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:

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.