The Mautic Update

A presentation at Mautic Conference Europe 2021 in November 2021 in Hasselt, Belgium by Ruth Cheesley

Ruth Cheesley (she/her) Mautic Project Lead @ Acquia 18+ years using and contributing to open source project Located in Ipswich, U Working full time supported by Acquia as Project Lead for Mautic. K s @RCheesley

Our First (Last) In Person Event • 1st November 2019 - Contribution Day in Amsterdam (after DrupalCon Amsterdam) • Implementing team structures • Getting started with the immense task that would become the Mautic 3.0 release @RCheesley

Thank you to our Mautic Community Partners • Contribute financially to support Mautic, AND • Actively contribute on a consistent basis within the community across our monitored channels. mau.tc/partners @RCheesley

Recap on past year Results from the Community Survey TODAY’S AGENDA Strategic Initiatives Roadmap @RCheesley

A BRIEF HISTORY OF MAUTIC Mautic 2.0 Stable Acquia Acquisition Mautic 4.0 First major release including a Only 3 releases, widespread A year of monthly releases, a refactored email builder , uncertainty in the community. new major update supporting dynamic content, stages, new Established governance model Symfony 4, new email builder integrations and community teams. and Composer support. 2 global MautiCon events. 2015 Mautic 1.0 Stable Mautic comes out of beta with the 1.0 Stable release. 2016 2018 First Community Led Release 2019 2020 2021 Mautic 3.0 First major release since 2016, 2.14.1 was the first release to complete overhaul to support be fully led by a community Symfony 3.0. member, rather than Mautic Inc. staff. @RCheesley

2020 - 2021 Jan-Jun 2020 ) s s s m r e t d d s d y s s s e S Team Leads appointe First team meetings hel Ran our first virtual sprint (yay covid! Accepted in Google Season of Doc Mautic 3.0 released Jul-Dec 2020 Jan-Jun 2021 Jul 2021-Now Established Open Collective and GitHub Sponsor First ever MautiCon even Launched Strategic Initiative Launched Tiger Team 3.1 & 3.2 release First major security releas 3.3 releas Community Partners Progra Introduced new release proces Restarted Mautic Newslette FundOS Mautic 4.0 release Community Surve RFP Proces First in-person Conference 🎉 @RCheesley

A Growing Community Source: Savannah CRM @RCheesley

Growing Contributions Source: Savannah CRM @RCheesley

Don’t use Mautic 2% 01. How long have you been using Mautic? 4-5 yrs 6% 5+ yrs 5% < 1 year 28% 3-4 yrs 12% The majority of respondents to the survey only started using Mautic since 2019 Only 23% of respondents have been using Mautic since prior to this date. 82 responses . mau.tc/2021-survey 2-3 yrs 16% 1-2 yrs 31%

4.x 7 02. 2.x 21 Which version of Mautic are you using? Most respondents are running 3.x but there are still a lot of people using 2.x Most respondents are only running 3.x but around a quarter are running a mix of both 2.x and 3.x 3.x 64 74 responses . . mau.tc/2021-survey

50+ 10% 03. How many Mautic instances are you supporting? 11-20 3% 6-10 8% The majority of respondents are supporting between 1-5 instances of Mautic A small number of respondents make up a large volume of Mautic instances (these are likely agencies and/or SaaS providers 74 responses . ) mau.tc/2021-survey 1-5 79%

How many identified contacts are in your largest instance? 500-750k 5% 1-10mil 8% 100-500k 15% 0-10k 48% Just under half of respondents are what we would call ‘small scale’ users of Mautic (under 10,000 identified contacts) 20-100k 3% Over a quarter of respondents are using Mautic at scale (200k+ identified contacts) 10-20k 21% 74 responses . . mau.tc/2021-survey

SaaS Provider 7% 05. Where are you hosting production instances? Shared hosting 22% Dedicated Server 19% The majority of respondents are hosting Mautic in the recommended environment of a VPS or Dedicated Server (or SaaS) There is still a good amount of shared hosting in use which could be a challenge going forward 74 responses VPS 52% . . mau.tc/2021-survey

No license fee 06. 69 Embracing open standards What makes Mautic awesome? 52 Flexibility 39 Community 33 Community innovation 32 Interoperability 32 Unsurprisingly the strongest sentiment is around the project being open source and free to use The value of the community is also well represented, 29 Ease of use 16 Help & Support and the flexibility to customise Mautic to your own 15 Number of plugins requirements 10 Adoption and track record 80 responses mau.tc/2021-survey 0 . . 8 Commercial ecosystem 18 35 53 70

Lack of awareness in market 07. What are Mautic’s biggest challenges? 16 Lack of contributors 15 Finding good Mautic talent 12 Creating templates 12 Lack of support/documentation 10 Performance and scalability 10 The top 10 challenges based on being ranked 5/5 are listed here Several of these we will be addressing over the 9 Stability Usability 8 Deciding which plugins to use 8 Losing the enterprise market 8 course of the next year through Strategic Initiatives 80 responses . . mau.tc/2021-survey 0 4 8 12 16

What are Mautic’s biggest opportunities? Third party integrations 53 Ecommerce integrations 49 IT cost reductions 44 Being part of a DXP The top 10 opportunities based on being ranked 5/5 are listed here A definite need to grow the ecosystem around Mautic, 38 33 Support for high traffic instances 31 Replacing legacy platforms and some useful topics for the Marketing Team to showcase Mautic’s strengths. 74 responses . mau.tc/2021-survey 25 Internationalisation 0 15 30 45

Promote Mautic awareness 33 09. Create a training/certification programme What should the Mautic Community Leadership Team focus on? 29 Outreach to other open source communities 27 mautic.org improvements 25 24 Grow the commercial ecosystem The top things that respondents felt the Leadership Team should focus on 15 Explore paying contributors Several of these we will be addressing over the course of the next year through Strategic Initiatives Award funds for compelling innovations 10 Organise MautiCons in more locations 10 and working groups, some already underway 74 responses 0 . . mau.tc/2021-survey 10 20 30

Have you ever contributed to Mautic? Yes 39% The vast majority of Mautic users who responded to the survey have never contributed to Mautic 82 responses . mau.tc/2021-survey No 61%

I don’t know how my skills enable me to contribute 11. 33 I don’t have time to contribute What impacts your ability to contribute to Mautic? 31 I don’t know how to contribute 23 I can’t afford the time to contribute 15 12 I don’t feel I have anything to contribute The main points raised in this question suggest that we need to get better at helping folk understand where they 8 I’m not interested in contributing at this time can best contribute to Mautic, and making that process as easy as possible 4 I do not see a benefit to contributing Also ensuring that there are ways for people to be compensated for their time where appropriate 82 responses mau.tc/2021-survey 0 . . 2 I feel I wouldn’t get enough credit for my contributions 10 20 30

Strategic Initiatives • Initiatives are groups of people coming together to work on a particular area of focus. • Grounded in ★ User insights ★ Product vision ★ Market insights ★ Community discussion

To do: • Installation / setup tutorials for latest operating systems • Tutorials for Docker, Kubernetes etc • One-click images for common tools (e.g. Digital Ocean) INSTALL/UPGRADE ! Improving the installation and upgrade experience for Mautic users.

RESOURCE MANAGEMENT INITIATIVE @RCheesley

MARKETPLACE ” Enabling Mautic users to manage their plugins and themes from within Mautic.

Our vision is to be the ultimate fully featured and scalable marketing automation layer that can stand alone or be dropped into any existing tech stack, enabling organisations to seamlessly deliver an integrated, personalised digital experience that delights marketers and customers alike. @RCheesley

As a Marketer, I want to be able to import and export campaigns, So that I can quickly set up the most common campaigns And my new users can access pre-made best practice campaigns. , Photo by Hal Gatewood on Unsplash

Campaign Library Initiative #1 requested feature on the forums • Enable the export and import of campaign • Provide a library of best-practice campaigns within Mauti • Enable new Mautic users to jump-start their marketing automatio • Help us to collectively ‘raise our game’ s n c Photo by Hal Gatewood on Unsplash

As a potential contributor I want to know how my skills can help the project Be able to find tasks suitable for me to work on , , , And to have my contributions recognised.

2022: The Year Of The Contributor Initiative Improving how we work with contributors • Improve the onboarding process for new contributor • Explore ways to engage Mautic users and encourage them to contribute to Mauti c s • Recognise and retain our existing contributors

Photo by Chris Henry on Unsplash As someone who needs a marketing automation solution I should know about Mautic as a viable option (via SaaS or self-hosted) And be able to access resources to aid decision making , , , So that I consider open source solutions in my procurement process.

Photo by Chris Henry on Unsplash Promote Mautic Initiative #1 outcome from Community Survey • Growing awareness within Open Source circles of Mauti • Sharing Mautic with the wider worl • Growing adoption and awareness of Mautic d c in the marketing automation industry

Strategic Initiatives 2022-23 INSTALL/UPGRADE ! Improving the installation and upgrade experience for Mautic % RESOURCE MANAGEMENT MARKETPLACE Enabling Mautic users to work Enabling Mautic users to manage more effectively by organising ” their plugins and themes from users. their resources within Mautic. within Mautic. CAMPAIGN LIBRARY CONTRIBUTORS PROMOTE MAUTIC Enabling users to quickly get started with reproducible best practice workflows.
Attracting and retaining contributors to help us build and grow Mautic. $ Spreading the word and widening the awareness of Mautic within open source and business.

1 0 3 2 1 RELEASE THEMES ’ ! & Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 4. 4. 4. 5. 5. Forms and campaigns Segments, Contacts and Companies Channels Symfony upgrade (plus projects) Plugins

PROVISIONAL ROADMAP Q4 2021 PHP 8 Support (Community) Work in progress to deliver PHP 8 support in time for the 4.1 release. Performance & Scalability (Acquia) Ongoing work to improve performance and scalability of Mautic by the R&D team at Acquia. Install/Upgrade Initiative Part 1 (Community) Implement better checks inspired by those in the Mautic 3 upgrade into the install and upgrade process to reduce failed upgrades/ mau.tc/roadmap installs.

Q4 2021 Mautic Marketplace Part 2 (Community) Implement the ability for users to manage plugins from within Mautic. Improvements to the Preference Centre (Webmecanik) Some improvements to the existing preference centre in Mautic. mau.tc/roadmap

Q1 2022 Resource Management Initiative (Community: Acquia + Deeper) Implementing a system for Mautic users to organise resources into projects. UX work by Acquia, development work by Deeper. Transactional / Operational Emails (Acquia) Implementing the ability to communicate with contacts when they have unsubscribed for the purpose of operational information such as password resets, e-commerce notifications and so forth. A/B testing in Campaigns (Acquia) Implement the ability to A/B test campaign workflows in Mautic. mau.tc/roadmap

Q1 2022 Symfony 5 update Updating Mautic to support Symfony 5. ReCAPTCHA v3 for forms and email clicks (Webmecanik) Implementing support for ReCAPTCHA v3 for forms and email clicks in Mautic. mau.tc/roadmap

Q2 2022 PHP 8.1 Support (Community) Implementing support for PHP 8.1. Multi-table management (Webmecanik) Implementing the ability to create custom tables within Mautic to store extra data related to contacts, which is customisable to meet the needs of the marketer - for example the data might include invoices, products, and so forth. mau.tc/roadmap

Q4 2022 Improved reporting and analytics (Acquia) Introducing various improvements for the reporting and analytics features within Mautic. mau.tc/roadmap

Ruth Cheesley Mautic Project Lead @ Acquia ruth.cheesley@mautic.org What questions can I answer? @RCheesley

Ruth Cheesley
@rcheesley

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Join us to hear from Project Lead Ruth Cheesley on the state of Mautic, the outcomes from the recent Mautic Community Survey, and where we’re going to be focusing our attention over the coming years.

We’ll cover how Mautic has developed since the formation of the governance model back in 2019, an overview of the progress that has been made over the past two years, and we will learn the strategic initiatives that are going to be focused on going into 2022 and beyond.

We’ll also discuss the future roadmap for Mautic, and explore how contributors and organisations can play a part in defining Mautic’s future.

Resources

The following resources were mentioned during the presentation or are useful additional information.

Mautic’s Website

The main hub for all things Mautic. Visit the download page to access the production-ready installer.
Jira boards

Each team in the community has a Jira board where they plan longer term work, tasks and projects.
Get an invite to Slack

Join the Mautic Community on Slack!
Mautic Forums

The main place for support is the Mautic Community Forums.
GitHub

Mautic on GitHub.
Community Handbook

The place to go for all things community!
Documentation (end-user)

End-user documentation.
Documentation (developer)

Developer documentation.

The Mautic Update

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Resources

Mautic’s Website

Jira boards

Get an invite to Slack

Mautic Forums

GitHub

Community Handbook

Documentation (end-user)

Documentation (developer)