Awesome! You’ve downloaded a marketing automation tool. That’s a great first step, but now you wonder where to go from here. Follow this very simple guide to get started using your shiny new toy!

Step 1: Install Mautic

If you have already downloaded the zip from the download page or have installed Mautic through some other source (Softaculous, Bitnami, Digital Ocean etc…) then you have already completed the first step. If not then you will need to upload the Mautic package (a zip file) to your server; unzip the files; and then navigate to that location in your browser. You will find Mautic has a very easy to follow on-screen installation process.

Step 2: Add Cron Jobs

Once you’ve installed Mautic you will need to create a few standard cron jobs to have your software process various tasks. These cron jobs can be created through a cPanel or added through command line. If you are unfamiliar or uncomfortable with this step then we’d recommend asking in the forums or in the live Slack chat. Here is a list of the cron jobs you’ll need to create.

Updating Contact Segments

php /path/to/mautic/app/console mautic:segments:update

Update Campaigns

php /path/to/mautic/app/console mautic:campaigns:rebuild

Execute Campaign Actions

php /path/to/mautic/app/console mautic:campaigns:trigger

Sending Email

Note: This cron job is only necessary if you selected queue emails during the installation process.
php /path/to/mautic/app/console mautic:emails:send

If you are interested in reading more about these cron jobs or their roles you can review them in the Mautic documentation.

Step 3: Download the IP lookup service database

By default, Mautic installs set to use MaxMind’s free GeoLite2 IP lookup database. Due to the licensing of the database, it cannot be included with Mautic’s installation package and thus must be downloaded.¬†Click on the cogwheel in the upper right hand of Mautic to view the Admin menu then click Configuration. On the System Settings tab, find the IP lookup service option and click the “Fetch IP Lookup Data Store.”

You could also choose another supported IP lookup service if you prefer.

Step 4: Install the Tracking Pixel

After installation and setup of the cron jobs you’re ready to begin tracking contacts. You will need to add either a single tracking pixel, or the javascript below to the websites for each site you wish to track via Mautic. This is a very simple process and you can add this to your website template file, or install a Mautic integration for the more common CMS platforms. Here is an example of the tracking pixel:

<img src="http://yourdomain.com/path/to/mautic/mtracking.gif" />

Here is an example of the javascript:

<script>(function(w,d,t,u,n,a,m){w['MauticTrackingObject']=n; w[n]=w[n]||function(){(w[n].q=w[n].q||[]).push(arguments)},a=d.createElement(t), m=d.getElementsByTagName(t)[0];a.async=1;a.src=u;m.parentNode.insertBefore(a,m) })(window,document,'script','http(s)://yourmautic.com/mtc.js','mt'); mt('send', 'pageview'); </script>

If you have questions about this process you can review the documentation for more information.

That’s all you need to be up and running with Mautic!

If you’re looking for a bit of a broader picture of things to setup then you’ll want to glance at the getting started overview example and workflow below.

Step 1
beginning marketing ab tests

Setup Direction

Add team members
Define lead fields to monitor
Plan marketing efforts
Define point values

Step 2
free email marketing

Define Email Campaigns

Create email lists
Build email layout
Plan email delivery schedule
Create campaign outcomes

Step 3
drip campaign marketing

Monitor Leads

Watch site traffic
Add landing pages
Collect visitor details
Nurture lead interactions

Step 4
marketing automation workflow

Plan Roadmap

Evaluate what works
Study reports
Plan drip programs
Schedule future updates

mautic is open source marketing automation