Getting started with Mautic

Table of Contents

What is Marketing automation?

Marketing automation is the use of software to deliver personalized messages to customers and leads. The software allows you to create a dynamic series of messages to send to your contacts. Marketing automation offers an exciting opportunity for greater efficiency, cost reduction, and an enhanced customer experience.

What is Mautic?

Mautic is the world’s first open-source marketing automation system.

What does Mautic offer?

Intelligent marketing automation means:

Do I need to learn all of that at once?

No, Mautic is easy to learn and get started with. You can start using one part, and gradually expand what you use over time. That’s the beauty of Mautic, it can evolve with you on this journey.

How to install Mautic?

You can manually install Mautic by downloading the latest version of the marketing automation software, or through a semi-automated process offered by third party tools such as SoftaculousBitnami, and Digital Ocean.

If you install Mautic manually, you will need to upload the Mautic package (a zip file) to your server; unzip the files, and then navigate to that location in your browser.

You will find Mautic has a very easy to follow the on-screen installation process here.

How to set up basic configurations in Mautic?

Awesome! You've downloaded your marketing automation tool. That's a great first step, but now you wonder where to go from here. Follow this guide to configure using your shiny new toy!

What are cron jobs and how to set up cron jobs on Mautic?

Mautic requires a few cron jobs to handle some maintenance tasks such as updating contacts or campaigns, executing campaign actions, sending emails, and more. Without them, nothing will happen in Mautic - so you must set them up! Here is the documentation on how to set up the necessary cron jobs.

How to add tracking pixel in Mautic

If you are using CMS platforms like Wordpress there are lots of plugins which make the implementation of tracking super easy. Mostly you just need to copy and paste your Mautic domain and the plugin will do the rest.

Otherwise, to enable Mautic to track website activity, you need to implement a tracking pixel. To find your tracking pixel, open Mautic and go to Settings → Configuration → Tracking settings.

Screenshot of the Mautic tracking pixel settings

You can either use the Javascript shown above and copy that into the HTML of your website or you can just use a simple tracking pixel by replacing the domain and the path to your Mautic If you do not allow Javascript on your website.

Anonymize IP

To be compliant with the GDPR you need to anonymize IP addresses. This is turned on by default.

How to use Contacts in Mautic?

Contacts are the central factor of a marketing automation platform. These are all the individuals who have visited your websites or interacted with you in some way.

Here is a walkthrough on how to quickly add, view and interact with your contacts in Mautic:

How to use Channels in Mautic?

Channels are the delivery pathways (marketing messages, email, web notifications, text messages, and social media) you will use from Mautic to publish your components.

The pathways you choose should be selected based on the ideology of sending the right content, to the right target persona, at the exact time they are searching for it based on their buying Journey

Screenshot showing marketing messages

Here is the documentation on how to use channels (marketing messages, emails, web notifications, text messages, and social monitoring) in Mautic.

Note: All of these must be created or configured before you can use them in a campaign.

How to use Segments in Mautic

Segments provide ways to easily organize your contacts. Once contacts are known, you can begin to create segments or lists of people based on common interests, location, how they came into Mautic, or even how they’ve interacted with you over time.

These can be done manually or completely automated through form and campaign actions.

Here is a walkthrough on how to create a segment that is going to be empty until unknown site visitors are identified by filling out a form and submitting their information.

How to create your first Mautic Campaign?

Campaigns are used to create an automated workflow to assist with your marketing efforts. It consists of various external points of contact which will engage your contacts. These engagements can be created to occur on predefined time intervals or in response to specific contact actions.

Components are the deliverables you will create in Mautic to be used in your marketing campaigns (assets, landing pages, forms, thank you pages, calls-to-action, and dynamic content).

Exploring other features in Mautic and how they work together

Creating campaigns involves picking a name, creating a description, and defining the segments to associate with the campaign. These campaigns can then be assigned a category and defined publishing information.

To set up a Campaign based on information coming from a form completed by a visitor, you’ll need to execute the following tasks:

  1. Create a form that will be embedded on your landing page.
  2. Set up a simple landing page with compelling copy and imagery related to your offer.
  3. Create a simple thank you or follow-up email that will be sent once the form has been submitted.
  4. Design a campaign that will perform actions when the form is submitted.
  5. Test the form.
  6. Track the performance of Mautic campaign.
  7. Create a report.
  8. Review the results on your dashboard.

1. Create a form that will be embedded on your landing page

We’re going to create a simple form for this exercise with just a first name and an email address. Forms in Mautic can ask for virtually any information, you’ll just need to identify the fields for storing the information.

For this, you can just use the first name and email fields that Mautic provides.

2. Set up a simple landing page

3. Create a thank you email

One of the most common ways to follow up with the people who fill in your forms is to send them an email with a white paper or other downloadable asset attached.

4. Campaign Setup

Now that you have your form; landing page and email created, we can configure our first campaign. Campaigns are where we bring all of our work together! Campaigns are very flexible. They are made up of conditions, decisions and actions.

5. Form Test

The only thing left to do is test your new campaign!

6. Track the performance of Mautic campaigns

There are specific metrics you’ll want to review to understand both granularly and holistically regarding how your Campaign performed.

A few examples of the granular items you’ll want to review are:

For an holistic view of Campaign performance, Mautic has several reports you can use to measure progress. To review your Reports, perform the following:

7. Create a report

8. Dashboard review & customization

In addition to reports, the dashboard is a great place to see how your campaigns are performing in real-time.

Screenshot of Mautic dashboard

It’s your information center. The dashboard is flexible and fully customizable so you can view the metrics that are important to you in real-time.

Mautic allows each account user the flexibility to fully customize their dashboard view. There are several widgets out-of-the-box in Mautic which will allow users to see performance data that will be relevant to their role.

Dashboards can be exported and imported with ease, so you can create a template and easily apply it across different user accounts or Mautic instances.

Have any questions?

We are always happy to help. You can send your questions to our slack channel or the Mautic forum.

Article Number: 10
Author: Tue, Jul 5, 2022
Last Updated: Tue, Jul 5, 2022
Author: Favour Kelvin

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