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Update segment filter operator labels for Mautic 7.x #764

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Update segment filter operator labels for Mautic 7.x #764

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fd99d17
Update segment filter operator labels to match Mautic 7.x UI
promptless[bot] Jun 12, 2026
2079147
Address review: format operator list and matching filters as lists
promptless[bot] Jun 15, 2026
558cc4e
Address review: consistent 'For example' formatting and example headings
promptless[bot] Jun 15, 2026
e8dbd28
Merge branch '7.2' into promptless/segment-operator-labels
adiati98 Jun 17, 2026
5ca97d5
Apply reviewer feedback: update segment operator screenshots, alt tex…
promptless[bot] Jun 17, 2026
b048892
Address review: update operator dropdown alt text and screenshot
promptless[bot] Jun 17, 2026
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73 changes: 36 additions & 37 deletions docs/segments/manage_segments.rst
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Expand Up @@ -347,39 +347,31 @@ You must ensure that you use the correct operator and time frame to build an eff

Once you've selected a date field as your filter, such as the default **Date last active** field or a custom **Birthday** field, you'll have a list of operators to choose from:

* **Equals** - The value on the Contact record exactly matches the filter value.

* **Not Equal** - The value on the Contact record is any value that doesn't match the filter value.
.. vale off

* **Is equal to** - The value on the Contact record exactly matches the filter value.
* **Is not equal to** - The value on the Contact record is any value that doesn't match the filter value.
* **Greater than** - The value on the Contact record is at a later date in time than X date. For example, ``Greater than`` today means anytime from tomorrow until the end of time.

* **Greater than or equal** - The value on the Contact record is either at a later date in time than or including X date. For example, ``Greater than or equal`` today means anytime from today until the end of time

* **Greater than or equal** - The value on the Contact record is either at a later date in time than or including X date. For example, ``Greater than or equal`` today means anytime from today until the end of time.
* **Less than** - The value on the Contact record is at an earlier date in time than X date. For example, ``Less than today`` means anytime from the beginning of time until yesterday.

* **Less than or equal** - The value on the Contact record is at an earlier date in time than X date. For example, ``Less than or equal today`` means anytime from the beginning of time until today.

* **Empty** - No value exists in the field on the Contact record.

* **Not empty** - A value exists in the field on the Contact record.

* **Like** - This operator isn't supported in date or date-time fields, don't use it.

* **Not like** - This operator isn't supported in date or date-time fields, don't use it.

* **Regexp** - Segment includes Contacts with values that match the specified regular expression pattern. If you aren't proficient with regular expression, don't use this operator.

* **Not regexp** - Segment includes Contacts with values that don't match the specified regular expression pattern. If you aren't proficient with regular expressions, don't use this operator.

* **Is empty** - No value exists in the field on the Contact record.
* **Is not empty** - A value exists in the field on the Contact record.
* **Contains** - This operator isn't supported in date or date-time fields, don't use it.
* **Doesn't contain** - This operator isn't supported in date or date-time fields, don't use it.
* **Matches pattern** - Segment includes Contacts with values that match the specified regular expression pattern. If you aren't proficient with regular expression, don't use this operator.
* **Does not match pattern** - Segment includes Contacts with values that don't match the specified regular expression pattern. If you aren't proficient with regular expressions, don't use this operator.
* **Starts with** - Segment includes Contacts whose field values begin with the specified numbers. These filter values should generally reference years, or years and months.

*For example, A value of 19 matches any Contacts whose field value has a year in the 1900^s. A value of 200 matches Contacts with a year value between 2000 and 2009 and a value of 2020-11 matches Contacts with a field value in November 2020.*
For example: a value of 19 matches any Contacts whose field value has a year in the 1900^s. A value of 200 matches Contacts with a year value between 2000 and 2009 and a value of 2020-11 matches Contacts with a field value in November 2020.

* **Ends with** - Segment includes Contacts whose field values end with the specified numbers. These filter values should generally reference days, or months and days.

*For example, A value of 1 matches anyone whose field value is on the 1^st, 21^st, or 31^st of any month but a value of 01 matches the 1 st of a month. A value of 01-01 finds Contacts whose value is for January 1 of any year.*
For example: a value of 1 matches anyone whose field value is on the 1^st, 21^st, or 31^st of any month but a value of 01 matches the 1 st of a month. A value of 01-01 finds Contacts whose value is for January 1 of any year.

* **Contains** - Segment includes Contacts with the specified filter value anywhere in the field value.
* **In list** - Segment includes Contacts with the specified filter value anywhere in the field value.
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.. vale on

.. image:: images/operators-2.png

@adiati98 adiati98 Jun 17, 2026

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Change the image with this one.

Image

:alt: Screenshot showing Operators.

@adiati98 adiati98 Jun 17, 2026

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A few things here:

  • Change the image with the attached image
  • Update the alt text to be descriptive
  • Resize image by 60%
Image

Expand All @@ -393,26 +385,33 @@ Matching part of a string

.. vale on

There are 5 filters you can use for matching part of a string - ``starts with``, ``ends with``, ``contains``, ``like`` and ``regexp``.
First three filters match strings as you enter it. ``like`` filter is for advanced Users - you can specify which type you want to use with ``%`` character:
There are 5 filters you can use for matching part of a string:

* ``starts with``
* ``ends with``
* ``in list``
* ``contains``
* ``matches pattern``

The first three filters match strings as you enter them. The ``contains`` filter is for advanced Users - you can specify which type you want to use with the ``%`` character:

* ``My string%`` is the same as ``starts with`` filter with ``My string`` value.

* ``%My string`` is the same as ``ends with`` filter with ``My string`` value.

* ``%My string%`` is the same as ``contains`` filter with ``My string`` value.
* ``%My string%`` is the same as ``in list`` filter with ``My string`` value.

* ``My string`` is the same as ``contains`` filter with ``My string`` value.
* ``My string`` is the same as ``in list`` filter with ``My string`` value.

A few notes for text filters:

* You should use ``starts with``, ``ends with``, ``contains`` rather than ``like`` as they're more specific, and therefore can be more effective.
* You should use ``starts with``, ``ends with``, ``in list`` rather than ``contains`` as they're more specific, and therefore can be more effective.

* A ``%`` character in the middle of the string has no special meaning. A ``contains`` filter with ``my % string`` searches for a string with ``%`` in the middle. The same is TRUE for a ``like`` filter with ``%my % string%`` value. There is no need to escape this character.
* A ``%`` character in the middle of the string has no special meaning. An ``in list`` filter with ``my % string`` searches for a string with ``%`` in the middle. The same is TRUE for a ``contains`` filter with ``%my % string%`` value. There is no need to escape this character.

* Mautic searches for the ``%`` character in a value for the ``like`` filter, if finding at least one ``%`` Mautic doesn't perform any modification.
* Mautic searches for the ``%`` character in a value for the ``contains`` filter, if finding at least one ``%`` Mautic doesn't perform any modification.

You can use regular expressions in a ``regexp`` filter. Mautic recognises all common operators like ``|`` for OR - for example ``first string|second string``, character sets including ``[0-9]``, ``[a-z0-9]`` and so forth, repetitions (``+``, ``*``, ``?``) and more.
You can use regular expressions in a ``matches pattern`` filter. Mautic recognises all common operators like ``|`` for OR - for example ``first string|second string``, character sets including ``[0-9]``, ``[a-z0-9]`` and so forth, repetitions (``+``, ``*``, ``?``) and more.

You have to escape special characters with ``\`` if you want to use them as matching character.

Expand Down Expand Up @@ -449,9 +448,9 @@ However, you can specify much more here. Mautic recognizes relative formats too

Example - Consider that today is ``2022-03-05``:
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* ``Date identified equals -1 week`` returns all Contacts identified on 2022-02-26.
* ``Date identified is equal to -1 week`` returns all Contacts identified on 2022-02-26.
* ``Date identified less than -1 week`` returns all Contacts identified before 2022-02-26.
* ``Date identified equals -1 months`` returns all Contacts identified on 2022-02-05.
* ``Date identified is equal to -1 months`` returns all Contacts identified on 2022-02-05.
* ``Date identified greater or equal -1`` year returns all Contacts identified 2021-03-05 and after.
* ``Date identified greater than -1`` year returns all Contacts identified after 2021-03-05.

Expand All @@ -472,15 +471,15 @@ Beside this you can specify your date with text. These formulas are **translatab

Example (Consider that today is ``2022-03-05``):
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* ``Date identified equals last week`` returns all Contacts identified in the specified date range, for example 2022-03-01 - 2022-03-07.
* ``Date identified is equal to last week`` returns all Contacts identified in the specified date range, for example 2022-03-01 - 2022-03-07.
* ``Date identified less than last week`` returns all Contacts identified before 2022-02-22.
* ``Date identified equals last month`` returns all Contacts identified in the specified date range, for example 2022-02-01 - 2022-02-28.
* ``Date identified is equal to last month`` returns all Contacts identified in the specified date range, for example 2022-02-01 - 2022-02-28.
* ``Date identified greater or equal last year`` returns all Contacts identified 2021-01-01 and after.
* ``Date identified greater than last year`` returns all Contacts identified after 2021-12-31.
* ``Date identified greater than first day of previous month`` returns all Contacts identified after 2022-02-01.
* ``Date identified greater than last day of previous month`` returns all Contacts identified after 2022-02-28.
* ``Custom Contact date field equal birthday -1 day`` returns all Contacts identified every year on 03-04 (4th march).
* ``Custom Contact date field equal anniversary -1 month`` returns all Contacts identified every year on 02-04 (4th february)
* ``Custom Contact date field is equal to birthday -1 day`` returns all Contacts identified every year on 03-04 (4th march).
* ``Custom Contact date field is equal to anniversary -1 month`` returns all Contacts identified every year on 02-04 (4th february)

Once you have created your Segment, any applicable Contact is automatically added through the execution of a :ref:`cron job<import contacts cron job>`. This is the essence of Segments.

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