this section -->
-[![All Contributors](https://img.shields.io/badge/all_contributors-11-orange.svg?style=flat-square)](#contributors-)
+[![All Contributors](https://img.shields.io/badge/all_contributors-12-orange.svg?style=flat-square)](#contributors-)
 <!-- ALL-CONTRIBUTORS-BADGE:END -->
 
 [![Open in Gitpod](https://gitpod.io/button/open-in-gitpod.svg)](https://gitpod.io/#https://github.com/mautic/user-documentation)
@@ -111,6 +111,7 @@ Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/d
       <td align="center" valign="top" width="14.28%"><a href="https://github.com/J-Wick4"><img src="https://avatars.githubusercontent.com/u/1954540?v=4?s=100" width="100px;" alt="John Wick"/><br /><sub><b>John Wick</b></sub></a><br /><a href="https://github.com/mautic/user-documentation/issues?q=author%3AJ-Wick4" title="Bug reports">🐛</a></td>
       <td align="center" valign="top" width="14.28%"><a href="https://github.com/jagtapreshma"><img src="https://avatars.githubusercontent.com/u/81143250?v=4?s=100" width="100px;" alt="jagtapreshma"/><br /><sub><b>jagtapreshma</b></sub></a><br /><a href="https://github.com/mautic/user-documentation/commits?author=jagtapreshma" title="Documentation">📖</a></td>
       <td align="center" valign="top" width="14.28%"><a href="https://github.com/markusVJH"><img src="https://avatars.githubusercontent.com/u/121946942?v=4?s=100" width="100px;" alt="Markus Heinilä"/><br /><sub><b>Markus Heinilä</b></sub></a><br /><a href="https://github.com/mautic/user-documentation/commits?author=markusVJH" title="Documentation">📖</a></td>
+      <td align="center" valign="top" width="14.28%"><a href="https://eglise.catholique.fr"><img src="https://avatars.githubusercontent.com/u/2785980?v=4?s=100" width="100px;" alt="CPweb"/><br /><sub><b>CPweb</b></sub></a><br /><a href="https://github.com/mautic/user-documentation/pulls?q=is%3Apr+reviewed-by%3Auadf" title="Reviewed Pull Requests">👀</a></td>
     </tr>
   </tbody>
 </table>

diff --git a/docs/campaigns/campaign_builder.rst b/docs/campaigns/campaign_builder.rst
@@ -253,3 +253,31 @@ Actions and Decisions in Mautic require a :doc:`cron job</configuration/cron_job
 If you want to execute the command at different intervals for specific Campaigns, you can pass the ``--campaign-id=ID`` option to the command.
 
 If you want to ignore specific Campaigns, you can pass the ``--exclude=ID`` option to the command. Passing multiple options will ignore multiple Campaigns.
+
+.. vale off
+
+Cloning Campaign events
+-----------------------
+
+.. vale on
+
+Since Mautic 5.1, the Campaign builder includes a feature that allows Users to clone - copy and paste - Campaign events, making it easier to replicate complex workflows or reuse specific actions, decisions, or conditions across different Campaigns. This feature supports cloning events within the same Campaign as well as between different Campaigns.
+
+To clone an event:
+
+1. Hover over the Campaign event that you want to clone and click the copy icon button to store the event in the clipboard:
+
+.. image:: images/clone-campaign-event.png
+  :width: 277
+  :alt: Screenshot of hovering over a Campaign event to reveal the clone option
+
+
+2. Click on the anchor of the event after which you want to insert the cloned event. This opens up a modal window.
+
+3. In the modal window, click the "Insert" button to paste the stored event:
+
+.. image:: images/paste-cloned-event-modal.png
+  :width: 583
+  :alt: Screenshot of the modal window with the insert option to paste the cloned event
+
+The cloned event is now inserted in the Campaign workflow.
diff --git a/docs/campaigns/images/clone-campaign-event.png b/docs/campaigns/images/clone-campaign-event.png
diff --git a/docs/campaigns/images/paste-cloned-event-modal.png b/docs/campaigns/images/paste-cloned-event-modal.png
diff --git a/docs/categories/categories-overview.rst b/docs/categories/categories-overview.rst
@@ -19,22 +19,22 @@ Creating and managing Categories
 
 To create new Categories, go to settings menu in the top right corner of Mautic. There choose Categories.
 
-.. image:: images/create-new-category.jpeg
+.. image:: images/create-new-category.png
   :width: 600
   :alt: Screenshot of create new Category
 
 .. vale off
 
-When creating a new Category you can select type, title, description, alias, color and published status. The color will be helpful to quickly find Mautic elements by their appropriate Category when viewing things like the Calendar or other areas within Mautic.
+When creating a new Category you can select type, title, description, alias, color and availability status. The color will be helpful to quickly find Mautic elements by their appropriate Category when viewing other areas within Mautic.
 
 Using Categories for Contacts
 ******************************
 
 .. vale on
 
-In addition to organizing various Mautic elements Categories can help you organize Contacts. In Contact details use the Preference menu to open Contact Preference Center.
+In addition to organizing various Mautic elements, Categories can help you organize Contacts. In Contact details use the Preference menu to open Contact Preference Center.
 
-.. image:: images/assign-category-to-contact.jpeg
+.. image:: images/assign-category-to-contact.png
   :width: 600
   :alt: Screenshot of assigning Category to Contact
 

diff --git a/docs/categories/images/assign-category-to-contact.jpeg b/docs/categories/images/assign-category-to-contact.jpeg
diff --git a/docs/categories/images/assign-category-to-contact.jpg b/docs/categories/images/assign-category-to-contact.jpg
diff --git a/docs/categories/images/assign-category-to-contact.png b/docs/categories/images/assign-category-to-contact.png
diff --git a/docs/categories/images/create-new-category.jpeg b/docs/categories/images/create-new-category.jpeg
diff --git a/docs/categories/images/create-new-category.jpg b/docs/categories/images/create-new-category.jpg
diff --git a/docs/categories/images/create-new-category.png b/docs/categories/images/create-new-category.png
diff --git a/docs/channels/emails.rst b/docs/channels/emails.rst
@@ -39,6 +39,19 @@ 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.
 
+.. vale off
+
+Excluding Segments
+==================
+
+.. vale on
+
+There is a multi-select field that allows excluding Contacts belonging given Segments.
+
+.. image:: images/emails/email-excluding-segments.png
+  :width: 400
+  :alt: Screenshot showing selecting Segments to exclude.
+
 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
@@ -65,6 +78,12 @@ When creating the Email, there is an option to assign a language and a translati
 
 It's also possible to have translations of A/B test variants.
 
+From Mautic 5.1 it's possible to preview A/B and Translation variants:
+
+.. image:: images/emails/ab-translation-preview.png
+  :width: 400
+  :alt: Screenshot showing A/B and Translation preview
+
 Base64 encoded images
 =====================
 
@@ -83,10 +102,12 @@ Tokens
 
 Mautic allows the use of tokens in Emails which gives the marketer the possibility to integrate a number of Contact fields in your Emails. These can be easily placed within your Emails and are automatically replaced with the appropriate text once sent.
 
+It's also possible to override the 'from' field in an Email with a token from your :doc:`/contacts/custom_fields` since Mautic 5.1. 
+
 Check the :doc:`/configuration/variables` documentation for a list of all the available default fields.
 
 Default value
-~~~~~~~~~~~~~
+-------------
 
 A token can have a default value for cases when the Contact doesn't have the value known. You must specify the default value after a ``|`` character, for example:
 
@@ -97,7 +118,7 @@ A token can have a default value for cases when the Contact doesn't have the val
 The ``|friend`` tells Mautic to use 'friend' if there is no first name present in the Contact field.
 
 Encoded value
-~~~~~~~~~~~~~
+-------------
 
 It's possible to encode values used in a token using the following syntax:
 
@@ -108,7 +129,7 @@ It's possible to encode values used in a token using the following syntax:
 The ``|true`` tells Mautic to encode the value used, for example in URLs.
 
 Date formats
-~~~~~~~~~~~~
+------------
 
 To use custom date fields in tokens, use the following format:
 
@@ -144,7 +165,7 @@ To make use of monitoring replies from Contacts, you must have access to an IMAP
 ``php path/to/mautic/bin/console mautic:email:fetch``
 
 Usage
-~~~~~
+-----
 Contact replies within Campaigns function as decision after an Email Send action, to take further action based on whether the Contact has replied to the Email. Mautic tries to read the inbox, parse messages, and find replies from the specified Contact. The Contact, when matched with an incoming reply, proceeds down the positive path immediately after the reply detection.
 
 
@@ -271,7 +292,7 @@ For example:
     <a href="{webview_url}" target="_blank">View in your browser</a>
 
 Bounce management
-#################
+*****************
 
 Mautic provides a feature which allows monitoring of IMAP accounts to detect bounced Emails and unsubscribe requests.
 
@@ -284,7 +305,7 @@ Elastic Email, SparkPost, Mandrill, Mailjet, SendGrid and Amazon SES support Web
 .. vale off
 
 Monitored inbox configuration
-*****************************
+=============================
 
 .. vale on
 
@@ -309,15 +330,15 @@ If sending mail through GMail, the Return Path of the Email is automatically rew
 If you select an Unsubscribe folder, Mautic also appends the Email as part of the "List-Unsubscribe" header. It then parses messages it finds in that folder and automatically unsubscribe the Contact.
 
 Webhook bounce management
-*************************
+=========================
 
 Since Mautic 5 all the Email transports use the same Webhook - sometimes called callback - URL: ``https://mautic.example.com/mailer/callback``. Please follow the documentation for the specific Email transport you've installed to get more information about the Webhook configuration.
 
 
 .. vale off
 
 Create a Segment with bounced Emails
-************************************
+=====================================
 
 .. vale on
 
@@ -370,4 +391,3 @@ 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.
-
diff --git a/docs/channels/focus_items.rst b/docs/channels/focus_items.rst
@@ -31,8 +31,6 @@ For each type of Focus Item, there are settings to configure which control the t
     :width: 400
     :alt: Screenshot showing the engagement settings for Focus Items.
 
-.. vale off 
-
 - **Animate** - When set to Yes, this applies a slide-in animation to the Focus Item. When set to No, the item appears without any kind of sliding motion.
 - **When to engage** - This setting controls the Focus Item shows. There are several options:
    - **Upon arrival** - As soon as a visitor lands on the page
@@ -49,8 +47,7 @@ For each type of Focus Item, there are settings to configure which control the t
    - **Once per hour** -  Show the Focus Item once every hour that the visitor is on your website
    - **Once per day** - Show the Focus Item once per day that the visitor is on your website
 - **Stop engaging after a conversion** - This option is only available for the types which track a conversion (Collect Data and Emphasize a Link).  If set to Yes, the Focus Item no longer displays if the visitor has either submitted the Form (Collect Data type) or clicked on the link (Emphasize a Link type).
-
-.. vale on
+- **Stop engaging after closing Focus** - This option is available for Focus Items and uses cookies. If set to Yes, the Focus Item no longer displays to the visitor after they have interacted with it, until they clear their cookies.
 
 Styles
 ======

diff --git a/docs/channels/images/emails/ab-translation-preview.png b/docs/channels/images/emails/ab-translation-preview.png
diff --git a/docs/channels/images/emails/email-excluding-segments.png b/docs/channels/images/emails/email-excluding-segments.png