Streamline your Marketing with airSlate SignNow's Open Source Sales Funnel for Marketing

How to create outlook signature

how to build a multi-channel marketing strategy for your business discover martik a marketing automation platform to enhance your sales and marketing efforts moric is a powerful open source solution to automate marketing campaigns nurture leads and drive growth to your business it offers a range of features and tools designed to engage with your audience at every stage of the customer Journey increase efficiency and boost conversions from campaign management and content segmentation to Advanced Automation workflows and detailed analytics multi provides a comprehensive series of tools to help you drive meaningful engagement and build long-lasting relationships with your customers martic is open source you can it to the server of your choice by following the documentation instruction together we will use our platform to it easily in few clicks the other benefits are the automated updates and backups on elezio hit login then deploy my first service search for motek select choose your cloud provider I will be using scale away I will keep a difference region but you can choose the one that is close to you and your target audience your service plan hit next your level of support you can name the instance you want I will keep the default automatically generated name and hit create service I received the email telling me that my instance is ready click here to get the password I arrive on the dashboard of my instance I click here to copy it to my clipboard and click here to access my instance the email address is the one from my lsgo account and the password is in my clipboard keep me login and login When we arrive we land directly on the dashboard but we don't have anything yet so it's not very visual but you can see what we could have if we had some data let's start by going to companies and start our building our first company hit new you have a default form with the company information the only one required is the company name but it's good to feel more for you and for your team you can also add additional information into the professional section all those data it can be used by your team when they contact the company but it can also be used in your marketing strategy and automation so feel it as much as you can then we have the score on the left we'll go into it later and accompany owner So currently there is only me my name is multi Carmen because it's the default account that is created but I could rename me I will keep it safe and close you can see that once we have one company set it create a table and you can find your companies like this okay there are tons of things you can do but I tried to set an order to explain new things so it's a bit clearer for you to understand how a magic Works let's go into stages it's not the first menu but believe me it's better to start by setting up stages you can hit new but before trying to guess what it is what I recommend you is to go and open the documentation that magic provide that documentation is comprehensive and you have all the different sections to understand all the key components of magic so have a that all of them to understand what you are able to achieve with it stages is the way to define the life cycle of a contact create stages based on your marketing stages and move your contacts from stage to Stage okay now we know what it is supposed to be we can create our different stages it requires a name let's say top of the funnel it's uh once the contact is added into Matrix the weight is zero we can add categories that when it's published or not it's on every entity of magic but we don't need it you can add some description so contact has just been added so you remember what this stage is for and so your team does we save then we will create two other ones we'll do middle of the funnel of course you can create better names based on what you are doing what your business is doing we'll put a weight of 40 save and close and we'll add a last one we'll name it converted and the weight is 100. save and close what it means is when we will add a contact into Matic either manually or by the tools provided like the form or the newsletter or by API anyway our contacts will be into the top of the funnel so they will have zero points and the more they will interact with your newsletters with your forms you will give them points and once they will do a purchase you will pass them as conversion well you won't pass them manually automatically they will be triggered and moved to converted section okay now let's go to contacts create a new we can use a gravatar which is based on the email or we can just upload a file we can add first name last name and email the company so you can create a new one or attach it to one of the company you already have by the way when it is at the manual way to create contacts but usually you won't create them one by one again you have many information you can set you can also add that Social account but we won't and save and close now we arrive on the page of a contact so it's pretty good looking because you have a lot of information like a graph with the engagement and points earned to go in two different stages currently because we have zero points we are not uh into another stage than the top of the funnel and you have all the events Associated to this user okay now let's try to go into segments once you added your different companies your different contacts you can create segments based on it so hit new you can name it I will name it new contacts you can add an alias and the public name but I will keep it by default and you can add a filter me I will filter it based on the stage and you can select what stage you want so it's the one we created either converted middle of the funnel or top of the finger so the new ones are in the top of the funnel you can save it currently it's displaying no contacts because it requires a few seconds before automatically attaching the one that match that segment but also did I attach the stage to my user I don't know it's not done so go edit and Stage its top of the funnel it's not automatically the default one it's later that we will update it automatically so here we can see engagement we can see it in the audit log that our user change its stage so you have all information on what happened on every contact now if we go back to segments for the moment it's saying no contacts but if we go back at it later we should see that the contact calculated here let's jump to the components there's our great way to create marketing content and to have metrics analytics and trackings on those components the simplest one is assets so what it is it's only files assets like you can add PDF images whatever you want you can categorize them Define their language but the good thing is that you can add a publish and unpublished date or let's let's show how it works upload the file reduce again my picture I can rename it so profile picture save and close now instead of just having a link we have a tracked link we can either disable the link set the start and end date but we can see all the different downloads then we should be able to see all the downloads here we can see a preview of the document it's better than just sharing raw file you have no idea what's going on with this file if it works if it's downloaded if it's used then you can create other components like forms go and hit new you can create a campaign form or a standalone form let's create a campaign one you can set a name use the letter subscription you can add what happened after the form has been successfully submitted you can add all the different feeds you need so for example you need the email of the user to email address what you will show what contacts field it is linked to but by default it will set it to the email which is logical you can Define if it's required if we want to subscribe them to our newsletter it's required please enter your email address then the attributes but we don't need to change it and the behavior if we always display it or no auto field data we can say yes and add the field so from here we can preview the campaign form we have the email address then we have a submit button then we can go and add some actions of what we do from it maybe you want to download an asset like a white book that you created but you wanted the email address of the user so you will do download an asset once you have the email of the user or maybe you will just want to send it by email so you can do send email to User it's a really good and easy way to automate your marketing actions let's hit save and close like for most multic entities you have a graph with all the submissions and everything thing that happened to the form we also have landing pages we can hit new then you can either choose to code it or use a blank template but it comes with a builder so you can create a landing page using blocks image blocks here the image we already added then you can add extra styling but it's a comprehensive feature to be a landing page we won't cover the Builder okay you also have Dynamic content the dynamic content it's more useful when we will see just after what campaigns are so it's a way to create content based on variables so you have Rich Text Editor here and inside you can bind variables it won't be clear if we don't start by watching what campaigns are and it's at the main feature of mautic let's hit new and launch campaign Builder so you can start your campaign by the determining on who it applies to so you can do it on campaign forms or contact segments as we created a segment let's do it on contact segment and we have new contacts you can see it found our users add and then you can Branch three types of things decision so it's when a contact decide to take action or not or like opening a mail an action is something that we will perform and then act ingly like sending an email and a condition is based on the outcome of something we did so let's start by doing an action we will send an email let's name it uh welcome message email when do we want to do it maybe we want to do it immediately or at a relative time period so let's say 30 minutes after you subscribe to any platform or you just added the contact you want to send an email what email do you want to send we didn't create one yet so from here we can create a new email like the landing page you have the code mod or a template but you have other templates additional ones that are ready to go so let's take the this one and we can open the Builder on the template and just modify that text the link of the buttons and start working with it and once you're fine with it hit save and close so we can see what is going on we wait 30 minutes we send the email and then we can add a decision based on what the user did so if he clicked on the email of or if he visits a page from the link of the email but let's just say click email so email clicked we add it then we can add an action for example adjust contact points because the user starting being involved with our content so just after we will add the user maybe 50 points so once he will open this email then he will enter into the second phase second stage because we detected that this user is more likely to convert later so increase points and you can say if the user doesn't then you can maybe send another email or remove from the list or do a lot of things to create your marketing strategy so you see it's a very powerful UI Builder to automate your marketing strategy let's save it again on your onboarding campaign you can have a preview see all the decision action it contain and some statistics on what is going on when is it performed now another great tool from is channels we've already seen emails when we created a new newsletter let's have a look at what Focus items are hit new and what it is it's on your website for example um let's say my website I can open the Builder it automatically show my website on the left and I can add additional content that will be automatically connected to motik so what I will use is maybe display a notif or even collect data I will animate it I will wait the user well no just when the user arrive I might wait like two two seconds I will do it either every time the user arrive or once per session or every two minutes so yeah I have a lot of control that if I asked the development team to do it it will take a lot of time while here it's already out of the box available for you so then what do I do I will look at the content I will say subscribe to the newsletter to not miss my upcoming video okay so what style should be used let's say I want to display a model so when the user wait two seconds it will open the pop-up and show this of course I could add some input fields to us for the email address and automatically have the user added to my motik let's hit close Builder save it I have all the metrics here and on the right it's just a script I have to copy paste into my page to have this feature enabled into my website we've seen how to handle points on users based on campaigns but we can also create them manually into mautic with different action that will do what will impact our users automatically whether by actions or by triggers so you can create a whole system based on if you add the social link of one user then you will credit them 10 points so it will be automatically you don't have to tell your team at 10 points every time you add the social of a user it will be triggered by the system and automatically credit the user then of course you have some other useful features I recommend you to watch the documentation about it then you have the settings of your instance you can change the theme of motek there are many ones available out of the box it's either for the interface but also for the content you would create using motik we didn't choose them but you have categories for example if you are only working with marketing you can maybe not use categories but if you use mautic for your marketing team your sales team and your support team maybe you want to cut a categorize your campaigns and understand what campaign is for what kind of thing but of course you can Define the way you categorize things the way it's more important for you you can add users from your team and give them different access like many other tools I presented you can Define some roles so who has access to do what on mortic maybe only you have the huge admin system options but your team will have only access to view data or add contact then you can also add web hooks to automatically integrate your exiting back-end API or any tool with martik and you can add some useful plugins for example one signal for patch notifications or twilio to send SMS directly to your contacts thank you for watching we hope you liked our platform overview of motik if it's the case please hit the like button to help our content be more visible to other open source lovers if you want to discover new grade 3 tools subscribe to the channel and watch our existing platform of reviews like this video here