This is the first in what we hope will be a long list of short tutorials on different aspects of Mautic.  Today’s tutorial answers a question I received from a user last week.

There are two kinds of forms:  “Campaign” and “Standalone”, each with its own characteristics.  How do I know which one to use?

Choosing the Right Form

Campaign forms allow you to send people straight into a campaign and be the source for that campaign.  These can be edited even after a campaign has begun. Any actions you might want to perform at the time of submission, are handled by the campaign itself, and that can be limiting.

Standalone forms can also allow you to kick-off a campaign. The main difference is that the form submitter must be added to a list as one of the form actions.  The form itself cannot be used as a campaign lead.  You can perform any number of actions on a standalone form!  For instance, if you want an email sent to an administrator when the form submits, then you would use the standalone variety.

Campaign Forms:

• Push the lead directly into a campaign.
• Can not perform other actions outside of the campaign workflow.

Standalone Forms:

• Can not initiate a campaign.
• Can perform actions at submission such as:
  • adjust a lead’s points
  • modify lead’s lists (which must be done if this form starts a campaign)
  • modify lead’s tags
  • download an asset
  • push lead to integration
  • send email to lead
  • send email to user
  • send form results (such as another administrator)

If you’d like to suggest a topic, please head over to the #support channel and message @imrodmartin.

UPDATE: This Hangout is now available to be watched in our archives.

Marketing automation can be a difficult process to approach and you may feel a bit overwhelmed when you first begin to use a program like Mautic. Growing your business with marketing automation is an worthy investment and we want to make it as easy as possible for you to learn the process, implement the techniques and start to see real results.

Mautic is a new and exciting open source platform which allows every business regardless of size the ability to use marketing automation. You finally have access to an affordable open source tool with the power to change your business and we want to help you use it.

Join David Hurley, found of Mautic, as we get ‘Hands On with Mautic’ and take a step by step walkthrough of the software. This week we will be looking at the processes of creating emails for your campaign.

It’s time for you to start growing your business with Mautic so don’t miss any of the helpful information as we dive into the functions and features of the software. Get your questions answered and start revolutionizing the way you do business!

Details

Google+ Hangout scheduled for Wednesday March 4, 2015 at 2:30PM EST (Check local time). Signup for the webinar and visit our Google+ Community Page

Catch up on the previous webinars and check out the latest webinar ‘Hands on With Leads‘.