Document Segment detail stat cards and source: contact search filter#786
Document Segment detail stat cards and source: contact search filter#786promptless-for-oss wants to merge 3 commits into
Conversation
Add a 'Viewing a Segment's statistics' section covering the Total, Active, Manually added, and Filter added contact cards on the Segment detail view, and document the new source:manually_added / source:filter_added contact search filters (used with segment:). Refs mautic/mautic#16350 (UXUI-278)
|
|
||
| .. vale on | ||
|
|
||
| When you open a Segment, the detail view shows a row of stat cards that summarize its membership. Each card shows a count and links to the Contacts interface filtered to those Contacts. |
There was a problem hiding this comment.
Documented the Segment detail stat cards from PR #16350. The card set and the filter-only Filter added contacts card come from List/details.html.twig (segmentCards built with the list.filters is not empty guard), and the descriptions of the Manually added contacts and Filter added contacts cards come from the tooltip strings mautic.lead.segments.manually.added.contacts.tooltip and mautic.lead.segments.filter.added.contacts.tooltip in Translations/en_US/messages.ini.
Source: mautic/mautic#16350
|
|
||
| .. note:: | ||
|
|
||
| Combine the ``source:`` filter with the ``segment:`` filter to break down a Segment's membership by how Contacts joined it. ``source:manually_added`` returns Contacts added manually, including those who subscribed through the Preference Center, and ``source:filter_added`` returns Contacts that Mautic added automatically based on the Segment's filter rules. On its own, without a ``segment:`` filter, ``source:`` returns no results. |
There was a problem hiding this comment.
Documented the source:manually_added / source:filter_added contact search filters from PR #16350. The source: command handling in LeadRepository::addSearchCommandWhereClause shows it scopes to the active segment: context and returns no results when no segment is in the query, and the user-facing description string mautic.lead.lead.searchcommand.source.description in Translations/en_US/messages.ini states "Use together with segment:alias. Valid values: manually_added, filter_added".
Source: mautic/mautic#16350
adiati98
left a comment
There was a problem hiding this comment.
@promptless-for-oss there are a few things:
- please address the suggestions.
- add an image after line 61. Name it
segment_contacts_stat_cards.pngand give a descriptive alt text. Use the image in the descripition of the trigger PR.
Address @adiati98 review on PR mautic#786: apply suggested wording/structure for the Segment stat-card bullet list and add segment_contacts_stat_cards.png after the section intro.
|
Thanks @adiati98 — both addressed and pushed to this branch:
Vale is clean on the edited lines (the one suggestion-severity note on the alt text was intentionally kept to mirror the literal UI card labels in the screenshot). |
|
|
||
| .. image:: images/segment_contacts_stat_cards.png | ||
| :width: 700 | ||
| :alt: Segment detail view showing four stat cards - Total contacts, Active contacts, Manually added contacts, and Filter added contacts - each with a count. |
There was a problem hiding this comment.
Address the vale warnings:
- [Mautic.FeatureList] Is this referring to a Mautic feature? If so, use 'Contacts' instead of 'contacts'.
|
Thanks @adiati98 — addressed the Vale warning. The I left the bullet labels ( Vale now reports 0 findings on the added stat-cards section. The branch is updated and pushed. |
Open this suggestion in Promptless to view citations and reasoning process
Adds a "Viewing a Segment's statistics" section to manage_segments.rst documenting the Segment detail view stat cards (Total, Active, Manually added, and Filter added contacts), and documents the new source:manually_added / source:filter_added contact search filters (used together with segment:) in search_operators.rst. Covers mautic/mautic PR #16350 (UXUI-278).
Trigger Events
Tip: Send Promptless a meeting transcript in Slack to generate doc updates 📝