Understanding Mautic and how you can contribute
A presentation at Mautic Meetup Lagos by Ruth Cheesley
Understanding Mautic Enhancing the Digital Experience with Marketing Automation Ruth Cheesley - Mautic Community Manager @RCheesley
Short Background About Mautic: About me: Started as an Open Source marketing automation project in 2014 - mautic.org Ruth Cheesley Mautic Community Manager, Acquia Commercial business offering Mautic Open Marketing Cloud SaaS (Mautic Inc.) established in 2016 - mautic.com Mautic Inc. acquired by Acquia in May 2019, Acquia supporting the Mautic community in a similar way to how they support Drupal. My background: ● 18 years Open Source user & contributor (Joomla!, Kubuntu and Mautic) ● Built & grew a full-service digital agency ● Power user of Mautic ● Based in Ipswich @RCheesley
WAIT … DIGITAL EXPERIENCE? Image by ErikaWittlieb from Pixabay @RCheesley
Creating a consistent, personalised brand experience across multiple touchpoints in all channels used by the customer and the company Image by Daria Nepriakhina on Unsplash @RCheesley
Show of hands: I feel my company/organisation provides a good, consistent digital experience across all channels Image by Daria Nepriakhina on Unsplash @RCheesley
Source: Defining Digital Experience Report, Clicktale/CX Network - March 2019 @RCheesley
Unable to deliver a personalised experience Disjointed, inconsistent digital experience Lack of consolidated data Image by Elias Sch. from Pixabay @RCheesley
80% 70% 47% larger sales volume if leads are nurtured appropriately Source: The Annuitas Group Image by fancycrave1 from Pixabay of prospects are not in buying mode when they first interact with a company Source: Marketing Sherpa of shoppers touch at least one digital channel during their purchasing journey Source: McKinsey & Company @RCheesley
SO, WAIT, WHAT IS MAUTIC? Image by ErikaWittlieb from Pixabay @RCheesley
Mautic is a fully-featured, Open Source Marketing Automation platform which automates and measures marketing efforts, integrating and personalising digital properties in all channels, delivering seamless customer experiences. Image by Daria Nepriakhina on Unsplash @RCheesley
Mautic Solves Critical Digital Marketing Problems WEBSITE TRACKING LANDING PAGES WEB FORMS PROGRESSIVE PROFILING CONTACT MANAGEMENT AUDIENCE SEGMENTATION AUTOMATED CAMPAIGNS EMAIL MARKETING MULTI-CHANNEL COMMUNICATIONS DYNAMIC CONTENT CONSUMER SCORING ACCOUNT-BASED MARKETING THIRD PARTY INTEGRATIONS REPORTING & ATTRIBUTION DASHBOARD ANALYTICS A/B TESTING @RCheesley
Customer adds product to cart, coupon reminder is displayed New customer acquisition Customer finds you online and clicks through to a resource Customer opens email, clicks through to page Coupon code applied in shopping cart, customer completes purchase Conversion Customer presented with discount coupon and provides email address Customer identified, profile connected with activity, email sent with coupon If email is not opened, send reminder in 1 week Customer receives confirmation email (and SMS if desired) Shipping updates Feedback survey @RCheesley
Customer adds products to cart and has others recommended Customer retention Customer provides their product preferences Customer profile updated according to their preferences Customer opens communications, clicks through to view offers Customer receives loyalty points and is incentivised to shop again with offers Customer receives targeted communications with relevant offers Customer profile builds, showing their interests and engagement If communications are not opened, send reminder @RCheesley
Online to offline marketing Customer finds you online and clicks through to a resource Customer receives printed brochure with customised offers related to their interests Customer returns to the site, and books using their offer code Coupon code associated with booking Conversion Customer at early enquiry stage, requests a brochure with address details Customer identified, profile connected with activity Customer receives confirmation via preferred channel (email, SMS, post) Send trigger to Deutsche Post via 3rd party plugin @RCheesley
SOUNDS GREAT! HOW DO I GET STARTED? Image by ErikaWittlieb from Pixabay @RCheesley
Linux L Linux NGINX E/A Apache MySQL M MariaDB PHP P PHP @RCheesley
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Or … use one of the many CMS integrations!
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Photo by UX Indonesia on Unsplash
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Integrations ▶ Customise Mautic with Plugins, Integrations and REST API @RCheesley
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Embedded web forms automatic or manual Shortcodes used for automatic embedding Many integrations with form extensions
Focus items (including exit intent) Gif and image from Cactus Automation
Progressive Profiling Progressive Profiling
- Automatically gather new, different information from your return visitors - Move contacts between segments based on new information - Automatically deliver relevant content based on their needs and interests
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Audience Segmentation ▶ Build Target Lists Based on Demographic/Behavioural Data @RCheesley
Drag & Drop Campaign Builder ▶ Launch Personalised, Multi-channel Campaigns Quickly @RCheesley
Dynamic Content Tailor your email content based on user demographics or behaviour ★ ★ Region 2 Region 1 @RCheesley
Dynamic Content Apply the same tactics on your website ★ ★ Known Unknown @RCheesley
Email Templates ▶ Quickly Create Effective, Personalised Emails @RCheesley
A/B Testing ▶ Simple A/B Testing for Emails and Landing Pages @RCheesley
Integrated Campaign Reporting ▶ Measure your campaigns with customisable reports @RCheesley
How can you contribute to Mautic? @RCheesley
62 sign ups ~40 contributors
Community Team Prod eam ion T uct T e am cat Edu e M ar ke t ing Te a m c an Fin l& m ga Tea e L https://contribute.mautic.org/community-structure/governance @RCheesley
Community Team @RCheesley
Community Team tion uct T eam ca Edu Launched new dashboard dashboard.mautic.org ● Launched community handbook contribute.mautic.org ● Launched Meetup Pro account meetup.com/pro/mautic ● Held first Community Sprint ● Organising MautiCon 2020! Prod Team ● e M ar ke tin gT ea m c an n i F & al eam g T Le Vision: To have more people contributing to the Mautic project @RCheesley
How can you contribute in the Community Team? @RCheesley
Community Team tion uct T eam ca Edu Help organise Mauticon ● Create a campaign to invite contributors re-engage ● Build resources to support new meetup organisers Prod Team ● e nc ina M ar ke tin gT ea m F & al eam g T Le and more ….. Vision: To have more people contributing to the Mautic project Mautic Community Team on Trello @RCheesley
Education Team @RCheesley
Community Team Launched new documentation portal docs.mautic.org ● Established new forum categories by country and language ● Developing new knowledgebase kb.mautic.org ● Reviewing YouTube videos & updating tion uct T eam ca Edu ● Prod Team e M ar ke tin gT ea m c an n i F & al eam g T Le Vision: To improve the resources available for new and established users to learn how to use Mautic @RCheesley
How can you contribute in the Education Team? @RCheesley
Community Team Write/edit documentation and knowledgebase articles ● Review, plan and create video resources ● Moderate/curate forums tion uct T eam ca Edu ● Prod Team e M ar ke tin gT ea m c an n i F & al eam g T Le And more … Vision: To improve the resources available for new and established users to learn how to use Mautic Mautic Education Team on Trello @RCheesley
Legal & Finance Team @RCheesley
Community Team Actively pursuing 18 trademark reports ● Establishing a consolidated budget for the Mautic Community ● Reviewing and updating the Trademark Policy tion uct T eam ca Edu ● Prod Team e M ar ke tin gT ea m c an n i F & al eam g T Le Vision: To safeguard and manage the legal and financial aspects of the Mautic community @RCheesley
How can you contribute in the Legal & Finance Team? @RCheesley
● Establish workflows to deal with trademark reports ● Develop a community budget ● Build a process for team leads to propose an annual budget and track their spending Community Team tion uct T eam ca Edu Prod Team e M ar ke tin gT ea m c an n i F & al eam g T Le Vision: To safeguard and manage the legal and financial aspects of the Mautic community And more … Mautic Legal & Finance Team on Trello @RCheesley
Marketing Team @RCheesley
● Attended the leading EU Open Source conference FOSDEM ● Launched new mautic.org site on Drupal ● Developing audience personas and launching new campaigns to promote Mautic & support new users ● About to re-launch the Mautic Moment community newsletter Community Team tion uct T eam ca Edu Prod Team e M ar ke tin gT ea m c an n i F & al eam g T Le Vision: To promote Mautic to new and potential users and develop an awareness of the Open Source project @RCheesley
How can you contribute in the Marketing Team? @RCheesley
● Plan and deploy drip campaign for new users ● Create a pitch deck for organisations to promote Mautic ● Create new visuals for social media Community Team tion uct T eam ca Edu Prod Team e M ar ke tin gT ea m c an n i F & al eam g T Le And more… Vision: To promote Mautic to new and potential users and develop an awareness of the Open Source project Mautic Marketing Team on Trello @RCheesley
Product Team @RCheesley
Community Team Shipped 3.0 alpha and beta releases ● Shipped 2.16.1 & 2.16.2 releases ● Developing the future vision and roadmap for Mautic ● Implementing a new branching method and time-based releases tion uct T eam ca Edu ● Prod Team e M ar ke tin gT ea m c an n i F & al eam g T Le Vision: To manage all aspects of the product release cycle and roadmap for the Mautic Open Source project @RCheesley
How can you contribute in the Product Team? @RCheesley
● Triage issues and PR’s ● Lead the next release (3.0.1) ● Improve test coverage ● Improve code samples and tutorials in developer docs Community Team tion uct T eam ca Edu Prod Team M ar ke tin gT ea m L an Fin & al am eg Te ce And more … Vision: To manage all aspects of the product release cycle and roadmap for the Mautic Open Source project Mautic Product Team on Trello @RCheesley
Thank you What questions can I answer? Ruth Cheesley Mautic Community Manager ruth.cheesley@mautic.org @RCheesley
Resources
The following resources were mentioned during the presentation or are useful additional information.
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Mautic Download
Download the installer of the latest version so that you can set it up on your local machine or server and get started with Mautic
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Mautic on Github
Explore Mautic on GitHub
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Mautic Documentation
Everything you need to know about how to use Mautic
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Mautic Developers Documentation
Explore the REST API and other documentation relevant to developers
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Mautic Community Handbook
A central resource where you can find lots of information about contributing to Mautic, how we organise the community, and descriptions of what each team is responsible for
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Mautic Trello
Our public Trello account where each team has their own board
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Mautic Slack
Get your invitation to the Mautic Community Slack
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Acquia’s cloud hosted Mautic
An optimised, cloud-hosted and scalable SaaS Mautic solution
