Laurie's Holopin badges from Hacktoberfest
08.11.2024
Laurie Lim Sam

Hacktoberfest with Mautic

On October 31st, Hacktoberfest 2024 came to an end. Hacktoberfest is an annual event where open-source advocates come together to celebrate a month of code, collaboration, and community. The purpose of the event is to encourage contributions to open-source projects throughout October. This year I had the opportunity to participate by contributing to Mautic, the open source marketing automation platform.

Mautic is an essential component in Druid’s Digital Experience Platform, Druid’s XP. We use Mautic because it helps our clients deliver more customized experiences for website visitors. One of Mautic’s key features is website personalization, which allows for tailored content based on each visitor’s behavior, preferences, and demographics. This enables our clients to engage users with more relevant messages and improve their overall site experience. Hacktoberfest presented a perfect opportunity to give back to the community that maintains and improves it.

From Drupal to Mautic

Coming from a background in Drupal, I found understanding Mautic’s structure relatively straightforward. Like Drupal’s core, Mautic has its core bundles, and while Drupal uses modules for extension, Mautic can be similarly extended with plugins. Mautic is built on Symfony, starting with Symfony 2 and now upgraded to Symfony 5, so it felt familiar to me as a Drupal developer.

At Druid, we are actively encouraged to contribute to Drupal. We’ve held several contribution events throughout the year, and many Druids regularly participate in the Drupal community. However, as someone relatively new to Drupal, diving into the Drupal core issue queue can be daunting. There’s an overwhelming number of issues, some of which have been open for years, making it difficult to know where to start. By comparison, while Mautic has been around for a decade, it’s a smaller project than Drupal, making it easier to find issues to work on and navigate the codebase.

Contributing to Mautic

For this month-long event, a team was formed within Mautic to help onboard new contributors. There were both code and non-code contribution opportunities available, and just after I joined, I attended an online developer onboarding session led by a core maintainer who introduced the project and answered questions. During Hacktoberfest, non-code contributions were organized on a special project board, while code contributions continued to be tracked on Mautic’s Open Source Friday board, where issues and PRs needing review are listed. The documentation is thorough, and the Slack community is active, welcoming, and inclusive.

I was able to contribute in several ways. I reviewed pull requests and began translating Mautic’s knowledge base into French. I also set up the development environment locally, worked on a few issues, and submitted pull requests. One of my contributions was to create a data attribute for form elements that disables fields automatically based on the values in other fields. This feature is now part of the Mautic 5.2.0 release and is used in the form for creating custom fields. Another issue I tackled involved dynamically limiting a dropdown’s options based on related form fields and updating the dropdown as those fields changed.

Participating in Hacktoberfest was both rewarding and fun. It was a unique chance to contribute to a platform I already use in my work, while also gaining hands-on experience with Mautic’s codebase. This experience has inspired me to continue contributing to Mautic whenever I can.

Author

Laurie Lim Sam

Full Stack Developer
3 people working together with laptop on meeting room
05.09.2024
Mikko Hämäläinen

Website personalization in practice

One of the key challenges for online services is the ability to provide content and services to diverse user groups while maintaining discoverability. A company’s website serves many different user groups, such as prospective and current customers, job seekers, and investors. Each of these groups has its own specific needs when it comes to content.

In e-commerce, personalization has long been a standard, at least in the form of product recommendations. However, in other online services, personalization is often conspicuously absent, particularly in the public sector, which is increasingly offering transactional services through its websites. Megamenus have been an impersonal response to this challenge, one that could be addressed more intuitively by genuinely considering the user’s needs.

In this blog, I’ll show how a marketer can implement personalization in practice by leveraging the Drupal content management system and Mautic marketing automation platform—without needing to dive deep into the world of IT.

Target communication to different customer groups using automation

A company’s website is connected to its marketing automation system, and they have launched a new product serving two distinct customer groups: private sector businesses and public sector organizations. The marketing team has created a landing page in the content management system that provides a general overview of the product. However, they want to emphasize features that are particularly relevant to each customer group.

The marketing automation system segments visitors based on the content they have previously browsed, categorizing them as either private sector or public sector customers. Personalization is applied to all site visitors, regardless of whether they are identified users or anonymous visitors.

Putting plans into action

Let’s start by creating a dynamic content section tailored to private sector customers in the marketing automation system. We’ll create a list of personalization features that are relevant to private sector customers, illustrate it, and add a call-to-action link at the end.

This content section will be given the short name “customer-experience-private” (asiakaskokemus-yksityinen).

Next, we define the conditions under which the content will be displayed on the website. It’s sufficient for us that the user belongs to the customer segment “private sector customer” (Yksityisen sektorin asiakas).

After that, we move to the content management system to edit the previously created landing page. The dynamic content is embedded between the sections titled “Kohti parempaa asiakaskokemusta” and “Personoinnin rakentaminen”.

Dynamic content from Mautic can be easily embedded into any content management system using HTML code. The necessary line of code can be copied and modified to include the correct dynamic content shortcode.

<div data-slot=”dwc” data-param-slot-name=”asiakaskokemus-yksityinen”>
&nbsp;
</div>

If no dynamic content is available to display, the &nbsp; automatically added by the editor will appear as a blank space on the page. However, this can be replaced with default text instead.

Testing personalization

Testing personalization is straightforward. Start by visiting the site in incognito mode, which keeps the user anonymous. The finalized landing page will look like this when the user has not been identified as a private sector customer.

For testing purposes, find the anonymous user in Mautic and manually add him to the “Private Sector Customer” (Yksityisen sektorin asiakas) segment. Mautic can track both identified and unidentified users; the latter are users who do not yet have contact information or marketing consent. Personalization is one of the few ways to enhance the customer experience for these anonymous visitors.

Normally, segmentation would be automated by building a campaign within the marketing automation system. The customer segment could be determined based on the visitor’s browsing history, such as their interest in specific customer case studies or other pages.

However, for this test, we’ll manually add the user to the segment.

Select segment manually

The test user refreshes the landing page in his browser, and Mautic loads the personalized content onto the page. This means that the list of personalization features relevant to private sector customers—created with ChatGPT—appears in the desired location on the site.

Simple Yet Complex

This simple example demonstrates how website content can be tailored and targeted to a specific audience. The same outcome can be achieved in various ways, such as by creating separate landing pages for each segment and directing visitors to the appropriate pages via marketing campaigns. When personalization is integrated into marketing automation, it allows for better control over the customer experience for visitors arriving organically on the site.

Segments and personalized content can be created freely, making it possible to implement more complex scenarios as needed. Below is a view of three different versions of the same landing page: one for non-segmented visitors and two for segmented user groups.

a view for no personalizationed page, personalization for private and public sector.

I implemented this example using the standard features of Drupal and Mautic in Druid’s demo environment. With a few small adjustments, the content editing experience can be further improved. For instance, dynamic content can be embedded by selecting the appropriate content block directly from the drop-down menu in Drupal’s editor.

If this topic piques your interest or resonates with your everyday needs, feel free to reach out. I’d be happy to give you a more detailed demonstration of Mautic’s functionalities.

Let’s talk

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Author

Mikko is the CEO of Druid with more than 20 years of experience in content management and customer experience development. He helps marketing and business teams harness the potential of technology, and his true passion lies in digital customer experience management systems

View for Mautic marketing report
19.10.2023
Kirsi Vatanen

Mautic is an easy-to-use and efficient marketing automation system

Mautic is a versatile open-source marketing automation system that’s both user-friendly and scalable. With Mautic, you can streamline your marketing processes, deliver the right actions to the right audience at the right time, and effortlessly measure the impact of your efforts.

Mautic offers a comprehensive set of features designed to enhance your marketing efficiency, including:

Contact Management: Easily gather and manage contact information, such as email addresses, mailing addresses, and phone numbers.

Segmentation: Create custom contact segments based on criteria like interests or website behavior. This allows you to precisely target actions and adjust your strategy on the fly for improved marketing effectiveness.

Campaign Management: Create and manage multi-channel marketing campaigns, including emails and text messages, landing pages, and social media activities.

Automation: Automate tasks like email sends, landing page creation, and contact tracking, freeing up time and resources for other crucial tasks.

Lead Scoring: Assign numerical values to contact actions and profile data collected on your website. Leverage this data for lead nurturing and personalized campaigns, offering valuable insights for your sales team and internal stakeholders.

Reporting: Easily evaluate campaign effectiveness with customizable reports.

Four examples of using Mautic:

Building brand awareness: Craft personalized campaigns tailored to contacts at various stages of the buying journey, delivering engaging content that resonates.

Lead Generation: Utilize email forms and landing pages to collect registrations and engage interested contacts, generating leads and facilitating inquiries.

Sales Enablement: Design email campaigns to guide marketing leads into the sales funnel, ensuring alignment between marketing and sales objectives.

Enhanced Customer Service: Automate customer service processes, from managing customer data to responding to queries. Provide content that empowers customers to maximize their investment.

Mautic’s marketing automation system is a powerful tool for achieving your marketing objectives, adaptable to even the most demanding needs. Plus, it seamlessly integrates with Drupal solutions.

“Mautic is an excellent choice for clients who want to maintain control of their data, prefer open-source solutions, or work with a high volume of leads. The cost structure in a client-owned system is distinct from platforms like HubSpot,” says our CEO, Mikko Hämäläinen.


Would you like to learn more? Contact Mikko!

Author

Kirsi Vatanen

Marketing Manager