Update navigation methods and information names to match UI#651
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mheavey2 wants to merge 2 commits intomautic:5.2from
Open
Update navigation methods and information names to match UI#651mheavey2 wants to merge 2 commits intomautic:5.2from
mheavey2 wants to merge 2 commits intomautic:5.2from
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mheavey2
requested review from
adiati98 and
favour-chibueze
and removed request for
a team
adiati98
requested changes
Feb 25, 2026
| To add a new action: | ||
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| 1. Click **Points > Point Actions > + New** - located in the top right corner. | ||
| 1. Click **Points > Manage Actions > + New** - located in the top right corner. |
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Suggested change
| 1. Click **Points > Manage Actions > + New** - located in the top right corner. | |
| 1. On the left side, navigate to **Points > Manage Actions** and click the **New** button located in the top right corner. |
| * **Change Points (+/-)** - The value change to set for the action. The ``+`` isn't necessary when adding Points. When subtracting Points, add the ``-`` symbol. | ||
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| * **Actions taken by User** - This is the behavior or action the Contact must complete to trigger the action. | ||
| * **Actions taken by contact** - This is the behavior or action the Contact must complete to trigger the action. |
Contributor
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I understand that on the form, the "Contact" is in lowercase. However, Contact is Mautic's feature and that's why Vale gives warning. So, let's change this to uppercase.
I think we can also adjust the wording.
Suggested change
| * **Actions taken by contact** - This is the behavior or action the Contact must complete to trigger the action. | |
| * **Actions taken by Contact** - The specific Contact activity required to trigger the point action. |
| * **Actions taken by User** - This is the behavior or action the Contact must complete to trigger the action. | ||
| * **Actions taken by contact** - This is the behavior or action the Contact must complete to trigger the action. | ||
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| * **Point Group** - This is the Point Group you want the action applied to. |
Contributor
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Let's reword this for clarity.
Suggested change
| * **Point Group** - This is the Point Group you want the action applied to. | |
| * **Point group** - Identify the target group for the action. An empty selection applies the action to all main Contact points by default. |
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| * **Category** - Organize your Point Actions based on their goals, Campaigns, etc. For more information, see :doc:`Categories</categories/categories-overview>`. All Points accumulate on a Contact record, regardless of Category. There is one Points score for each Contact. | ||
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| * **Projects** - Organize your Point Actions based on their Campaigns project. |
Contributor
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Where do you see "Projects"? Because I don't see it anywhere on the right side.
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| To add a new trigger: | ||
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| 1. Click **Points > Manage Triggers > + New** - located in the top right corner. This opens in the **Details** tab. |
Contributor
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Because there's only a single point, I think we better squash this into one sentence.
Suggested change
| To add a new trigger: | |
| 1. Click **Points > Manage Triggers > + New** - located in the top right corner. This opens in the **Details** tab. | |
| On the left side, navigate to **Points > Manage Triggers** and click the **New** button located in the top right corner to create a new point trigger. |
| :alt: Screenshot of Points trigger | ||
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| Creating Point Triggers is like creating Point Actions. The **Name**, **Description**, **Category**, and **Active** options are all the same. The trigger fires based on the minimum number of Points. Set a number and decide if you want to **Trigger for existing applicable Contacts upon saving - if activated**. | ||
| Creating Point Triggers is like creating Point Actions. The **Name**, **Description**, **Point Group**, **Category**, **Projects** and **Active** options are all the same. The trigger fires based on the minimum number of Points. Set a number and decide if you want to **Trigger for existing applicable Contacts upon saving - if activated**. |
Contributor
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There are a couple of things here:
- I still don't see "Projects" anywhere in New Trigger
- Unlike point actions, there's "Contact color" in point triggers. We need to include and explain that.
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Description
update navigation methods and information names to match UI.
Linked issue
Closes #498