Mautic is one of the most popular marketing tools used by over 200,000 organizations globally. Being open source, it’s a particular favourite with n8n users. 

This article will cover 4 ways to automate your marketing workflows by using n8n, a source-available, self-hostable workflow automation tool that lets you to connect Mautic with third-party applications – you can read more about n8n further down. Let’s get started.

4 Workflow automation ideas for Mautic

Let’s look at four different scenarios where we can use n8n to connect Mautic with other tools.

Note that, the baseline prerequisite for working with any of the workflows below is having n8n setup. The easiest way is to sign up for n8n cloud but you can also self-host n8n.

Add new customers from Woocommerce to Mautic

This workflow adds new customers from Woocommerce to Mautic. It uses a WooCommerce trigger that will run when a new customer has been added. The workflow then checks Mautic for an existing contact matching the newly created Woocommerce customer. If the contact does not exist, then it is created, otherwise the existing contact is updated.

This workflow has four steps that execute in the following order:

• Step 1: Customer Created or Updated – This step fires the Woocommerce trigger node when a customer has been created or updated on Woocommerce
• Step 2: Check for Existing – This step checks to see if there is an existing Mautic contact matching the updated or created Woocommerce customer. A Mautic node  is used for this.
• Step 3: If New – This step uses the output of the previous step to ascertain whether the data from Woocommerce is new or not. The If node  is used for this.
• Step 4: Lastly, depending on the result of the previous step, a new contact is created on Mautic or an existing one updated. Mautic nodes are used in this step.

Overall, to use this workflow you will first of all need to do two things:

• Create a Woocommerce account on your n8n instance and set the credentials for the WooCommerce node.
• Create a Mautic account on you n8n and set the credentials for the Mautic nodes.

Create Mautic contact on a new Shopify customer

This workflow creates a new contact in Mautic when a new customer is created in Shopify. By default, the workflow will fill the first name, last name, and email address. You can add any other fields you require.

This workflow has two steps that execute in the following order:

• Step 1: On new customer – This step invokes a  Shopify node when a new customer is created in Shopify.
• Step 2: Create contact – This step receives the customer data from the previous step. It then creates a new Mautic contact with the customer data using a Mautic node.

Overall, to use this workflow you will first of all need to do two things:

• Create a Shopify account on your n8n and set the credentials for the Shopify node.
• Create a Mautic account and set the credentials for the Mautic node.

You could add more steps as well, like checking first if the customer is new before you create it on Shopify.

Create or update Mautic contacts for new invitee created events in Calendly

This workflow creates or updates a Mautic contact when a new event is scheduled in Calendly. The first name and email address are the only two fields that get updated.

This workflow has two steps that execute in the following order:

• Step 1:  On new event – This step invokes the Calendly node when a new Calendly event is scheduled.
• Step 2: Create/update contact – This step accepts data from the previous step and creates a Mautic contact or updates the contact’s first name if it already exists. The Mautic node is used here.

Overall, to use this workflow you will first of all need to do two things:

• Create a Calendly account on your n8n and set the credentials for the Calendly node.
• Create a Mautic account and set the credentials for the Mautic node.

Add item with a note in Monday.com on a new task/contact in Mautic

This workflow creates a new item in a Monday.com board when a new contact is created in Mautic. Additional fields can be added to the workflow to send more data to Monday.com.

This workflow has two steps that execute in the following order:

• Step 1: On created contact – This step executes a Mautic node when a new contact is created in Mautic.
• Step 2: Create item – This step receives the Mautic contact data from the previous step and creates a new item in the Monday.com board using the Monday.com node.

By default the workflow will send the contact’s email address to Monday.com and name the item after the contact’s first and last name.

Overall, to use this workflow you will first of all need to do three things:

• Create a Monday.com account on your n8n and set up a Monday board. Refer to the Setup section of this documentation.
• Set the credentials for the Monday node.
• Create a Mautic account and set the credentials for the Mautic node

How to use n8n to automate your own Mautic workflows?

Before we dive into set up and run n8n workflows, let’s first of all cover the basics.

What are Workflows and Nodes?

Think of a workflow as some major process you would want to automate. For example, the Woocommerce to Mautic workflow that automatically moves customer data from Woocommerce to Mautic. Workflows in n8n are not just limited to Mautic. As an example, you could even have a workflow that declutters an email’s inbox.

At the core of every n8n workflow are nodes. Remember, a workflow is some major process we are automating. On that note, think of a node as a sub-task or step in the process. For example, in the Woocommerce to Mautic workflow, we are going to have the following steps:

• Customer created or updated: where the workflow would perform some action when a new Woocommerce customer is created or an existing one updated.
• Create contact: here the workflow would create a new Mautic contact when it receives the new customer data from Woocommerce.

From a more technical standpoint, we can define a node as an entry point for retrieving data, a function to process data, or an exit for sending data. The data process performed by nodes can include filtering, recomposing, and changing data.

With these high level understanding of workflows and nodes, we can simply say that a workflow is a collection of connected nodes. Thus, to create a Mautic workflow or just any workflow, you just need to connect all the necessary nodes.

Setting up and running your own workflows would require one or more of the following steps in the order they appear.

Step 1. Set up n8n instance 

As mentioned earlier, the first step to automating any workflow with n8n is to spin up an n8n instance. n8n is available as a Cloud service, desktop app, npm module, and Docker image.

One other thing, most of the nodes you’d work with will require some authentication with the service they connect to. To learn more about creating, managing, and sharing credentials, refer to Manage credentials.

With an n8n instance setup, next, you need to create your workflows in the n8n UI. But what does creating a workflow entails?

Step 2. Choose how to start your workflow

Once you create your workflow, it can be started manually (with the Start node) or by Trigger nodes. When a workflow is started, it executes all the active and connected nodes. The workflow execution ends when all the nodes have processed their data.

In the image above, the rectangular boxes are the nodes, and the arrows between them are the connections.

A connection establishes a link between nodes to route data through the workflow. A connection between two nodes passes data from one node’s output to another node’s input. Each node can have one or multiple connections.

Step 3. Connect nodes

To create a connection between two nodes, click on the grey dot on the right side of the node and slide the arrow to the grey rectangle on the left side of the following node. See image below. To configure parameters and settings for the node, double click on the node block.

Wrap up

Integrating Mautic and the different marketing tools you work with using manual processes could be hard.

With n8n this is no longer a problem – it allows you to automate these manual processes that would normally be a hassle. 

To illustrate how n8n could be used to automate your marketing workflows, this article covered some use cases where Mautic integrates and shares data with platforms like Woocommerce, Shopify, Calendly and Monday.com.

Ready to connect your Mautic with other third party applications?

Sign up for the n8n cloud account to easily get started and start automating processes with n8n! The platform also offers hundreds of pre-built integrations and hundreds of automation templates, allowing your team to design the custom workflows you need.

What’s next?

Now that you’ve seen some practical use cases where n8n could be used along with Mautic, also keep in mind that the usefulness of n8n extends beyond Mautic. For example, you can automate how data is imported into Salesforce with n8n.

Additionally, you can also explore a list of some open-source marketing automation tools we curated.

Nyior Clement is a developer advocate @ 84codes & freelance technical writer. You can follow him on Twitter and read more of his articles about data transformation and automation on n8n’s blog.

Marketing channels transfer the point of production of goods to the consumption of the goods. In traditional marketing, it was the people, the activities, and the organizations that made products and services available to consumers. Managing all of the stakeholders mentioned was a lot harder than automating processes. In Mautic, by automating the processes and the Marketing channels, mistakes are eliminated, while the processes are improved.

This is, however, the traditional Marketing definition. Modern marketing still lays on the fundamentals of that tradition, but channels are now digitally oriented. 

In this article, we will discuss what are the new marketing channels and how they can be better distributed through Mautic. 

Most known digital marketing channels

Email is a favorite digital marketing channel out there

In Mautic, you can send either single emails or you can create an email drip and send multiple emails, depending on your desired outcome. Email marketing is one of the most effective digital marketing channels and its usage keeps increasing. 

Email marketing brings the biggest revenue if managed well according to the customer journey rules. (this can link to the blog Customer journey made easy with Mautic)

SMS as the most personal marketing channel tool

Being reminded of some event or discount, or a holiday by receiving an SMS directly to your phone and having is started with your name, gives a sense of closeness. Best practices so far have shown that SMS messages shouldn`t be sent out as often, but when they are, they must have a very personal tone of voice which leads to a greater conversion rate. 

Focus Item – digital marketing channel aiming to support your clients

There are so many different ways pop-ups can be created. Pop-up or a focus item can be pre-pop-up and native pop, you can use it exit pop-up as well, depending on the type of the message and the desired action you want to undertake with this digital marketing channel.

Pre-pop-ups are very popular and we see them as a little box that appears after a few seconds on our screen, asking what type of information we look for. Once we choose the type of information, the native pop up containing the information takes us firther, while the exit pop up has the intendion of make us stay and complete some action we have already started. To understand this logic, you can read our blog Customer Journey made easy with Mautic.

Landing pages are great for creating catalogs for direct selling

In Mautic there is a Landing page option as a channel of digital marketing. Mautic offers an easy Landing Page catalog building option using the drag and drops way of catalog building For those who like to code, you can easily code your catalog for selling.

Add a value to your product using Assets 

Value-added resale, from a Marketing point of view, is some additional value that you can provide your customers in relation to a product you sell. For example, if an e-commerce business sells sunglasses, an added value could be a handbook with tips and tricks on how to take care of the different types of sunglasses.

In Mautic, using the same example, you could have these tips formatted as an ebook, and make it available as a downloadable pdf, using the Mautic option assets. Customers can fill out a form to get access to the asset – and you can use that form to gather relevant data on your leads.

Digital advertisements as a marketing channel

The same option as the option above, using videos for advertising, for example, can be a good way to use Mautic for digital channels of communication. Mautic saves the data of the number of your clients who have downloaded the video and using the other channels, such as email, focus item, SMS, etc, proper messages can be sent. 

Use digital marketing channels properly and create a campaign with all of these being involved simultaneously for better results.

This blog is written by Ivana Rosic who is a member of the Marketing team in the Mautic community and a project manager in Sales Snap. You can find more blogs of hers on the Sales Snap website.

…a systematic and repeatable organizational capability to achieve and maintain profitable and significant growth.

With each bug we squash and new feature we develop, we seek to tackle each challenge your business may face. Ultimately building Mautic into an “organizational capability” that will help you fast track your growth.

Your journey is our journey. We are poised and ready to support your growth as you create meaningful experiences with your customers. Release 2.1 carries with it a number of features that we believe will help your business, and ultimately your customers, grow faster and smarter. This release includes the following;

Campaign Management

• Custom Themes: Users now have the ability to upload and use their own custom themes! Create an email or landing page theme/template that represents your brand and use it over and over again. Administrators can upload, download, view or delete themes by accessing the theme menu item in the settings area. All users on the account can access the custom themes from the theme selection area while building new emails and landing pages.
• Multi Lingual Dynamic Content on Emails and Landing Pages: Many businesses work with customers around the globe. Now a preferred language can automatically be associated with a contact based on the language settings in their browser! Users can translate a page or email into various languages and also link different versions together. The page or email is then dynamically displayed into the contacts language! (if a translation exists). The default language can also be set manually.
• New Campaign Builder Experience: Building campaigns should be incredibly fast and intuitive. Well the campaign builder has has gotten a powerful usability increase! A list of available actions are displayed by clicking on the ‘+’ for each campaign item making it more efficient to use the campaign builder. Talk about a time saver.

Contact Management

• Progressive Profiling: Forms now have dynamic fields! When serving up a form, information that the system already knows about the contact can be hidden, and alternate fields can be displayed in their place. This ensures that the contact is only asked to complete limited information every time they fill out a form. This reduces the risk of abandoning a form when they are part way through. Yes!
• Touch Management: There are specific times when you should send information through specific channels. Administrators can now set limits on the maximum number of times a contact can receive a message through a particular channel. Limits can be set per channel, system wide for all contacts and can also be overwritten at the individual contact level. Don’t fall into the trap of over communicating with your contacts.
• New Interface for Timeline Activities: Viewing timeline activities in the contact record can be a struggle. Well, now you can view record detail in a tab-based format, making it much easier to consume and filter activities. Here’s to making information easier to read!

Reporting and Tracking

• Reporting on SMS and Web: You want more detail, we’ve got more detail. Information such as creator, date and category are now tracked for the SMS and Web notification channels. This enables better understanding and visibility of the content sent through these channels.
• Device Granularity: Now you can see which devices contacts are using to view their emails and landing pages! Two new dashboard widgets have been created to show device usage by segment and by channel. Now you can view a breakdown of usage based on devices such as a tablet, mobile or desktop. Device information is also available for each email/landing page, on the contact timeline and in reports. This feature will help you understand what devices your contacts are using to consume your content.

Integrations

• Expanded Salesforce Integration: The integration to Salesforce has been expanded! Now, information from contacts in Salesforce can be mapped back to contacts in Mautic! Timeline activity from the contact in Mautic can be also be written back to the Lead or Contact record in Salesforce. This enables sales users in Salesforce to see what marketing activities the record has interacted with. Win. Win.
• Video Integration: Deeper video integration is here! Users can insert videos from Vimeo or YouTube or any other mp4 platforms onto landing pages with a gate. This means the user can require a contact to fill out a form after the video has played for a predefined period of time. Video consumption metrics including time viewed and percent of the video watched are also available on the contact’s timeline.

We’ve assembled a playlist of videos to help you understand these new features. We’ll be adding to this playlist throughout the day so be sure to hover over the playlist button and scroll down to access them all.

The powerful features we’ve packed into release 2.1 are just that. Powerful. They are designed to help your business move beyond being inspired to grow, and actually create measurable results.

Mautic 2.1 Upgrade Details:

For more detailed information about the release for self-hosted users, please follow this link to the Mautic 2.1 Release Notes. If you experience any challenges accessing or using these incredible new features, please be sure to connect with us on Slack and the Community Forum.

Thank you for being an important part of the Mautic community!