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These are notes that I’ve been writing and updating over the last few weeks on using Mautic to automate your marketing.  This involves getting lists of businesses and adding them to your Mautic install and getting everything to work.  I’m not going to go over all of the details since it’s outside of the scope of these notes.  There are courses available on emailing and marketing best practices available.

This is also a cheap way to keep your contacts updated without having to pay for an expensive autoresponder.  I’ve laid out one of the cheapest ways to get this done.  Remember this is more of a technical tutorial than explanations of all of the benefits.

Register a domain name.  This is going to be for sending emails so you probably don’t want to use the same domain as your main site.
Get hosting.  Just about any host will work but keep in mind Mautic can be finicky with hosting so you will probably have to put in a few support tickets to make sure things are working correctly.
Install Mautic (if your host has CPanel and Softaculous it’s just a couple of clicks)
Create bounce@emailyouwanttouse.com
Create email you want to use as sending email.
Go to Amazon SES > Domains > Verify a New Domain > Add Domain and then create records in Cpanel
CPanel > Advanced Zone Editor > follow instructions from SES
Go to Amazon SNS > Topics > Create New Topic > Name it bouncedcl > Create Topic
Click Topics > find topic you just created, select it > Click Actions > Subscribe to Topic
Protocol Email > add email address for bounces > Create Subscription
Go to bounce email and confirm your subscription from email Amazon sends (can take time for email to arrive)
Go to SES > Verified Senders > Emails Addresses or Domain > Pick the one you used > Notifications > Edit Configuration
SNS Topic Configuration > Click Bounces > Pick SNS topic for bounces
Repeat the steps for Complaints

Create these Cron Jobs:
Try to stagger the times https://mautic.org/docs/en/setup/cron_jobs.html
15 Minutes
/usr/local/cpanel/3rdparty/bin/php /home/username/public_html/crm/app/console mautic:webhooks:process > /dev/null 2>&1
/usr/local/cpanel/3rdparty/bin/php /home/username/public_html/crm/app/console mautic:segments:update > /dev/null 2>&1
/usr/local/cpanel/3rdparty/bin/php /home/username/public_html/crm/app/console mautic:campaigns:rebuild > /dev/null 2>&1
/usr/local/cpanel/3rdparty/bin/php /home/username/public_html/crm/app/console mautic:campaigns:trigger > /dev/null 2>&1
/usr/local/cpanel/3rdparty/bin/php /home/username/public_html/crm/app/console mautic:emails:send > /dev/null 2>&1
/usr/local/cpanel/3rdparty/bin/php /home/username/public_html/crm/app/console mautic:email:fetch > /dev/null 2>&1

Twice a month
/usr/local/cpanel/3rdparty/bin/php /home/username/public_html/crm/app/console mautic:iplookup:download > /dev/null 2>&1

Go to Step 3 on this page https://www.mautic.org/getting-started/
Set time zone under configuration
Setup email settings https://www.youtube.com/watch?v=Eo2Zp-Lce1I about 35 minutes in
For Step 4 from that page download WordPress integration plugin https://www.mautic.org/integrations/wordpress/ or type in WP Mautic in the Plugin search
Go to Points > Manage Actions > Name call it Email Sent > Change Points > 2 > When a Contact > is sent an email
Points > Manage Actions > Name call it Email Open > Change Points > 10 > When a Contact > Opens an email

On SES save Server Name, Port, TLS info
click SMTP Settings > Create My SMTP Credentials > Click Create > Save Details

In Mautic pick Configuration > Email Settings > Other SMTP Server > Host (Server Name) > Port (587) > Encryption (TLS) > Authentication (Login > Add username and password that was saved before
Test and Test Email may not always work.  Common fixes make sure emailing ports aren’t blocked, disable SMTP restrictions, disable IPV6.

Cleaning Emails
Profit Renegade
If you aren’t cleaning as soon as you scrape:
Go to Grid Controls > Import (if cleaning after the scrape is complete all other instructions are valid)
Go above email field and left click: Clean Blanks
Clean Duplicates
Settings > Email Settings > Filter Settings > Add blacklist here > Hit the back button towards the top
Settings > Email Settings > Run Filters
Grid Controls > Export > Save to the same place and add filtered to the file name to know the difference
Atomic Email Verifier
Import Emails > Yes to delete duplicates
Verify > Verify email addresses
Export Wizard > MS Excel > Valid and Uncertain > Open
Rename columns Company, Address, City, State, Phone, Website
Save As > Comma Delimited CSV > Tools > Web Options > Encoding > UTF-8 > OK > Save to the same place and add cleaned to the name.  File should look like nichefilteredcleaned.csv

For some reason when importing into Mautic it doesn’t want to validate state so I just leave state alone.

If any issue uploading to Mautic encode CSV as UTF-8.  Not really a problem if you followed the steps above and even the steps above are overkill but if using another scraper here is the instructions https://help.surveygizmo.com/help/encode-an-excel-file-to-utf-8-or-utf-16

Also to keep a semi-clean house I add all three files that were created in this process into a folder called Added to CRM, once added to Mautic.  This way I know the emails were added.  Then if I want someone to cold call or want to do it myself the dirty and clean lists are together as well as the one’s with no email.  I don’t want my “virgin” lists next to lists that were used.

Channels > Emails > Create Your Email or Emails
Campaigns > Create New Campaign
Setup 1st campaign https://www.youtube.com/watch?v=GZco4H5BF10

Adding your leads:
Segments > New > Name it > Save and Close
Upload Emails: Contacts > Import > Put in your list > Import > Pick Contact Segment > Then choose the correct fields > Import

If you have any issues, especially after an upgrade delete cache folder.  /mauticinstall/app/cache
To re-install on another server:

To switch domains: If everything will be exactly the same with the exception of the domain name, do the following:

change domain in “site_url” in app/config/local.php
delete app/cache/
https://mautic.org/docs/en/use_cases/sales.html

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