Skip to content

docs: Document Segment filter for Form submissions #798

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Draft
promptless-for-oss wants to merge 2 commits into
base: 7.2
Choose a base branch
from
+30 −0
Draft

docs: Document Segment filter for Form submissions #798

Changes from all commits
Commits
Show all changes
2 commits
Select commit Hold shift + click to select a range
a607d5b
Document 'Submitted a specific form' Segment filter
promptless[bot] Jun 27, 2026
c639bf3
docs: clarify 'excluding any of' and 'excluding all of' Form submissi…
promptless[bot] Jun 28, 2026
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
30 changes: 30 additions & 0 deletions docs/segments/manage_segments.rst
View file
Open in desktop

@promptless-for-oss promptless-for-oss Jun 27, 2026

Copy link
Copy Markdown
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

(Line 303)

New 'Submitted a specific form' filter added to Segment builder in PR #15964. Filter appears under 'Behavior and Actions' with operators: empty, not empty, including any of, excluding any of, including all of, excluding all of.

Source: mautic/mautic#15964

Original file line number Diff line number Diff line change
Expand Up @@ -329,6 +329,36 @@

.. vale off

Filtering by Form submissions
=============================

.. vale on

You can create dynamic Segments based on which Forms your Contacts have submitted. This filter is available under **Contact behavior and actions** in the filter dropdown.

1. Create or edit a Segment and go to the **Filters** tab.

2. Click the **Choose one**… menu and search for 'Submitted a specific form' under **Contact behavior and actions**.

Check warning on line 341 in docs/segments/manage_segments.rst

View workflow job for this annotation

GitHub Actions / prose 

[vale] reported by reviewdog 🐶
[Mautic.FeatureList] Is this referring to a Mautic feature? If so, use 'Form' instead of 'form'.

Raw Output:
{"message": "[Mautic.FeatureList] Is this referring to a Mautic feature? If so, use 'Form' instead of 'form'.", "location": {"path": "docs/segments/manage_segments.rst", "range": {"start": {"line": 341, "column": 72}}}, "severity": "INFO"}

3. Select an operator:

* **empty** - includes Contacts who haven't submitted any Forms
* **not empty** - includes Contacts who've submitted at least one Form
* **including any of** - includes Contacts who've submitted at least one of the selected Forms
* **excluding any of** - includes Contacts who've submitted none of the selected Forms
* **including all of** - includes Contacts who've submitted all of the selected Forms
* **excluding all of** - includes Contacts who haven't submitted the complete set of selected Forms. Contacts are missing at least one, so those who've submitted some but not all are still included

4. If using an operator other than **empty** or **not empty**, select one or more Forms from the dropdown list.

5. Click **Save and close**.

.. tip::

Use this filter to target Contacts who've shown interest in specific topics or offers. For example, create a Segment of Contacts who've submitted your 'Free Trial Request' Form to send them follow-up information.

.. vale off

Using Date Filters
==================

Expand Down
Loading