Mautic Training Week Two - Mastering Mautic: Forms, Emails, and Campaign Configuration - Symbolscape Inc.

Welcome to Mautic University

Mastering Mautic: Forms, Emails & Campaign Configuration

Creating Forms in Mautic

Forms are essential for converting visitors into leads and gathering important contact information. Here's how to create and configure forms in Mautic:

Step-by-Step Guide to Creating Forms

  1. Access the Forms Section: Log in to your Mautic account and navigate to the forms section.
  2. Create a New Form: Click on the "New" button to create a new form.
  3. Add Fields: Attach various fields to your form based on the information you want to collect (e.g., name, email, phone number).
  4. Set Up Actions: Configure actions that will trigger upon form submission, such as sending a notification email or tagging the contact.

Form Creation Steps

3. Designing and Managing Emails

Mautic’s email builder allows you to create engaging emails without needing extensive HTML knowledge. Follow these steps to design and manage your emails:

Using the Email Builder

  1. Navigate to the Emails Section: In your Mautic dashboard, go to the emails section.
  2. Create a New Email: Click on "New" to start designing a new email.
  3. Choose a Template: Select a template that fits your needs or start from scratch.
  4. Customize Your Email: Use the drag-and-drop editor to add and arrange elements like text, images, and buttons.
  5. Assign to Segments or Campaigns: Once your email is ready, assign it to specific segments or campaigns for targeted communication.

Email Design Interface

Best Practices for Email Content

  • Personalize Your Emails: Use dynamic content to address your recipients by name and tailor messages based on their preferences.
  • Optimize for Mobile: Ensure your emails are mobile-friendly, as many users will read them on their phones.
  • Test and Review: Always test your emails before sending them to catch any errors and ensure they look good across different devices and email clients.

4. Configuring a Basic Campaign

With your forms and emails set up, you can create a basic campaign to automate your marketing processes. Here’s how to get started:

Setting Up a Campaign

  1. Access the Campaigns Section: Go to the campaigns section in Mautic.
  2. Create a New Campaign: Click on "New" to start a new campaign.
  3. Define Triggers: Choose triggers for your campaign, such as form submissions or email interactions.
  4. Set Actions and Conditions: Define the actions to be taken when triggers occur (e.g., send an email when a form is submitted).
  5. Activate Your Campaign: Once everything is configured, activate your campaign to start automating your marketing workflows.

Campaign Configuration

5. Using the Background Importer

When importing large datasets into Mautic, use the background importer to avoid timeouts and ensure accurate data transfer. This tool is especially useful for handling extensive contact lists.

Steps for Using the Background Importer

  1. Prepare Your Data: Ensure your data is clean and formatted correctly.
  2. Access the Import Feature: Navigate to the contacts section and click on "Import".
  3. Upload Your File: Choose your file and map the fields to Mautic’s contact fields.
  4. Start the Import: Use the background importer option for large files to ensure a smooth import process.

6. Conclusion

By mastering forms, emails, and campaign configurations in Mautic, you can enhance your marketing automation efforts and engage more effectively with your audience. Stay tuned for more tutorials to help you get the most out of Mautic!

Feel free to reach out with any questions or topics you'd like us to cover in future tutorials. Happy marketing!