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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 NamePriorityTypeDescription
TitleP1LookupLeads to gender called
First NameP1TextLeads contact first name
Last NameP1TextLeads contact last name
EmailP1EmailLeads primary email
MobileP3PhoneLeads mobile number
Company NameP3TextThe company where the leads work
Company EmailP2EmailLeads company email
IndustryP3SelectThe industry that Leads company is involved
Lovia Custom Fields
Field NamePriorityTypeDescription
Contact Owner/Owner by usernameP1SelectContact Administrator Name
Talentiva Talent StageP1SelectOpen
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 StageP1Select
Talentiva Job RoleP1SelectPHP Developer
Business Development
etc.
Hiring OrganizationP1TextLovia
Miluv
Soluvas
Talentiva
Raise Up Kids
etc.
Hiring DepartmentP2SelectEngineering
Business & Marketing
Creative
Human Resources
Lead Source TypeP1SelectLovia 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 NameP1SelectPHP Developer
Business Development
etc.
GenderP1SelectMale – M
Female – F
Birth YearP3NumberLeads birth year
PurposeP3TextMarketing
Request Input

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 Filtes

Talentiva Talent Stagetiva

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

Attribution in Mautic

References:

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