leuchtfeuer/mautic-companysegments-bundle

Provide a 2nd type of Segments which can contain Companies (and allows segment filters)

v1.0.0 2024-07-10 09:54 UTC

Requires

• php: ^8.0
• ext-json: *
• mautic/core-lib: ^5.0

Requires (Dev)

• friendsofphp/php-cs-fixer: ^3.4
• liip/functional-test-bundle: ^4.2
• liip/test-fixtures-bundle: ^1.6
• phpstan/phpstan: ^1.0
• phpstan/phpstan-deprecation-rules: ^1.0
• phpstan/phpstan-phpunit: ^1.0
• phpstan/phpstan-strict-rules: ^1.0
• phpunit/phpunit: ^9.5
• rector/rector: ^1.0.4
• symfony/browser-kit: ^5.4

GPL-3.0

• Leuchtfeuer Digital Marketing GmbH

README

Overview

This plugin brings company-based Segments to Mautic.

It is part of the "ABM" suite of plugins that extends Mautic capabilities for working with Companies.

Requirements

• Mautic 5.x (minimum 5.1)
• PHP 8.1 or higher

Installation

Composer

This plugin can be installed through composer.

Manual install

Alternatively, it can be installed manually, following the usual steps:

• Download the plugin
• Unzip to the Mautic plugins directory
• Rename folder to LeuchtfeuerCompanySegmentsBundle

• In the Mautic backend, go to the Plugins page as an administrator
• Click on the Install/Upgrade Plugins button to install the Plugin.

OR

• If you have shell access, execute php bin\console cache:clear and php bin\console mautic:plugins:reload to install the plugins.

Plugin Activation and Configuration

1. Go to Plugins page
2. Click on the Company Segments plugin
3. ENABLE the plugin

Usage

The plugin brings a new menu item Companies -> Company Segments. Here you can create and manage your Company Segments, and see the number of Companies are in each Segment. When you click on that number, you go to a pre-filtered Company list view.

You can also filter manually for Company Segments in the Company list view. Just enter segment:<company segment alias name> in the filter.

In the Company single view, you will now find a green bubble for each of the company's tag, on the right hand side. Click the bubble to remove the tag from the company with one click.

In the Company edit view, you can add or remove tags as desired.

In Campaigns, you now have a new Action called "Modify Company Tags".

In Reports, you now have a new data source "Company Tags" that allows you to filter on Company Tags.

To update the Company Segments based on their filter, there is a console command as cron job: php bin/console leuchtfeuer:abm:segments-update. It works just like with lead segments.

Troubleshooting

Make sure you have not only installed but also enabled the Plugin.

If things are still funny, please try

php bin/console cache:clear

and

php bin/console mautic:assets:generate

Known Issues

• MAJOR: The manual mofication of Company Segment membership is prctically broken, because it is overwritten by the console command.
• In the Company Segements view, the number of Companies are in each Segment is currently not calculated correctly.
• In the Company Segements view, the "select all" checkbox does not work properly.
• An exception occurs when cancelling the creation of a new Segment

Future Ideas

• Manual modification of Segments from Company detail view
• Manual modification of Segments from Company list view without bulk action
• Show Company Segments in Company Detail View as "Bubbles"

Credits

• @biozshock
• @lenonleite
• @ekkeguembel
• @JonasLudwig1998

Author and Contact

Leuchtfeuer Digital Marketing GmbH

Please raise any issues in GitHub.

For all other things, please email [e-mail]