We’ve discussed the need to build better stories around our automation before. Not only does our data need to tell a compelling story, but the processes and workflow that we use should support it as well.

Mautic 2.12.0 has added features and enhancements in the area of Reporting and Filters (as well as few bonus items) that should assist your business in that effort. Effectively gathering the right data, at the right time, for the right story is an essential part of getting the most out of your marketing automation strategy. Here’s what we’ve added:

Reporting and Filters:

• Scheduled Reports: Mautic users can now schedule reports to run and send those reports to specified email addresses when the reports are generated. This provides better reporting visibility to both Mautic and non-Mautic users.
• Segment Reporting: Users can now report on current segment membership so better tracking of marketing activities is achieved. This tracking is connected to the adding or removing of a contact from a segment.
• Contacts Manually Added to Segment Visibility: Now users can see which contacts were added manually, or through a filter, via a new Segment details page.
• Clickable Stats: A user can now click stat labels to view a list of contacts that are included in that metric for web/mobile push notifications and SMS in addition to emails.
• Email Replies: Users will be able to execute campaign actions based on a contact replying to an email sent through a campaign. (Note: Mautic can only monitor a single imap folder and the contact must reply with the body intact in order to know what to attribute the reply to.)
• Contact Companies: Now users will be able to include companies in contact related data sources for reports.

Integrations:

• Improvements to Connectwise: Users can now generate a task in Connectwise based on a campaign action in Mautic. You can also bring marketing groups from Connectwise into Mautic to create segments in Mautic.

Other Updates:

• Themes Update: We’ve added 4 new landing page themes and 4 new email themes! Not only that, but we’ve added a viewport meta tag on all legacy themes to ensure responsiveness to screen-width.
• Twitter: Now users can merge Twitter contacts by matching name.

Growth requires a dedicated process that is powered by relevant information that can steer our strategies in the right direction. We are excited to continue growing Mautic into a solution that will help your business be better equipped to gather and interpret your data.

A huge thank you to those in the community who made the effort to load the beta release of 2.12.0 and test these features, functionality, and fixes that were part of this release.

For more detailed information, you can find the release notes here. If you have any questions, please be sure to reach out to us via the Community Forums, Slack or our social channels (Facebook & Twitter) and we will do our best to help.

If you’re not a community member, we would encourage you to join us! Download Mautic today and start growing your business.

Many times we see knee-jerk reactions in an effort to solve situations that simply require reflection, time and precision. Consider our marketing. We all want to gather greater levels of information and foster deeper connections with our audience. So we do more, add more, give more. We certainly mean well. But if our desire is to develop more meaningful relationships with our customers, should we?

“If you look at everything Apple does, it’s constantly reducing the steps. Steve Jobs used to say technology can either be beautiful – and he was a fanatic about making products that could be as beautiful as possible – or technology should be invisible, which means simplifying.” – John Scully, Former CEO, Apple

At Mautic, we are always seeking to simplify the complex. Your customer should not see clunky steps and processes as engagement, those should be largely invisible. We’re constantly evaluating each feature and finding ways to eliminate steps as you develop your communication. Our goal is to help you create simple, seamless interactions with your audience. To help you accomplish this, here are just a few of the updates in the latest release of Mautic;

Enhancements:

• Update Contact Owner: The relationship an organization has with it’s customers is vital. That’s why when there are multiple owners, it’s important to adjust ownership throughout the customer journey. Now, users can update contact owner as part of a campaign so they can assign these to different reps to own the relationship with that contact. This is accomplished by a new campaign action called: “Update contact owner”.
• Merged Contact Tracking: Don’t use Mautic forms? No problem. Now you can merge activity for unknown contacts by passing the mtc_id cookie value to Mautic when using a non-Mautic form. This feature merges activity for unknown contacts that become known contacts and enables all activity to be tracked on the same contact.
• Customize Preference Center: Users now have the ability to build a custom preference center page that can be referenced as part of an email. Admin users have access to create this page from the landing page area and mark this as a preference center page. A new section has been added in the permission area to manage access to this page. (*The Channel Frequency feature must be used.)
• Internal Notifications Using Forms: Information sharing in your business is critical to keeping the customer journey moving. That’s why Mautic now allows you to trigger emails to internal team members when a contact timeline event is recorded through a standalone form.
• Campaign Previews: We’ve added a “preview” tab to the details view in the Campaign Builder. The preview will update in real time during any campaign builder update, however, modification to the campaign assets cannot happen from the preview.
• Dynamic Content For Visitors: Dynamic content continues to be an important part of user engagement. Now you can show dynamic content to anonymous visitors based on their IP to improve the conversion of unknown visitors to known contacts. This can be done for anyone coming to a Mautic or non-Mautic landing page. New filters have been added to the dynamic content creation area to enable this. Dynamic content can also be shown to known contacts based on segment membership.
• Files in Forms: Want to include document uploads in your Mautic form? Done. Contacts now have the ability to upload attachments/files as part of forms and store these in Mautic.
• Frequency Rules: Visibility into which communications have been delayed by frequency rules has arrived. See which communications are delayed due to a contact hitting a frequency rule. You also have access to cancel or reschedule the email directly from the contact timeline.

Integrations

• Filter Activities to Push to Salesforce: You can now configure which events from Mautic get written to the custom activity object in Salesforce. The benefit of writing the data to Salesforce is; 1. Visibility for the sales rep to marketing activities responded to by the contact and 2. The ability to create reports and dashboards in Salesforce to report on marketing activities.
• Improvements to Connectwise: You can now generate a task in Connectwise based on a campaign action in Mautic. You can also bring marketing groups from Connectwise into Mautic to create segments in Mautic.

Simplification takes a careful attention to the things that will help make what you are trying to achieve, easier. With each release, we’re working toward that goal.

A huge thank you to those in the community who made the effort to load the beta release of 2.11.0 and test these features, functionality, and fixes that were part of this release.

For more detailed information, you can find the release notes here. If you have any questions, please be sure to reach out to us via the Community Forums, Slack or our social channels (Facebook & Twitter) and we will do our best to help.

If you’re not a community member, we would encourage you to join us! Download Mautic today and start growing your business.

In the latest release of Mautic we’ve placed some focus on campaign functionality and the API. Your online brand experience has hundreds, likely thousands of handoffs being made each and every day. Information that is passed through campaign actions and shared through API’s is vital to engaging your audience in a meaningful customer journey. From critical notifications to releasing information at specific times and so much more, all of these elements ensure that your customers are feeling supported at each step.

To support you in maintaining these vital connections, here are the highlights of Mautic 2.10.0;

Campaign functionality

• • Company fields update via import and forms: You can now update fields on the company entity via forms and through imports. A new import button has been added to the company page. In addition, a new section called “Company fields” is available to map contact imports to. Similarly when adding a form field to a form, new company fields are available to map to. (Github link)

• • New Webhook campaign action: A new action has been added “send a webhook”. This enables you to send specified information to a specified URL as part of a campaign. (Github link)
  • Custom timeframe campaign condition: A new date function has been added where you can specify as part of a campaign condition, a custom number of days/weeks/month before or after a date associated with a custom field.(Github link)

• • Timestamp updates on contact field through a campaign: You can now update a timestamp field on the contact through a campaign using custom functions such as NOW, TODAY, YESTERDAY and TOMORROW. There is also a NULL function that is now available which when added as a contact field update as part of a campaign will clear out the existing value in the specified field for the contact. (Github link)
  • Internal notifications as part of campaign: A new action has been added to campaigns – ‘send email to user’ will allow an email notification to be sent to a user, contact’s owner or any To, Cc, Bcc email addresses as a campaign action. (Github link)

• Additional Campaign actions to;
  • Post to Facebook and Google Analytics: There is a new setting added in the configuration section under Tracking Settings. You can add your Facebook pixel ID or your GA id. Using this, information about a contact can be sent as part of a campaign when a contact visits a landing page so that this can be used for Facebook or GA paid campaigns to better filter data and generate target audiences. (Github link)
  • Show Focus Items: A new action has been added to a campaign after the page visit decision – to show a focus item. (Github link)

API and Integration Improvements

• API improvements – A number of significant improvements have been made to the API to enable data around contact activities to be more easily accessible. The following new data points are now available:
  • All events table: (Github link)
  • Form submission data: (Github link)
  • Webinar data from Citrix: (Github link)
• Bi-directional updates for Null values for all CRM integrations: Mautic now supports the ability to bi-directionally sync data where there are NULL values in fields, irrespective of the specified direction of sync. This means, if there is a blank value in a field that has been mapped as part of the plugin, if the value is missing in either system, it will be updated even if the system that has the value is not the system of record for this field. This has been created for the following CRM integrations – Salesforce, Hubspot, ConnectWise, Zoho, MSDynamics, SugarCRM. The feature is configurable by the user. (Github link)
• Keeping unsubscribes in sync: Unsubscribe information from supported CRM systems is now available to map as part of configuring the plugin. This is done so that subscription statuses can be kept in sync between CRM systems and Mautic. This is available for the following CRMs – Salesforce, Hubspot, ConnectWise, Zoho, MSDynamics, SugarCRM. (Github link)

UI/UX Improvements

• • Audit log and integration tabs added to contact for additional visibility: Two new tabs are available on the contact page to provide you with better visibility into updates made to the contact – Integrations and Audit log. (Github link 1 and link 2)
  • Clickable stats on emails, contacts card view: The stats labels on the email record are now clickable, enabling you to easily navigate to the list of underlying contacts. (Stats will show total metrics whereas the underlying list will show unique contacts – which means the numbers may not match.) Also, a list of contacts that have been sent the email will now be visible in a new tab called ‘contacts’ on the email detail page. (Github link 1 and link 2)
  • Apply buttons added to landing page, email, campaign builder: The Mautic builder continues to improve. Now applying changes to any of these elements is made easier with the addition of the Apply button. This enables you to save your changes before closing it.

• Tooltips added to improve usability: An additional six tooltips have been added to improve the user experience, making Mautic even more user friendly.

The customer journey is maintained not only by your people, but by the technology you use to support it. We trust that the tools in this latest release will assist your business, creating a lasting impression that will result in a relationship not simply a transaction. A huge thank you to our entire community for developing, testing and improving Mautic!

For more detailed information on this release, you can find the release notes here. If you have any questions, please be sure to reach out to us via the Community Forums, Slack or our social channels (Facebook & Twitter) and the community will do their best to help.

We’re excited to share that there has been a number of improvements to existing integrations and features, as well as new features and integrations that have been added in the 2.9.0 release of Mautic.

Integrations:

Systems Connectivity:

• Zapier: A new integration with Zapier has been created which is available through the Zapier interface. This integration allows a you to create workflows in Zapier based on data from Mautic. These workflows can be triggered based on form submission data, email open data, page hit data, point change data and contact creation or updated data. So many opportunities to provide information across your organization, making each customer experience more relevant and valuable.
• Connectwise: Similarly, a bi-directional sync with Connectwise is now available as a standard plugin. Leads can be created in Connectwise from form or campaign actions in Mautic. Data from Connectwise can be brought back to the contact and company records in Mautic. There is also a full sync option available where any changes made or new contacts created in Mautic can be pushed to Connectwise on a periodic basis.

CRM:

• • CRM Integrations: With this release we are announcing a number of standard CRM plugins to Mautic. With each one of these plugins, a bi-directional sync is standard. Leads can be created in each of these CRM’s from form or campaign actions in Mautic. Data from the CRM’s can be brought back to the contact and company records in Mautic as well. There is also a full sync option available where any changes made in Mautic can be pushed to the CRM’s on a periodic basis. (NOTE: Although each plugin exhibits similar functionality, each will require unique configuration, so be on the lookout for further instruction.) These CRM’s include:
    • SugarCRM (v6.x and v7.x will be supported.)
    • Zoho
    • MS Dynamics
    • PipeDrive

• Salesforce optimization: Along with these standard CRM plugins, the Salesforce plugin has been refactored for performance improvements and scalability. We have also fixed the issue where boolean fields did not sync properly in some cases.

In addition to the exciting integration updates, there has also been work done on one of the most powerful aspects of Mautic, reporting. We all recognize that the ability to review the information that is being gathered is critical to the success of any given effort. These new filters and bug fixes will equip you with better data, making engagement with your audiences more effective.

Reporting

• Reporting filters: You can now specify And/Or conditions at the same level between multiple filters on a report. Additional operators have also been added – these include:
  • contains (e.g you can have a filter of last name contains “lbe” to pull in all contacts that match %lbe%)
  • starts with (e.g. you can have a filter of last name starts with “Gil” to pull in all contacts that match Gil%)
  • ends with (e.g. you can have a filter of last name ends with “bert” to pull in all contacts that match %bert)
• Device filters: You can now create segments based on what device type, brand, OS and model the contact has accessed a marketing communication from.
• Metric alignment: A number of issues regarding report inconsistencies in different areas of the product specifically around emails have been resolved.

Functionality

• Focus Items Formatting: You can now format the content for focus items! A new section called ‘content’ has been added to the builder for focus items that enables you to format content in basic, editor or html mode. This opens the door for even more creativity when engaging visitors to your site.

Infrastructure And Performance

• List upload speed improvement: The list upload speed has been significantly improved. Lists now take ⅙ of the time they did before this enhancement – meaning, if a file took 60 seconds to upload it now takes 10! From a UI perspective, for fields with more than 1000 records, the import process will now run in the background and notify you when complete. It will automatically switch to this background process for files that have over 1000 records so that you are free to leave the page and work in other areas of Mautic. Now there’s even more time to accomplish what you set out to do.

We’re grateful for the those of you who made the effort to load the beta release of 2.9.0 and test the variety of features, functionality and fixes that were part of this release. Mautic would not be where it is today without the incredible community that we have.

For more detailed information on this release, you can find the release notes here. If you have any questions, please be sure to reach out to us via the Community Forums, Slack or our social channels (Facebook & Twitter) and we will do our best to help.

Links to Tutorial Videos

• SugarCRM Integration Setup
• Microsoft Dynamics Integration Setup
• Pipedrive Integration Setup
• Zapier Integration Setup