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Mautic

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Intermediate
Intermediate

This Concrete5 Add-on lets you add the Mautic tracking pixel to your Concrete5 website and embed Mautic forms in the content.

A little bit about Mautic

Mautic Open Source Marketing Automation

Learning how to use marketing automation can be challenging. The first step is to understand what marketing automation is and how it can help your business be more successful. This quick usage outline is not meant to be comprehensive but will outline a few key areas of Mautic and how to use each of them.

1. Monitoring

The act of monitoring website traffic and visitors is often the first step in a marketing automation system. This step involves collecting details and information about each visitor to your website.

Visitor Types

There are two types of visitor, anonymous and known.

Anonymous visitors are all visitors which browse to your website. These visitors are monitored and certain key pieces of information are collected. This information includes:

  • The visitor's IP address
  • Country
  • Pages visited
  • Length of visit
  • Any actions taken on site

Known visitors are visitors which have provided an email address or some other identifying characteristic (e.g. social network handle). Much more information can be gathered from known visitors. Any information desired can be manually or automatically collected, here are just a few common ideas to get you started:

  • Email address
  • Photos/images
  • Physical address
  • Social network handles
  • Social media posts
  • Notes
  • Events

These fields may be automatically discovered and added by the Mautic system or they may be manually added by you or the visitor.

Visitor Transitions

You will probably want to know how to move a visitor from anonymous to known status. This is critical as the amount of information collected from known visitors is much more in-depth and valuable to your business. You will learn more about this transition process a bit later on.

2. Connecting

The next step in the marketing automation process is connecting with your known visitors. These known visitors are your leads (You may call your potential clients something different, for simplicity they are called leads in these docs). Connecting with your leads is important in establishing a relationship and nurturing them along the sales cycle.

This nurturing can be for any purpose you desire. You may wish to demonstrate your knowledge of a subject, encourage your leads to become involved, or generate a sale and become a customer.

Methods for Connecting

There are several ways to connect with your leads. The three most common are emailssocial media, and landing pages.

Emails are by far the most common way to connect with leads. These are tracked and monitored by Mautic for who opens the email, what links are clicked within that email, and what emails bounce (never reach the recipient).

Social media is quickly becoming a more popular way for connecting with leads. Mautic helps you monitor the social profiles of your leads and can be used to interact with them through their preferred network.

Landing pages are usually the first step in the connection process as these are used to make initial contact with leads and collect the information to move them from an anonymous visitor to a known visitor. These pages are used to funnel visitors to a specific call to action. This call to action is usually a form to collect the visitor's information.

3. Automating

One of Mautic's main purposes is to enable automation of specific tasks. The task of connecting with leads is one such area where automation becomes increasingly valuable. Mautic allows you to define specific times, events, or actions when a connection should be triggered. Here is an example of an automation process.

Example

A visitor fills out a call-to-action form on your landing page. This form collects their email address and automatically moves them from an anonymous to a known visitor. As a known visitor they are now added as a new lead to a specific campaign. This campaign will send the new lead an email you have pre-defined. You can then define additional actions to be taken based on the lead's response to your email.

This example demonstrates several uses of automation. First, the visitor is automatically moved from anonymous to known status. Second, the visitor is automatically added to a particular campaign. Lastly the visitor is sent an email automatically as a new lead.

There are many more ways in which automation can be used throughout Mautic to improve efficiency and reduce the time you spend connecting with your leads. As mentioned earlier, refer tohttps://docs.mautic.org for more details.

Customizing

There are many benefits to using Mautic as your marketing automation tool. As the first and only community-driven, open source marketing automation platform there are many distinct advantages. If you are curious about those benefits and wish to read more about the value of choosing open source you can find more information on the Mautic website.

One benefit of using Mautic is the ability to modify and customize the solution to fit your needs. Mautic allows you to quickly change to your preferred language, or modify any string through the language files. These language files are all stored on Transifex and if you are interested you can add more translations.

Customizations don't stop with the language strings. You can also construct workflows and campaigns to fit your business situation rather than adjusting your business to fit Mautic. The code is available and can be easily edited by any skilled developer.

Concrete5 Specifics

Here are the details for how Mautic works inside your Concrete5 installation.

Mautic Tracking Pixel

To make the tracker work, insert one Mautic Tracker block to the footer of your page. 

Tracking pixel works right after you configure the Mautic Base URL in the add-on. That means it will insert 1 px gif image loaded from your Mautic instance. You can check HTML source code (CTRL + U) of your Concrete5 website to make sure the plugin works. You should be able to find something like this:

<img src="http://yourmautic.com/mtracking.gif" />

There will be probably longer URL query string at the end of the tracking image URL. It is encoded additional data about the page (title, URL, referrer).

Form embed

To embed a Mautic form into Concrete5 content, insert the Mautic Form block to the place on your page where you want the form to appear. In the form insert Base URL of your Mautic instance and form ID.

ID is the identifier of the Mautic form you want to embed. You can see the ID of the form in the URL of the form detail. For example for www.yourmautic.com/forms/view/1, ID = 1.

Current Version: 0.9.1
Compatible 5.7.0.4+
License: GPL
Support Response: Replies to tickets every business day.
Support Hosted: On concrete5.org
Marketplace Tests:
Passed Automated Tests
Passed PRB Review