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Mautic user documentation (new)

This repository hosts the new end-user documentation for Mautic on the Read the Docs platform. Whenever a PR is merged, changes are deployed immediately to https://mautic-documentation.readthedocs.io/

If you're looking for our current end-user documentation, please go to https://docs.mautic.org/ or the GitHub repository.

Migration of end-user docs to Read the Docs

We aim to move all aspects of the end-user documentation to Read the Docs.

For more background, our end goal, and to let us know if you want to help, please join the Education Team channel (#t-education) on Slack (get an invite at https://mautic.org/slack). Thanks in advance!

Making a PR

To make a small change to the base language files for the documentation, use the 'edit file' button on the documentation and commit your changes. This creates a new Pull Request.

To make more complex changes, follow the steps below:

  1. Install a code editor. Visual Studio Code is recommended as it automatically installs all the extensions you need.
  2. Install Github CLI which simplifies Git commands.
  3. Create a working folder on your local computer.
  4. Open a terminal and navigate to that folder using the command cd <path/to/folder>.
  5. Fork the mautic/user-documentation repository on GitHub by clicking on the fork button at the top right.
  6. Once forked, if you know your way around Git and you are are writing documentation for something which is specific to the latest version of Mautic, you should branch from main.

If you are writing documentation for a feature which is coming in a future release - e.g. 5.0 - then branch off the relevant branch for that release, which should generally speaking match the branch used in the main mautic/mautic repository - e.g. 5.x. 7. Type gh repo clone [your-forked-repo-name]/user-documentation to clone your forked repository to your local computer. 8. Open the folder user-documentation that is created in your editor. 9. At the bottom left of your screen, you will see the default branch called 'main' is showing as your active branch. Click this, and a box will appear at the top of the page allowing you to 'create a new branch'. Type a name which relates to the work you plan to do. 10. Make your desired changes by editing the files, which you can locate on the left pane. 11. Use the Source Control icon on the menu on the left to view changed files. Click the plus icon next to them to 'stage' them for committing. This lets you save and describe changes in chunks, making it easier to reverse specific changes in the future. 12. If editing text, ensure to run necessary commands to update files for translations on Transifex and include those updates in your PR. 13. Commit all your changes, then click the 'Publish Branch' button. This action might prompt you to create a fork of the repository if not done earlier. 14. Under the Source Control icon, navigate to the 'Branches' section. Find your branch, hover over the 'Create pull request' icon, and click it. 15. This action will direct you to the GitHub web interface where you can add an appropriate title and description for your proposed changes. 16. If reviewers request changes, switch back to the branch (as explained in step 9). Implement the necessary changes and follow steps 11-14 again. After updating, commit and push your changes, then notify the reviewer to check the updated content.

Generating translations files

Currently, we manually create the translation files necessary for Transifex to inform translators that there are changes to the content.

To do this, run the following at the command line after following the steps below to build the documentation locally.

  1. Run the command in the /docs folder sphinx-build -b gettext . docs_translations
  2. Commit the files created with your pull request

Build documentation locally

The following provides instructions for how to build docs locally for visualization without pushing to the remote:

  1. Install Python 3 for your OS if not already installed
  2. Install Sphinx pip install sphinx
  3. Install sphinx-rtd-theme pip install sphinx-rtd-theme
  4. Install MyST Parser pip install myst_parser
  5. CD into the docs directory cd [path to this repo]/docs
  6. Run make html
  7. This will generate HTML in docs/build/html. Setup a web server with the web root as docs/build/html or open docs/build/html/index.html in a browser.

Vale

Before pushing, run Vale and address suggestions and errors as applicable.

  1. Install vale
  2. vale .

PhpStorm/PyCharm File Watcher

You can automatically build changes to rst files using a file watcher.

  1. Go to Preferences -> Tools -> File Watchers -> + button -> custom
  2. Configure the watcher as presented in the screenshot

Screen Shot 2021-10-06 at 15 52 06

Contributors ✨

Thanks goes to these wonderful people (emoji key):

Gustavo Kennedy Renkel
Gustavo Kennedy Renkel

🌍
Roman
Roman

🌍
Tomasz Kowalczyk
Tomasz Kowalczyk

📖
kukis2107
kukis2107

🌍
putzwasser
putzwasser

👀
Moongazer
Moongazer

📖
Patryk Gruszka
Patryk Gruszka

📖
Emily
Emily

📖
John Wick
John Wick

🐛
jagtapreshma
jagtapreshma

📖
Markus Heinilä
Markus Heinilä

📖
CPweb
CPweb

👀

This project follows the all-contributors specification. Contributions of any kind welcome!

user-documentation's People

Contributors

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user-documentation's Issues

Update Twilio documentation

docs/plugins/images/alphanumeric-id.png - this image needs updating as the buttons are the wrong way round.

Originally posted by @RCheesley in #71 (review)

Twilio also introduced some major changes which are released with Mautic 5 (see mautic/mautic#12539) and we need to better guide people through this process/workflow.

Ability to sign in via Google

Google changed the way it allows sign-ins to 3rd party apps. Unfortunately, this means that I can't set up my SMTP because I can't sign into my Google account (through which my business email runs). Is there a way of changing it so that there's an ability to sign in via Google, instead of having to input usernames and passwords?

Add NPM as a requirement for the installation of Mautic

This needs to be in our end-user docs and also at mautic.org/download/requirements - we now require NPM because it's used for building JS dependencies but people are coming up against problems because it's not clearly documented.

Forum threads:

https://forum.mautic.org/t/unable-to-install-mautic-5-0-2-with-composer/30670

https://forum.mautic.org/t/composer-setup-for-mautic-5-now-needs-npm/29823

https://forum.mautic.org/t/mautictwigtemplatesbundle-not-shown/30595/6

  1. Perhaps we can document the specific extensions needed for installing Mautic (@jos0405 do you have this documented already somewhere?)
  2. We should include this in the composer docs updates, also.

Add documentation for segment email send button being unavailable if publish up date has passed

See this PR: mautic/mautic#11351

When the publish-up date for a segment email is in the past, the email should be getting sent, so the send button will be greyed out to prevent the duplication of email sends.

⚠️ As the PR is on the 5.x branch, this will only apply to the Mautic 5 release, so we will need to make this change on the 5.0 branch of the docs.


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Update Vale GitHub Action so we can use Reviewdog on User Docs

In this PR mautic/developer-documentation-new#87 on the dev docs we updated the Vale version and now Reviewdog allows in-line feedback and also allows it to work on PRs from forks which is much more helpful for our contributors.

We should bring this over to the end-user docs as well! Currently they are output in a very unfriendly command line list in the actions logs.

Should hopefully be a case of copying what has been done in the dev docs and making a PR on the end user docs here: mautic/user-documentation .

Add configuration section

We don't currently have any section in the docs which walks through all the settings in the configuration menu. I think we should add this, but it will be a big PR and take quite a lot of work to actually determine what each setting does in a way we can explain to users.

I do think it would be a very valuable resource, however.

I am pre-emptively using a link to

:ref:`CORS Settings`

in one of the docs I am writing, because I don't think that we should be including configuration information in individual pages. Instead we should link to the relevant part of the configuration docs.


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Cloning failed on windows

With the error:

Cloning into 'C:\xxx\www\user-documentation'...
remote: Enumerating objects: 9244, done.        
remote: Counting objects: 100% (1037/1037), done.        
remote: Compressing objects: 100% (457/457), done.        
remote: Total 9244 (delta 568), reused 931 (delta 513), pack-reused 8207        
Receiving objects: 100% (9244/9244), 20.44 MiB | 24.31 MiB/s, done.
Resolving deltas: 100% (5673/5673), done.
error: invalid path '.readthedocs.yaml '
fatal: unable to checkout working tree
warning: Clone succeeded, but checkout failed.
You can inspect what was checked out with 'git status'
and retry with 'git restore --source=HEAD :/'

Here's how you can try to solve it:

Manual renaming
Go to the repository on your GitHub (or wherever it's hosted), find the offending file and rename it (remove the space in your case).
Then clone the repository again.

Documentation issues / clarification with update instructions

I was following the instructions in this topic to update from mautic 5.0.2 to 5.0.3.

I'm using a composer based installation.

https://docs.mautic.org/en/5.x/getting_started/how_to_update_mautic.html

When running the commands under step 5 of Updating Mautic (composer based installs, I ran into the following issues:

  1. Running the second command bin/console mautic:update:apply --finish gives an error "You have composer updates enabled. This means that you can only update Mautic through the 'composer update' command." Should this line be removed then from the documentation?

  2. Running bin/console doctrine:schema:update --no-interaction --force I received errors:

    Updating database schema...
    
    In ExceptionConverter.php line 117:
    
    An exception occurred while executing a query: SQLSTATE[42000]: Syntax error or access violation: 1091 Can't DROP 'IDX_1AE3441319EB6921'; check that column/key exists
    
    In Exception.php line 28:
    
    SQLSTATE[42000]: Syntax error or access violation: 1091 Can't DROP 'IDX_1AE3441319EB6921'; check that column/key exists
    
    In Connection.php line 33:
    
    SQLSTATE[42000]: Syntax error or access violation: 1091 Can't DROP 'IDX_1AE3441319EB6921'; check that column/key exists
    

    I'm not sure if those are valid errors, or just because the migrations already applied them in the previous step. In most migration technologies I've used in the past you can make schema and data updates apply in one command. I'm sorry I'm not familiar with doctrine migrations.

[Mautic 5] Update documentation on Transactional emails now ignoring DNC setting

In Mautic 5 we are fundamentally changing the way in which transactional emails work. See mautic/mautic#11786 for the background.

Current behaviour:

If a user has DNC set for the email channel, they will NOT receive any transactional emails. This is a problem as transactional emails relate to things which the user should be notified about even if they have opted out of emails - for example password reset, order updates etc.

New behaviour:

From Mautic 5, transactional emails will IGNORE the DNC setting and always be sent to the user.

This means we need to update the end-user documentation to make this abundantly clear.

⚠️ BE SURE TO MAKE THE UPDATE ON THE 5.x BRANCH OF THIS REPO SO THAT IT ONLY APPLIES TO THE 5.x VERSION! ⚠️


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Add the Forms section

  • Managing forms
  • Progressive profiling
  • Recording UTM tags
  • Conditional fields

I think these will all be in one page, using heading to navigate the sections.

Add back docs for Mautic 3 upgrade

We don't have the docs any more for the Mautic 3 upgrade steps which some users with very old instances might need.

Here's the docs: https://github.com/mautic/mautic-documentation/tree/main/pages/04.Mautic%203%20upgrade

Ideally we should have popped these on a Mautic 3 branch but we only started these docs from Mautic 4 onwards.

Suggestion: Branch from 4.x to create a 3.x branch (it will be quite similar) and then add the docs for the upgrade and create the redirect.

Note: URLS to redirect:

https://docs.mautic.org/en/mautic-3-upgrade/getting-started
https://docs.mautic.org/en/mautic-3-upgrade/upgrade-steps

'Creating Themes' Docs is inaccurate about mjml email theme styling

The official documentation for creating themes says that "At present, Mautic won’t process the mj-head tags. None of the mj-attribuites run, so you have to do all styling inline."

But it turns out, as discussed in the forums, that mj-style tags inside mj-head tags do indeed work. As a new Mautic user who followed the documentation, it would've saved some time to have known that mj-style tags can be used from the start.

The docs should mention that mj-style tags can be used for styling. At present the mj-style tags are not mentioned.


<mj-head>
	<mj-style>
Styling here
	</mj-style>
  </mj-head>
<mj-body>

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