Using Mautic for Contact Management

Mautic allows you to build a rich and functional database so your company is able to make automatic campaigns based on the information provided and the behavior of each contact individually and personally.

An up-to-date contact database can efficiently reach all your contacts so you are able to target an audience for a campaign or trigger a bulk email message.

Using contact data can also be used within the email body or dynamic content to enhance Mautic's key features in campaign building over different channels like SMS, e-mail and notifications.

Custom Fields to Build Your Contact Base

Mautic allows you to add custom fields to your contacts such as birthdate, budget, meeting date, job information and anything else you need to have all the information you want available for your automated campaigns and for helping you know every aspect of your contacts.

You can gather this data from custom fields through forms; then you can use the data in the body of emails and dynamic content. Mautic allows you to follow your contacts closely, allowing you the opportunity to know, understand and sell better (more).

Lifecycle Stages

Using stages in Mautic to control the leads lifecycle is essential to getting to know your audience better and to better organize your contacts. The main stages that you should consider applying in your workflow are: Subscriber, Lead, Qualified Lead for Marketing, Qualified Lead for Sales, Opportunity, Customer and Evangelizer.

If you use inbound marketing in your business recognize that your interactions and actions with your contacts should be constantly change according to the stage in the contact's life cycle since each stage requires a different approach to communicating with the lead.

Applying Tags to Contacts

With Mautic you have many ways to segment your contacts and tags is simply one of them (though possibly one of the most powerful). With Mautic segments you can filter a large group of contacts into different lists such as the traditional 4 market segmentations:

  • Geographic segmentation;
  • Demographic segmentation;
  • Psychographic segmentation;
  • Behavioral segmentation.

However with tags you can create a sub-group inside these lists to create one or many secondary segments. The tags are so flexible you can apply them in the most diverse areas of your company, such as content tracking, user interaction with your website, commercial department, etc. You can also use the tags to control subscription services, products purchased, etc.

You can do many thing with tags, for now, let’s consider one example involving behavioral segmentation. Behavioral segmentation is defined as the act of grouping customers based specifically on how they act as consumers when making purchasing decisions.

You can create a Mautic segment for the most loyal customers and a tag with the specific product name.You can create a Mautic campaign to put a tag with the product name, always when your contacts click on the corresponding link. With a most loyal customer segment created with a tag per product name, you are able to filter your contacts to find the most loyal customers per product. Mautic lets you tag contacts through campaigns, forms, and even the tracking script/pixel.

Mautic for Contact Management

Mautic is the right open source tool for your business to manage contacts, observe the behavior of those leads on your website, and also improve communication with leads and close more sales.

Have a nice Mautic Day!

Brazilian version:



Hello LUIZ, Thanks for sharing this wonderful and informative article about using Mautic as contact management system. You Post is helpful and interesting. Worth giving a try!

Very nice and help full tools

This sounds perfect to keep everything organized and in one same spot.
Raul Fernandez

I just started to use Mautic a few days ago, and it is impressive how good it is. It is very stable, easy to use and rich of funcionalities. Thanks also for taking the time to write those posts. One of the things that I like more about Mautic is how it handles data of contacts. Good integrations and able to be used both for small almost one to one campaings, as well as for very large ones. Nice to see how you are pionering the marketing automation, and that is just the beginning.

Very Informative article. Thanq for sharing this.