The Mautic Update

The Mautic Update Mautic Conference Europe, Lisbon 4-5 November 2024 @RCheesley

Ruth Cheesley (she/her) Mautic Project Lead ruth.cheesley@mau c.org speaking.ruthcheesley.co.uk for slides, recording, links and resources ti @RCheesley

São Paulo, 2022 Lagos, 2023 Welcome to the Mautic community! We’re a worldwide, welcoming community. India, 2024 Together, we are disrupting the marketing industry by putting powerful marketing automation into the hands of people like you who are changing the world. @RCheesley

Ekke Guembel Community Team Lead Madlen Friedrich Program Lead Ricardo Freire Event Co-ordinator Lenon Leite Event Co-ordinator Simran Sethi Communications Thank you to our incredible organising team. This event would not have happened without their dedication and hard work! @RCheesley

Emily Wood Marketing Sven Döring Marketing Favour Chibueze Event Support Mohit Aghera Web Team Dorcas Opatola Designer Rahul Shinde Session Evaluator Thank you to our awesome event volunteers. Endless hours of work behind the scenes make this event happen! @RCheesley

Thank you Mautic Conference Europe Sponsors Your support helps us to bring together our awesome community! @RCheesley

Now is the time to get on board with Mautic! @RCheesley

Stayed the same 35% Increased 57% Decreased 8% Source: Mautic Business Survey 2024 37 responses Businesses are getting more Mautic opportunities. “Has your Mautic project pipeline increased or decreased over the last year?” @RCheesley

Stay the same 16% Decrease 3% Grow 81% Source: Mautic Business Survey 2024 37 responses Businesses are expecting more growth. “How do you expect your Mautic business to grow in the next 12 months?” @RCheesley

14 IT 9 9 9 Consultancy Healthcare & Medicine Retail 8 Marketing & Advertising 7 Education 6 6 6 Construction Government & Public Administration Charities & Non Pro ts 5 5 5 5 Clothing & Fashion Industry Banking, Finance and Insurance Housing and property 4 Automotive 3 3 Travel and tourism Sports 2 2 2 2 2 Arts and culture FMCG (Fast moving consumer goods) Energy and utilities Logistics and support Media Telecom FinTech Consumer electronics Entertainment and music Recruitment Food industry 1 1 1 1 1 1 Source: Mautic Business Survey 2024 37 responses (multi-select) Mautic is used successfully across many industry sectors. “In what industries do your Mautic clients operate?” fi @RCheesley

Negative 8% Neutral 24% Very positive 68% Source: Mautic Business Survey 2024 37 responses Businesses see a bright future ahead. “How do you see the future of Mautic as a marketing automation solution” @RCheesley

Marketing specialist 13 Developer 13 9 Consultant 4 Other Source: Mautic Business Survey 2024 23 responses Businesses are hiring sta to work on Mautic. “What roles are you hiring for?” ff @RCheesley

53,842 45000 41,298 41,940 47,502 45,232 37,841 38,063 41,271 30000 27,759 15000 6,376 24 20 23 20 22 20 21 20 20 20 19 20 18 20 17 20 16 20 15 0 20 Number of active instances 60000 Active Mautic instances checking for updates. Around 40k Mautic instances (and rising) check for updates each year. @RCheesley

Let’s celebrate the people and organisations who are making Mautic! @RCheesley

Top company contributors to Mautic over the last calendar year. 1. Acquia (757) 2. Dropsolid (563) 3. Leuchtfeuer Digital Marketing (179) 4. Webmecanik (160) 5. Aivie (153) 6. RectorPHP (107) 7. Comarch (106) 8. Axelerant (79) 9. Friendly (33) 10. Crafting.email (29) @RCheesley

Most active companies in Mautic over the last calendar year. 1. Dropsolid (4207) 2. Acquia (2426) 3. Leuchtfeuer Digital Marketing (1217) 4. Aivie (932) 5. Axelerant (864) 6. Webmecanik (768) 7. Friendly (681) 8. Crafting.email (569) 9. PreviousNext (508) 10. TwentyZen (380) @RCheesley

Top individual contributors to Mautic over the last calendar year. 1. John Linhart (613) 2. Anderson José Eccel (315) 3. Rahul Shinde (150) 4. Zdeno Kuzmany (131) 5. Tomas Votruba (107) 6. Mattias Michaux (87) 7. Patryk Gruska (70) 8. Simran Sethi (60) 9. Rembrand Le Compte (49) 10. Ekke Guembel (40) @RCheesley

Most active individuals in Mautic over the last calendar year. 1. John Linhart (2190) 2. Avinash Dalvi (1906) 3. Anderson José Eccel (1813) 4. Mike Van Hemelrijck (976) 5. Rahul Shinde (857) 6. Surabhi Gokte (724) 7. Joey Keller (677) 8. Mattias Michaux (665) 9. Ricardo Freire (577) 10. Ekke Guembel (525) @RCheesley

What’s new? The latest news from Mautic @RCheesley

We’ve got some leadership changes in Mautic. @RCheesley

@RCheesley

Ma as Michaux Outgoing Team Lead, Product Team Oluwatobi Owolabi Outgoing Team Lead, Marketing Team Nico Grienauer Outgoing Assistant Team Lead, Community Team https://mau.tc/leadership-changes-24 A huge thank you to our outgoing leadership team members. tti Their dedication to contributing to Mautic has been a huge support to our growth. @RCheesley

Joey Keller Incoming Team Lead, Product Team Rahul Shinde Incoming Assistant Team Lead, Product Team Mike Van Hemelrijck Incoming Assistant Team Lead, Marketing Team Avinash Dalvi Incoming Assistant Team Lead, Community Team https://mau.tc/leadership-changes-24 A warm welcome to our new volunteer leaders. We’re excited to have you on board and looking forward to future growth under your leadership! @RCheesley

fi Andy Towne Outgoing Council Member Favour Chibueze Outgoing Council Member https://mau.tc/leadership-changes-24 A big thank you to our outgoing Council members. We’ve greatly valued your input and guidance in establishing our rst community-elected Council. @RCheesley

Simran Sethi Incoming Council Member Could it be you? One Council seat vacant https://mau.tc/leadership-changes-24 A warm welcome to our newest Council member. We’re delighted to welcome Simran Sethi as a Council member and invite others to apply for the remaining role which remains open. @RCheesley

Pivoting to lead with our product fi By switching to a productled approach we can reach more people and empower them to get started and be successful with Mautic in the quickest possible time. 1. We’ve established a free-trial system which allows people to jump straight into using Mautic without the need to think about hosting, installing and con guring the application itself.

Strong growth in trial signups. Over 3,000 users since the trials were launched in May 2024. @RCheesley

Pivoting to lead with our product fi By switching to a productled approach we can reach more people and empower them to get started and be successful with Mautic in the quickest possible time. 1. We’ve established a free-trial system which allows people to jump straight into using Mautic without the need to think about hosting, installing and con 2. We’re refocusing our website to be product-led, so that it’s centralised on the product itself - what Mautic is, what it does, how it makes you successful.

@RCheesley

New website is in closed beta welcoming testers! • Website migration to WordPress is well underway with a new design and a product-led focus • Testers needed to help with reviewing the content, layout, improving accessibility • Content editors and website builders needed to help with building out the internal pages and updating the content Content Freeze: 20th December 2024 Release date: 6 January 2025 🥳 #wg-website-rebuild @RCheesley

Pivoting to lead with our product By switching to a productled approach we can reach more people and empower them to get started and be successful with Mautic in the quickest possible time. 1. We’ve established a free-trial system which allows people to jump straight into using Mautic without the need to think about hosting, installing and con 2. We’re refocusing our website to be product-led, so that it’s centralised on the product itself - what Mautic is, what it does, how it makes you successful. 3. fi We are centralising our marketing efforts on creating resources which help people to succeed with Mautic, including documentation, tutorials, webinars and blog content among others.

Improving how we create and share content. How you can help: • Write, review optimise and edit older content • Create our new product-led strategy, resources and campaigns - join us tomorrow in the Community Sprint to work on this! • Help us to maintain and update the new WordPress website #wg-website-rebuild @RCheesley

Improving Mautic by listening to our users fi By understanding our users better, we can improve our product and remove the blockers that prevent them from being successful with Mautic. 1. We’ve created a channel through which people can continuously provide feedback about what they nd needs improving as a user of Mautic.

Implement a UI/UX feedback system. • Simple form-based submission for UI/UX bugs, challenges and dif culties with Mautic • UI/UX Tiger Team working through addressing the points raised, with xes coming thick and fast! • Testers and users new to Mautic providing invaluable feedback https://mau.tc/uxui-form fi fi #tt-ux_ui @RCheesley

Acting on feedback received to improve Mautic. • 39 issues reported • ✅ 12 issue reports xed • 🔄 14 issue reports in progress • ⛔ 13 issue reports in the backlog • 170+ Pull Requests (PRs) merged fi #tt-ux_ui @RCheesley

As a result, Mautic has had a substantial facelift. 5.1 saw over 80 pull requests merged improving UX/UI and 5.2 has 127 coming. More testers needed - https://mau.tc/tester for how to help! @RCheesley

Your Mautic, your way. We now have the much-requested dark mode (and many other customisation options available, too!) so users can tailor the interface to their needs. @RCheesley

Considering accessibility rst. fi While many of us like fancy effects, for some users it can cause problems. In Mautic, you can now turn effects on and off to meet your own needs. @RCheesley

Demystifying features and settings. For many years marketers have told us that our terminology is confusing and hard to understand. We’re changing that. @RCheesley

Providing the user with helpful information. Language strings improved, contextual information added and helpful insights provided to enable the user to better understand the data (or lack of it). @RCheesley

Mautic 5.2 due to release tomorrow. 788, 339 and 182 pull requests merged in 5.0, 5.1 and 5.2 respectively (that’s at least 3,927 contributions in total!) @RCheesley

Improving Mautic by listening to our users fi By understanding our users better, we can improve our product and remove the blockers that prevent them from being successful with Mautic. 1. We’ve created a channel through which people can continuously provide feedback about what they 2. We’re establishing a clear release schedule which supports continuous innovation and rapid deployment of improvements to users, while also providing longer term stability for those who need it.

@RCheesley

Establish a clear release schedule. • Launching today, our newly updated release schedule • Clearly de ned release dates aligned with our major dependencies (Symfony and PHP) • Long term support version which (eventually) sees 24 months between major releases • Eventually, each release series will be supported for at least three years https://mau.tc/new-release-strategy fi #t-product @RCheesley

Mautic 1.0 Mautic 2.0 Mautic 3.0 Mautic 4.0 Mautic 5.0 Most instances are using 4.x. Still about 20% of instances are using between 2.x-3.x! @RCheesley

Extended Long Term Support for Mautic. • Some companies can’t upgrade their Mautic instances within the active and security support phases, citing complex plugins, customisations and other reasons. • They tell us that they would like to be able to pay Mautic for back porting of security issues until they can migrate to the new versions. • ELTS launches in January 2025, extending support for an additional two years for each major release (excluding 6.x which will only have 1 year of ELTS) #elts @RCheesley

Improving Mautic by listening to our users fi fi By understanding our users better, we can improve our product and remove the blockers that prevent them from being successful with Mautic. 1. Create a channel through which people can continuously provide feedback about what they 2. We’re establishing a clear release schedule which supports continuous innovation and rapid deployment of improvements to users, while also providing longer term stability for those who need it. 3. We’re scoping and seeking to fund clearly de ned projects that deliver features and functionality which is widely requested by users of Mautic.

Implementing a Campaign Library in Mautic. • Phase 1 has been accepted as a project by NLNet with ~ €47k funding. • We’re hiring an EU based developer (full time) and project manager (part time) for a six-month contract to implement the campaign export and import functionality - the foundations required for the wider Campaign Library project. • Job adverts will be announced towards the end of Q4, to start in January. @RCheesley

Catch more bugs before they land with users. • A Google Summer of Code project which established Codeception as our End to End test suite • Simulates a user taking actions within the browser • Currently has the Contacts bundle covered, but more contributions are welcome! https://mau.tc/e2e-testing @RCheesley

Expand the Mautic Marketplace functionality. • A Google Summer of Code project which enables ratings and reviews, while expanding functionality for future development. • Allows for plugins and themes (and campaigns, in the future) to be listed, ltered and searched. • Foundational work to add a middleware layer in review, and front-end layout is being nalised. • Future planned project to develop the user interface and bring Marketplace out of beta fi fi @RCheesley

Improving bounce management in Mautic. • A well researched proposal from Matic Zagmjaster to extend and improve Mautic’s bounce management. • Crowd-funding to complete the well-scoped work which will dramatically improve Mautic’s email management. • Currently has committed funds of $1,100 $3,660 needed to kick o phase 1 https://mau.tc/bounce-management-funding ff @RCheesley

Implement an o cial certi cation programme. • Users of Mautic tell us they want to be able to show their capabilities, and providers want assurances of the skill level for people they are hiring. • The Council are currently scoping an of cial certi cation programme which is planned to launch in Q1 2025. • Initial focus will be on marketers using Mautic and developers, with certi cation for integrators coming in a later phase fi fi ffi fi fi @RCheesley

We need to talk about money. @RCheesley

Mautic becomes independent We’ve made great progress, but we’re struggling. Without substantially increasing our income, we run the risk of being out of funds in the next 2-3 months. @RCheesley

Misc 2.88% Trials 0.42% Event ticket sales 2.36% Diamond Members 28.73% Event sponsors 18.77% Year to date income: $108,075 Monthly sponsors 15.60% Community Tier members 3.45% Bronze members 4.79% Gold Members 14.37% Silver Members 8.62% So where does our income come from? fi Our income is primarily from corporate sponsors and event sponsors, with a signi cant proportion coming from monthly sponsors. @RCheesley

Payment processor fees 1.51% Refund 0.13% Events 10.72% Swag 0.24% Host fees 6.73% Marketing 1.48% Admin 0.19% Infrastructure 8.24% Year to date expenditure: $156,622 Legal 3.19% Employment 62.52% Travel 5.03% So what do we spend our money on? The majority of our income covers employment of the Project Lead, Infrastructure, Host Fees and Travel. @RCheesley

Income Individual members Community tier Expenditure $3,639.45 $5,620.00 $3,600.00 $5,000.00 $9,000.00 $30,000.00 $15,000.00 Gold tier $30,000.00 $30,000.00 $30,000.00 Diamond tier $16,291.87 Sponsors Event tickets Trials Misc Refunds $10.00 $600.00 $19,600.00 $35,000.00 $2,467.47 $17,500.00 $440.00 $20,592.00 $3,012.17 $2,200.00 $42.49 $0.00 Actual ($108,075.45) $500.00 $12,992.98 $10,961.64 Travel Legal $7,888.13 $7,248.00 $4,997.65 $5,004.00 $2,324.85 $2,472.00 Swag $381.08 $480.00 Administration $299.69 $0.00 Refund $200.00 $0.00 Payment processor fees $2,362.56 $0.00 Bounties $0.00 $2,952.00 Supporting dependencies Budget ($224,192) $10,555.44 $22,419.20 Host fees Marketing $9,880.00 Event sponsors $16,806.94 Infrastructure $20,000.00 Silver tier One-time sponsors Events $22,800.00 Bronze tier $97,882.68 $104,223.36 Employment $0.00 Actual ($156,622) $22,419.20 Budget ($178,679.40) Why are we in a de cit? fi We overestimated the number of companies who would become members and income from the trials, while experiencing a large reduction in event-related income. @RCheesley

What does this mean for Mautic? • If we don’t raise our income, we will no longer be able to employ a full time person to work on behalf of the project by the new year. • Without someone dedicated to working on behalf of Mautic as their primary role, many projects and initiatives will stall or stop completely. • If we become unable to cover our expenses, other resources like the Community Forums become threatened @RCheesley

What are the Council doing about it? • Scaling back unnecessary expenses • Proactive outreach to companies using Mautic • Introducing diversi ed revenue streams (ELTS, Certi cation, Training, Af liate programs) • Focusing on improving the trial experience and website so more users nd and try Mautic, and decide to pay to extend their trial (40% revenue to the community) • Incentivising corporate membership upgrades fi fi fi fi @RCheesley

What can you do to ensure Mautic’s future growth? • Become an individual member - $100 per year (€92) • Encourage your company to become a corporate member (from $1,200) • Make a one-time or recurring donation via Open Collective (any amount!) • Consider donating a percentage of each Mautic project you win to Mautic • Come up with other ideas for fundraisers! @RCheesley

Please make your pledge today - how will you help? fi Whether it’s through a donation, upgrading a membership, volunteering or becoming a member, let’s see if we can smash this de cit together! @RCheesley

DIAMOND GOLD SILVER A big thank you to our Mautic Members Your support is keeping Mautic operating! @RCheesley

BRONZE COMMUNITY A big thank you to our Mautic Members Your support is keeping Mautic operating! @RCheesley

INDIVIDUAL MEMBERS • Joey Keller • Robin Tindall • Stephan Luckow • Matthias Reich • Julio Roldós • Norman Pracht • Prateek Jain • Yash Khuthia • Tejas Navghane • Lenon Leite • Leon-Elias Oltmanns • Esther Okafor • Alan Gibson • Dirk Spannaus • Jan Linhart • Sven Döring • Javier Quilez Cabello • Zdeno Kuzmany • Avinash Dalvi • Saurabh Gupta • Rahul Dhande • Mike Brinson • Malik Merchant • Mohammad Abu Musa • Anderson José Eccel • Richard van Delft • Tom McLellan • Alan Hartless • Ekkehard Gümbel • Rahul Shinde • Felipe Diaz • Favour Chibueze • Mattias Michaux • Julie McAveeney • Madlen Friedrich • Patryk Gruszka • Abhisek Majumdar • Jack Anderson • Néstor Brito • Eddie Christian Kleimann • Ruth Cheesley • Eric Greenberg • Lenoardo Schuler • Dominique De Cooman • Andy Towne • Simran Sethi • Rohit Pavaskar • Mike Van Hemelrijck • Katz Ueno • Jose Colmenares A big thank you to our Mautic Members Your support is keeping Mautic operating! @RCheesley

“ To be a successful [open source project] you don’t truly need millions. You don’t need millions of dollars or millions of [contributors], millions of [users] or millions of fans. You need only thousands of true fans who fully [support everything you do].

• Danny O’Brien @RCheesley

Ruth Cheesley (she/her) What questions can I answer? ruth.cheesley@mau c.org speaking.ruthcheesley.co.uk for slides, recording, links and resources ti @RCheesley