All IMMR organisations are sharing a common Mautic instance, this is a CRM plattform for managing all contacts, members, donors, emails etc. This page is describing in detail not how Mautic is working in general, but the custom content we have built and are using within Mautic.
Table of content
1. Mautic contact fields
1.3 Integration with payment/member/donation system
1.4 Points to identify mature contacts
2. Mautic Campaigns
2.1. Webinar campaign event system
2.2 Petition system
2.3 Welcome email series and email courses
2.4 Membership system
2.4 Donation campaign system
3. Special functions we have implemented (advanced info)
3.1 Webinar webhooks
3.2 WordPress shortcodes
3.3 Customized Mautic forms on our webpage
1. Mautic contact fields
Mautic contact fields are database fields we have created for IMMR organisations. This means that in Mautics contact-database, every contact have these fields as boxes where you can input and stor information. When a contact is filling a form at your webpage, all information is going into mautic and stored in contact fields. Here is a complete list of the contact fields we uses.
General information:
- Label: the name of a contact field
- Alias: this code can be used inside emails in mautic to dynamically present this information for a contact we send emails to. Alias is also used in our custom code integrations to identify the contact fields.
- Explanation: what kind of information we store in this contact field.
1.1 Core contact fields
When you make a sign up for for newsletters, events or anything that goes into Mautic, these fields can be used.
- * Means that the field is obligatory!
- Alias - can be inserted into email text from Mautic to dyamically show the content of that field
Label | Alias | Explanation |
|---|---|---|
{firstname} | First name of the contact | |
{lastname} | The title of the event | |
{title} | Mr, Mrs, Miss | |
{email} | Email adress of the contact. This field is an obligatory unique identifier! | |
{contact_owner} | Should be short acronym for your organisation that will get the ownership of the contacts, for instance "IMMR", AFJM", "AMI", etc. This field is an obligatory unique identifier for the contact! | |
{phone} | Phone number to contact | |
{city} | City | |
{adress} | The adress of the person | |
{state} | State, in case you are in the US | |
{zipcode} | Zipcode, number | |
{country} | Note! This is usually set automatically based on IP. However, it can be set manually. If you want that, use a select bar with all countries in your form. | |
{preferred_locale} | This is the preferred language. This is extracted automatically from the browser. In case emails are translated to multiple languages in Mautic, Preferred Locale is used for choosing the correct email for the contact. |
1.2 Webinar / event system
Contact fields used for webinars and/or events.
- Note: only one event per unique contact (determined by email + contact_owner), we might add a second event slot later!
- Note, if a contact register for your local event and in the same time for another IMMR organizations local event, there will be two contact instances in Mautic and the registrations for the events cannot conflict.
Custom field | Alias | Enter your text here... |
|---|---|---|
{event_title} | The title of the event | |
event_date_time | Date and time when event occur, should be in the format: "2024-12-09 17:00" (YYYY-MM-DD HH:MM). Don't use your local time, only UTC! | |
{timezone} | Leave blank to set automatically (recommended!) To set manually, use PHP time zones formats, for instance: "Europe/Berlin". | |
event_registration_date_t | Date-time when contact registers for event / signs petition. This value is used to generate list of latest registrants / signers of petition. See also the petition system - this is the same field. | |
event_local_date_time | Leave blank to set automatically (recommended!). To set manually, enter datetime in the format "2024-12-09 17:00" in the local time of the contact | |
{event_fb} | If you have created a Facebook event, the url to this event | |
{event_or_petition_uid} | This is the Unique ID for all events, petitions etc. A new tag in mautic with this name will be created automatically and assigned to contacts that register/sign. Naming convention: | |
{after_webinar_uid} | This is the same as above, but used automatically after the event has occured and the original webinar landingpage page is converted to permanent landingpage. | |
{eventfulllink} | Full url to the event page | |
{eventspeakername} | Name of the speaker / organization that is invited as a guest | |
{event_meeting_link} | Zoom link or other video link to the meeting | |
{contact_owner} | Should be short acronym for your organisation that will get the ownership of the contacts, for instance "IMMR", AFJM", "AMI", etc. This field is an obligatory unique identifier for the contact! |
1.3 Integration with payment / donation system
Custom fields for integration with the payment processor
Custom field (alias) | Explanation |
|---|---|
Interval for recurring payments | |
true/false if recurring payment | |
true/false if the payment was the first recurring payment | |
Currency, eur, dollar etc. | |
Price of the product | |
What was purchased? Donation, membership fee or other thing? This is the name of the Donorbox Form. |
1.4 Membership system
Custom fields for membership system
Custom field (alias) | Explanation |
|---|---|
Date when the last membership fee was paid | |
Date when the membership expires | |
Date when new member first registered (paid its first membership fee) |
1.5 Points in Mautic to identify mature contacts
Mautic is assigning points to contacts the more active they are, in this way you can identify which contacts you should target to make into active members, donors etc. Here is how points are attributed to contacts. Do you have suggestions for improved
Contact action | Points |
|---|---|
Open any email | +1 point |
Clicks link in email to read more | + 2 points |
Just visits our webpage | +1 point |
Contacts visit IMMR webpage 2 times wihtin 7 days and read more than 15 min | +3 point |
+5 points | |
+8 points | |
+5 points |
Thresholds | Actions |
|---|---|
> 25 points | Try to convert into member! --> Auto start journey for potential new members |
> 50 points | Try to convert into monthly donor! |
> 100 points | Just make sure you have activated all these contacts as either monthly donors or activists! Otherwise, call them! |
1.6 Stages
These are the stages contacts can go through in our Mautic instance. Your goal is to:
1. Get new contacts and email them interesting content
2. When contacts have engaged enough and seem interested enough, they enter stage 2. This can trigger new automatic email serie that tries to convince them to become members.
3. When they are members, the goal is to email them further content to make them even more engaged. This extra engagement can either lead to:
-> Becoming monthly donor, or
-> Becoming active member (start to write op-eds, plan activities, be part of our movement actively)
Both types of engagement are good!
4. Take care of your Monthly donors and Active members, to make them stay! 🙂
4. Advanced shortcodes
Note! Substitute all {} with [] for working shortcodes!
Mautic Forms
To load a Mautic Form to your WP post, insert this shortcode to the place you want the form to appear:
{mautic type="form" id="1"}Replace “1” with the form ID you want to load. To get the ID of the form, go to your Mautic, open the form detail and look at the URL. The ID is right there. For example in this URL: http://yourmautic.com/s/forms/view/3 the ID is 3.
Mautic Focus
To load a Mautic Focus to your post, insert this shortcode to the place you want the form to appear:
{mautic type="focus" id="1"}Replace “1” with the focus ID you want to load. To get the ID of the focus, go to your Mautic, open the focus detail and look at the URL. The ID is right there. For example in this URL: http://yourmautic.com/s/focus/3.js the ID is 3.
Mautic Dynamic Content
To load dynamic content into your WP content, insert this shortcode where you’d like it to appear:
{mautic type="content" slot="slot_name"]Default content to display in case of error or unknown contact.{/mautic}Replace the “slot_name” with the slot name you’d like to load. This corresponds to the slot name you defined when building your campaign and adding the “Request Dynamic Content” contact decision.
Mautic Gated Videos
Mautic supports gated videos with Youtube, Vimeo, and MP4 as sources.
To load gated videos into your WP content, insert this shortcode where you’d like it to appear:
{mautic type="video" gate-time="#" form-id="#" src="https://wordpress.org/plugins/wp-mautic/URL"} {mautic type="video" src="https://wordpress.org/plugins/wp-mautic/URL"}Replace the # signs with the appropriate number. For gate-time, enter the time (in seconds) where you want to pause the video and show the mautic form. For form-id, enter the id of the mautic form that you’d like to display as the gate. Replace URL with the browser URL to view the video. In the case of Youtube or Vimeo, you can simply use the URL as it appears in your address bar when viewing the video normally on the providing website. For MP4 videos, enter the full http URL to the MP4 file on the server.
Since the Mautic v2.9.1 release, the form-id is not mandatory anymore, mautic video can be tracked.
Mautic Tags
You can add or remove multiple lead tags on specific pages using commas. To remove an tag you have to use minus “-” signal before tag name:
{mautic type="tags" values="mytag,anothertag,-removetag"}