Merge branch 'master' of github.com:mautic/documentation

mautic · Nov 30, 2016 · 8057d81 · 8057d81
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diff --git a/en/companies/README.md b/en/companies/README.md
@@ -50,4 +50,10 @@ If a contact is identified through a form a company can also be identified/creat
  -City is selected as a form field (mandatory for company matching/creation).
  -Country is selected as a form field (mandatory for company matching/creation).
  -State is selected as a form field (optional for company matching/creation).
+
+ ### Company Scoring
+A companies score can be changed through a campaign action or a form action. When one of these actions is selected, first a contact must be identified, and the companies assigned to that contact will have their score changed.
+
+1. Select contact's _Change company score_ action in either a form or a campaign
+2. Once a form is submitted or a campaign is triggered it will identify companies identified in the campaign or form to change its score.
 
diff --git a/en/contacts/contacts-preference-center.md b/en/contacts/contacts-preference-center.md
@@ -0,0 +1,25 @@
+# Manage Contacts Preferences
+
+When managing a contact you can set the contacts preference of communication. You can access the contact's preference center when viewing a contact's profile. From the dropdown menu click on the preference menu. A new modal window should appear with a tab to set the preferred channels and frequency of contact, as well as the option to pause communication within a given period of time. The second time will give the option to add or remove the contact from global categories used in emails or categories. The third tab will allow to add or remove the contact from segments it belongs to.
+
+## Preferred channels and frequency
+
+![](/contacts/media/preferences.png)
+In this window you can enable/disable channels of communication, set the frequency of the communication via each channel enabled, and set one of the channels as a preferred channel.
+
+To set a channel as a do not contact me through this channel, untick the tickbox next to the channel name in the first column. 
+
+When a channel is selected, these will be used to send marketing messages if there is a message set for any of the channels selected. You can also set the frequency of the communication, as in this example the frequency is set to "Send me emails twice a day" but pause them during the "1st of november 2016 to the 30th of november 2016". Email is also set as the preferred channel, so if the same message is set for both email and sms, it will only send the email version of the message to the selected contact.
+
+
+## Contact Categories
+![](/contacts/media/categories.png)
+Use the categories tab to add or remove a contact from a global category. Global categories can be used in areas like emails, text messages, campaigns. So if a user is not signed up to a particular category it will not receive messages or be part of campaigns under that category.
+
+## Contact Segments
+![](/contacts/media/segments.png)
+Use the segments tab to add or remove a contact from a segment. Segments are used as a source for campaigns and emails. Any contact in a particular segment will part of a campaign that has that segment as the source. You can also use a standalone email manually to a segment. If a user has opted out of a segment it will no longer receive campaign actions or messages sent to that segment.
+
+## Contact's unsubscribe email preferences
+![](/contacts/media/email-unsubscribe-settings.png)
+The contact's preferences can be presented to the user in the unsubscribe page by selecting "Show contact preferrence settings" in the email configuration. You may also choose to hide or show different segments of the user preferences. If the any of these areas is set to no, it will hide it from the contact's personal preferences page. The default unsubscribe message is shown if the preference setting option is set to no.
diff --git a/en/contacts/manage_segments.md b/en/contacts/manage_segments.md
@@ -52,5 +52,4 @@ manually added will remain part of the list regardless of filters.
 ### Manual Addition
 
 In addition to segments you can also manually add any contact to a list by
-clicking the Segments button then selecting the radio toggle on the contact
-detail view.
+clicking the Preferences button at the segments tab, use the dropdown to select a segment and add the contact to it or click on the x next to a segment in the input field to remove the contact.
diff --git a/en/contacts/media/categories.png b/en/contacts/media/categories.png
diff --git a/en/contacts/media/email-unsubscribe-settings.png b/en/contacts/media/email-unsubscribe-settings.png
diff --git a/en/contacts/media/preferences.png b/en/contacts/media/preferences.png
diff --git a/en/contacts/media/segments.png b/en/contacts/media/segments.png
diff --git a/en/forms/manage_forms.md b/en/forms/manage_forms.md
@@ -94,3 +94,7 @@ In the rendered email sent to a contact, the URL may be converted into something
 http://my-mautic.com/my-landing-page?ct=A_REALLY_LONG_STRING&email=contactemail%40gmail.com
 ```
 So, what happened is `{pagelink=1}` was converted into the landing page URL and had `?ct=A_REALLY_LONG_STRING` appended. The really long string is encoded information about the contact which includes the contact ID. Each `{leadfield=FIELDALIAS}` was replaced with the contact's data. When the contact clicks the link, they will be taken to the landing page with the embedded form, and the form's 'email' input will be pre-populated with the value passed through the URL.
+
+#### Remove Contact from Do Not Contact (undo unsubscribe)
+
+Mautic 2.3 added new action **Remove Contact from Do Not Contact**. If contact unsubscribe your email makreting, you can't sent another emails.  Use action **Remove Contact from Do Not Contact** in your forms and contact will receive email again.
diff --git a/en/plugins/salesforce.md b/en/plugins/salesforce.md
@@ -28,6 +28,8 @@ Insert the keys to the Mautic Salesforce plugin and authorize it.
 ![Salesforce CRM Authorize](./../plugins/media/plugins-salesforce-authorize.png "Salesforce CRM Authorize")
 
 Configure the [field mapping](./../plugins/field_mapping.html).
+Formula fields from salesforce will be pulled and can be saved into a Mautic custome field.
+Salesforce lead's Id can be matched with a mautic custom field.
 
 ### Features
 Enabled features:
@@ -40,7 +42,7 @@ Pull leads is done through command line and it can be setup as a cronjob.
 Feature specific settings:
 Select the objects you wish to pull or push records from. You can push contacts to the Leads object in salesforce. you can also push activities (contact's timeline records) to a custom object in salesforce.
 
-Pulling records will be done from Leads and/or Contacts objects in records.
+Pulling records will be done from Leads and/or Contacts objects in records and Accounts from Salesforce will be pulled into Mautic companies.
 
 Updating of a Contact's Owner can be be enabled by turning on *Update Contact Owner*. This is not enabled by default. In order for a Contact in Mautic to match a User in Salesforce the email addresses in the two system must be identical.
 
@@ -72,6 +74,9 @@ API names of fields:
 - WhoId\__c : Lookup(Lead)
 - MauticLead\__c : Number(18, 0) (External ID)
 - Mautic_url\__c : URL(255)
+- ReferenceId     : Text(255)
+
+
 
 ## Test the plugin