leuchtfeuer/mautic-companytags-bundle

v1.2.1 2024-08-22 15:52 UTC

GPL-3.0

• Leuchtfeuer Digital Marketing GmbH

README

Overview

This plugin brings company-based Tagging 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 LeuchtfeuerCompanyTagsBundle

• 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 Tags plugin
3. ENABLE the plugin

Usage

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

You can also filter manually for Company Tags in the Company list view. Just enter tag:<company tag 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.

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

• In the Company Tahgs view, bulk delete is currently not working

Future Ideas

• Add single and bulk action for modifiying Company Tags to Company list view

Credits

• @lenonleite
• @ekkeguembel
• @JonasLudwig1998

Author and Contact

Leuchtfeuer Digital Marketing GmbH

Please raise any issues in GitHub.

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