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  - DevOps - Developing with the Platform
    DevOps - Developing with the Platform
    
    Overview
    
    Understanding DevOps
    Understanding DevOps
    
    Overview
    
    Understanding Projects
    Understanding Projects
    
    Projects - Overview
    
    Project - Detail
    
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    Project Environments - Overview
    
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    How-To guides for DevOps
    How-To guides for DevOps
    
    Overview
    
    How-To - DevOps - General
    How-To - DevOps - General
    
    How can I test my live website - (How do I customize my hosts file)
    
    Keeping your application code portable between environments
    
    Multiple php versions on development servers
    
    Recovering from a broken state
    
    Controlling cacheability of requests with cookies
    
    How do I connect a second database to an environment
    
    Controlling if and how long Varnish caches your pages
    
    Invalidating Varnish automatically with the Dropsolid Purge module
    
    Building cacheable applications - cache layers and cache busting
    
    How-To - DevOps - Project
    How-To - DevOps - Project
    
    Overview
    
    Create a new project
    
    Project Actions and Shortcuts
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    Delete a project
    
    Deploy to an Environment
    
    Taking a snapshot of a Project
    
    Project Tokens
    Project Tokens
    
    How to use tokens
    
    Project Tokens
    
    Project type - NodeJS
    Project type - NodeJS
    
    Working on a NodeJS project
    
    Project type - NodeJS
    
    Project type - Drupal
    Project type - Drupal
    
    Using drush 9 or newer on dropsolid platform
    
    Add CORS headers to your Drupal site
    
    How-To - DevOps - Environment
    How-To - DevOps - Environment
    
    Overview
    
    Create a new environment
    
    Environment Actions and Shortcuts
    Environment Actions and Shortcuts
    
    Delete a new Environment
    
    Taking a Snapshot of an Environment
    
    Restarting your application's PHP-FPM pool
    
    Switching the deployment method
    
    Clearing your application's Varnish cache
    
    Deploying to an environment
    
    Sync Environments
    
    View Environment Logs
    
    Manage promoted environments
    
    Domains and mails
    Domains and mails
    
    How can I transfer my domain name to Dropsolid
    
    How can I have more control over the delivery of mails sent from applications on Dropsolid Experience Platform
    
    How do I couple my domain to an environment
    
    How do I use SSL on my domain(s)
    
    Cron on an Environment
    Cron on an Environment
    
    Configuring cronjobs in the Dropsolid Experience Cloud
    
    Cron on an Environment
    
    Tokens for an Environment
    
    Backups for an Environment
    Backups for an Environment
    
    Manage backups
    
    Backups for an Environment
    
    Services for an Environment
    Services for an Environment
    
    Solr as Service
    
    Mailpit
    
    Environment variables
    
    Deployment of an Environment
    Deployment of an Environment
    
    Overview
    
    General Deployment
    General Deployment
    
    Deploying your application
    
    Application structure
    
    Switching from the Drupal-specific to the general Git reference deployment method
    
    Creating artifacts
    
    Switching from the general Git reference to the Artifact deployment method
    
    Making a build show as failed or succeeded
    
    Deployment Methods
    Deployment Methods
    
    Drupal Specific Git Reference
    
    Git Reference
    
    Artifact
    
    Syncing Environments
    Syncing Environments
    
    Sync database or files between environments of a project
    
    Sanitize your database when syncing between environments
    
    Logs for an Environment
    Logs for an Environment
    
    How to access drupal application logs for an environment
    
    Logs for an Environment
    
    SSH for an Environment
    SSH for an Environment
    
    Gaining access to environments on production environments
    
    SSH for an Environment
    
    Manage your environment's maintenance page
    
    Login to an environment
    Login to an environment
    
    Log in to a Drupal website
    
    Login to Mautic
    
    Switch the MySQL backend of an environment
    
    How-To - Local development
    How-To - Local development
    
    How to get a Project locally
    
    How-To - Local development
    
    How-To - Migrations and Upgrades
    How-To - Migrations and Upgrades
    
    2020-04-16 The switch to gitlab
    
    2021-09-02 gitlab server migration
  - Products - Managing the products you own
    Products - Managing the products you own
    
    Overview
    
    Understanding Products
    Understanding Products
    
    Overview
    
    Product detail - Overview
    
    Products - Overview
    
    Understanding the Customer Data Platform (CDP) Product
    Understanding the Customer Data Platform (CDP) Product
    
    CDP - Overview
    
    CDP - Profiles
    
    CDP - Events
    
    CDP - Segments
    
    CDP - Personalization integration
    
    CDP - Configure
    
    Understanding the Marketing Automation Product
    Understanding the Marketing Automation Product
    
    MA - Reporting
    
    Understanding the Dropsolid AI product
    Understanding the Dropsolid AI product
    
    AI - Overview
    
    AI - Reporting
    
    AI - Developer
    
    How-To guides for Products
    How-To guides for Products
    
    Overview
    
    How-To - CDP
    How-To - CDP
    
    Create a new Segment
    
    Edit a Segment
    
    Delete a Segment
    
    Create a model
    
    Transfer to Segments
    
    Configure your CDP
    
    Personalization integration
    
    How-to - Personalization
    How-to - Personalization
    
    Setting up personalization
    
    Cookies & localStorage for personalization
    
    Javascript API for interacting with captures
    
    Profile properties captured by the CDP
    
    Apache Unomi Google Data Studio Connector
    
    How to debug personalization
    
    Use Cases for your CDP
    Use Cases for your CDP
    
    Using the Javascript Methods
    
    Merging Unomi profiles based on a property
    
    Keep a score of your visitors
    
    Keep track of UTM parameters in visitor profiles
    
    Mautic integration
    
    Loading content dynamically based on the segment a visitor belongs to
    
    Enrich Unomi profiles with custom data not originating from the capture script
    
    Send a capture with a custom trigger
  - Organizations - Managing your organization
    Organizations - Managing your organization
    
    Overview
    
    Understanding Organizations
    Understanding Organizations
    
    Organizations - Overview
    
    Organization - Members
    
    Organization - Roles
    
    Organization - Permissions
    
    Organization - Install Profiles
    
    Organization - History
    
    How-To guides for Organizations
    How-To guides for Organizations
    
    How to manage members
    
    How-To guides for Organizations How-To guides for Organizations
    Table of contents
    
    How to manage members
- Mautic User Guides
  Mautic User Guides
  - Overview
  - How-To guides for Mautic
    How-To guides for Mautic
    
    Overview
    
    How-To - Mautic - General
    How-To - Mautic - General
    
    Overview
    
    How-To - Mautic - Search operators and filters
    How-To - Mautic - Search operators and filters
    
    How to search for contacts that have a field filled
    
    How-To - Mautic - Search operators and filters
    
    How-To - Mautic - Tokens
    
    How-To - Mautic - UTM tags
    
    How-To - Mautic - Custom fields
    How-To - Mautic - Custom fields
    
    Overview
    
    Creating a Custom Field
    Creating a Custom Field
    
    Creating the Optin custom field in Mautic
    
    Creating a Custom Field
    
    Using a tag or a custom field
    
    Caveats when using custom fields
    
    How-To - Mautic - Custom fields
    
    How-To - Mautic - Points
    How-To - Mautic - Points
    
    Overview
    
    Actions, Triggers and Groups
    Actions, Triggers and Groups
    
    Creating Point Actions
    
    Creating Points Triggers
    
    Creating Point Groups
    
    Actions, Triggers and Groups
    
    How-To - Mautic - Points
    
    How-To - Mautic - Reports
    How-To - Mautic - Reports
    
    Data
    
    Graphs
    
    Schedule
    
    Exporting reports
    
    Creating a report for bounced contacts in Mautic
    
    Creating reports to see new contacts added to segment
    
    How-To - Mautic - Reports
    
    How-To - Mautic - Tags
    How-To - Mautic - Tags
    
    Creating Tags
    
    Assigning Tags through Campaigns
    
    Using Forms to assign Tags
    
    Assign Tags based on Point thresholds
    
    How-To - Mautic - Tags
    
    How-To - Mautic - Categories
    How-To - Mautic - Categories
    
    Creating Categories
    
    Using Categories for Contacts
    
    How-To - Mautic - Categories
    
    How-To - Mautic - User management
    How-To - Mautic - User management
    
    Overview
    
    Managing Users
    Managing Users
    
    Creating an user
    
    Disabling access for an user
    
    Deleting an user
    
    Managing Users
    
    Managing Roles
    
    How-To - Mautic - User management
    
    How-To - Mautic - Plugins
    How-To - Mautic - Plugins
    
    Mautic Plugin - whitelabel
    
    Mautic Plugin - External content
    
    How-To - Mautic - Tutorials
    How-To - Mautic - Tutorials
    
    Setting up resources for a webinar in Mautic
    
    Setting up resources for a webinar in Mautic (simple version)
  - How-To - Mautic - Configuration
    How-To - Mautic - Configuration
    
    Overview
    
    Sender Requirements
    
    Maxmind IP Lookup service
    
    Cron jobs
    Cron jobs
    
    Default cronjobs for Mautic
    
    Cron jobs for Mautic production environments
    
    Cron jobs
    
    CORS Settings
    
    Check if a website has Mautic tracking script
  - How-To - Mautic - Contacts
    How-To - Mautic - Contacts
    
    Overview
    
    Different ways to create contacts
    Different ways to create contacts
    
    Adding a new contact manually
    
    Quick add method for creating a contact
    
    Bulk importing contacts
    
    Creating contacts through forms
    
    Different ways to create contacts
    
    Going from unidentified visitor to known contacts
    
    Merging duplicate contacts
    
    Editing contact details
    Editing contact details
    
    Assigning tags to contacts
    
    Adding notes to contacts
    
    Updating contacts in bulk
    
    Managing contact preferences manually
    
    Editing contact details
    
    Contact activity history
    
    Deleting contacts
    
    Exporting contacts
    Exporting contacts
    
    Exporting contacts who have clicked through in an email within a period
    
    Exporting contacts
    
    Searching for contacts
    
    Managing inactive contacts
    
    Do Not Contact (DNC) feature
    Do Not Contact (DNC) feature
    
    Import contacts with Do Not Contact flag from spreadsheet to Mautic
    
    Do Not Contact (DNC) feature
    
    Assigning owners to contacts
    
    Mautic - Preference page and Opt-out
    
    How-To - Mautic - Contacts
  - How-To - Mautic - Companies
    How-To - Mautic - Companies
    
    Company details
    
    Merging Companies
    
    Company Custom Fields
    
    Assigning Companies to Contacts
    
    How-To - Mautic - Companies
  - How-To - Mautic - Segments
    How-To - Mautic - Segments
    
    Overview
    
    How to create a new segment
    
    Adding filters to segments
    
    Adding Contacts to static Segments
    Adding Contacts to static Segments
    
    Manually moving contacts (batch updating contacts)
    
    Moving contacts to static segments using a campaign action
    
    Moving contacts to static segments using form submit action
    
    Moving contacts to static segments using point triggers
    
    Moving a single contact to a static segment manually
    
    Adding Contacts to static Segments
    
    Use cases
    Use cases
    
    How to manage the preference center for dozens of segments
    
    Create a segment for bounced contacts in Mautic
    
    How do we create a report that lists contacts who are subscribed only to segment X_
    
    How to use UTM tags as segment filters in Mautic
    
    How-To - Mautic - Segments
  - How-To - Mautic - Components
    How-To - Mautic - Components
    
    Overview
    
    Assets
    Assets
    
    Creating Assets
    
    How UTM tags work on Mautic asset downloads
    
    Assets
    
    Forms
    Forms
    
    Overview
    
    Creating a new form
    
    Customize form fields
    Customize form fields
    
    Add captchas to the form
    
    Add mandatory fields to the form
    
    Using Custom Fields in Mautic forms
    
    Best use cases for each field type
    
    Adding GDPR message to a Mautic form
    
    How to enable domain validation (blocked domains) on a Mautic form email field
    
    Customize form fields
    
    Configure error messages on the form
    
    Set up redirection after form submission
    
    How to create multi-page forms
    
    Exporting form results
    
    How to duplicate existing forms
    
    Monitor form submissions
    
    Form Actions
    Form Actions
    
    How to set up UTM tag registration in Mautic forms
    
    Set up auto-responses
    
    Set up email notifications for form submissions
    
    Forms
    
    Landing pages
    Landing pages
    
    Creating a landing page
    
    Adding favicon to existing landing page (lazy way)
    
    How UTM tags are captured from landing pages and website pages
    
    Landing pages
    
    Dynamic Web Content
    Dynamic Web Content
    
    Website configuration
    
    Creating Dynamic Web Content slots
    
    Campaign-based Dynamic Web Content
    
    Filter-based Dynamic Web Content
    
    Implementing Dynamic Web Content
    
    How to set up UTM tags in Dynamic Web Content blocks
    
    Dynamic Web Content
    
    How-To - Mautic - Components
  - How-To - Mautic - Campaigns
    How-To - Mautic - Campaigns
    
    Overview
    
    Creating a new campaign
    
    Navigating the campaign builder interface
    
    Configure campaign event settings
    Configure campaign event settings
    
    Filtering by contact field within campaigns
    
    Configure campaign event settings
    
    Scheduling campaign events
    
    Adding contacts to an existing campaign
    
    Previewing a campaign
    
    Associating page hits with campaigns using query parameters
    
    How to use UTM tags as conditions in Mautic campaigns
    
    How-To - Mautic - Campaigns
  - How-To - Mautic - Channels
    How-To - Mautic - Channels
    
    Overview
    
    Emails
    Emails
    
    Overview
    
    Creating a new email
    Creating a new email
    
    New email using the Blank theme
    
    New email using code mode
    
    Manage email content translations
    
    How to search for tokens when creating emails
    
    Adding GIFs or animations to emails
    
    Creating a new email
    
    How to send emails
    How to send emails
    
    How to send an email manually to a contact
    
    How to send emails using segments
    
    How to send emails using campaigns
    
    Send example_preview emails
    
    How to send emails
    
    Importing email themes
    
    Click heatmap for emails
    
    Force link color in Mautic emails
    
    Test the unsubscribe link
    
    Setting up UTM tags in Mautic emails for analytics tracking
    
    How to make an A_B test for emails
    
    Emails
    
    Focus items
    Focus items
    
    Creating a Focus item
    
    Focus items
    
    Marketing messages
    Marketing messages
    
    Creating a marketing message
    
    Marketing messages
    
    Text messages (SMS)
    Text messages (SMS)
    
    Overview
    
    Creating and sending SMS messages
    Creating and sending SMS messages
    
    Creating text messages from Campaign Builder
    
    Sending text messages as marketing messages
    
    Managing unsubscribes
    
    Working with replies to text messages
    
    Creating and sending SMS messages
    
    Text messages (SMS)
    
    Social monitoring
    Social monitoring
    
    Creating a Social Monitor
    
    Social monitoring
    
    Bounce management
    Bounce management
    
    Monitored inbox configuration
    
    Create a Segment with bounced Emails
    
    Bounce management
    
    Preference centers
    Preference centers
    
    Overview
    
    Creating a custom preference center with tokens
    Creating a custom preference center with tokens
    
    Test a custom preference center as a real contact
    
    Preview a custom preference center
    
    Creating a custom preference center with tokens
    
    Test the standard preference center
    
    How-To - Mautic - Channels
  - How-To - Mautic - Stages
    How-To - Mautic - Stages
    
    Transitioning users through stages using campaigns
    
    How to create a stage_
    
    How-To - Mautic - Stages
- Gitlab User Guides
  Gitlab User Guides
  - Overview
  - Understanding Gitlab
    Understanding Gitlab
    
    Overview
    
    Understanding Gitlab User
    Understanding Gitlab User
    
    Gitlab User - Overview
    
    Gitlab User - Access tokens
    
    Gitlab User - Preferences
    
    Understanding Gitlab Project
    Understanding Gitlab Project
    
    Gitlab Projects - Overview
    
    Gitlab Projects - Project
    
    Gitlab Projects - CI Pipelines
    
    Gitlab Projects - CI Catalog
    
    Gitlab Projects - Settings
- AI Gateway User Guides
  AI Gateway User Guides
  - Overview
  - Observability & Traceability (Langfuse)
    Observability & Traceability (Langfuse)
    
    Understanding AI Observability
    
    Setup - How to set up and connect
    
    Dashboard - How to Navigate in Langfuse UI
    
    Deep dive - How to Debug & Optimize
- DXP User Guides
  DXP User Guides
  - Drupal content in Mautic
  - Mautic-based personalisation in Drupal
Troubleshooting and Support
Troubleshooting and Support
- Overview
- Frequently Asked Questions (FAQ)
  Frequently Asked Questions (FAQ)
- Support Resources
  Support Resources
  - Marketing Automation Resources
  - Support Resources
- Integrations
  Integrations
  - Overview
  - N8N
    N8N
    
    Installing N8N locally
    
    Extending with custom N8N nodes
Reference
Reference
- Overview
- Policies
  Policies
Release Notes
Release Notes
- Overview
- 2025
  2025
  - 2025 - Release Notes
- 2026
  2026
  - 2026 - Release Notes

Table of contents

How to manage members

Home / User Guides / Platform User Guides / Organizations - Managing your organization / How-To guides for Organizations / How-To guides for Organizations

How-To guides for Organizations¶

How to manage members ¶

← Previous How to manage members Next → Overview

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