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.

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

When it comes to rolling up our sleeves and getting to the business of marketing, we certainly know how to execute. We are trained to ask probing questions to understand our audience, where they are in the buying journey and capturing their attention. This is now becoming true of marketing automation.

“What does the data say?”
“What were the results of the A/B test?”
“Did our content strategy work in the last campaign?”

The list goes on. While we are becoming great inquisitors, are we truly solving for the big why? When we consider marketing automation and its role in our business, we should first reflect on it’s purpose. It’s only then that we can fully tap into it’s full potential, lest we relegate it to an auto email responder.

We believe that marketing automation should be more than a bolt on solution. It should be an integrated part of your overall business strategy. Our latest release continues to equip your business with the tools you need to bring that strategy to life.

Enhancements

• Mail is Owner: Emails can now be sent from different senders who are owners of the contact, creating a more personalized experience for your audience. This means if a sales rep is the contact owner, a single email send can appear as though it came from that individual.
• Tweet Entity: Not all tweets are created equal. Recognizing the vital role of social media, it would be simple to create a generic interaction via Twitter. However this doesn’t support an integrated way of thinking. A new channel called ‘tweet’ is available to create tweets to send as part of campaigns. Unique tweets can be created, modified and managed from this new channel.
• Campaign Reporting: Channel and component reports can now be filtered for a campaign. A column called campaign has been added to email asset, landing page and form reports to enable the user to analyze these in the context of a campaign. Powerful flexibility that gives you greater clarity in your marketing.
• Custom Fields: Customizing Mautic to meet the needs of your business is important. And measuring them is even more important. Now you can include your custom fields into your reports giving you more valuable insights.
• Summary Columns: But it doesn’t stop there. Now you can summarize data in reports using the “group by” feature and calculated fields. What does this mean? This enables the user to create relevant summaries for your detailed reports.
• Editor Enhancements: The editor continues to grow. We’ve added two new slots to provide even more customization. The code mode slot lets you put in raw html into the builder giving you needed flexibility. In addition, the dynamic content slot can now be created and edited right from the builder.
• GoToWebinar confirmation link: The GoToWebinar integration has added capability. You can now insert the personalized confirmation link as part of followup emails, creating a seamless user experience.

Integrations

• Salesforce
  • Campaigns: Mautic now supports a bi-directional integration with Salesforce Campaigns! You can create a segment in Mautic and trigger a campaign based on campaign members from a Salesforce Campaign. You can also add contacts as campaign members in a Salesforce Campaign from a Mautic campaign or form action. Extending the integration far beyond sharing of contact, account, and lead detail.
  • Contact link: More Salesforce integration support! Now you can map the Mautic timeline link to a custom field in Salesforce to allow users (like your sales team) view that contact’s activities timeline directly from Salesforce. More data at your fingertips to encourage personalized conversations throughout the buying process!
• One Signal
  • Web Notifications: You can now user your own OneSignal account with Mautic to send Web notifications as part of campaigns.
  • Mobile Push Notifications: Mobile app push notifications are here! Use the One Signal plugin to send mobile push notifications to your iOS or Android app. Now you can create, send and track mobile notifications in Mautic.
• Twilio for SMS: Mautic can now connect to your Twilio account. If your contacts would like to receive communications via SMS, you can connect your Twilio account with Mautic and send SMS messages as part of campaigns. More integrations mean more relevance and personalization.

Whether you are moving prospects through a meaningful buying journey, or adding value at each stage, each area of execution requires a thoughtful consideration of the larger problem you are solving. That makes the tactics of marketing more significant.

We trust that these features, improvements and bug fixes will enable you and your entire business to respond to to each problem statement with clear focus and attention.

Release 2.8 encourages big picture thinking, while taking incredible strides to bring that picture to life for marketers. This release is now available for download to our open source community. For more detailed information, you can find the release notes here. If you have any questions or find new challenges that arise, join our feedback team and reach out to us on the Community Forums, Slack, or social channels (Facebook & Twitter) and we will respond as soon as we are able.

Github

Are you a developer? Continue making Mautic an industry disruptor by contributing to the fastest growing marketing automation project in open source today. Join us on Github!