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docs: Document Company Segments for Account-Based Marketing#809

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docs: Document Company Segments for Account-Based Marketing#809
promptless-for-oss wants to merge 3 commits into
mautic:7.2from
Promptless:promptless/company-segments-feature

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Documents the new Company Segments feature from PR #16025. Adds comprehensive documentation for creating and managing Company Segments, including filters, static segments, Campaign integration, cron job configuration, and search operators.

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@@ -0,0 +1,221 @@
.. vale off

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Added Company Segments documentation based on the feature implementation in PR #16025 which introduces Account-Based Marketing (ABM) functionality with Company Segment management, filters, Campaign integration, and CLI commands.

Source: mautic/mautic#16025

- Updates the Contact's owner.
* - **Modify Company's Segments**
- Adds or removes the Contact's primary Company to or from Company Segments. Use this for Account-Based Marketing workflows targeting Companies.

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Added Modify Company's Segments Campaign action and Company Segments Campaign condition based on PR #16025 which adds Campaign integration for Company Segments.

Source: mautic/mautic#16025

@@ -48,6 +49,25 @@ You can also limit the number of Contacts to process per script execution using

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Added mautic:company-segments:update cron job documentation based on PR #16025 which implements automatic Company Segment rebuilding via CLI command.

Source: mautic/mautic#16025

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@promptless-for-oss please rebase to 7.2 branch.

Documents the Company Segments feature from mautic/mautic PR #16025:
creating and managing Company Segments, Campaign integration, cron job
configuration, and search operators.
@adiati98 adiati98 added this to the Mautic 7.2 milestone Jun 27, 2026
@promptless-for-oss promptless-for-oss force-pushed the promptless/company-segments-feature branch from 83f7041 to 0dca30c Compare June 27, 2026 11:51
@promptless-for-oss promptless-for-oss changed the base branch from 7.1 to 7.2 June 27, 2026 11:51
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Thanks @adiati98! Rebased the branch onto 7.2 and the PR base is now retargeted to 7.2. The diff stays clean and limited to the intended Company Segments documentation. Ready for another look.

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@promptless-for-oss please address the suggestions.

Comment thread docs/companies/company_segments.rst
Comment thread docs/companies/company_segments.rst
Comment thread docs/companies/company_segments.rst Outdated
Comment thread docs/companies/company_segments.rst Outdated
Comment thread docs/companies/company_segments.rst Outdated
Comment thread docs/companies/company_segments.rst Outdated
Comment thread docs/companies/company_segments.rst Outdated
- Apply maintainer suggestions: collapse blank lines in field and
  cron-option lists, capitalize Cron in headings/prose, fix :ref: target
- Use active/inactive terminology instead of publish/unpublish for
  Segments, per mautic/mautic source (CompanySegmentType renders
  isPublished via YesNoButtonGroupType, default label 'Active')
- Rewrite passive 'can be set' alias sentence in active voice
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@adiati98 thanks for the review — all suggestions have been addressed and pushed to this branch:

  • Applied your suggested wording for the Company Segment field list (Name / Public name / Description / Active).
  • Applied your suggested cron command options (--batch-limit, --max-companies, --segment-id).
  • Applied the dynamic-Segment movement wording, including the :ref: to the Company Segment Cron job section.
  • Rewrote the passive "be set" phrasing in active voice.
  • Verified the publish/unpublish terminology against the mautic/mautic source and standardized the doc on the active/inactive and available/unavailable terms accordingly.
  • Applied your two Cron-job sentence suggestions (rebuild command intro and the "every 15 minutes, staggered" guidance).

Vale runs clean (0 errors) on the changed RST files. Ready for another look.

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@promptless-for-oss please address the suggestions.

Comment thread docs/companies/company_segments.rst
Comment thread docs/companies/company_segments.rst Outdated
Comment thread docs/companies/company_segments.rst Outdated
Comment thread docs/companies/company_segments.rst Outdated
Comment thread docs/companies/company_segments.rst Outdated
Comment thread docs/companies/company_segments.rst
Comment thread docs/companies/company_segments.rst
- Add ABM to Mautic Vale accept vocabulary
- Fix Google.Passive warning ('are included') in filter group description
- Capitalize Company in the Cron job :ref: target (Mautic.FeatureList)
- Apply maintainer's vale off/on wrapping for Modify Company's Segments
  reference and the Editing/Cloning/Deleting section headings
- Rewrite passive 'are referenced' in active voice in delete warning
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Thanks @adiati98! Addressed all the comments in this round:

  • Added ABM to the Mautic accept.txt vocabulary.
  • Fixed the Google.Passive warning ('are included') by rewriting the Or filter bullet in active voice.
  • Capitalized Company in the Cron job cross-reference (Mautic.FeatureList).
  • Applied your vale off/vale on wrapping for the Modify Company's Segments reference and the Editing/Cloning/Deleting headings verbatim.
  • Also rewrote one more passive sentence ('are referenced') in the delete warning while I was in there.

Vale now runs clean on the file (the only remaining flag is the feature-name H1 title, which is intentionally capitalized and already wrapped). Ready for another look.

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