integration – Mautic https://mautic.org World's Largest Open Source Marketing Automation Project Wed, 18 Dec 2024 11:56:59 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.1 https://mautic.org/wp-content/uploads/2024/10/iTunesArtwork2x-150x150.png integration – Mautic https://mautic.org 32 32 Mautic 2.12.0: The Search for Meaning https://mautic.org/blog/mautic-2-12-0-the-search-for-meaning Thu, 07 Dec 2017 16:08:48 +0000 https://www.mautic.org/mautic-2-12-0-the-search-for-meaning/ The influx of data within our organizations continues to rise. We are tracking every click, every open, every visit. Marketing automation solutions are taking these tasks to a whole new level. More channels of communication and greater levels of depth in our campaigns provide us with even more insight into the thoughts and behaviors of our target audience.

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.

]]>
Mautic 2.10.0: Making Connections Matter https://mautic.org/blog/mautic-2-10-0-making-connections-matter Wed, 06 Sep 2017 12:43:48 +0000 https://www.mautic.org/mautic-2-10-0-making-connections-matter/ Let’s be honest. Process handoffs within your business require real focus and attention. These handoffs happen from marketing to sales, sales to services, services to accounting and everywhere in between. The moment your marketing message reaches a potential customer, the expectations begin. Every interaction that you have from discovery through purchase and beyond, can make or break their experience. It’s critical that your business mirror that message throughout every connection, whether in person or online.

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)

DBA509D8-5A81-4795-B226-2FA5D9A91C03-1024x745

    • 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)

81206C97-173C-4BA7-B8AE-925A904141C0-1024x928

    • 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)

4BA4D47E-488B-470A-886B-8439053F89EB-840x1024

  • 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:
  • 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.

A0826B3C-032D-4360-9AE4-C9246BAEBD09-1024x405

  • 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.

]]>