Mautic is an open-source marketing automation application that can be a cost-effective alternative for expensive cloud-based services. It’s feature-rich and can be installed as a self-hosted solution. You own your data, not your cloud service provider, and you’re free to promote on mostly your own terms.
The question is if Mautic marketing automation be the right fit for your business or project ?
In this review, I’ll answer some important questions that can help you decide if Mautic can be a fit for your business. I’ll describe some of the most useful features and how they can be used. Besides that I’ll talk a little about Mautic installation, hosting and setup.
How I use Mautic
I’ve been implementing marketing automation around sales funnels for a long time. As a growth marketer, my job is to implement creative digital marketing strategies, that attract an audience, nurture leads and convert them into satisfied clients.
In order to accomplish this, I’ve used many marketing automation, email marketing, and CRM services. Not only do I feel that most cloud-based services are generally overpriced, but at times also lack the features that are needed to execute specific marketing strategies.
Mautic, on the other hand, has been surprising, in a positive way. Not only does the application offer marketing automation features that others don’t, but it does so at a fraction of the price.
If you’re wondering what I use Mautic for in my work, here’s short list.
- Lead generation campaigns – Mautic is one of my go-to applications for setting complex (and simple) web forms for signups and lead generation. Mautic allows me to track downloads of lead magnets, segment contacts into separate lists (in Mautic, a list is a segment). I can then nurture these contacts (build a relationship) with them through follow-up campaigns.
- Marketing automation around sales funnels – Mautic allows me to improve sales funnels with personalized web content (dynamic content) and conditional logic. I use Mautic to increase the engagement and relevance of my content campaigns.
- Audience Insights – using Mautic’s web tracking in conjunction with Google Analytics gives me even more insight into what interactions are happening on my web pages. This allows me to make more effective decisions about how to build a better relationship with my audience.
- Rapid campaign testing – Well known services are known to limit your promotional activities, depending on the type of products and verticals. They will often ban people and lock the data in their account, because of a violation of their terms of service. With Mautic you decide how and what to promote. You own your hard-earned data. All of this enables growth marketers and affiliate marketers to rapidly test creative, out of the box strategies that could otherwise get them banned.
Mautic is feature-rich. Some of Mautic’s marketing automation isn’t even available cloud-based services. Below is a list of some of the most useful features Mautic offers.
Possibly the biggest reason for using Mautic. Instead of paying hundreds a month to email marketing services like Mailchimp, start sending highly deliverable email marketing messages with Mautic. The built-in email builder allows anybody to craft good looking emails, with ease. I recommend using Amazon SES, because of affordability and deliverability, However, you can choose from a number of email providers, as well as custom SMTP servers.
I rarely use Mautic’s built-in email builder. Instead, I use an external email template editor that lets me export HTML code, after which I import that code back into the Mautic email builder. The quality of HTML code that’s produced by services such as Beefree – Email Template Editor should be good enough to achieve consistently looking emails across most inboxes. Any great email builder tool will do, as long as you make sure that the code is responsive (do this with the CSS Inliner Tool)
Mautic allows you to build simple to highly complex automatons. At the heart of the Mautic marketing automation functionality is the visual campaign builder. If you’re familiar with building campaigns in services like Activecampaign or Convertkit, then Mautic will be a breeze.
The visual campaign builder allows you to access a wide range of functionality. You can easily build complex marketing automation campaigns that make use of:
- Decision trees – direct contact into a specific campaign direction, based on an action they’ve taken.
- Conditional logic – execute actions based on true or false logic. Example: if a user visited a thank you page (after buying) then send them a specific email (thank you for purchasing email).
- Actions – execute certain actions, when a contact reaches a certain part of the campaign. Example: adjust the contacts lead score if a user downloads a free white paper.
You can instruct Mautic to take certain actions if a user visits a specific URL. For example; add a user to segment ‘downloaded the Free Authority Hacking guide’, if that user has visited the ‘Thank you for Downloading’ page. Mautic also tracks email opens, which allows you to take certain actions based on if the user has read a specific email or not.
I recommend installing the tracking code through Google Tag Manager. That way you can keep all tracking codes you use on your pages nicely organized (Google Analytics etc.). If you’re not familiar with Google Tag Manager you can also use this WP Mautic, a plugin for WordPress, which makes adding the tracking code a breeze.
Dynamic Web Content
By using Mautic’s dynamic web content feature, you’re able to show a user personalized content on your web pages. For this, the user has to be an identified contact. This is a user who’s signed up through one of the forms and is now a contact in the Mautic database. These users can be entered into a marketing automation campaign through a signup form or added from an existing segment of users.
Let’s say that contact has signed up for your weekly updates. In the following week, this user comes back and visits a number of specific web pages. This might mean that this user is highly engaged with the topic those pages are about. A marketing automation campaign can then be set up to show this user, or a segment with similar users a specific, personalized piece of content. Maybe you’d like to offer them an interesting free piece of content.
Landing Page Builder
Mautic lets you build landing pages from within the application itself. This is a feature that’s also offered by most high-end email marketing providers. Building landing pages can be handy when you don’t want to associate a signup form with your website, or when you want to quickly test a strategy.
If you’re interested to learn how I build high converting sales funnels with this marketing stack, sign up to my free update list to get notified when that free course comes out.
Sales Funnels (and CRM Features)
While CRM solutions are mainly sales-focused, Mautic is primarily marketing automation orientated. Mautic does, however, have some features that are typically found in CRM solutions. These include stages (where a user is in the sales funnel), lead scoring (point system for leads), segmentation (lists based on certain criteria).
Mautic allows you to enter stages that can represent phases in your sales funnel. The campaign builder gives you a lot of control over when to move the user to the following (funnel) stage. For example: If the user downloads a free mini-course that you’re offering, then move automatically move that user to the next funnel phase. Ofcourse, It’s up to you to choose appropriate names for your funnel stages.
You will now be able to target these people with more appropriate promotional messages since these people have proven to be interested in the topic.
Though Mautic doesn’t offer typical sales focused features such as sales forecasting, internal chat or call tracking. For more CRM type features, integrating Mautic with third party services can be a solution. Integrating Mautic with stand-alone CRM solutions such as Hubspot or Pipedrive, is simple.
Unlimited Custom Form Fields
With some cloud-based services I’ve often run into limits for custom fields, or even worse, not being able to create certain fields I need. If you ask me, total control of form fields is a must. Mautic allows you to create as many custom form fields as you like, thus making it possible to become very creative with your forms.
For example, in my sign up forms, I have added a GDPR field. It’s a required field and users can only sign up to my list if they agree to this field. This is a GDPR (European privacy law) compliant action, because the user consciously decides to agree to a subscription. Otherwise they just won’t be subscribed. Another way of doing this is creating a double optin campaign within the campaign builder.
Another example of using custom fields is placing a honeypot field into your forms. This is a hidden field that’s invisible to normal users, yet visible to robots. This is because robots crawl a page (instead of using eyes). Once a robot finds the hidden field, its action is to fill it out, because it wants to sign up to your opt-in form. You can then funnel these false signups into their own segments (robot signups for example) and have Mautic automatically delete these useless contacts. This is also called ‘list hygiene’.
Integrations and Plugins
Mautic is a modular system, much like WordPress. Expanding Mautic features and functionality is done by installing integrations, or plugins. Mautic comes with some integration pre-installed, an be done with the numerous plugins that are available. Some popular integrations are for Woocommerce and CRM applications such as Pipedrive.
The great thing about Mautic being an open-source platform is that you can have plugins custom built your PHP development team. Because of this Mautic is, in theory, endlessly Expandable. This means that you can set up a proprietary (custom) features or functionality that is only available to your business. This is the way competitive advantages are made.
Note: always check if you can integrate applications with either Integromat or Zapier, before considering to buy any plugin. I’ve never had to pay for any plugin to set up my marketing stacks with Mautic.
Mautic Hosting and Installation
Too often do I hear of people running into problems with their Mautic installation. This includes Mautic going offline and getting locked out of the application.
The solution is to never install Mautic through cPanel (Softacoulus) and never on a shared hosting account. if you do this, I can assure you that you’ll run into problems sooner or later.
In order to maintain a properly running Mautic installation, as well as performing necessary updates, you need to have root access to the server where Mautic is installed. Without full administrator access to the server, you cannot perform the command line commands necessary to keep your Mautic installation in good health!
Note: I regularly hear that people install Mautic through Cloudways. And then run into issues. I love Cloudways as a hosting provider for WordPress sites (and some other applications), but don’t recommend installing Mautic through them. They don’t offer root access to the server. If you run into a problem with your Mautic install, you’re at the mercy of support and because Mautic issues are pretty specific, support might not be your solution.
How I install Mautic
The only way I recommend installing Mautic is on VPS (virtual private server) or dedicated server. I use DigitalOcean for all my Mautic installations. This gives me to have full control over the server in order to keep Mautic running smoothly.
I usually choose a 10 USD (1Gb / 1vCPU) or 20 USD (2Gb / 2vCPU) a month server to start, and I scale the server up when it becomes necessary. This doesn’t happen too often though, as a twenty dollars a month server can easily handle thousands of contact.
Always keep in mind the Mautic installation requirements. I usually install Mautic on a subdomain of the main website. However, I point that subdomain to a stand-alone server. That way any performance drops don’t reflect on your website.
Tip: For businesses and users who are new to Mautic, getting started can be challenging. Installation issues and errors are common. Before getting started, have a look at these 7 Mautic installation issues and how to avoid them.
Is Mautic a fit for your Business?
Mautic is a very powerful and marketing automation application. In many cases, it can be a cost-effective alternative to expensive cloud-based services. It can be used to create simple as well as highly complex marketing automation campaigns to support your sales funnels.
Mautic is not only ideal for implementing growth marketing strategies, but it’s capable of replacing many paid services that I’ve used in the past (contact me for names, if you’re interested).
The question if Mautic can be a fit for your business, stand-alone campaigns or project, depends on a number of things. What do your sales funnels look like and how are you planning to execute your marketing strategies? These things decide what features you need.
Every business is different. This is why assessing your own marketing situation is essential before spending time on installing Mautic and setting up campaigns.
- Own your data (self-hosted)– you worked and paid for the email addresses and other data that you collect. You now own it and control it on your own server, instead of a SaaS service having (free) access to it)
- No imposed terms of services– no more getting banned and having your accounts locked (along with all your data) because someone in the company thinks you breached their TOS.
- Use an email sending service of your own choice – Mautic supports a number of email sending services, including Amazon SES (which I recommend). Choose for high deliverability of emails and cheaper email sending costs.
- Limitless integrations/plugins – Make use of available or custom made plugins or glue your marketing stack together using Zapier and Integromat. Create competitive advantages with custom made plugins.
- Powerful marketing automation – a user-friendly visual builder that allows you to set up simple to highly complex marketing automation campaigns.
- Great features – Mautic offers features that some (expensive) paid solutions do not. From website tracking, social monitoring, to personalizing web content for specific users.
- Save hundreds, or more a month – a ten or twenty dollars Mautic installation on a DigitalOcean VPS can easily handle thousands of contacts.
- Installation and updating require technical knowledge – Installing Mautic the right way requires root access to the server. Only this way it’s possible for necessary updates and maintenance to be carried out. Mautic Installation through cPanel (Softaculous) is not recommended.
- Possible Learning Curve – If you’re coming from a service such as Activecampaign, Hubspot or something similar, you should hit the ground running. Otherwise, you might want to consider my easy Mautic onboarding.
Still unsure if Mautic can be a fit for your business or project? Or do you have specific questions? Feel free to contact me, so I can help you out.