From 9a8da0a78c2f921af4190db29c9c367d01fd0b4a Mon Sep 17 00:00:00 2001 From: "promptless[bot]" Date: Tue, 31 Mar 2026 04:22:17 +0000 Subject: [PATCH 1/6] Document Tag Manager with enhanced search capability Adds comprehensive Tag Manager documentation including: - Introduction to Tags and their purpose - How to access, create, edit, and delete Tags - Search functionality that matches both Tag name and description - Ways to assign Tags to Contacts The search enhancement is based on PR mautic/mautic#16003. --- docs/plugins/tag_manager.rst | 54 +++++++++++++++++++++++++++++++++++- 1 file changed, 53 insertions(+), 1 deletion(-) diff --git a/docs/plugins/tag_manager.rst b/docs/plugins/tag_manager.rst index 0c10b3766..27e400239 100644 --- a/docs/plugins/tag_manager.rst +++ b/docs/plugins/tag_manager.rst @@ -3,4 +3,56 @@ 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. + +Accessing the Tag Manager +************************* + +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. + +Creating a Tag +************** + +1. Click the **New** button in the top right corner. +2. Enter a **Name** for the Tag. This is the only required field. +3. Optionally, add a **Description** to provide more context about when to use this Tag. +4. Click **Save & Close** to create the Tag. + +Editing a Tag +************* + +1. Click on the Tag name in the list to open it. +2. Modify the name or description as needed. +3. Click **Save & Close** to apply changes. + +Deleting a Tag +************** + +1. Select the checkbox next to the Tag you want to delete. +2. Click the dropdown arrow next to the **New** button and select **Delete Selected**. +3. Confirm the deletion. + +.. note:: + Deleting a Tag doesn't delete the Contacts associated with it. The Tag is simply removed from those Contacts. + +Searching Tags +************** + +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, say 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'. + +Assigning Tags to Contacts +************************** + +You can assign Tags to Contacts in several ways: + +* **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. + +For more information on using Tags with the tracking pixel, see :ref:`contacts/manage_contacts:Tags`. From 72767a468b28e9b5fd63395dcc8e5485cb55c9d0 Mon Sep 17 00:00:00 2001 From: "promptless[bot]" Date: Fri, 24 Apr 2026 11:13:22 +0000 Subject: [PATCH 2/6] Use RST auto-numbering syntax for ordered lists Updated ordered lists in tag_manager.rst to use #. instead of explicit numbers (1., 2., 3.), following RST style conventions. --- docs/plugins/tag_manager.rst | 20 ++++++++++---------- 1 file changed, 10 insertions(+), 10 deletions(-) diff --git a/docs/plugins/tag_manager.rst b/docs/plugins/tag_manager.rst index 27e400239..a51688a02 100644 --- a/docs/plugins/tag_manager.rst +++ b/docs/plugins/tag_manager.rst @@ -15,24 +15,24 @@ Go to **Contacts** > **Manage Tags** to open the Tag Manager list page. This pag Creating a Tag ************** -1. Click the **New** button in the top right corner. -2. Enter a **Name** for the Tag. This is the only required field. -3. Optionally, add a **Description** to provide more context about when to use this Tag. -4. Click **Save & Close** to create the Tag. +#. 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. Editing a Tag ************* -1. Click on the Tag name in the list to open it. -2. Modify the name or description as needed. -3. Click **Save & Close** to apply changes. +#. Click on the Tag name in the list to open it. +#. Modify the name or description as needed. +#. Click **Save & Close** to apply changes. Deleting a Tag ************** -1. Select the checkbox next to the Tag you want to delete. -2. Click the dropdown arrow next to the **New** button and select **Delete Selected**. -3. Confirm the deletion. +#. 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. From c1865bc767b3beb6bf647fb6196b03ac9ac20946 Mon Sep 17 00:00:00 2001 From: "promptless[bot]" Date: Fri, 24 Apr 2026 11:15:38 +0000 Subject: [PATCH 3/6] Fix admonition formatting with blank line and 3-space indent Per RST style conventions, add blank line between directive and content, and use 3-space indentation for admonition content. --- docs/plugins/tag_manager.rst | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/docs/plugins/tag_manager.rst b/docs/plugins/tag_manager.rst index a51688a02..311c43cfe 100644 --- a/docs/plugins/tag_manager.rst +++ b/docs/plugins/tag_manager.rst @@ -35,7 +35,8 @@ Deleting a Tag #. Confirm the deletion. .. note:: - Deleting a Tag doesn't delete the Contacts associated with it. The Tag is simply removed from those Contacts. + + Deleting a Tag doesn't delete the Contacts associated with it. The Tag is simply removed from those Contacts. Searching Tags ************** From 1db5296ec7bb4dca20cfe2bc0784a20bdd7a6f8f Mon Sep 17 00:00:00 2001 From: "promptless[bot]" Date: Fri, 24 Apr 2026 11:20:35 +0000 Subject: [PATCH 4/6] Wrap section titles with Vale off/on directives Add .. vale off and .. vale on around all section titles to disable Vale linting on heading text per style feedback. --- docs/plugins/tag_manager.rst | 24 ++++++++++++++++++++++++ 1 file changed, 24 insertions(+) diff --git a/docs/plugins/tag_manager.rst b/docs/plugins/tag_manager.rst index 311c43cfe..856c65760 100644 --- a/docs/plugins/tag_manager.rst +++ b/docs/plugins/tag_manager.rst @@ -7,29 +7,45 @@ Tag Manager 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 + 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 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. @@ -38,16 +54,24 @@ Deleting a Tag 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, say 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: * **Contact detail page** - Open a Contact, go to the 'Tags' tab, and add or remove Tags directly. From 724d254fd70f9509a2cf7087dab288cf1bb1b760 Mon Sep 17 00:00:00 2001 From: "promptless[bot]" Date: Fri, 24 Apr 2026 12:53:49 +0000 Subject: [PATCH 5/6] Address PR review feedback on Tag Manager documentation - Bold navigation path as single unit for consistency - Use double quotes for description example text - Use bold for UI elements (Tags tab, Modify Contact Tags action) - Fix broken :ref: link by adding custom target in manage_contacts.rst --- docs/contacts/manage_contacts.rst | 2 ++ docs/plugins/tag_manager.rst | 10 +++++----- 2 files changed, 7 insertions(+), 5 deletions(-) diff --git a/docs/contacts/manage_contacts.rst b/docs/contacts/manage_contacts.rst index c59896f63..77dc3942d 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 856c65760..784dd2580 100644 --- a/docs/plugins/tag_manager.rst +++ b/docs/plugins/tag_manager.rst @@ -14,7 +14,7 @@ Accessing the Tag Manager .. vale on -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. +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 off @@ -63,7 +63,7 @@ Searching Tags 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, say 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'. +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 @@ -74,10 +74,10 @@ Assigning Tags to Contacts You can assign Tags to Contacts in several ways: -* **Contact detail page** - Open a Contact, go to the 'Tags' tab, and add or remove Tags directly. +* **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. +* **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. -For more information on using Tags with the tracking pixel, see :ref:`contacts/manage_contacts:Tags`. +For more information on using Tags with the tracking pixel, see :ref:`Tracking pixel query ` section. From 611f086e7a628197b132ea4502dbe5d08d19739e Mon Sep 17 00:00:00 2001 From: "promptless[bot]" Date: Fri, 15 May 2026 13:05:35 +0000 Subject: [PATCH 6/6] Address PR review feedback for Vale warnings - Add VIP to Vale accept.txt vocabulary - Wrap navigation paragraph with vale off/on directives - Wrap tag assignment bullet list with vale off/on directives --- .github/styles/config/vocabularies/Mautic/accept.txt | 1 + docs/plugins/tag_manager.rst | 8 ++++++++ 2 files changed, 9 insertions(+) diff --git a/.github/styles/config/vocabularies/Mautic/accept.txt b/.github/styles/config/vocabularies/Mautic/accept.txt index 2764bf761..2f031ec6c 100644 --- a/.github/styles/config/vocabularies/Mautic/accept.txt +++ b/.github/styles/config/vocabularies/Mautic/accept.txt @@ -137,6 +137,7 @@ Unpublish URL URLs UTM +VIP Vtiger Webmecanik www diff --git a/docs/plugins/tag_manager.rst b/docs/plugins/tag_manager.rst index 784dd2580..66114c189 100644 --- a/docs/plugins/tag_manager.rst +++ b/docs/plugins/tag_manager.rst @@ -14,8 +14,12 @@ 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 @@ -74,10 +78,14 @@ Assigning Tags to Contacts 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.