History: Mautic
Preview of version: 13
Mautic
New in Tiki25, Mautic is an open source marketing automation software. This means that it is a technology whose code is accessible and owned by the entire community. It is a cloud-based automated digital marketing software; which allows companies to listen to their customers and interact directly with them.
Why Mautic in Tiki?
Tiki25 finally gives you a way to allow you, once Mautic integrates, to do several things:
- Create your mautic contacts directly in Tiki. You can therefore integrate a Mautic form into a wiki page and once the form is submitted, the information will be recorded directly.
- Tiki25, having already a system of Webhooks, allows you to create a Tiki instance for any contact created on Mautic from Tiki. This means that once a contact is created, Mautic sends the same saved data back to Tiki, then Tiki Manager takes care of creating a Tiki instance with the same data.
- In the same way that the data is saved in Mautic from the Mautic form integrated in Tiki, in the same way thanks to the Mautic Plugin, you can display the contacts available in Mautic on a wiki page
- Once mautic is integrated, you will have the ability to track users' activities which you can use to identify their interests and predict those of others and thus, the loyalty of your customers in the context of marketing will be felt.
This therefore helps you to save time because you can do directly in Tiki the actions that you should do in Mautic.
You also facilitate your method of following up the interests of your customers.
Requirements
To follow the procedures on this documentation make sure you have:
- A Tiki Instance
- A Mautic Instance
Setup
You can implement Mautic in Tiki in two ways.
The first way is the basic configuration and the second is for the advanced configuration.
Basic Configuration
The basic configuration is sufficient in case you only want to track activity on your instance.
Follow these steps for basic integration:
- You need to make sure these two things are enabled:
- The Mautic plugin
By activating this, the Mautic plugin will be available in the list of usable plugins.
To activate the Mautic plugin, go to Control Panels -> Main Features -> Editing and Plugins -> Plugins (Tab).
Find Mautic Integration and activate the plugin.
- The Mautic Feature
Even if the plugin is enabled and permission to use this feature is not, you will not be able to use the Mautic plugin.
So to enable this feature, go to Control Panels -> Global Setup -> Features, search for Integration and enable the feature.
- Connect Tiki to Mautic
It's even the first thing to do to use Mautic in Tiki. To connect Tiki to Mautic go to Control Panel-> Advanced-> Mautic Automation. Or go directly to the tiki-admin.php?page=mautic page.
On this page you will:
- Fill in the Mautic URL: the domain on which your Mautic instance is hosted.
- Tracking Script Location: This is where you want the mautic script to be inserted (either between the <head> tags or before the closing </body> tag). If you don't want to track visitor activities, then select the third option
- Credentials: fill in the credentials allowing Tiki to connect to your Mautic dashboard.
Now that you have completed these two steps, your Tiki should already be connected to Mautic and ready for tracking (unless you checked the third option for Tracking script location).
Advanced Configuration
The advanced configuration is suitable for the following cases:
- You would like to include a Mautic form in a Tiki page to be able to save your contacts in Mautic.
- You would like to display/list the contacts created in mautic from your Tiki instance.
This part is therefore the continuation of the basic configuration.
Make sure the following is already done, if not refer to the previous part:
- The Mautic Plugin and the Mautic Feature are enabled.
- The plugin is configured (Mautic URL, Tracking Script Location and Credentials are given)
Embed the Mautic form into a Wiki page
To embed a Mautic form in Tiki, you need to do it in two steps:
Into Mautic Instance
Into Mautic, there is not much to do; you just have to create the form(s) you need to collect the data from your Tiki instance and save it in Mautic.
To do this, log into your Mautic instance, go to Components->Forms->New; then create a form of your choice (standard or campaign), then put in it all the fields necessary for data collection.
All that remains is to integrate this form into a Wiki page.
Into Tiki Instance
Into Tiki, to do this, create a page then use the help button, search for mautic plugin and select it.
A popup will open with options depending on the selected Data Type.
Type data is the type of the mautic object you want to insert into the page. These values do not come from Mautic but they are values known to the plugin.
Here, as the goal is to insert a mautic form in the page, alors nous alons laisser le type par defaut "Mautic Form".
Il nous reste donc un autre champ très important à remplir, le Form Id.
Form ID is mandatory because you must specify the id of the mautic form you want to embed. You should see it in mautic in the address bar just by clicking on the form you want to insert.
If for example your Mautic form has id 1, you can directly copy and paste this syntax into the page:
{mautic type="form" form_id="1"}
After inserting the plugin, save the page and you will see the Mautic form included in the Wiki page.
Note: If you don't see the form, you need to check if you have put the correct Mautic credentials in the admin panel.
After submitting the form, you can find the contact already created in Mautic.
Congratulations, you have successfully included the Mautic form in a Wiki page. If you would like to retrieve them and then display them in a Wiki page, let's meet in the next part.
Display Mautic Contacts Into Tiki
You can also view contacts already saved in Mautic.
You can create a new page and then using the help button, search for mautic plugin and select it.
Here you have to change the type of object to Mautic Contact by changing the value of Type data, you will see a new field Vote options.
You can leave this field empty as it only limits the actions you can take once the contacts have been listed.
After submitting the popup form and saving the page, you can find all mautic contacts listed on it.
{mautic type="contacts"}
Conclusion
Once the Mautic feature and plugin are activated in Tiki, Tiki becomes an excellent marketing automation tool that makes it easier for you to track user activities that you can use to identify their interests and predict those of others and in this sense, the loyalty of your customers in the context of marketing will be felt.
Mautic is a perfect tool and should be considered for small, medium and large businesses when it comes to marketing automation.