diff --git a/.github/styles/config/vocabularies/Mautic/accept.txt b/.github/styles/config/vocabularies/Mautic/accept.txt index 2315dac0..f8e47fda 100644 --- a/.github/styles/config/vocabularies/Mautic/accept.txt +++ b/.github/styles/config/vocabularies/Mautic/accept.txt @@ -138,6 +138,7 @@ Unpublish URL URLs UTM +VIP Vtiger Webmecanik www diff --git a/docs/contacts/manage_contacts.rst b/docs/contacts/manage_contacts.rst index c59896f6..77dc3942 100644 --- a/docs/contacts/manage_contacts.rst +++ b/docs/contacts/manage_contacts.rst @@ -509,6 +509,8 @@ Updating Contact fields You can also pass information specific to your Contact by setting Mautic Contact ``field(s)`` to be publicly editable. Note that values appended to the tracking pixel should be ``url`` encoded - %20 for spaces, %40 for @, etc. +.. _tracking pixel query Tags: + Tags ~~~~ diff --git a/docs/plugins/tag_manager.rst b/docs/plugins/tag_manager.rst index 0c10b376..66114c18 100644 --- a/docs/plugins/tag_manager.rst +++ b/docs/plugins/tag_manager.rst @@ -3,4 +3,89 @@ Tag Manager ########### -.. vale on \ No newline at end of file +.. vale on + +Tags help you organize and categorize your Contacts. Unlike Segments, Tags are labels you manually assign to Contacts. You can add or remove them anytime. Use Tags to mark Contacts based on characteristics, behaviors, or other criteria that matter to your marketing. + +.. vale off + +Accessing the Tag Manager +************************* + +.. vale on + +.. vale off + +Go to **Contacts > Manage Tags** to open the Tag Manager list page. This page shows all existing Tags with their names, descriptions, and Contact counts. + +.. vale on + +.. vale off + +Creating a Tag +************** + +.. vale on + +#. Click the **New** button in the top right corner. +#. Enter a **Name** for the Tag. This is the only required field. +#. Optionally, add a **Description** to provide more context about when to use this Tag. +#. Click **Save & Close** to create the Tag. + +.. vale off + +Editing a Tag +************* + +.. vale on + +#. Click on the Tag name in the list to open it. +#. Modify the name or description as needed. +#. Click **Save & Close** to apply changes. + +.. vale off + +Deleting a Tag +************** + +.. vale on + +#. Select the checkbox next to the Tag you want to delete. +#. Click the dropdown arrow next to the **New** button and select **Delete Selected**. +#. Confirm the deletion. + +.. note:: + + Deleting a Tag doesn't delete the Contacts associated with it. The Tag is simply removed from those Contacts. + +.. vale off + +Searching Tags +************** + +.. vale on + +Use the search box at the top of the Tag Manager list to find specific Tags. Mautic searches both the Tag name and description. This helps you find Tags even if you only remember part of the description. + +For example, you have a Tag named 'VIP' with the description "High-value customers who purchased premium plans." You can find it by searching for 'VIP', 'premium', or 'high-value'. + +.. vale off + +Assigning Tags to Contacts +************************** + +.. vale on + +You can assign Tags to Contacts in several ways: + +.. vale off + +* **Contact detail page** - Open a Contact, go to the **Tags** tab, and add or remove Tags directly. +* **Batch actions** - Select multiple Contacts in the Contact list, then use the bulk action menu to add or remove Tags. +* **Campaign actions** - Use the **Modify Contact Tags** action in Campaigns to automatically add or remove Tags based on Contact behavior. +* **Form actions** - Configure a Form to add Tags to Contacts when they submit it. +* **Tracking pixel** - Pass Tags via the tracking URL using the ``tags`` parameter. + +.. vale on + +For more information on using Tags with the tracking pixel, see :ref:`Tracking pixel query ` section.