HOW TO SET UP MAUTIC MARKETING AUTOMATION.

How to set up Mautic Marketing Automation the Right Way

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Welcome to Mautic, the world’s first Open Source Marketing Automation software. Mautic is an open source marketing automation software that is simple yet very powerful.

It automates email, score leads, and segment audiences. Basically what that means is it allows you to create workflows for your subscribers.

If you don’t know what all that means, don’t worry. You will eventually if you are doing anything online in a serious way.

“Build relationships, not links” – Scott Wyden Kivowitz11111

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​​​What is Marketing Automation?

Let me explain this to you using an example.

Let’s take for example John and Mark who both subscribed to my newsletter. Both wanted to my "starting a blog checklist", but got it from different places on my website. John got it from an article about starting a blog, while Mark got it from my homepage.

When they opt in, I will tag both of them as interested in blogging, but also give them separate tags. Next, John downloaded his immediately, but Mark didn’t.

So I can target Mark again to ask him why he didn’t and give him another chance to download his checklist.

As time goes by, I will send them emails and I will keep track of who is interacting with me and who is not, that's called lead scoring.

However, one day I decided to give a 90% discount to my most active tribe members, those who opened and interacted with me the most!

Based on how John and Mark have been interacting with my emails, I can target the most active one of the two and send a completely different offer to the other.

What is Mautic?

Mautic Logo

Mautic is an open source marketing automation platform with a ton of features competing with the likes of HubSpot, Pardot, and Silverpop.

Many of those commercial products are hosted (so you can’t modify them easily) and extraordinarily expensive (trust me, they really are very expensive especially when you are just getting started).

 

This is also not to mention that Mautic allows you to do things better than normal email service providers like GetResponse, Aweber (I hate AWeber with all my heart!), and even MailChimp!

The real power of Mautic comes when integrated with Amazon SES, a service that allows you to send emails for much cheaper than any other email service provider, and has a deliverability rate better than all the above!

Mautic Marketing Automation is beautifully elegant! It allows you to do things the same way GetDrip.co does but in a much robust way.

This post is about how to set up mautic, but if you want a basic version, you can check out the official page here.

How to set up Mautic Marketing Automation!

Now that you know the basics of Marketing Automation, let's dive into what this post is all about: how to set up Mautic!

Step 1: Create a sub-domain for Mautic (optional) + Email Addresses

The way I like to do it is first to create a sub-domain of my website.

The reason I like making sub-domains is that I don’t want WordPress to conflict with the Mautic directory, and to also allow myself to access Mautic from a subdomain that is different from my website.

To do that, head over to your cPanel, and go to subdomains.

Creating a subdomain for Mautic

Screenshot Shows how to create a subdomain for Mautic

Once you click on create, you should see a page similar to this:

success message after creating a subdomain for mautic

This is the success page once your subdomain is created!

You can use either yoursite.com/mautic or mautic.yoursite.com. So to be honest, it’s all really a personal preference.

Next, we will create two email addresses. One will be one that you send from, and the second will be the bounces email address.

Your email address is what you send from, and what you receive replies from. While the bounces email address is pretty much when someone wants to unsubscribe from your list, or when the email address doesn’t exist.

So, for example, I would create the following two emails:

awah(at)bloggingtribe(dot)com

and

bounces(at)bloggingtribe(dot)com

Keep note of your passwords because you will need them soon.

Step 2: Install Mautic

Installing Mautic is very easy. I will show you my favorite way to install it which is through Softaculous.

First head over to your Softaculous area in cPanel.

search for sofaculous in cpanel

Step 1: Head over to Softaculous Apps Installer

On the left sidebar, search for “Mautic”. It should show the image below. Click on it.

search for Mautic inside softaculous

Search for Mautic inside softaculous

On the Mautic landing page inside Softaculous, click “Install”.

mautic landing page inside softaculous

Click on Install

Fill in your information accordingly.

fill in the details required to install mautic

Fill in the details required to install mautic and then click on Install at the bottom of the page!

Once the installation is successful, you can now head over to your Mautic Installation.

successfully installed mautic

Successfully installed mautic

Congratulations! Now Mautic is successfully installed! It's time to configure the settings so we can start sending emails to our subscribers.

Configuring Mautic Marketing Automation

Now that Mautic is Installed, It’s time to configure it! The first thing we will do is log in to Mautic in the directory or subdomain we specified earlier.

The login Screen looks like this:

Mautic Login Screen

Mautic Login Screen

and that should lead us to the dashboard. On the Mautic Dashboard, click on the icon in the top right corner:

Step 1 - Mautic Dashboard

Step 1 - Mautic Dashboard

That should open a sidebar. Click on “configuration”:

Step 2 - Mautic Configurations

Step 2 - Mautic Configurations

Once the configuration dashboard opens, click on email settings:

Step 3 - Mautic Configuration Dashboard

Step 3 - Mautic Configuration Dashboard

The first thing we need to do is fill the “Mail Send Settings”. Simply fill out your information.

Step 4 - Mautic Email Settings

Step 4 - Mautic Email Settings

The “service to send mail through” can be kept on “PHP Mail” for now, but it’s not recommended for when you actually start sending emails. It’s just temporary and we will change it in few.

Next move on to the “monitored inbox settings” section on the same page. Fill out the details for the bounces and unsubscribes email address that we created earlier!

First, enter the details of your bounces email address. Then click on “test connection and fetch folders” like the screenshot below:

Step 5 - Mautic monitored email setting

Step 5 - Mautic monitored email setting

If it says “success”, great! scroll down a little and select both areas to be Inbox like the screenshot:

Step 6 - Set both mail boxes to inbox

Step 6 - Set both mail boxes to inbox

Now finally head to the top of the page and click on “Apply”.

Step 7 - Apply

Step 7 - Apply

Configuring Mautic Cron Jobs

The official documentation does a terrible job explaining this. So here are basically the Cron Jobs I use to run mautic.

I’ve divided them into different timings. Please keep in mind that you might need to change the timing of your Cron Jobs based on your hosting. I have a VPS so I can run my Cron Jobs as often as I need to. However, if you are on a shared hosting, you might need to make the periods slightly longer for some of those Cron Jobs.

If you don’t know how to add Cron Jobs, please watch this video:

[VIDEO HERE]

Also, make sure you replace my the information below with your correct directory. Simply replace the * with the directory of your Mautic Installation.

Every 30 minutes 

/usr/local/bin/php */app/console mautic:social:monitoring > */cron_logs/social_monitoring.log 2>&1
Every 5 Minutes:
/usr/local/bin/php */app/console mautic:email:fetch > */cron_logs/email_fetch.log 2>&1
/usr/local/bin/php */app/console mautic:webhooks:process > */cron_logs/webhooks_process.log 2>&1 
Every 1 minute
/usr/local/bin/php */app/console mautic:segments:update > */cron_logs/segments_update.log 2>&1
/usr/local/bin/php */app/console mautic:campaigns:rebuild > */cron_logs/campaigns_rebuild.log 2>&1
/usr/local/bin/php */app/console mautic:campaigns:trigger > */cron_logs/campaigns_trigger.log 2>&1
/usr/local/bin/php */app/console mautic:emails:send > */cron_logs/emails_sends.log 2>&1
/usr/local/bin/php */app/console mautic:messages:send > */cron_logs/messages_sends.log 2>&1
/usr/local/bin/php */app/console mautic:broadcasts:send > */cron_logs/broadcasts.log 2>&1

Once Daily

/usr/local/bin/php */app/console mautic:iplookup:download > */cron_logs/iplookup.log 2>&1

Or simply copy the code to a text file and edit it from there:

Conclusion

Mautic is still new and under heavy development. There are new features added often. However, I genuinely think it’s better than GetResponse, Aweber, and all the other email marketing tools.

It’s cheaper and allows you to do amazing things with its campaign builder.

If you have tried it, what are your thoughts? Make sure you comment and share to help other people learn what you learned today!

  • Steve says:

    Hi Awah – great article, thank you. RE: Bounce email management – how do you configure replies going to bounces(at)bloggingtribe(dot)com for emails being sent from awah(at)bloggingtribe(dot)com? Monitoring the bounce inbox makes sense, but I’m not sure how the system knows to send bounces to the email to begin with.

    I’ve been attempting to use the existing bounce managment through Amazon SNS as noted by the Mautic documentation but have not been able to confirm the webhook URL.

    • Awah Mohamed says:

      Hi Steve!

      So by default, if an email bounces the receiving email service (let’s say Gmail) replies back with an email. Mautic configures your bounce email address in the email header so email companies know where to send the bounce notification.

      For Amazon SNS, here is what I did:

      1. Go to https://console.aws.amazon.com/sns/v2/home
      2. Create a topic, I named mine Mautic just like the documentation example.
      3. The create a subscription and choose your protocol so if your Mautic uses SSL, use HTTPS so I choose that.
      4. For the “Endpoint” use the link to your mautic so, for mautic.bloggingtribe.com, I did https://mautic.bloggingtribe.com/mailer/amazon/callback
      5. Wait a little bit for the confirmation… it took mine about 5 minutes or so to move from pending to confirmed.
      6. Then go to https://console.aws.amazon.com/ses/home
      7 Go to domains, and select the domain you want to configure.
      8. Scroll a little down to the notifications area and click on edit configuration
      9. Change the bounces and complains to use the SNS Topic you created above and disable the email replies for the bounces and complains.

      and that should be it really! I am currently waiting for an update on the system to see how it’s going.

      Also, I think when you are using Amazon SNS, you take out the bounce email address completely out of the picture but I will need to confirm that as well. I will update this soon when I see how my bounces are being handled.