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Document Clone with translations and variants feature for Emails#717

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adiati98 merged 11 commits into
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Promptless:promptless/clone-email-with-translations-variants
Jul 3, 2026
Merged

Document Clone with translations and variants feature for Emails#717
adiati98 merged 11 commits into
mautic:7.2from
Promptless:promptless/clone-email-with-translations-variants

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Adds documentation for the new Email cloning feature that allows users to clone an entire Email family (parent, translations, and A/B variants) in one step. The new action appears in the Email detail page actions menu for parent Emails that have translations or variants.

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@promptless-for-oss promptless-for-oss requested a review from a team as a code owner May 18, 2026 16:45
@promptless-for-oss promptless-for-oss removed the request for review from a team May 18, 2026 16:45
Comment thread docs/channels/emails.rst Outdated

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@promptless-for-oss please address the suggestions

Comment thread docs/channels/emails.rst Outdated
Comment thread docs/channels/emails.rst Outdated
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Comment thread docs/channels/emails.rst Outdated
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Thanks for the review feedback, @adiati98! I've addressed all four suggestions:

  1. ✅ Changed to "Actions menu on the Email detail view"
  2. ✅ Rephrased the Clone with translations and variants description
  3. ✅ Updated step 1 to "Email detail view of the parent Email"
  4. ✅ Fixed Vale warning: replaced "unpublished" with "Unavailable or Deactivated"

The changes have been pushed to this PR.

Comment thread docs/channels/emails.rst Outdated
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Thanks for the feedback, @adiati98! I've updated the unordered lists to use asterisks instead of dashes per the style guide. Also fixed a pre-existing list in the "Base64 encoded images" section that was using dashes.

Comment thread docs/channels/emails.rst Outdated
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@promptless-for-oss please rebase to 7.2 branch

@promptless-for-oss promptless-for-oss force-pushed the promptless/clone-email-with-translations-variants branch from 6bae409 to 92ea403 Compare May 26, 2026 11:39
@promptless-for-oss promptless-for-oss requested review from a team and adiati98 May 26, 2026 11:39
@promptless-for-oss promptless-for-oss changed the base branch from 7.1 to 7.2 May 26, 2026 11:40
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Done! I've rebased this PR to target the 7.2 branch as requested. The branch has been rebased and the PR base has been updated.

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Thanks for catching that terminology issue! I'll wait for @andersonjeccel to confirm whether the cloned emails should be described as "inactive" (matching the current UI terminology where the opposite of "Active" is inactive) rather than "unpublished."

Once confirmed, I'll update the documentation accordingly.

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@promptless-for-oss why there are many unrelated old commits here? Please address this.

Adds documentation for cloning an entire Email family (parent, translations,
and A/B variants) in one step via the Clone with translations and variants
action in the Email detail view Actions menu.
@promptless-for-oss promptless-for-oss force-pushed the promptless/clone-email-with-translations-variants branch from 4536dbf to 4de9c45 Compare June 23, 2026 10:28
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Thanks for the flag, @adiati98 — you're right. The branch had picked up unrelated commits and files from other suggestions, plus some all-contributors bot changes.

I've cleaned it up: the PR now contains a single commit touching only docs/channels/emails.rst (+37/−3), rebased cleanly onto the current 7.2 base with no merge conflicts. The Clone-with-translations-and-variants documentation itself is unchanged from what was reviewed.

Use the product UI term 'Unavailable' instead of 'Unavailable or
Deactivated' to describe the state of cloned Email copies, per reviewer
confirmation.
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Thanks for confirming, @andersonjeccel! I've updated the wording so the cloned copies are described as Unavailable (singular), replacing the earlier "Unavailable or Deactivated" phrasing. It's the only occurrence in this section, it reads cleanly, and Vale passes with 0 errors. The change is pushed to this PR.

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@andersonjeccel can you please review the content in this PR? Thanks! ✨️

Comment thread docs/channels/emails.rst Outdated
…teps

Replace jargon step wording with literal UI text and add the Actions
dropdown screenshot per @adiati98's review on PR mautic#717.
Comment thread docs/channels/emails.rst Outdated
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Thanks for the review, @adiati98! I've addressed both points:

  1. Replaced the "Actions menu" jargon with the literal UI steps you suggested (Click the parent Email → Click the down arrow button next to Schedule → Select Clone with translations and variants → Click Clone with translations and variants in the confirmation dialog).
  2. Added the screenshot (email_clone_translations_variants.png) after the Select step, with | spacers for extra spacing and descriptive alt text, and set :width: to 400 per your follow-up so it's no longer oversized.

Vale passes with 0 errors. The changes are pushed to this PR.

Comment thread docs/channels/images/emails/email_clone_translations_variants.png
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Thanks, @adiati98! Done — I've replaced the Clone screenshot with the new image you provided and set its :width: to 800. Vale passes with no new findings, and the change is pushed to this PR.

Comment thread docs/channels/emails.rst Outdated
Per @adiati98's review on PR mautic#717: 'Actions' does not appear on the UI.
Replaced remaining 'Actions menu'/'Actions dropdown' references with the
literal control users see (down arrow next to Schedule), matching the
button added on the Email detail page in mautic/mautic#16131.
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Thanks for the review, @adiati98 — both points addressed.

Overview listing vs. detail page: I dug into the source PR (mautic/mautic#16131). The clone action lives on the Email detail page, not the overview listing. The diff adds the button only in details.html.twig, where it's merged into the detail view's button group next to Schedule (and it's gated to parent Emails that have translations or variants). So the detail-view path documented here is correct.

Terminology: You're right that 'Actions' doesn't appear anywhere on the UI. The step-by-step already used the literal control (the down arrow next to Schedule), but a few residual references remained — I've now replaced them:

  • The single-Email clone sentence now reads "click the down arrow button next to Schedule on the Email detail view, then select Clone".
  • The intro sentence now says the action is "available from the down arrow button next to Schedule on the Email detail view".
  • The screenshot alt text changed from 'Expanded Actions dropdown' to 'Expanded dropdown next to the Schedule button'.

No 'Actions'/'Actions menu' references remain in the Cloning Emails section. Changes are pushed to this PR.

@adiati98

adiati98 commented Jul 3, 2026

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Thanks for the review, @adiati98 — both points addressed.

Overview listing vs. detail page: I dug into the source PR (mautic/mautic#16131). The clone action lives on the Email detail page, not the overview listing. The diff adds the button only in details.html.twig, where it's merged into the detail view's button group next to Schedule (and it's gated to parent Emails that have translations or variants). So the detail-view path documented here is correct.

Terminology: You're right that 'Actions' doesn't appear anywhere on the UI. The step-by-step already used the literal control (the down arrow next to Schedule), but a few residual references remained — I've now replaced them:

  • The single-Email clone sentence now reads "click the down arrow button next to Schedule on the Email detail view, then select Clone".
  • The intro sentence now says the action is "available from the down arrow button next to Schedule on the Email detail view".
  • The screenshot alt text changed from 'Expanded Actions dropdown' to 'Expanded dropdown next to the Schedule button'.

No 'Actions'/'Actions menu' references remain in the Cloning Emails section. Changes are pushed to this PR.

I think we have docs gap here. We've never documented cloning emails before. We better do this in another PR to keep the docs changes within the scope of the code changes. 👍🏼

Remove the general single-Email clone workflow and revert the unrelated
base64 list-style change so this PR stays scoped to the feature added by
mautic/mautic#16131. The general cloning workflow is documented separately.
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Good call, @adiati98 — I've scoped this PR down. It now documents only the Clone with translations and variants feature from mautic/mautic#16131 (as a standalone section on the Email detail view). The general single-Email cloning workflow — which was never documented before and isn't part of #16131 — has been split into its own separate docs PR so each change stays within the scope of its source. I'll link that follow-up PR here shortly. Thanks!

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Follow-up: the general single-Email cloning documentation is now split out into docs PR #822. This PR (#717) stays scoped to the Clone with translations and variants feature. 👍

Comment thread docs/channels/emails.rst Outdated
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Thanks @adiati98 — applied your suggestion. The line now reads After confirmation, Mautic creates new Unavailable copies of: to make clear the copies are created after the confirmation step. Pushed to this PR.

Comment thread docs/channels/emails.rst Outdated
Address @adiati98 review on PR mautic#717: collapse the intro sentence to
avoid duplicating the detailed step-by-step instructions below.
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Thanks @adiati98 — applied. Collapsed the intro under Clone with translations and variants to your suggested wording so it no longer duplicates the detailed step-by-step instructions below it. Pushed to this PR.

Comment thread docs/channels/emails.rst Outdated
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Thanks @adiati98 — done. Removed "action" from the closing note in the Clone with translations and variants section. It now reads:

The Clone with translations and variants option is only available for parent Emails - not for translation children or variant children.

Pushed to this PR. Let me know if you'd like any further wording tweaks.

@adiati98 adiati98 merged commit 43ea9eb into mautic:7.2 Jul 3, 2026
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@promptless-for-oss promptless-for-oss deleted the promptless/clone-email-with-translations-variants branch July 3, 2026 05:47
adiati98 pushed a commit that referenced this pull request Jul 3, 2026
Fill the pre-existing docs gap for cloning a single Email via the down
arrow next to Schedule on the Email detail view. Split out from the
Clone-with-translations-and-variants docs (PR #717) so each stays scoped
to its own source change.
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4 participants