From 314b4c847f3e3994f4f732a35b925f2ae7e21e63 Mon Sep 17 00:00:00 2001 From: "promptless[bot]" Date: Wed, 25 Mar 2026 00:25:12 +0000 Subject: [PATCH 1/2] Document global defaults for preference center and UTM tracking Add documentation for new Email configuration settings that allow admins to set site-wide defaults for: - Default Preference Center page - Default UTM source, medium, campaign, and content These defaults are automatically pre-populated when creating new Emails. Existing, edited, and cloned Emails retain their own values. Related to mautic/mautic#15905 --- docs/channels/utm_tags.rst | 13 +++++++++++++ docs/configuration/settings.rst | 20 +++++++++++++++++++- docs/contacts/preference_center.rst | 3 +++ 3 files changed, 35 insertions(+), 1 deletion(-) diff --git a/docs/channels/utm_tags.rst b/docs/channels/utm_tags.rst index 06667d05..5dc8c952 100644 --- a/docs/channels/utm_tags.rst +++ b/docs/channels/utm_tags.rst @@ -68,6 +68,19 @@ Using UTM tags in Emails Mautic supports UTM tagging in Emails. Mautic can automatically append UTM tags to all links in an Email by entering the appropriate Campaign values in the fields provided. +Setting global UTM defaults +=========================== + +Configure default UTM values in Configuration > Email Settings. When you create a new Email, Mautic pre-populates the UTM fields with these defaults. This saves time if most of your Emails use similar tracking values. + +.. note:: + Default UTM tags only apply to new Emails. If you edit an existing Email or clone an Email, the original values remain unchanged. + +For more details on configuring defaults, see :ref:`Default UTM tags`. + +Setting UTM tags on individual Emails +===================================== + #. In Mautic, click Channels > Emails. #. Create a new Email or edit an existing Email. If you choose to edit an existing Email, click the Email and then click Edit. #. Locate the Google Analytics UTM tags section on the bottom right. diff --git a/docs/configuration/settings.rst b/docs/configuration/settings.rst index 74a172cf..04b3c70d 100644 --- a/docs/configuration/settings.rst +++ b/docs/configuration/settings.rst @@ -398,7 +398,23 @@ Message settings * **Convert embed images to Base64** - Select **Yes** to display embedded images in Emails using embedded base64 code rather than as embedded images. * **Disable trackable URLs** - Removes tracking from URLs in your Emails. Select Yes to prevent tracking, reporting on, and using decisions based on link clicks. Some Email service providers don't like redirecting URLs. Using trackable URLs in your Emails may impact deliverability. - + +Default UTM tags +---------------- + +Configure default UTM tags for new Emails. When you create a new Email, Mautic pre-populates the UTM fields with these defaults. Existing Emails, edited Emails, and cloned Emails retain their own UTM values. + +* **Default UTM source** - The default value for the Campaign Source field. For example: ``newsletter``, ``website``. + +* **Default UTM medium** - The default value for the Campaign Medium field. For example: ``email``, ``cpc``. + +* **Default UTM campaign** - The default value for the Campaign Name field. For example: ``spring_sale``, ``product_launch``. + +* **Default UTM content** - The default value for the Campaign Content field. For example: ``header_link``, ``footer_link``. + +.. note:: + Default UTM tags only apply to new Emails. If you edit an existing Email or clone an Email, the original values remain unchanged - even if those values are empty. + Unsubscribe settings ==================== @@ -406,6 +422,8 @@ Unsubscribe settings :width: 600 :alt: Screenshot showing Unsubscribe Settings Configuration in Mautic +* **Default Preference Center** - Select a default Preference Center page for new Emails. When you create a new Email, Mautic pre-populates the Preference Center field with this selection. Existing Emails, edited Emails, and cloned Emails retain their own Preference Center selection. For more information on creating Preference Center pages, see the :doc:`Preference Center documentation`. + * **Text for the {unsubscribe_text} token** - Like the ``{webview_text}`` token, this allows you to customize the **Unsubscribe** link. For example - Edit between the ```` and ```` tags. Don't change the URL as it's tokenized. If you add ``{unsubscribe_url}`` as a token in the Email, you won't see this text. diff --git a/docs/contacts/preference_center.rst b/docs/contacts/preference_center.rst index 9b4352b6..4509167d 100644 --- a/docs/contacts/preference_center.rst +++ b/docs/contacts/preference_center.rst @@ -179,6 +179,9 @@ When creating or editing an Email, you can select the Preference Center Page fro | +.. tip:: + You can set a default Preference Center in Configuration > Email Settings. When you create a new Email, Mautic pre-populates the Preference Center field with this default selection. This saves time if most of your Emails use the same Preference Center page. For details, see :ref:`Unsubscribe settings`. + Keep in mind that your mail must use the same language as the Preference Center landing page - if not, Mautic shows the default Preference Center. Now when sending the Email, all recipients can click the Unsubscribe link provided in the ``{unsubscribe_text}`` and ``{unsubscribe_url}`` variables, taking them to the new Preference Center. From a051aaafda6ff7994b184c60704d0dbd043900ed Mon Sep 17 00:00:00 2001 From: "promptless[bot]" Date: Wed, 29 Apr 2026 16:24:14 +0000 Subject: [PATCH 2/2] Address PR review feedback - Remove unused 'rebase' word from vocabulary accept list - Bold navigation paths for consistency (Configuration > Email Settings) - Fix RST admonition formatting: add blank lines and 3-space indentation - Add space before angle bracket in :ref: cross-references --- docs/channels/utm_tags.rst | 7 ++++--- docs/contacts/preference_center.rst | 3 ++- 2 files changed, 6 insertions(+), 4 deletions(-) diff --git a/docs/channels/utm_tags.rst b/docs/channels/utm_tags.rst index 5dc8c952..6ab22834 100644 --- a/docs/channels/utm_tags.rst +++ b/docs/channels/utm_tags.rst @@ -71,12 +71,13 @@ Mautic supports UTM tagging in Emails. Mautic can automatically append UTM tags Setting global UTM defaults =========================== -Configure default UTM values in Configuration > Email Settings. When you create a new Email, Mautic pre-populates the UTM fields with these defaults. This saves time if most of your Emails use similar tracking values. +Configure default UTM values in **Configuration > Email Settings**. When you create a new Email, Mautic pre-populates the UTM fields with these defaults. This saves time if most of your Emails use similar tracking values. .. note:: - Default UTM tags only apply to new Emails. If you edit an existing Email or clone an Email, the original values remain unchanged. -For more details on configuring defaults, see :ref:`Default UTM tags`. + Default UTM tags only apply to new Emails. If you edit an existing Email or clone an Email, the original values remain unchanged. + +For more details on configuring defaults, see :ref:`Default UTM tags `. Setting UTM tags on individual Emails ===================================== diff --git a/docs/contacts/preference_center.rst b/docs/contacts/preference_center.rst index 4509167d..d273e5ca 100644 --- a/docs/contacts/preference_center.rst +++ b/docs/contacts/preference_center.rst @@ -180,7 +180,8 @@ When creating or editing an Email, you can select the Preference Center Page fro | .. tip:: - You can set a default Preference Center in Configuration > Email Settings. When you create a new Email, Mautic pre-populates the Preference Center field with this default selection. This saves time if most of your Emails use the same Preference Center page. For details, see :ref:`Unsubscribe settings`. + + You can set a default Preference Center in **Configuration > Email Settings**. When you create a new Email, Mautic pre-populates the Preference Center field with this default selection. This saves time if most of your Emails use the same Preference Center page. For details, see :ref:`Unsubscribe settings `. Keep in mind that your mail must use the same language as the Preference Center landing page - if not, Mautic shows the default Preference Center.