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Campaign import export user docs#361

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dcjarvis wants to merge 43 commits intomautic:7.0from
dcjarvis:campaign-import-export-user-docs
Open

Campaign import export user docs#361
dcjarvis wants to merge 43 commits intomautic:7.0from
dcjarvis:campaign-import-export-user-docs

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@dcjarvis dcjarvis commented May 9, 2025

Added descriptions for campaign import and campaign export.

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dcjarvis commented May 9, 2025

Note that these docs should be targeted to Mautic v7.x but that branch is not available yet.

@dcjarvis dcjarvis force-pushed the campaign-import-export-user-docs branch from 5defae6 to 4f4b529 Compare May 22, 2025 11:32
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Added further parameter to the command line for export

@RCheesley RCheesley changed the base branch from 5.x to 7.0 May 22, 2025 12:18
@RCheesley RCheesley requested a review from a team as a code owner November 4, 2025 14:07
@RCheesley RCheesley requested review from adiati98 and favour-chibueze and removed request for a team November 4, 2025 14:07
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I'm not sure if we should be using the English spelling in this cron job - I think it should be mautic:fields:analyze - @escopecz is this something we can change easily in the code? I am sure it will cause confusion in our users using the British English version.

- Processes mail queue
-
* - ``mautic:fields:analse``
* - ``mautic:fields:analyse``
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Given we're en_US should we be using mautic:fields:analyze here @escopecz ?

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Mautic is using US English if I'm not mistaken. It can be changed in the code quite easily. And in fact it's not that hard to support both. One will be an alias of the other.

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If one will be an alias of the other, can we use mautic:fields:analyze here, as our docs based on en_US?

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Sorry, such alias isn't present. We'll have to stick with s

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OK, something to consider for future reference. I can see this tripping people up in the future because they're so used to USA language but it's done now!

@adiati98 adiati98 added this to the Mautic 7.0 milestone Dec 19, 2025
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@mautic/core-team @RCheesley,

As these are new pages, I deliberately took the initiative to adjust the wordings, restructure, and add images to make them clearer and consistent.

Therefore, I need your help to review the content thoroughly.

Additionally, I left some questions in this PR on the comments. TIA! ✨

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I don't see we use this file in any content. Do we still need this?

Comment on lines +10 to +27
Supported data types
********************

When you select a Campaign, the export feature extracts all Campaign data and entities, along with any dependencies the Campaign needs to function, including:

* Dynamic Content
* Asset\*
* Custom Fields
* Other related dependencies

The export command:

* Detect use of Plugins and Custom Fields
* Include the data to support these dependencies

.. important::

The importing instance needs the same Custom Fields and Plugins to be present.
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I'm not sure if user docs need these info.

But if we do need it, I particularly don't understand about the export command here. What do we actually want to explain?

Comment on lines +29 to +53
.. vale off

How the exporting Campaigns works
*********************************

.. vale on

Whether exporting via Mautic instance, the command line, or the API, the process follows these logic steps:

Permissions
Checks that the logged-in User has the correct permissions to export.

Bulk export
Supports exporting multiple Campaigns simultaneously.

Data structure
Exports data in a structured JSON format to ensure compatibility.

Asset management
Exports Assets into a separate folder in their original format.

File packaging
Zips the resulting collection of files into a single package for easy transfer across systems.

.. vale off
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I'm thinking if we should move this section to after the "Exporting a Campaign" section. Because in my opinion, this is more like a supplement info if users want to know how the feature works under the hood.


.. vale on

cURL example
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Do we want to use "Curl", "cURL", or "curl"?

Comment on lines +6 to +32
How the importing Campaign works
********************************

During the import process, Mautic performs a comprehensive analysis of the data:

Permissions
Checks that the logged-in User has the correct permissions to import.

Entities
Identifies required entities for the Campaign to function.

Plugin validation
The import function verifies Plugin installation. It checks if a Campaign template depends on an external Plugin. If a required Plugin is missing, the import process halts and prompts the User to install the necessary Plugin before continuing.

Conflict resolution
Validates for potential ID conflicts in imported entities. Where conflicts exist, Mautic provides options to:

* Update existing entities, allowing Administrators to update existing Campaigns.
* Create new entities using a new ID.

Automatic data mapping
Mautic maps imported data to the correct locations and automatically creates any necessary dependent entities.

Campaign activation
After a successful import, the Campaign remains inactive by default.

.. vale off
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Same comment here with the one in the exporting_campaigns.rst regarding moving this section down.

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