In order of appearance in the Mautic configuration panel, after the topics we have to deal with the categories. Since the translation is not complete, you will see it as Categories.
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Table of Contents
More configurations from Mautic. The categories.
Categories are the easiest way to classify the elements with which we are going to work in Mautic. We can apply them to resources, campaigns, emails, forms, pages, forms of monitoring and stages of a campaign.
We can create specific categories for a certain type of element or general categories that include two or more types.
To create a category, we press the gear wheel in the upper right part of the screen and choose Categories in the corresponding menu.
Since we don't have any configured, click on New to create the first one. This will open a form for us.
- We complete the following
Type: (Required) It is a drop-down menu in which we can select global to create one for general use or assign it to a specific type of element. - Title: (Required) It is the name of the category.
- Description (Optional) The explanation of what the category is used for.
- Alias: (Optional) an alphanumeric identifier of the category that will be used in the web link. If you do not complete it, it is automatically generated from the title.
- Color: (Optional) A color that allows the category to be visually identified. You select it by clicking on the color.
- Published: Two buttons to decide if you publish the category or not.
- When you finish click on Apply and in close and save
In the case of contacts, They can also be grouped into categories, but since it is managed from a different menu, we will talk about that in a later article.
The configuration panel.
From this section of the menu we can access information about the system and modify certain behaviors established by default.
It is not described in the official documentation so the following are conclusions obtained by trial and error, in addition to the help of Google.
General Settings
Here is shown basic information about the server and the directories used
You should pay attention to two sections:
- Site URL: The base address of the site. If you followed my tutorial, you may see the DNS of the server. Change it to your chosen domain name, preceded by http: //.
- Mautic's root URL: You don't need to modify it, but if you want it to show you a different page than the statistics page when you log in, select it from the drop-down menu.
System Defaults
Here options are set on data representation formats and determination of time zones.
CORS Settings
This is where I start to play by ear. According to MDN:
Cross-Origin Resource Sharing (CORS) is a mechanism that uses additional HTTP headers to allow a user agent to obtain permission to access selected resources from a server, in a different origin (domain) to which it belongs. An agent creates a cross-origin HTTP request when it requests a resource from a different domain, protocol, or port other than the document that generated it.
This section establishes which domains can do it.
Miscellaneous Settings
In this sector we configure trusted sites that can interact with Mautic and which sites should not be tracked when interacting with the platform.
We can also connect with a url shortener.
Theme Settings
We can choose a default theme for the different components and activate components for each theme.
API settings
The good thing about Mautic being open source is that we can create our own applications that interact. For example, a mobile application that controls it. For this we have to activate the application programming interfaces. We can do it in this section.
Asset Settings
One of the strengths of Mautic is that we can reward the loyalty of campaign followers by allowing them to access digital resources; ebooks, videos, audios etc. In this section we control the types and sizes of files that will be made available to you.
In the next article we will continue talking about the configuration panel.
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