Mautic provides marketers with a complete view of online activity associated with revenue generated from converted opportunities. In this document, users will learn how to create attribution reports within Mautic as well as how to pass online activities, including form fills, page views and email opens, into Salesforce campaigns.
Option 1: View attribution within Mautic reports
Step 1: Create custom fields within Mautic for “revenue amount” and “closed won” opportunity. These custom fields will be associated with the Contact record in Mautic.
Step 2: Map custom fields in the Salesforce plugin with the directional arrow pointing from Salesforce to Mautic. Save & close the plugin.
Note: If you have not yet configured your Salesforce plugin, please read this documentation first before mapping your new custom fields: https://mautic.com/help/salesforce-integration-setup/
Step 3: Go to Mautic reports and create a new report. Choose the “data source” required for the online activity of your choice. The options include: multi-touch attribution, asset downloads, emails sent, form submissions and page hits.
Step 4: Add the following fields to the report:
- Contact first name
- Contact last name
- Contact company
- Custom field – Revenue
- Custom field – Closed Won
Save & close the report.
Note: The ID field reflects the ID of the activity you’d like to view. Other columns can be added/removed based on your requirements.
Option 2: Push contacts to Salesforce campaigns
Mautic supports triggered actions on forms and campaigns to push contacts into Salesforce campaigns. To build reports on form fills, you’ll want to set up an action on a form while if you’re interested in other online activities, such as page views and email opens, then you’ll set up the action within a campaign. We’ll walk you through both set-up instructions below.
Step 1: Set-up a form with your required form fields
- Typical fields include first name, last name, business email, company name and company size
Step 2: Set-up a “push contact to integration” action on the form
- Select Salesforce and then the Salesforce campaign and member status
Step 3: Save & close. Embed the form on a landing page or website.
Step 1: Create a new campaign
Step 2: Build out a campaign with your required actions and decisions
- For page hits – Set-up a “visits a page” decision, then a push to Salesforce action
- For emails – Set-up a “send an email” action and “opens emails” decision, then a push to Salesforce action
- For downloaded assets – Set-up a “downloads asset” decision, then push to Salesforce action
Step 3: Within Salesforce, build out a revenue report for your different Salesforce campaigns