Product Demo
Convert Website Visitors into Customers
Visitor → Lead → Customer

1. Prospects Identification

( Visitor Tracking )

1.1. Dashboard:
Dashboard
1.2 Configure Tracking Code:
From Setting → Configuration → Tracking Setting
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2. Funnel Creation : Convert Visitors into Leads

( Downloadable assets, Web forms, Landing pages, Pop-ups, Social monitoring )

2.1 Create Assets
Go to Components Section ---> Assets
Upload pdf, ebook other resources.
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2.2 Web Forms:
Choose form type Standalone / Campaign form
( Campaign form is only require if you are looking to trigger a campaign from the web form )
2.2.1 Fill basic form Details
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2.2.2 Choose field Types:
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2.2.3 Define Form Submission Actions
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2.3 Landing pages:
2.3.1 Create now landing page
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2.3.2 Choose a template and fill basic details.
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2.3.3 Go to the builder option, Design your Landing page using Drag-n-Drop editor.
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2.4 Pop-Up Form :
2.4.1. Go to Channel → Focus Items → Create new
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2.4.2. Fill basic details.
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2.4.3 Go to Builder Section, choose from multiple options like pop-up behaviour, style, color & Content
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2.4.4 Once a pop-up form is created, Insert equivalent Source code into the website.
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2.5 Create Email Newsletter
Go to the Section: Channel -> Emails:
2.5.1 Create New
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2.5.2 Choose Email Template Type
Template Emails : For General Purpose Emailer
Segment Email : Part of Specific Segment
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2.5.3 Chose a template. Fill template description and subject line
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2.5.4 User Builder to design the mailer.
Save and exit.
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2.6 Social Monitoring:
2.6.1 Go to the Section: Channel -> Social Monitoring , Create new.
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2.6.2 Set , Hashtag name, and the twitter handler to be tracked.
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3. Funnel Nurturing Automation : Convert Leads into Customer

( Segments, Broadcast email campaign, Lead scoring, Progressive Profiling/Stages, Automated campaigns )

3.1 Segments :

In Marketic system, (Dynamic) lists are defined as a segment. If lists are already available with you, it is advised to import them with specific tags so that later you can segment them.

3.1.1 Go to the Segment Section:
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3.1.2 Create new Segment, fill Segment/ List name. From filter tab, collect your list Id’s based on tags, date added or other conditions.
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Now your segment is ready to be used inside Campaign / Email Campaigns

3.2 Create Broadcast Email Campaigns:
3.2.1 Go to the Section Channels ---> Emails , Selectnew Email Type “New Segment Email “
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3.2.2 Write Subject line, Campaign name and select segment ( list ) from drop down menu.You can also set UTM tags here.
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3.2.3 Select an email template or code/simple mode and go to the builder section. Design your mailer here.
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3.2.4 Now save and close the Segment Email. Now you can see the send option, click on that.
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3.2.5 It will ask you to put the number of emails to be sent out per batch. Put a number you want to send. And send out the mailer.
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3.3 Lead Scoring :
This is the area from where you can manage Contact scoring based on visitors/ Subscribers activity.
3.3.1 Manage Actions :
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3.3.1.2 Define scoring rules based on Visitors/ Subscribers activity.
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3.3.2 Point Triggers: Here you can set automation trigger based on Profile Score.
3.3.2.1 Go to Point Trigger Option : Add New
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3.3.2.2 Fill the name/description, set the score that will trigger the events.
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3.3.2.3 Defined the triggered events.
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3.4 Stages / Progressive Profiling :
3.4.1 Go to Stage section and create new stage
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Put their equivalent weight ( As stage,3.4.2 Define contact as per your convenience ) .
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3.5 Automated Campaigns:
Campaigns are central to creating an automated workflow to assist with your marketing efforts.
3.5.1 . Go to Campaigns Section, Create new
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3.5.2 . Put the campaign name as per your requirement and add their description.
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3.5.3 Go to Campaign Builder Section, choose a “contact source” to trigger the campaign.
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3.5.4 Now you can see three options from the Trigger Point:
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Decision : A decision is made when a contact decides to take action or not (e.g. opened an email).

Action: An action is something executed by Mautic (e.g. send an email).

Condition: A condition is based on known profile field values or submitted form data.

4. Reporting, Attribution & Analytics

You can access reports from Report Section.
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4.1 Report: You can see visitor metrics and web pages engagement report here.
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4.2 Report : Submissions of published Forms
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4.3 Report : Leads and Points:
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4.4 Report: Assets download report.
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4.5 Report: All Emails:
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