Automating your marketing workflows in Joomla with Mautic

In this presentation at JoomlaDagen 2016, Ruth Cheesley explores some of the features that Mautic can bring to your Joomla website, and what this can mean for your marketing workflows.

1. Ruth Cheesley - @RCheesley
Automating your
marketing workflows with
Mautic and Joomla!
Ruth Cheesley – JoomlaDagen 2016

2. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
About me
Based in Ipswich, UK
Joomla! Community Leadership Team
member, involved with Joomla since 2008
Mautic community contributor since 2015
CEO of Virya Group Limited
Integrator, Marketer, SEO nerd, cat lady!

3. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
About Virya Group

4. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
What is Marketing Automation?

5. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
In other words: Marketing Automation saves time and increases sales
Icon made by Freepik from flaticon.com

6. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
What is Mautic?

7. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Mautic is the only free, open source
marketing automation platform

8. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Set up a Mautic instance
(free)
OR
Hosted instance at mautic.com
(free up to 1 user and 2,000 leads)

9. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Self-hosting technical requirements
5.6+ recommended
5.5+ recommended

9.3+ recommended
Apache 2.x+ or Nginx 1.8+ or IIS 7

10. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Install tracking pixel on your web
properties
Use one of the many CMS plugins at
mautic.org/integrations
OR
Manually include tracking pixel:
http://yourdomain.com/path-to-mautic/p/mtracking.gif

11. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Share your resources
Send traffic to landing pages or forms
OR
Share on social media
OR
Link from email campaigns
etc!

12. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Meet the many faces of Mautibot

13. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Getting to know your leads
‘Anonymous’ Leads
‘Known’ Leads

14. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
How can we ‘know’ our leads?

15. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Anonymous → Known

16. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Automated Email Workflows

17. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Up selling and cross selling

18. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Integrate, Integrate, Integrate!

19. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Lead scoring
Points mean prizes!
Award and remove points
based on actions, triggers,
form submissions, etc
More points = Warmer lead
e.g. Open email +10 points,
submit form +50 points

20. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Nurturing the customer journey

21. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Integrating with Joomla

22. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Mautic plugin tracks page visits and can automatically
push new registrations into Mautic as a lead
Pushing users into Mautic

23. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Embed forms using plugin, Javascript or plain HTML
{mauticform 1}
Working with forms

24. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Working with forms

25. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Working with forms
NOTE: UX form completion tracking (e.g. Hotjar)
doesn't work with Javascript and iframe forms
BUT
Manual copy will NOT be automatically updated

26. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Creating landing pages in Mautic

27. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Creating landing pages in Mautic

28. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Full A/B Testing

29. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
What happens next?

30. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Joining a campaign
●Form submission
●Submits a campaign form
●Member of list
●Smart-lists filter on fields (e.g.
country, date, etc)

31. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
A basic campaign workflow

32. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Points and engagement

33. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Tracking page visits

34. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Lead profile

35. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Highlight reports

36. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Available form actions
●Update lead profile fields
●Send to integration
●Download an asset
●Adjust lead lists (add or remove)
●Adjust lead tags (add or remove)
●Adjust lead points (positive or negative)
●Send email (customer/internal/results)
●Redirect on submission

37. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
How can I use Mautic with Joomla?

38. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Basic stuff
●Replace forms with Mautic forms
(or send form data to Mautic)
●Track visits with plugin
●Create landing pages within Joomla
●Create ‘squeeze pages’ in Mautic

39. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Cool stuff
●Integrate with your support or CRM system
●Push your own ‘stuff’ into Mautic using their API
// Include MauticApiHelper from the plugin
require_once __DIR__ . '/mauticApiHelper.php';
$apiHelper = new mauticApiHelper;
$leadApi = \Mautic\MauticApi::getContext(
"leads",
$apiHelper->getMauticAuth(),
$apiHelper->getMauticBaseUrl() . '/api/'
);
$lead = $leadApi->create(array(
'ipAddress' => $_SERVER['REMOTE_ADDR'],
'firstname' => $formData['firstname'],
'lastname' => $formData['lastname'],
'email' => $formData['email'],

40. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Where do I go now?
●Leave your contact details for our
‘getting started’ pack
●Grab a sticker and make friends
with Mautibot!
●Join the Mautic slack chat
https://www.mautic.org/slack/

41. Ruth Cheesley
@RCheesley
JoomlaDagen 2016
Zeist, Netherlands
Any
questions?
Ruth Cheesley
[email protected]
@RCheesley
[phone]