Getting Started

Table of Contents

  1. Contacts
  2. Campaigns
  3. Results
  4. Next Steps

Steps

This guidebook is a “quick start” to Mautic. You should have completed the steps in the Setup and Configure Mautic Cloud Guide before working through this content.

Getting Started Guide Objectives:

  • Provide a simple overview of Mautic Cloud.
  • Define required tasks to begin using Mautic Cloud and provide guidance for successful completion of each task.
  • Provide step-by-step video tutorials to enhance the learning process.

Intelligent Marketing Automation Means:

  • Realizing the ability to make real-time, data driven decisions that have significant impact of the performance of existing marketing efforts and future strategic planning.
  • Having the required information to facilitate post-campaign performance reviews. These help you ensure that goals have been met, and if they have not been met, understand why and how change will be instituted to improve future efforts.
  • Providing insight and actionable intelligence which is invaluable for goal setting, campaign planning and understanding of what ‘success’ looks like for you.

Back to Top

Contacts Overview

Click Contacts in the Main Menu.

Select a contact and click the green arrow. This is where you can manually update one or more contact’s campaigns, segments, stages, and contact status. You can also export the selected contacts or delete the selected contacts.

Hint: You can select multiple contacts here and perform these actions.

On the right side of this page, you can manually add contacts one at a time, import contacts via a CSV file (must be encoded in UTF-8) or export all your contacts to an CSV/spreadsheet.

Hint: All of the columns are sortable. Click on the title to sort by that column.

Back to Top

Custom Fields

Before contacts can be added or imported, you must identify the information you want to store in Mautic and add the additional fields in the Configuration area.

Important: You should have completed this step as part of the Setup Guide.

Back to Top

Adding Contacts

Unknown visitors usually enter your system via web page visits where the system captures an IP address (their computer address on the internet) and possibly some company information (depending on the IP lookup software you choose). One of your goals is to make unknown visitors into known contacts. The usual way of doing this is a form of some sort – either on a landing page or as part of your shopping cart etc., however, you can import contacts from a database or CRM.

Known Contacts are people who have been identified or self-identified through one of three common ways.

An import is performed using a UTF-8 formatted CSV file. Then it is a simple process of matching the fields from your current database to Mautic’s fields and clicking import!

Watch a video on how to import contacts in to Mautic

Integration of your CRM

Mautic’s CRM integrations make this step very simple. One example of this is our bi-directional integration with Salesforce. Getting information into Mautic and back to Salesforce is seamless.

Watch a video about the Salesforce integration

Using Forms on your Landing Pages

If you’re starting from scratch, converting unknown site visitors into known contacts is achieved via forms. We’ll explain more about the use of landing pages and forms to convert new contacts shortly.

Back to Top

Segments

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.

Creating a segment is easy. For the sake of this exercise, we’ll create a segment that is going to be empty until unknown site visitors are identified by filling out a form and submitting their information.

Click on Segments in the main menu.

Click New and call it “First Contact”.

Click Save and Close

Back to Top

Campaign Overview

A campaign is a marketing activity that aligns Components and the Channels through which you’ll publish your content, in a coordinated, strategically timed approach in support of specific business objectives.

Premium content assets and the accompanying tactical elements need to be configured and/or created before you can create a campaign. In Mautic, you’ll find these under the Components and Channels menu items.

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).

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.’

To set-up a Campaign, you’ll need to execute the following tasks:

  1. Create a form which 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 the following actions when the form is submitted:
    • Add the contact to Mautic
    • Add them to the “First Response” Segment
    • Send them the follow-up email.
    • Add 10 points to their profile (points are completely at your discretion).
  5. Review the results on your dashboard.

Back to Top

Form Setup

You may need to set up custom fields for this if you want to store more information than Mautic does “out of the box”. Go to Settings -> Custom Fields.

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

Click on Components and then Forms.

Click New.

Select Campaign Form.

Watch a video on the different kinds of forms in Mautic.

Enter “First Contact” for the name. Leave the rest of this screen as is.

Click on Fields.

To add a new field, click on Add a field and select Text.

You’ll notice that certain fields are required ( * ). In the Label field, type “First Name.”

Click on Contact Field and in the dropdown, select First Name.

Click Add.

Click Add a field and select Email.

Enter “Email” for the label.

Click Add (the contact field is selected for you in this case).

Click Save and Close.

Back to Top

Landing Pages

Since you’re already on Components in the main menu, click on Landing Pages.

Click New.

On the right side, enter “My First Landing Page” for the title.

Select the Oxygen template.

Click on the Builder button.

Click on the text “Hey Bob…”. A box will appear and the text will be in the editing window on the right.

Let’s insert the form token on your landing page, type { (shift square bracket – top right side of the keyboard), in the editor menu. Click on “My First Form”.

Click Save and Close.

Click on the Public Preview link (on the right side of page). Confirm that the form is embedded in the page but don’t fill in the form yet.

Back to Top

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.

In the main menu, click on Channels and then Emails.

Click New.

Select New Template Email. You’ll notice that we have the same templates available in Emails as we did in Landing Pages. You can use a template, create your own, or simply create an email with no template.

Select the Blank template for this exercise.

In the subject field, type “Thank you for requesting this information!”

For the Internal Name, type “My First Email”.

Click on the Builder tab.

Click anywhere in the text.

On the right side in the editor window, highlight the text in the email but not {unsubscribe_text} | {webview_text}, and remove it by pressing delete or backspace.

Type “Hi” and then add a space to separate your greeting from the recipients name.

 

Let’s personalize this email using tokens. To use these tokens, type a { and a list of tokens you can use will be displayed. Type “fir” after the { and you’ll see the token for a contact’s first name. Click on that and it will be translated to {contactfield=firstname}. You can insert the value of any field in Mautic this way.

Type the following into the email: Thank you for downloading the Open Marketing Ebook! Save this email for future reference. View the Open Marketing Ebook Here Here are some additional resources related to Open Marketing.[Insert blog posts, other content assets, etc.

Click Close Builder.

Click Save and Close.

Dynamic content is a great way to provide a logical path to navigate content based on the information we have gathered about our contacts, serve relevant content based on what they’ve expressed interest in and a great start to gaining trusted advisor status with your contacts. Watch this video for more!

Back to Top

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 decisions and actions.

Watch a video about the Campaign Builder

Click on Campaigns and click New.

In the Name field type: My First Campaign.

Click on Launch Campaign Builder.

Campaigns begin with a Contact Source. This is either a segment or a form. Select Campaign forms.

Click in the field and select the form you created earlier.

Click Add.

Click on the grey semi-circle (“connector”)

Click the Action Select button.

Click on Modify Contact’s Segments.

Type “Move to First Contact Segment” in the Name field.

Click in the Add contact to segment field and select the “First Contact” Segment.

Click Add.

You’ll notice a line drawn from between the two boxes. This is called “connector”. It is drawn between the “anchors” on each box.

Hover over the anchor on the upper box and click. Select Action and then Send Email.

Name the action “Send 1st Email”.

Select “My First Email” from the Email to Send dropdown.

Click Add.

The last step is to add 10 points to their profile if they open the email. Click on the anchor on the “Send First Email” box.

Select Decision. Select “Opens Email” from the dropdown.

Enter “Opens 1st Email” in the Name field and click Add.

Click on the left anchor, and select Action, then Adjust contact points.

Enter “Add 10 points for email open” for the name field and enter “10” in the points field. Click Add.

Click Close Builder.

Click on “Yes” to publish the campaign.

Click Save and Close.You’ll see the statistics for this campaign.

Make sure the campaign is published. If not, click the slider to change it to published.

Back to Top

Form Test

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

Click on Components and then Landing Pages.

Click on My First Landing Page.

Copy the URL for the Public Preview (right-click on the URL and click “Copy”).

Important: You will either need to log out of Mautic or open that link in an incognito browser since Mautic does not track clicks/opens if you’re logged in.

Either log out of Mautic or open an incognito browser.

Paste the URL into the address bar of your browser. You should see your landing page. Go ahead and fill in the form using your real name and email address.

Head back over to Mautic and click on Campaigns -> My First Campaign. You’ll see that one person has been processed in the campaign. Click on the Actions tab to see what actions have been performed so far.

Click on Channels, then Emails. You’ll see that one email has been sent. Check your email. (it may take a few minutes to arrive).

Open the email, then go to Contacts and click on your first name. Scroll down and you’ll see the entire history of your interaction with Mautic.

Back to Top

Campaign Reporting

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:

  1. Click on the Form to see who responded.
  2. Click on the Email to see sends, bounces and opens.
  3. Click on any Contact to see their entire history.
  4. Click on any Campaign to see every action that was triggered.

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

Click on Reports.

Click on Leads and Points to see an example.

Reporting is only as valuable as the actionable intelligence derived from it. A few examples of actionable intelligence:

Using data to analyze overall marketing efforts to maximize spend, resource allocation and inform future planning.

Using data in real-time to make changes to individual campaign components and delivery channels to ensure the right content gets to the right people at the exact time they need it. Marketing intelligence will improve organizational efficiency and effectiveness allowing your team to go beyond campaign execution. It allows a marketer to focus on improving the end-user experience at each stage of the buyer’s journey.

Create a Report

In the reports section, click New.

Enter a name – Form Submissions in 2017

Populate the data source from which you want to create the report. Chose Form Submissions from the data source drop-down.

Click on the Data tab to specify the columns and filters you want in your report.

Select graphs if you would like to see graphs in additional to the tabular data.

Click Save and Close, analyze the data and optimize as necessary!

Dashboard Review & Customization

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

 

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 own dashboard view. There are a number of widgets out-of-the box in Mautic which will allow users to see performance data which will be relevant to their role.

Watch a video on how to configure and personalize the dashboard

Back to Top

Next Steps

  1. Begin to plan out your buyer journeys, content and key performance indicators. Put some time into planning your strategy.
  2. Explore Mautic. Poke around and see where everything resides!
  3. Pull together the assets (downloadable resources), landing pages, forms, marketing messages, emails, web notifications, text messages and social monitoring you plan on using.
  4. Build a small campaign and test!

Resources

Use the Help Center! We add new articles to the help center all the time. Check back often!

Mautic Cloud Pro customers can access support by clicking the Help button at the top of any page.

Back to Top