Setting up Mautic Configuration

Mautic Configuration

Mautic configuration is important for branding, performance, and the user experience. Once you’ve configured these settings, you probably won’t have to touch them again.

System Settings

Mautic’s root URL: Normally, when a user logs into his or her Mautic instance, he or she will go to customdomain.domain.com (the root URL). However, that page is also accessible to the public. If a contact visits that address, he or she will see the Mautic login page for that instance.

To brand that page, create a Mautic landing page that you’d want to greet any contacts who visit your root URL. Once you’ve done that, users can log into Mautic by visiting customdomain.domain.com/s/login.

System Defaults

• Default item limit per page: The number of contacts, campaigns, emails, etc. you will see on each page when you go to an item section. The default is 10.

• Default time zone: The time zone that all users are initially set up with – typically where company headquarters is, but this can be set for each individual user. The default is UTC.

  Example: HQ is in Boston and the default is set to US Eastern Time (“America New York”). A user in San Francisco (US Pacific Time – “America Los Angeles”) can have Pacific Time shown in the UI.

• Default language: Similar to time zone, this is the language users will be set up with. However, individual users may select their own settings. By default, Mautic uses English – United States.

• Cached data timeout: Mautic caches some data to help speed up page loads when you’re looking at certain information. Using this field, you can change how long Mautic stores this data for (from the previous load). Mautic uses 10 minutes as the default.

• Date Range Filter Default: In reports (including campaign and email snapshots reports on the item page), this sets the default for how far back from the current date Mautic looks for data. If you’ve changed this to something on a report, Mautic will use whatever you’ve entered.

• Default format for full dates, date only, short dates, and time only: The defaults are set for standard US time format. The letters in the boxes are PHP code. To change these, use the PHP manual.

Cors Settings

• Definition: Cross-Origin Resource Sharing (CORS) allows your website and Mautic to pass data back and forth.

• Restrict Domains: If set to no, any web page will be able to pass information back to Mautic. If set to yes, your Mautic instance will only communicate with sites listed in the “Valid Domains” box.

• Valid Domains: These are the sites enabled to communicate with your Mautic instance. List sites you want to enable, one per line. What you enter in this box must exactly match the domain in the address bar (e.g. Mautic will track any activity on Mautic.com pages, but Mautic will not because it is a secure site).

Miscellaneous Settings

• IP Lookup Service: By default, Mautic uses MaxMind GeoLite2 City to identify the city of a website visitor, based on the location of the Internet Service Provider (ISP) for their IP address. To use one of the other services available, enter your credentials in the authentication box.

• List of IPs not to track contacts with: If you would like to disable tracking for any particular IP addresses, list those in this box, one per line. We don’t recommend adding your office IP address, in case you need to do any testing. If you list your internal IP address, Mautic won’t track clicks, page hits, etc. from that IP – including testing.

• List of Bots to not track with: Mautic has identified and disabled tracking for several known bots. To track activity from those bots, simply remove them from this list. To disable tracking for other bots, add them here (one per line).

• URL Shortener: If you use a URL shortening service (e.g. bit.ly), paste your access token here. For bit.ly, use https://api-ss..bitly.com/v3/shorten?access_token=[ACCESS_TOKEN]&format=txt&longUrl

• Item max lock time: When a user begins editing an item (campaign, email, landing page, etc.), it becomes locked to prevent other users from editing simultaneously. When the initial user saves and closes or cancels out, the item may remain locked for this period of time. The default is 0 seconds.

Theme Settings

• Default theme: This applies a theme to any form that does not have a theme applied to it. If you don’t have a landing page specifically set up to be your preference center, but have preference settings turned on in Email Settings (see below), Mautic will create a default preference center page using the form styling from the theme you select here.

API Settings

Full API documentation is available here.

• API enabled: This will need to be enabled to pass data in and out of Mautic via API.

• Enable HTTP basic auth?: Enables basic authentication for Mautic’s API. We highly recommend only using this with secure sites (HTTPS).

• Access token lifetime: When authorizing a new application or integration, this limits how long the access token is valid (in minutes). The default is 60 minutes.

  Example: You set up a new integration to your SaaS platform. With 30 in this box, the access token will be valid for 30 minutes. If you have not completed the authentication in that period of time, you will need to revalidate.

Refresh token lifetime: When using OAuth 2.0, the lifetime of the refresh token which is used to request a new access token once expired. Once the refresh token expires, you’ll have to reauthorize. The default is 14 days.

Campaign Settings

• Wait time before retrying a failed action: If for any reason a campaign action does not execute, this is the length of time Mautic will wait before trying again.

Email Settings

• Name to send mail as: The default for who your emails will appear to be coming from. Often this is something like {YourCompany} Marketing Team or just {YourCompany}.

• Email address to send mail from: The email address that goes with the name you’re sending mail from. It’s what will appear in the “From:” field when your contacts receive your emails.

Note: You’ll want to make sure your sender domain is set up and SPF & DKIM records properly configured.

• Mailer is owner: If contacts in Mautic have owners, switching this setting to on will make it appear as though that owner is sending all emails to the contacts they’re listed as the owner for.

Note: Mailer is owner reigns supreme, overriding any other name/email to send mail from. That includes the default as well as individual emails. Every contact owner’s domain also needs to have SPF and DKIM records set up. For more information see Mailer is owner

• Service to send mail through: For most Mautic customers, this should remain as Mautic. With that, your emails will be routed through our Sparkpost account. If you are sending through your own email service, select that service and enter your credentials.

Default Frequency Rule

• Do not contact more than each: This limits the number of marketing messages that a contact receives in a certain period of time (day, week, month). Transactional messages do not count towards this limit. You can adjust this at the individual contact level, either manually or via preference center setting.

More information is available in our Default Frequency Rule document.

Monitored Inbox Settings

• Default Mailbox: If email addresses your messages are going to bounce, this inbox is where you will receive those bounce notifications.

• Contact Replies: Similar to the monitored inbox for bounces, this is the inbox Mautic will check for contact replies. If you want to use “Replies to email” decisions in any campaigns, this must be configured. With Use custom connection settings? set to no, Mautic will check the default mailbox. If set to yes, you may track a different mailbox for replies.

Message Settings

• Text for the {webview_text} token: The message to view in browser. The default is Having trouble reading this email? Click here. To change that text, only change the message between the <a href=”|URL|”> and </a> tags. Don’t change the |URL| text, because that is a token for each contact.

• Default email signature: The signature for your default emails – goes along with the name & email address to send mail as.

• Append tracking pixel into email body?: To track email opens, this must be set to yes. Setting this to no will prevent you from tracking, reporting on, and using decisions based on email opens.

• Convert embed images to Base64: If this is set to yes, embedded images in emails will display as code rather than images.

• Disable trackable URLs: This option removes tracking from URLs in your emails. Setting this to yes will prevent you from tracking, reporting on, and using decisions based on link clicks. Some email service providers do not like redirecting URLs. Having trackable URLs in your emails may impact deliverability and inboxing, depending on your list.

Unsubscribe Settings

• Text for the {unsubscribe_text} token: Similar to the {webview_text} token, this box is where you can change a basic Unsubscribe link to something different e.g.Update your contact preferences or Don’t want to hear from us anymore? Click here.)

  Again, only edit between the <a href=”|URL|”> and </a> tags and don’t change the URL as it will be tokenized. If you add {unsubscribe_url} as a token somewhere in the email, you won’t see this text.

• Unsubscribed and resubscribed confirmation message: If a contact unsubscribes or resubscribes, this is the message that will display on the page after the respective action. Do not edit the |EMAIL| token, or the |URL| token within the tag.

• Show contact preference settings: If you have a preference center set up, the unsubscbibe link will direct to the preference center if this is set to yes. If you haven’t created a preference center, Mautic will create a default page with the next 5 settings based. The default theme will determine the styling.

• Show contact segment preferences: To enable a contact to change which segments he or she is part of on the preference center page, toggle this to Yes. Segments won’t appear on the preference center page if they aren’t published and public.

• Show contact frequency preferences: If set to Yes, this enables an individual to limit the number of marketing messages they receive on each channel from the preference center.

• Show pause contact preferences: If set to yes, a contact can disable messages from your Mautic account to their email address for a specified date range – this is not a full unsubscribe, and at the end of that date range the messages will begin being sent to that address once again.

• Show contact’s categories: If you have categories set for contacts, campaigns, emails, etc., and set this option to Yes, the contact will be able to opt out of the categories they choose from the preference center page.

• Show contact’s preferred channel option: If you have multiple channels available within your Mautic account (email, SMS, mobile push, web notifications, etc.), contacts may choose their preferred channel. This can be useful if you are using or would like to use the Marketing Messages feature of Mautic.

More information about the Preference Center is available here.

Form settings

• Do not accept submission from these domain names: To block contacts with specific email domains from submitting your forms, enter those domains in the dialog box. Select an option on each form you want to apply this block to. You can restrict either specific email aliases that belong to a domain or an entire domain. To block the entire domain, you can use wildcards (*).

Segment settings

• Show warning if segment hasn’t been rebuilt for X hours: For all contacts, dynamic segments get rebuilt nightly. If there is an error that prevents a segment from rebuilding, Campaign Studio displays a warning message. This field allows you to configure the allowable length of time between rebuilds, post which the warning message appears.

Landing page settings

• Show category in page URL?: If you use categories, the landing page’s associated category displays in the URL if you select Yes.
• Analytics script: To track landing page visits and activity in other platforms such as Google Analytics, add those tracking scripts here.

Tracking settings

Note:Pages including 4-byte UTF-8 characters (emojis, some Chinese or other non-Latin characters) in the page title or URL aren’t tracked on a contact’s activity history in Campaign Studio. All Latin characters (used in English and other western languages) are 1 byte and will track. The Campaign Studio team checks logs and alerts subscribers if they’re attempting to track pages with unsupported characters.

• Tracking code: Insert this code on any page you would like to have tracked in Campaign Studio before the ending tag.

Note: Tracking code changes after you set up or change a custom domain, and must be replaced. If you’re using the plugin for Wordpress, Drupal, or Joomla, re-enter your account information on the plugin.

• Identify visitor by tracking URL: Select Yes to have Campaign Studio begin tracking a contact after the contact clicks a link in an email on a device where no cookie exists.

• Anonymize IP: Select Yes to not store full IP addresses for your visitors/contacts. This setting aids customers in achieving GDPR compliance.

Facebook Pixel

• Facebook Pixel ID: Enter your Facebook Pixel ID and select the options you’d like to use the pixel for.
• Enabled on your tracking page: Select Yes to have Campaign Studio append the Facebook Pixel to the Campaign Studio tracking code to track pages where the tracking code exists.
• Enabled on Mautic landing page: Select Yes to have Campaign Studio add the Facebook Pixel to Campaign Studio landing pages.

Google Analytics

• Google Analytics ID: Enter your Google Analytics ID and select the options you’d like to use the pixel for.
• Enabled on your tracking page: Select Yes to have Campaign Studio append the Google Analytics script to the Campaign Studio tracking code to track pages where the tracking code exists.
• Enabled on Mautic landing page: Select Yes to have Campaign Studio add the Google Analytics script to Campaign Studio landing pages.
• Enabled IP Anonymization: For subscribers sensitive to GDPR or other data privacy laws and regulations, select Yes to anonymize the IP address of web visitors before sending it to Google Analytics.

Report Settings

• Always quote data in CSV export: Select Yes to wrap each Campaign Studio field in double quotation marks when exported to a CSV file. For example: "First Name", ”Last Name”, ””, "some text".

Text Message Settings

• Select default transport to use: If you have configured a delivery service for SMS messages, select the service here to send messages. You must configure a delivery service before selecting it here.

User/Authentication Settings

• Identity provider metadata file: Upload the metadata XML file from your IDentity Provider (IDP) here.

• Default role for created users: With user roles created in the Roles section of the settings panel, you may select one of those roles as the default for users created using SSO. If empty, Campaign Studio users won’t be created using SSO. Enter the names of the attributes the configured IDP uses for the Campaign Studio user fields. Match the field name from your identity provider to the field name Campaign Studio uses for user creation.

• Email
• First name
• Last name
• Username

Use a custom X.509 certificate and private key to secure communication between Campaign Studio and the IDP. Upload your:

• X.509 certificate
• Private key file
• Enter your Private key encryption password

Webhook Settings

• Order of the queued events: If several events are queued in a webhook, process the events in chronological or reverse chronological order.

Social Settings

• Twitter Handle Field: This field stores the Twitter username for users added to Campaign Studio through Social Monitoring.