Mautic CRM Overview
Jan 11, 2023
The Mautic platform helps you create a strong marketing strategy for your business.
With Mautic, you can:
- Connect with your contacts over channels like Emails, Text Messages, Social media, and Focus Items.
- Segment your contacts based on business requirements and personalize your marketing strategy for each segment.
- Create personalized Campaigns to engage with your contacts.
- Use performance metrics in Dashboards, Reports, Points, and Stages to measure the efficiency of your marketing strategy.
Resources:
- https://docs.mautic.org/en/home
- https://kb.mautic.org/
- https://docs.mautic.org/en/tips-and-tricks
- https://docs.mautic.org/en/plugins/microsoft-outlook
Our Help Articles:
- Contacts
- Tags
- Segments
- Campaigns
- Email Template
- API Sync (how it works and setup)
- Newsletters ( https://innotiom.com/sending-newsletters-with-mautic/ )
Contact Management
Build a rich and functional database of Contacts for your business, group them together based on your business needs or based on shared attributes.
Contacts: Individuals who have visited your websites or interacted with your business in some way. They may be known or unknown visitors. Contacts are the primary factor of a marketing automation platform.
Segments: A group of your Contacts that share certain attributes. For example, you may segment Contacts based on a contact’s location. This may help you easily send out location-based offers or promotions to this specific group of Contacts.
Companies: A group of Contacts based on the Company or Companies that the Contact is assigned to.
Campaigns - With your Contact information and the Components in place, you can now start to create customized marketing activities for your Contacts. Such marketing activities are created primarily in Campaigns.
Emails: Use built-in Email templates to send messages to a group of your contacts, or send personalized messages to specific contacts.
Dashboard: A high-level representation of Contact data, Campaigns, and activities. You can create a highly personalized dashboard based on the information that you want to track.
Reports: A tool to measure the effectiveness of your marketing Campaigns, Emails, Forms, or page hits. Reports also let you troubleshoot or workaround areas of improvement to enhance your marketing strategy.
Points: A score that is an indicator of progress for a Contact or customer. Points are a way for marketers to measure which of their Contacts are the most engaged based on their interactions and behavior.
Stages: A customizable feature that enables you to keep a track of where your Contacts are in their marketing/sales journey.