Contacts can be added to a segment in Aivie in four different ways:
Continue reading “How can I add contacts to a segment?”Contact management
Damit der Ruf deiner Absender Domain nicht leidet, werde Kontakte, von denen die E-Mail-Adresse nicht existiert, oder die deine E-Mails nicht erhalten möchten, automatisch mit einem “Do Not Contact” (DNC) versehen.
Continue reading “Wann wird ein “Do Not Contact” (DNC) gesetzt?”Gewisse Kontakte haben ein rotes Flag “Do not Contact”. Dieses kann manuell über die Kontakteinstellungen wieder entfernt werden. Was aber nicht unbedingt ratsam ist.
Continue reading “Was ist ein Do Not Contact und wie kann ich es entfernen?”Bist du dir nicht sicher, ob dein Unternehmen von einem CRM profitiert?
Continue reading “Brauche ich ein CRM?”You can import contacts into Mautic using the following steps. Here you can also find the Excel template to import your contacts correctly.
- First, click on the “Contacts (Leads)” field in the page menu.
- Now open the drop-down menu in the upper right corner and click on “Import”.
- In the next step you can upload your file to import your contacts into Mautic.
For CSV: Adjust the CSV settings according to the criteria below. If you use a file with a non-standard separator or a non-standard encoding, you can still adjust the setting here.
- The field mapping page should now be displayed. In the first group of options you can select owner, segment and tags that you want to globally assign to all imported contacts.
- The second group of options allows you to map the columns from your file to the custom fields of the contacts.
- The third group of options allows you to assign columns from your file to specific contact attributes, such as creation date, etc.
- When your field mapping is ready, click one of the import buttons.
- Your contacts will be imported into Mautic.
Important information to import contacts into Mautic with a CSV file:
- The CSV file must be in UTF8 encoding. This is because other encodings can cause problems when importing. Google Sheets automatically encodes to UTF8, Libre/Open Office lets you choose the encoding before exporting. Save your file as a “Comma-separated values CSV file”.
- For boolean values like doNotEmail or custom boolean fields, use true, 1, on or yes as TRUE values. Anything else is considered wrong.
- Use ISO8601 notation for date/time values, i.e. YYYY-MM-DD hh:mm:ss Example: 2019-01-02 19:08:42
See the Mautic documentation for more information on importing your contacts into Mautic.
And here’s how you can now build your first follow up Campaign for your contacts.
This function is great for e.g. webinar, end of subscription, or birthday:
Important to note:
If the tag is not set on the confirmation page, contacts who are not yet registered in the Campaign (and on hold) will slip through the cracks.
Yes, the contact receives the e-mail in High German.
Segments are assigned based on the following steps:
To add a person to a segment, you can select the person and choose “Change segment” from the drop down.
Continue reading “How do I manually assign (multiple) people to a segment?”
To set a person to “do not contact”, you can select the person and use the drop down to select “do not contact”.
Continue reading “How do I manually set a person to “Do not contact”?”
Per CSV import 1 segment can be specified for all contacts to be imported. If there are many different segments, a user-defined field can alternatively be created (via Settings).
The profile picture is automatically obtained from the gravatar.com service. The user’s e-mail address is used for identification. To set a profile picture, you can customize the image on Gravatar.