Worksheet

Follow the basic onboarding checklist to ensure optimization of your deliverability and content.

Mautic offers several plugins and integrations to help you connect with other pieces of your marketing stack. Each of those plugins has a different setup process.

Documentation
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Mautic has several sections in the Settings menu, which is kept separate from the items you’ll use on a daily basis.

If your organization has multiple people with different responsibilities for marketing, you’ll want to set up Users and Roles in Mautic.

Documentation
Free eBook: Your marketing stack is more like frankenstein than voltron

The REST API serves as a powerful gateway to the Mautic system. It supports an ample amount of calls allowing users to programmatically create, read, delete, and modify different components within Mautic.

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Proper configuration is important for branding, performance, and the user experience for your team as they do their jobs. Once you’ve configured these settings, you probably won’t have to touch them again.

Documentation
Mautic Marketing Automation

The core of marketing automation is getting the right message to the right people at the right time. This article is a deep dive into contacts in Mautic, including how to add contacts to your instance and what you can do and see on each contact record.

Let your sales team know when you’ve got new leads for them

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