Onboarding: Campaigns

Most marketers think of campaigns as being ways to communicate with their contact list. However, campaigns can also be very useful for lead management, marketing operations, and sales enablement. Mautic’s visual campaign builder can help with both goals, even within a single campaign.

Getting Started

Campaign Builder

Getting Started

Before jumping into the campaign builder, you’ll want to give your campaign a name. It’s also helpful to add a description so your colleagues know what the campaign is for at a glance. Like most items in Mautic, there are a few additional options on the right side.

Campaign Options

Allow contacts to restart the campaign: Normally, one contact (based on ID) cannot repeat the same campaign ID. If you’re building a campaign for any kind of recurring message (birthdays, subscriptions) or transactional operations (activity notifications, adding to a lead score, updating owner, stage, or other data, etc.), enable this option so contacts can go through the same campaign multiple times without you having to clone the campaign. Important to note, contacts cannot restart a campaign until they have been removed from the campaign. Don’t worry, that doesn’t have to be manual for every contact. There’s an action option in the campaign builder to remove contacts once they’ve gone through a campaign.

Publish options: Be careful not to publish a campaign until you’re actually ready for it to go live. If there are already contacts in a campaign, changes to a published campaign won’t always apply to those contacts. Changes beyond any already scheduled (including pending) events will apply. If the changes are to already scheduled events, they won’t apply. Additionally, changes won’t apply if the contact has already passed the stage in the campaign you’re making changes to. Adding new events directly from the contact source will not apply to contacts already in the campaign.

To schedule a campaign’s publish date/time, add that date and time into this box. Then, set Published to yes. That will mark the campaign as pending, until the date and time you’ve selected and will automatically publish then. You can also automatically unpublish a campaign at a pre-determined date and time.

Testing: It’s often a good idea to start with a test campaign, using a segment of internal contacts or users as the contact source. Once you’ve built and tested the campaign and are happy with how it works, clone it and add the source you want to actually go through the campaign. In testing, you can also use different time periods – so instead of waiting a week for your next email, you could set it to send after 5 minutes.

Campaign Builder

Contact Source

Contact Sources

Campaigns are triggered to either segments, or contacts who submit forms. Once you’ve selected either segments or forms, you’ll select the actual segments or forms to use. If you’d like to use both, use the gray selector button on either the left or right side of the contact source box to add whichever source type you didn’t originally select.

Adding Events

Adding decisions, actions, or conditions is simple. After selecting a contact source, click the gray semi-circle at the bottom of the source box to select an event type.

Adding Campaign Events

Once you’ve chosen an event type and added an event, you’ll either see two connectors (decisions and conditions) or one connector (actions).

Decision - Yes Decision - No

Decisions and conditions both have yes and no paths. Once the contact has met the criteria for the decision or condition, he or she will go down the yes path. To add events on the yes path, click the green connector on the left side of the event box.

If the contact does not meet the criteria for the decision or condition, he or she will go down the no path. To add events on the no path, click the red connector on the right side of the event box. The lines connecting the decision or condition and the next event will also be red or green to help follow the contact’s journey.

Mautic’s campaign builder is non-linear and multi-channel. That means it’s possible to have multiple actions happening at the same time, or mix decisions, actions, and conditions at one time in a campaign.

Sample Campaigns

To change a path, grab the bottom from one event and drag it to the top connector for the event you want to follow.

Event Types

Decisions-Actions-Conditions

Decisions

Decisions

Decisions are behaviors from your contacts, or actions your contacts take. The options for decisions will change based on the campaign actions before the email. If a contact does something, Mautic sends him or her down the green path on the left side of the bottom of the condition box, which indicates “yes”. If not, the contact goes down the red path on the right.

Clicks email (appears after Send email action)Did the contact click any link in an email you sent? Did the contact click a specific link, or any one of a set of specific links from your email? To track only specific link clicks for the campaign, use the “Add a value” option and paste in the links you care about for the decision. If left blank, this decision will track any link in your email.

Device visit: Did the contact visit your page from a specific device type, brand, or OS? Set the options you care about tracking in the event editor.

Downloads asset: Did the contact download an asset, either from a link on your website, your webpage, from an email you sent them, or from a form they submitted? After selecting this event type, you can limit the tracking to specific assets.

Opens email (appears after Send email action)Did the contact read the email you sent in the campaign?

Replies to email (appears after Send email action)If you’re using the monitored inbox settings in configuration, you can track if a contact replied to an email you sent. In many cases, if a contact replies you’d want to remove them from the campaign.

Request dynamic content: If you have a webpage or landing page where you want to add dynamic content, you can push campaign-based dynamic content within the campaign builder. The slot name is what you name the slot in the code on your webpage:

<div data-slot="dwc" data-param-slot-name="dwc">
  <h1>Dynamic web content for myslot</h1>
</div>

To “request” the slot, the contact doesn’t need to do anything special. Requesting it just means they’re a member of that campaign and they visit the page that the dynamic content is on. When building the campaign, you’ll want to follow this decision with an action type of “push dynamic content”.

Sends a text message: If your Twilio account is set up to receive inbound text messages, you can track if a contact has sent you a text message with a certain pattern of text. For example, if we had an ad campaign with the instruction to text “Mautic” to a specific phone number, we could look for only text messages that include “Mautic”. To look in your SMS inbox for any message, leave the “Pattern the reply should match” field blank.

Submits form: Did the contact submit any of your Mautic forms? You can also limit this decision to track only specific forms, so if the contact submits any form except the ones relevant to this campaign, the decision criteria won’t be met.

Visits a page: Did the contact visit any of your landing pages? Did they visit a tracked page on your website? Did they come from a specific referrer URL? Select any of these options in this decision type.

Actions

Actions

Actions are events that require Mautic to do something to the contact or contact record. These can represent sending communications to the contact, or automated operational tasks to keep your marketing running smoothly. A single campaign, and even a single stage in a campaign, can include multiple actions and types of actions.

Add to company’s score: When a contact reaches this event in a campaign, Mautic will add or subtract a designated number of points to or from the score for all companies the contact is associated with. To subtract points, simply use a negative number in the score box (e.g. “-10”).

Add to company action: This event associates a contact with a company, and sets that company as the primary company for the contact.

Adjust contact points: Adds or subtracts points from the contact’s point total. To subtract, use a negative number (e.g. “-10”).

Change campaigns: Moves a contact into a different campaign, removes a contact from the current campaign, and/or restarts the current campaign. A contact must be removed from a campaign before he or she can begin the campaign again.

Change contact’s stage: Moves a contact from one stage to another, using the stages you’ve defined in the Stages tab.

Delete contact: Permanently deletes the contact record. Deleting a segment that contacts are in does not delete the contacts – only the segment. Contacts may be re-added to Mautic, but the contact history is lost when a contact is deleted.

GoToAssist action: Sends the contact a template email with a link to GoToAssist. Appears with GoToAssist plugin enabled.

GoToMeeting action: Adds the contact to a GoToMeeting and sends a template email with a link to join the meeting. Appears with GoToMeeting plugin enabled.

GoToTraining action: Either registers the contact to a training session or sends a link to start a training session. Appears with GoToTraining plugin enabled.

GoToWebinar action: Registers the contact for a selected webinar. Appears with GoToWebinar plugin enabled.

Jump to Event: Enables users to move contacts from one point in a campaign to another, without having to rebuild certain events multiple times. If your contact didn’t hit your goal at one point in the campaign, but does at a later stage, you can send that contact to a different path in the campaign by using a Jump To. For example, you may have a decision for “Submits form” with several events following the form submission. If the goal is to have a contact submit the form and you have that decision several times in the campaign, using the Jump to event avoids building all the following events many times.

Modify contact’s segments: Adds or removes contacts to/from segments. If a contact is removed from a dynamic (filter-based) segment by a campaign action, he or she will not be automatically re-added to the segment based on meeting the filter criteria.

Modify contact’s tags: Use this to overwrite or append tags on a contact record. You have the option to only append tags, only remove tags, or do both at once if you’d like to overwrite existing tags.

Push contact to integration: Sends the contact record to the selected integration, either creating a new contact in the chosen integration or updating the connected contact record. The Salesforce plugin has an additional option to add a contact to a Salesforce Campaign.

Send a webhook: Sends a webhook to a defined URL, with GET, POST, PUT, PATCH, or DELETE methods. Headers and data are customizable, including the use of tokens (e.g. {contactfield=firstname}).

Send email: Sends the contact an email. Note: Transactional emails may be sent to contacts multiple times, either in the same campaign or across campaigns. Marketing emails may only be sent once to each contact across all campaigns. Transactional emails ignore the default frequency rule.

Send email to user: Sends a template email to a person or people other than the contact. This may be a specific user or users, the contact’s owner (dynamically sent), or non-users using the To: field. Tokens in the email will show the data from the contact record, not Mautic user data. Emails sent using this action will not appear in statistics for the email.

Send marketing message: Sends content via the contact’s preferred channel, if the selected marketing message uses that channel. See Marketing Messages in Mautic for more information.

Send mobile notification: Sends the contact a mobile notification. Appears when an integration with a mobile push provider, such as the OneSignal plugin, is enabled.

Send text message: Sends the contact an SMS message. Appears when an integration with an SMS provider, such as the Twilio or Slooce plugins, is enabled.

Send web notification: Sends the contact a web notification. Appears when an integration with a web notification provider, such as the OneSignal plugin, is enabled.

Tweet contact: @Replies to a contact, if the contact’s Twitter handle is stored in the Twitter field. Appears when the Twitter plugin is enabled.

Update contact: Updates selected data on the contact record.

Update contact’s primary company: Updates selected data on the record for the company that the contact is associated with as the primary company. This action does not change associations between contacts and companies.

Update contact owner: Updates the contact’s owner.

Conditions

Campaign Conditions

Contact campaigns: Checks if the contact is a member of another Mautic campaign.

Contact device: Checks if the contact has interacted with your content (i.e. email open or page visit) from a selected device type, brand, or OS.

Contact field value: Checks if information exists or matches selected criteria on the contact record, the contact’s primary company, or UTM tags.

Contact owner: Checks if a selected user (or any one of multiple selected users) is assigned as the contact’s owner.

Contact segments: Checks if the contact is a member of selected segments.

Contact tags: Checks if specified tags are on the contact record.

Form field value: Checks if values submitted for a selected field on a selected form matches specified criteria.

GoToAssist condition: Checks if the contact has attended any one of the selected sessions.

GoToMeeting condition: Checks if the contact has attended any one of the selected meetings.

GoToTraining condition: Checks if the contact has attended or registered for any one of the selected trainings.

GoToWebinar condition: Checks if the contact has attended or registered for any one of the selected webinars.

Has active notification: Checks if there’s an active web notification being sent to the contact.

Has valid email address: Checks if the contact’s email address has a valid syntax (i.e. name@domain.com, without spaces or other invalid characters & formats). This does not check if the email address is live mailbox.

Scheduling events

Decisions

There are no scheduling options on decisions. As soon as the criteria for the decision is met, the contact is sent down the green/yes path. Any actions or conditions after the decision are scheduled separately. Any actions on the red/no path will “wait” a specified time period before triggering.

Actions

Immediately: Triggers the action as soon as the contact reaches the campaign event.

This option does not appear on the no path for decisions, so that a contact has time to actually do something. If an action were immediately triggered on a no path, every contact would go down the no path because they wouldn’t have an opportunity do meet the decision criteria (i.e. click a link).

At a relative time period: Waits a specified number of minutes, hours, days, months, or years before triggering the action.

This option also enables users to schedule actions to only trigger at a specified time of day or only between specified hours. If a particular time is specified and a contact reaches that event later in the day, the action will be triggered the next day at that time. Similarly, if a user sets a time range (i.e. business hours, 09:00 to 17:00/5:00pm) and the contact reaches the event outside of those hours, the action will trigger when that time period begins again. Either one or the other of a specified time or a range of time may be used. When data is entered in one field, others in this section will gray out.

Finally, this option enables users to select only certain days of the week when the action can be triggered. Select the checkboxes for the days you’d like to allow Mautic to trigger the action. If a contact reaches that event on a day of the week that isn’t selected, the action will be queued for the next allowed day. Checking “Weekdays” will automatically select Monday, Tuesday, Wednesday, Thursday, and Friday, and will leave the “Weekdays” checkbox unchecked.

At a specific date and time: Triggers the action at a selected date and time.

Conditions

Immediately: As soon as the contact reaches the event, Mautic checks if the condition is met.

At a relative time period: Use this option to wait a specified amount of time before checking to see if the condition is met. If you’re setting up a campaign where a contact must meet a condition before an action is triggered (e.g. email sent), schedule the condition for when you want the email to be sent. Once the condition is checked and met, schedule the action to send immediately after.

At a specific date and time: Checks to see if the condition is met at a selected date and time.