How To Setup A Mautic Autoresponder Using The Campaign Builder

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How To Setup A Mautic Autoresponder Using The Campaign Builder

In this video to show you how to use Mautic
marketing automation platform to set up sort

of your traditional auto responder where your
traditional autoresponder is when someone

gives you their information you send them
an email and then maybe three days later he

sent him another email in five days later
you send him another email this typical auto

responder to see how to do that with Mautic
now one of the things I love about Modicon

has this visual campaign builder which is
actually pretty cool and I hope over time

it just gets better and better and more options
are added to it but as it stands right now

it's probably the most powerful thing that
I've ever used so I'm in a mock installation

right now if you're not in some Monica got
a video on it on how to do it properly need

to make sure that you install the properly
because if you didn't a campaign will never

get triggered anyway so I've got a full complete
video I suggest you watch that's your my YouTube

channel or around my website it Adam pricer.com
sorry to interrupt this video when I originally

recorded Mautic was on version 1 not 3.one
and since that trying to now with the upgraded

to version 1.for the release version 1.4 and
with that release included different terminology

when you are in the moderate application and
so this is a good point for me to just interrupt

this video initially some of those changes
and then I'll continue on with the video so

one of the main things a change with some
of the terminology so for instance before

you would see leads now it's been renamed
contacts what you see right here and some

other items of been moved around so we've
got campaigns that's the same it's still right

there underneath components we now have a
drop-down that includes assets forms and landing

pages and then under channels we have emails
and that's where you set up all your various

emails so there's been this little rearranging
and change of terminology included a bunch

of other really neat updates but these are
the changes that you need to know as you continue

to watch this video so this video is going
to continue showing do Mautic as it was at

version 1.3 even though the insulation that
you might have today has new terminology back

to the video so what you do is click on campaigns
right here in working to create a campaign

someone go ahead and click on that actually,
if you're doing this year but first want to

create your emails and so let me click on
emails real quick click on new and go ahead

and click on new templates email because this
is going to be a template that were using

it's not a resilient template email and a
list email a list email is an email I want

to create right now and just then to my last
okay a template email is one that I'm to set

up and use raw these campaigns or maybe use
it when someone signs up to a form that's

can be your template email summit click on
select and him and say well, so whatever right

there.

In this video to show you how to use Mautic
marketing automation platform to set up sort

of your traditional auto responder where your
traditional autoresponder is when someone

gives you their information you send them
an email and then maybe three days later he

sent him another email in five days later
you send him another email this typical auto

responder to see how to do that with Mautic
now one of the things I love about Modicon

has this visual campaign builder which is
actually pretty cool and I hope over time

it just gets better and better and more options
are added to it but as it stands right now

it's probably the most powerful thing that
I've ever used so I'm in a mock installation

right now if you're not in some Monica got
a video on it on how to do it properly need

to make sure that you install the properly
because if you didn't a campaign will never

get triggered anyway so I've got a full complete
video I suggest you watch that's your my YouTube

channel or around my website it Adam pricer.com
sorry to interrupt this video when I originally

recorded Mautic was on version 1 not 3.one
and since that trying to now with the upgraded

to version 1.for the release version 1.4 and
with that release included different terminology

when you are in the moderate application and
so this is a good point for me to just interrupt

this video initially some of those changes
and then I'll continue on with the video so

one of the main things a change with some
of the terminology so for instance before

you would see leads now it's been renamed
contacts what you see right here and some

other items of been moved around so we've
got campaigns that's the same it's still right

there underneath components we now have a
drop-down that includes assets forms and landing

pages and then under channels we have emails
and that's where you set up all your various

emails so there's been this little rearranging
and change of terminology included a bunch

of other really neat updates but these are
the changes that you need to know as you continue

to watch this video so this video is going
to continue showing do Mautic as it was at

version 1.3 even though the insulation that
you might have today has new terminology back

to the video so what you do is click on campaigns
right here in working to create a campaign

someone go ahead and click on that actually,
if you're doing this year but first want to

create your emails and so let me click on
emails real quick click on new and go ahead

and click on new templates email because this
is going to be a template that were using

it's not a resilient template email and a
list email a list email is an email I want

to create right now and just then to my last
okay a template email is one that I'm to set

up and use raw these campaigns or maybe use
it when someone signs up to a form that's

can be your template email summit click on
select and him and say well, so whatever right

there. Type your email content right here
are there and will give it an internal name

and will call it email one but that's a little
too generic is to find over time you're sending

your creating lots email template so email
one doesn't really isn't descriptive enough

you might want to have some internal acronyms
you use so I I can drop in the category right

here published blah blah blah anyways this
is email let's click auto generate so it auto

generates that's and one thing about emails
you never want to forget is right here you

click on that advanced have a make sure you
put the right from name and from email address

and that's because I feeling like me I won
Mautic install and I'm using it for like five

or six different websites I have I'm dumping
it all in there so when I send you an email

out I wanted to come from the right websites
so if it's my personal blog it'll just say

my name if it's my company website that I
collected their info and that's with this

autoresponder is I wanted to be Adam add whatchamacallit
also you want always make sure when you're

setting up a new email you go in here and
you put that in I not it's gonna take you

the settings from your that you created in
the settings of the app itself so is only

click on save and close and your gonna see
now when I click on emails here on the left

I have this one email so now that we have
this email set up now we need to actually

create the form that someone's going to give
us their information that's their pathway

into the system so go-ahead and click on forms
Nardi have this one for my use I created and

I used for a video on how to add pop-ups and
things like that on your WordPress site in

then have the information get passed in to
Mautic and that was using a plug-in called

drive leads I got my drive leads form here
but see there's two different types of forms

and this is of the right type of form for
a campaign let me see what those two types

of forms are by clicking this new button here
on the top right there's a campaign form and

a standalone form now that form I showed it
was a standalone form so it won't show as

an option in the campaign builder but a campaign
form will and so what a campaign form is as

a special forms you set up were when someone
puts their info in is there immediately put

into a campaign okay so go ahead and click
on select and let's call this campaign for

campaign form are right now you you're right
here for successful submit action you choose

what happens to someone when they give you
this information in the forms collected it

so they'll probably be on your website and
you can choose for them to remain there have

success in a display message like success
or redirect like a thank you page or something

like that I'm still click on remain in form
that's fine I don't usually give a description

now what you want to do is click on fields
and in fields you need to add your name field

your email field or whatever fields of information
that you want to collect so you might want

the reversing ask for the name so I know for
me I'd ask first name and email so that's

what I'll do in this form so will do so drop
down here in order to click on text in this

can create the text field for the name Soma
caught first name like that in the right here

is his lead feel this is where your to match
this up to an actual field in a lead record

I click on that I get this drop-down and I'm
going to choose first name so whatever someone

puts in this field put it in the first name
box right there and click on add and then

the next thing I'm going to want is emails
so in the drop-down I'm to choose email I'm

gonna label it email and when I click on lead
film I want to verify that it's linked up

to email which it does automatically and there
it is solely click on add now I've got my

two fields which is your first name in your
email you can as many fields of information

that you want whatever makes sense to you
for your business click on save and close

and now when I click on the forms you're gonna
see I now have my campaign form and that other

standalone form you know what if you have
a long list of forms you know it's a campaign

form when he got this little box hearing you
hover over it it says is a campaign form there

we go okay so now we can finally going to
campaigns I don't have any set up some and

click on this new button in the top right
you want to give it a name and you want to

be descriptive so let's just call this a lead
magnet a auto responder so you can make it

say whatever you want to describe it now before
you can click the save button you actually

have to build out the campaign a bit so we
do that is you click on this launch campaign

builder and this is where were going to go
ahead up and set up our sequence of emails

so when you're in this campaign boulders is
pretty amazing that they offer this powerful

camp visual campaign builder and it's a joy
to work with and I've never worked with anything

so powerful before it is most email auto responders
they're not that user-friendly they're not

that fun to use either so first you need to
use put in a lead source and this is basically

how someone gets into this campaign what we
already created that campaign form and that's

a word any use right here now what legalists
are is you can create lists smaller called

smart lists based on criteria of leads so
if you're using tagging you could say want

to create a new list for everyone that has
this tag and then you can can you can drop

all those people automatically into campaign
that's out this video is a true traditional

email autoresponder summit click on campaign
forms and good to go right here and when I

class click on it is good to show me a list
of all my campaign forms are created and I've

only created this one campaign form right
there a right so going ahead and click add

and now we have this right here and you can
move this wherever you want it's like a visual

page builder and there we have it so now when
someone puts their info today campaign form

they're getting tossed into this campaign
so now we want to do is we want to have some

actions and this could be a traditional email
autoresponder so what your next action uses

can abuse this Henson email right here someone
click on that in this is send email and we

can call this email about first email and
you can name it whatever you want it doesn't

matter now you can have be what makes sense
to you so\'85 Click on the way and then let's

have it go and get sent to five minutes after
the lead is put into this campaign I'm in

a choose my email right here now you so we
only created the one email but you'd want

to create your entire series of emails Summit
click on email one so now when you look at

this it saying were in a call this action
first email it's can it be sent five minutes

after the info gets put into the campaign
and it's going to send in this email one,

click on add to now it it shows us the email
that we created this can go out after five

minutes and I can move this river I want and
what we need to do is we need to connect it

to the entry point here are some go ahead
and click on the yellow and I'm in the link

it right there and let go and it says wait
five minutes case order to put that right

there now I want to send an email to them
24 hours after they got into this campaign

someone to click on send email again and let's
just call this a second email and I'm in a

way one day and him and that you set same
email to have to choose one but you would

have a different email prewritten and I'm
a click on add and here's my second email

so let me just maybe put it right next to
it and here's where a lot of people get it

wrong that are trying to figure this out they
think this second email needs to go here and

it needs to be connected to the first email
that's the wrong way of doing it we want to

connected like this pull off from the yellow
again and connected there so now we've got

our email that goes out in five minutes and
we've got our email that goes out in one minute

I just had an idea I wonder if we can actually
go sideways like this never thought of doing

it this way before she can go like this to
her maybe like that but that okay area so

we know how this is going on five minutes
and this is going on one day let's just add

one more case I think you get the point some
click on send email and I'll just call this

third third email like that and I wanted to
wait and let's just say we want to send this

out a week later so there isn't one and option
for weeks so we would just put seven days

what use that same email click on add in a
generated right here let's put that there

and let's pull out again from the yellow and
pop it in right there okay so this campaign

has three emails that go out the first email
after five minutes the second after day the

third after seven days you see how easy that
is to have a traditional email autoresponder

using Mautic itself is simple and then you
can you can do different things based upon

whether someone actually views that email
or not as you can attach off of here you can

say if someone oh read this first email that
must mean they're engaged in your content

so what we would do is we go down here to
where it says decisions so let's see the decision

is if they open an email and will will say
the first email okay and there were in a link

that here so they look at this and then if
they look at the email were going to have

this thing happen or if they don't it's can
have this thing happen now what was important

to note is that this right here has nothing
to do with your second or third email just

has to do with the first email nothing's gonna
stop this first email from going out okay

so so if if someone opens your email let's
see you can have them send another email to

them you can update their field with some
information we can add a tag so you might

want to click on right here at sea
and we will add a tag let's call it interested

enter click on add and that we link it like
this so what this is saying is when someone's

enrolled in this campaign for after five minutes
or to get the first email if they view that

email work and add this tag and we note the
tag is it's called interested and we can do

something else right here entirely like maybe
if they don't look at the first email let's

take them off of the campaign entirely so
you can choose right here change campaigns

XM never use this option
the scholar removed from campaign and will

remove it from this campaign right here and
click add and then we link it up oh actually

what we have to do is we should put a timer
we need to say right here will wait so if

someone hasn't read the email after a specified
period of time so say after seven days we

click on update so what's happening now in
this campaign is the first email goes out

after five minutes to get that first email
if they look at the email they immediately

get this tag if they don't look at the email
after seven days you remove them out of the

campaign however the logic of this might not
work entirely because seven days is at the

this campaign only takes seven days the run
so I'm just giving it to you is a demonstration

of how to set up your traditional email automation
autoresponder using Mata Katie like this moderate

video please give me a thumbs up if you have
any Russians go ahead and leave them down

in the comments below are head over to my
website and you can leave a comment there

pretty good about getting back in a reasonable
period of time of your new demotic got a full

installation video on how to install it the
right way also I was thanks for watching this

video

Adam Preiser

Hi, my name is Adam, but I guess you already figured that out. I am an, almost 40 year old, living in Southern California. In my life I have had lots of big starts, lots of big failures, but have never stopped being an entrepreneur.

4 Comments

  1. Scott on October 19, 2016 at 10:40 am

    Please! More about mautic.

    • Adam Preiser on February 22, 2017 at 3:51 pm

      Hey Scott, I’m going to be redoing all my videos here soon.

  2. Bill on January 6, 2017 at 11:53 am

    Hello Adam,

    In your video at 4.12, Email Advanced Tab settings – I tested using a different From name and From Address but Mautic seems to not take any notice of the settings and always sends using the default settings. Have you experienced this?

    Cheers,

    Bill

    • Adam Preiser on February 22, 2017 at 3:44 pm

      I haven’t experienced that. Which version of Mautic are you using?

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