Mautic (Sales & Marketing)

Feature Tour

Send Bulk Email

To send bulk email in Mautic we need to do some preparation.

1. Make Segments

There must be so many Segments at Mautic in the future. To avoid the duplicating name problem or unclear naming, therefore we set Mautic Segments name structure:

Structure: [Business Unit] [Campaign] [Detail]

Example: Talentiva Recruitment PHP Developer

Segment Filter Fields

Here Is the link for Segmentation Name information:

* https://blogs.constantcontact.com/8-best-practices-for-email-list-segmentation/
* https://sendgrid.com/resource/the-essential-guide-to-email-segmentation/

Mautic Built-in Fields

Field Name	Priority	Type	Description
Title	P1	Lookup	Leads to gender called
First Name	P1	Text	Leads contact first name
Last Name	P1	Text	Leads contact last name
Email	P1	Email	Leads primary email
Mobile	P3	Phone	Leads mobile number
Company Name	P3	Text	The company where the leads work
Company Email	P2	Email	Leads company email
Industry	P3	Select	The industry that Leads company is involved

Lovia Custom Fields & Tags

Field Name	Priority	Type	Description
Contact Owner/Owner by username	P1	Select	Contact Administrator Name
Talentiva Talent Stage	P1	Select	Open Interested Application Submitted Regular Profile Complete Schedule Interview Interview Done Interview No-Show Job Offered Job Offer Declined Hired Not Qualified Not Contactable Do Not Contact
Talentiva Employer Stage	P1	Select
Talentiva Job Role	P1	Select	PHP Developer Business Development etc.
Hiring Organization	P1	Text	Lovia Miluv Soluvas Talentiva Raise Up Kids etc.
Hiring Department	P2	Select	Engineering Business & Marketing Creative Human Resources
Lead Source Type	P1	Select	Lovia Website Lovia Mobile App Talentiva Website Talentiva Mobile App Talentiva Recruiter LinkedIn Profile Search LinkedIn Job Post JobStreet Talent Search JobStreet Job Post Jobstreet Out Listing Google Ads Youtube Ads Facebook Ads Instagram Ads Affiliate Word of Mouth
Lead Source Name	P1	Select	PHP Developer Business Development etc.
Gender	P1	Select	Male – M Female – F
Birth Year	P3	Number	Leads birth year
Purpose	P3	Text	Marketing Request Input
Life Insurance brand	P2	Select	e.g. Allianz (must be filled if they are an Allianz Life Insurance customer)
Life insurance policy number	P2	Text	(must be filled if they are an Allianz Life Insurance customer)
Life insurance name	P2	Text	e.g. AlliSya Protection Plus (must be filled if they are an Allianz Life Insurance customer)

LinkedIn Input Fields

Contact Owner, First Name, Last Name, Email, Gender, Hiring Organization, Hiring Department, Talentiva Talent Stage, Talentiva Job Role, Lead Source Type, Lead Source Name.

LinkedIn Filters

Talentiva Talent Stage

Here step-by-step to add new Segments on Mautic

First, click the “plus” button on the top right of the Segments User Interface

Input Segment name using Mautic Segments name structure. Make sure “Public Segment” and “Published” are on “yes” value. Alias is auto-generated after we finish making the Segment.

This is the interface after finishing make a Segment

2. Make Email Template

In Mautic you can sand an email with design. there are several based theme by Mautic that you can choose. the content of the email can be variative, you can put; picture, video, link, button, and many more.

Click the “Plus” icon to add a new Email template

Choose the “New Segment Email” to make bulk email

Fill the Subject, Internal Name, Contact Segment, and Publish at (to auto-send the email on the set time). Then choose the theme you will use, and click “Builder” to access the email editor.

Next step, Edit content of the email. Click “Apply” after finish editing the email

Click “Save & Close” to finish the process

This is the interface after finishing make a Segment. Here you can try to send the email by choose the “send example”

3. Add Contact

Since

Revenue Attribution

References:

Attribution in Mautic. This is for Salesforce integration, so we need to figure out how to integrate with ERPNext instead.
Why is Marketing Attribution a Big Deal? It not technical but an overview about the importance of marketing attribution.

Birthday/Anniversary Campaign

When this functionality works properly, this is how the birthday/anniversary campaign should be structured: