Glossary

Visitors who have not yet been identified by any interaction. These contacts are tracked by Mautic via IP address but typically remain hidden so as not to clutter segments.

(Application Programming Interface) provides a way to pass data in and out of Mautic to/from other software programs. API is a code that allows two software programs to pass information back and forth (communicate with each other). The code of the API spells out the proper way for a developer to write a program that enables this communication between the two programs.

Users have the ability to enable access to the API under the configuration settings. Users are also have the ability to enable HTTP basic authentication for Mautic’s API — and it is highly recommended to only use this when using secure sites (HTTPS). - Access token lifetime (in minutes) – If using OAuth2, set the lifetime of the access tokens used to authorize the request. - Refresh token lifetime (in days) – If using OAuth2, set the lifetime of the refresh tokens which is used to request a new access token once expired. Once the refresh token expires, reauthorization is required in the amount of days this field is set to.

Items to deliver to contacts – typically upon completion of a form. Assets are trackable items and carry their own point values, history, and tracking statistics. Examples of assets would be a white paper, downloadable demo, any file of interest such as mp3, presentation, etc.

A marketing activity that aligns components (i.e. assets, landing pages, forms) with the channels (i.e. email, social media, notifications, text messages) to nurture leads along a customized sales cycle. Campaigns have both time and triggered events. Automation and personal can happen together!

Where campaigns are built, allowing users to build out specific actions, decisions and conditions. An action is defined as anything executed by Mautic (i.e. send email, modify contact segment). A decision is when a contact makes a decision (i.e. the contact decided to “open email” – users can build follow-up actions and conditions based off a decision in the campaign builder). A condition is based on known or unknown profile field values or submitted form data.

After a contact submits a form, a Campaign Form allows users to send the contact immediately through a campaign.

Users can use this setting to select the amount of times an action should be retried if it fails within a Campaign. This setting is looking beyond Mautic downtime or failed actions — this setting looks at downtime on the internet or on certain site hosting platforms.

Channels are included on the left hand side of the Mautic screen, and include Marketing Messages, Emails, Tweets, Text Messages, Focus Items, and Social Monitoring. They are all modes of communicating with the Contact.

Components are the building blocks of a Marketing Campaign. The components menu contains: Assets, Forms, Landing Pages and Dynamic Content. This is where a Marketing Campaign starts – these items must be created before they can be used in a Campaign.

This is where users can setup and configure system settings, Email deliverability and frequency rules, tracking code from a website, default platform settings. Under configuration are multiple sections which are detailed in the End User Documentation.

Known or unknown visitors. Contacts can be added in several ways. 1. “Quick Add”. 1. “New” – this shows the contact’s whole profile where all detailed information can be added. 3. Upload a contact list – must be a CSV file in UTF-8 format. 4. Automatically when a contact fills out a form on website. 5. Via a plugin. 6. Via the API

Once set up, allows Mautic to speak to a user’s website for certain functionality. A user can add their full website as a valid domain and then turn it to “on” (advanced website content will not work properly if this is not setup correctly). Additional information can be viewed in the End User Documentation.

A user has the ability to create a field. For example, Mautic does not come with a “Birthday” field, but a user has the ability to create this field if it is helpful for the user’s particular, customized work flow.

A user can customize their dashboard. The dashboard is the first screen users see when logging into their account. Users can customize the widgets that they would like to see that contain the information that a user wants to track.

DomainKeys Identified Mail is an email authentication method designed to detect email spoofing by providing a mechanism to allow receiving mail exchangers to check that incoming mail from a domain is authorized by that domain’s administrators.

Domain Name Servers is equivalent to a phone book for the internet. They maintain a directory of domain names and translate them to Internet Protocol (IP) addresses.

Allows users to add alternative content that will be seen by particular, pre-determined contacts. Mautic gives users the ability to embed content on a web page that can change out dynamically for known contacts. It is only associated with campaigns and can be used on your Drupal, WordPress, Joomla and other websites. This is possible by pulling in the request from a campaign to determine what text is shown for known and/or unknown contacts. For example, Mautic makes it possible for contacts located in the United States to see different content than contacts who are located in Europe.

A user can set frequency rules for their emails. This will determine the frequency for which a contact can be contacted in a given time period. Contacts can choose their frequency rule by selecting their preference on an email preferences page which can be linked to in an email.

Can be created in full HTML or basic text. in Mautic there are 3 types: - Form Emails are emails sent as an action to a contact after they submit a form. These are considered transactional emails and do not abide by the frequency rules set during configuration. - Segment Emails are considered marketing emails. Segment emails cannot be changed to transactional. A user can send a Segment email to a particular segment at a specified date and time. Note – each contact can only receive a segment email once. - Template Emails can be sent to contacts multiple times over multiple campaigns. These emails can only be used in campaigns. A user has the option to determine whether they’d like their Template Email to be Transactional or Marketing.

Focus items are a type of web personalization that enable users to display a message, a form, or a link based on someone’s behavior on a webpage. These can be used to convert visitors into known contacts at the moment when they’re most engaged with the user’s brand. Focus items can include a form, message or personalized information for that contact.

Forms are used to collect user information, often in exchange for providing access to a download, an event registration, or an email newsletter. Forms allow users to collect data and add additional information to a contacts profile. There are two types of forms: - Campaign Forms: used to kickstart a campaign. - Standalone Forms: provides more immediate actions than a campaign form. This allows a user to push contacts to an integration, change segments, send email notifications and more immediately after a contact submits a form.

Allows Mautic to be extended to use third party email service providers.

Visitors who have identified themselves via a form or some other source. As a result, these contacts typically have a name, email address, and/or other identifying fields. Known contacts have more detail, allowing users to build a nurture campaign based on the information that the contact supplied to the user. When contacts are known, it means that Mautic knows their email address and can start keeping track of all of their activity listing it under their contact record.

A landing page in Mautic can be used to promote content or provide a call-to-action. Landing Pages are created in the Landing Page Builder (once you select “Landing Page” from your left-hand-side menu, you come to a screen that allows you to “Launch Page Builder”). Once in the builder, users can drag and drop slots, text, buttons and more using a wysiwyg tool. Mautic allows for additional customization with the “code mode” tool where a user can use their own fonts, HTML, etc for a specific theme.

Users can add their Google Analytics script and tracking script for the user’s website. Mautic has the ability to track visitors who are not identified, they are called, “anonymous or unknown visitors” and we track unknown visitors once they have interacted with a marketing message. Once a visitor submits their email address, Mautic changes them from an unknown visitor to a known contact, allowing users to copy tracking code and enter onto each page.

A tool and strategy that saves time and increases sales. Marketing automation gives users the ability to set up repetitive marketing and sales tasks on predefined schedules, and by gathering critical and useful information into a central location to help sales teams focus on the right potential customers and leads at the right time.

The world’s first and only true open source marketing automation platform.

An open source relational database management system (RDMS).

A Plugin is how developers extend Mautic to provide additional functionality, and to connect with external tools.

Enables users to manage the complete end-to-end marketing experience. Whether it is moving contacts into a CRM system when they are qualified, or using a plugin to embed forms and dynamic content right on a website.

Point actions allows a user to adjust a contacts’ points. These actions can be either positive or negative point changes based on a particular action that you determine.

Point triggers are used when a contact reaches a minimum number of points, to trigger an action.

Allows users to leverage lead scoring. Points give weight to known contacts and potential leads. Points can be set up as Triggers or Actions within Mautic. If a contact reaches a minimum number of points (customized by the user), then the available trigger events are: “modify contact’s campaigns”, “Modify contact’s segments”, “Modify contact’s tags”, “Push contact to integration”, and “send an email”.

Reports used to measure the performance of the user’s campaign(s), form(s), email(s), page hit(s) and more. There are many different reports that can be created within Mautic, allowing users to see how successful their nurture campaign is (or is not).

Roles give users the ability to set up different permissions for their team members within Mautic. Once a user defines the role, they can apply it to the new user or team member they’re setting up.

A Segment in Mautic is a list of Contacts who are grouped together based on similarities in their contact profile or behavior. For example, some marketers segment their contacts based on a contact’s location, so they can email that list of contacts a specific location-based offer or promotion.

Located at the top right hand side of your Mautic Dashboard, next to the account name. This is where you set up your Themes, API Settings, Email Settings, etc.

Single Sign-On (SSO) is a property of access control of multiple related, yet independent, software systems. With this property, a user logs in with a single ID and password to gain access to a connected system or systems without using different usernames or passwords, or in some configurations seamlessly sign on at each system.

Users can add contacts to Mautic through Twitter mentions and hashtags. Note: the Twitter plugin must be configured within the plugins page. The bin/console mautic:social:monitoring must be added to a user’s cron configuration.

(Sender Policy Framework) is a simple email-validation system designed to detect email spoofing by providing a mechanism to allow receiving mail exchangers to check that incoming mail from a domain comes from a host authorized by that domain’s administrators.

Stages enables a user to keep track of where their contacts are in their marketing/sales funnel. Stages are customized by the user.

A form that allows a user to set up multiple actions based off of a contact’s submission. A Standalone form does not have the ability to kick off a new campaign like a Campaign Form, but it can send a contact into a segment which can then be used to kick off a campaign.

In order to send a text message (SMS) through Mautic, a user can either sign up for a text messaging service that’s integrated with Mautic, such as Twilio, or use a custom plugin to support other providers.

Mautic comes pre-packed with a number of themes, which can be used ‘as-is’. It is also possible to create a theme from scratch within Mautic. Users can also have their theme developed and installed in Mautic.

A Twitter application has to be created for authorization. You are able to send a personalized tweet to a contact, display tweets for a contact with a valid Twitter handle, load additional information from the Twitter profile, or place a share button to landing pages.

The unique identifier within Mautic is a contact’s email address. If Mautic knows the contact, it will merge the contact action with the contact within Mautic that has the same IP address.

Based on their role and permissions, a user is someone that has access to the Mautic platform.

UTF-8 Format stands for Unicode Transformation Format that uses 8-bit blocks to represent a character. It is the dominant character encoding for the World Wide Web and is safe to use within most programming and document languages. All CSV files in Mautic must be in UTF-8 Format.

Also called a web call back or an API push. Allows users to send data from Mautic to their 3rd party system seamlessly.