As I promised in a previous Automation Show episode, I would like to lay out the whole curriculum I’m planning to cover with the Mautic courses.

Dashboard

• Elements on the Dashboard
• Widgets, contacts, emails sent
• Main Menu, where are settings
• The hidden dropdowns

Contacts

• Identified vs Anonymous Contacts
• See last identified visitors.
• Where are the lists in Mautic?
• What are unknown visitors
• How tracking and merging works
• How to Add, Edit, View Contacts
• Extensibility of the fields
• What data does Mautic collect?
• Events
• Adding values to a contact: select, text, number
• What are tags

Companies

• Company – Contact relation
• New company creation, adding some data
• Company membership

Hands on Training: Your first newsletter In this practice we send out a simple newsletter with text to our contacts

Segments

• Learn to work with segments
• Apply filters (country, gender, interest, multiple etc.)
• Understand segment recalculation
• Understand what are live segments
• All contacts segment
• Unsubscribes and bounces exclusion

Simple import

• Create a file in CSV to import
• How to create a file in excel
• How table headers and aliases are connected

Work with Emails

• Learn segment email, template email.
• Difference between template email and email template
• Learn about templates and Hello template
• Create a simple email, with text
• Understand unsubscribe, webview
• Understand custom email sender, email
• Understand text version, autogenerate
• Understand autosave, simple settings

Send out the newsletter

• Let’s make a segment send
• Understand the statistics together
• Learn how to test newsletters properly with tokens

Hands on: Simple data strategy

• Add our own specific custom fields to our contacts and create segments from them
• Example: Step by step data strategy of a T-shirt selling business
• Import, segment, filter based on different business specific conditions
• Create custom fields based on different data formats
• Segment custom fields, combine

Import

• Import new contacts with custom fields
• Learn steps to import, batch size, background process, cro
• Look at what we imported, how data is shown
• Reorder data in Custom fields
• Reimport and merge data

Forms

• Create a simple newsletter subscription form
• Add a thank you message.
• Understand redirect.
• Do a test entry, see preview, submissions
• Add it to a static page Explain how to embed a form if not WordPress

Campaigns / Workflows

• Understand how campaigns work: source, steps, decisions, conditions Explain how source connected actions work
• Understand concepts: segment membership, campaign membership
• Show where segment membership is checked
• Understand hard coded segment vs earned segment

Hands on: Create a Welcome series Create 3 emails for the campaign.

• Learn to clone emails.
• Use number in Internal names
• Choose form as source and add 3 emails timed Explain marketing vs transactional setting
• Add points and a tag at the end of the flow
• Explain what happens when you expend the campaign / not triggered for existing contacts

Understand campaign stats

• Understand how campaign progess can be read: pending, success
• Understand, that success ≠ completion, but also scheduled tasks
• Understand the Limbo at the bottom of the campaign

Basic 2.

(In development)

Learn to work with Mautic Dashboard

• Add widgets to the Dashboard
• Learn how to load and save Dashboards

Understand the Calendar view

• This is how to use the Calendar
• What is shown on the calendar?

Work with Contacts

• Quick add new contact
• Add Columns to contact page
• What is contact ownership?
• Understand Anonymous visitors
• Deal with Do Not Contacts
• Understand Contacts Timeline, filter, open events

Work with the Tag Manager

• Add and remove tags
• List contacts by tags (those who finished the nurturing campaign)

Understand how Company Entity works in Mautic

• Create a new company
• Use company or Contact as entity?
• What is a company owner?
• Multiple companies?

Learn more Forms tricks

• Form actions: send to user
• Form actions: add points, remove dnc

Your first Focus item

• Create a focus item and build it in into your Webpage / wordpress
• Add focus item to your landing page

Create beautiful emails

• Create beautiful emails with the GrapesJsBuilder
• Move emails from Mailchimp to Mautic

Hands on: Create a simple Double optin Campaign

• Understand how a Mautic Double Opt-in Campaign Works