Mautic :: The Musings of Tony Gavin, Esq.

Category Archives for Mautic

5 Reasons Why Mautic is Not Suitable for Most Businesses

I know that many people follow my posts on Mautic. According to Influencer World, I am currently ranked 16th in the world as a Mautic influencer. Everyone who knows me personally is aware of my tremendous enthusiasm for Mautic and also knows that I’ve been a supporter and evangelist of this powerful platform since its early days. The big question I’m sure you’re now contemplating is, why am I saying that Mautic is not suitable for use by most businesses?

This is NOT an anti-Mautic Rant

First up, let me make it clear that this post is not in any way a rant against Mautic and/or its terrific community of developers. It’s the simple truth, told from the perspective of someone who has to deal with the day-to-day frustrations of business owners we are currently supporting using Mautic. It’s also my own, direct experience of using the Mautic platform for close to two years now.

Here are the 5 key reasons why business owners should think twice before using Mautic:

1. Buggy Updates

Virtually every new release of Mautic is plagued with bugs. Sometimes, these are very serious bugs. We long ago set up a Mautic test environment on our server, which includes Mautic integrated installations of Joomla! and WordPress. On the test sites we’ve replicated themes, templates, modules, extensions, plugins, pages, custom code, mail configurations, Cron jobs, etc. all of which we have in use, elsewhere. Each time a new version of Mautic is released we install it on the test site first, then proceed with testing. Every time we do this there are problems and often a lot of them. Frequently, these problems cannot be resolved by a novice. They need a programmer.

2. Cost of Management

Following on from buggy updates is the cost of managing Mautic. Our development team has spent hundreds of hours identifying and resolving update related issues. Developers cost time and money. That’s time and money that most businesses simply don’t have. The truth is that this “free” platform can end up costing any business very real money to host and manage. We’ve lived in the hope for a long time that the Mautic community would get this particular aspect of Mautic, under control. Unfortunately, that hasn’t happened, up to now. Fingers crossed for the future!

3. Sharp Learning Curve

Mautic has a very sharp learning curve. Whilst there are some excellent resources out there for users to tap into, few business owners are prepared to invest the time and effort required to really put Mautic to work for them. That is as much an issue of people not wanting to take the time to learn Mautic, as it’s an issue with the difficulty of mastering Mautic. Once again, this is an observation of how Mautic tends to be utilised by real businesses. The truth is that most business owners will never become proficient at using Mautic. It’s just too difficult for them to fully grasp.

4. Lack of Marketing Skills

Mautic set out to create a marketing automation platform for everyman. It’s an admirable objective and something that I thought was a great idea. I am no longer convinced of that. The reason why is that using Mautic proficiently and profitably requires something more than knowing which buttons to click and where to drag and drop. Using Mautic effectively requires a broad range of skills including basic competency in graphic design, some knowledge of HTML coding, decent copywriting ability and a variety of other general digital marketing skills. The reality is that most business owners lack some or all of these skills and are often reluctant to hire somebody who does have them. You might learn where and how to click every single button on Mautic – but still get nothing from it without these skills.

5. Unrealistic Expectations

Mautic is not a miracle worker. The platform offers much and delivers in spades on most of those promises. The simple truth is that unless business owners are prepared to invest the necessary time and money into making the platform work for them, Mautic will simply become a source of near-endless frustration and cost, for them. Realistically, Mautic is a professional level digital marketing tool. Most small businesses cannot absorb the costs associated with putting this exciting platform to work for them. Even larger businesses that might be able to afford properly implementing and managing Mautic, baulk at the real costs of putting it to work for them. Expectations need to be realistic, when using Mautic.

Mautic as a Core Service Offering

For more than a year my company has implemented and managed Mautic as part of its core service offering to businesses. For all of the reasons outlined in this post, from the end of this month, we will not be offering Mautic as part of any core service packages from now on. Mautic is not an everyman product.

We will still be providing services for businesses which have a clear need for Mautic. We’ll also implement and manage Mautic for businesses with both realistic expectations of just what Mautic can deliver for them and pockets deep enough to drive that. We will, of course, continue to support existing customers who are using Mautic, already.

Leave Mautic to the Professionals

In summary, my opinion is that Mautic is an automation tool best left to the professionals. If your business is considering using Mautic, you might like to think about the foregoing facts before walking down the Mautic superhighway. Mautic offers either Heaven or Hell, without much in between. You have been warned!

Mautic | How to Switch to the https:// Protocol (SSL Certificate)

Yesterday, I switched my primary website over to the https:// (secure) protocol. This article is not about how to purchase and install an SSL certificate – it’s about what to do with your installation of Mautic when it ceases to work (and it will cease to work properly) after you’ve installed that certificate.

WARNING: You’re going to need a few geek skills to pull this off. If you don’t have a reasonable understanding of how to edit templates and are not confident inside your cPanel – do not, repeat DO NOT fuck with this – get a geek to assist you. Your hosting provider is not going to be enough to help you to pull this off.

This post is aimed at intermediate to advanced Mautic users.

The Symptoms…

First up, we edited the htaccess file and did the normal redirections that you’d do for a website that has a newly installed SSL certificate, setting up the site to always resolve to the https:// protocol. After we’d done that, we noticed that all of the embedded Mautic forms what we had on our (Joomla!) website had completely disappeared from the pages where they were installed. Clearly, something was wrong.

You’ll also notice that the word SECURE and the padlock which sits beside it on https:// enabled websites may not appear on some pages. Instead, you’ll see a circular icon. If you click this it will alert you that problems exist with the page and it may not be secure. Usually, that will relate to something that has inadvertently been hardcoded on the page, such as an image file. In the case of Mautic, look first at your embedded forms as the source of the problem. I’ll cover how to diagnose and fix this later.

Edit Mautic Configuration

First up, you’ll need to clear your Mautic cache. Mautic does a terrible job of this and you’ll find it easier to simply delete the cache folder, which you’ll find located in the app folder of your installation of Mautic. Don’t worry about deleting the folder. Mautic will generate a new one.

Next, login into your instance of Mautic. Click on the gear icon (top right of admin panel) and navigate to Configuration. In the system settings, you’ll see your website URL. It will be the old http:// URL – not the new https:// URL that you have with you newly installed SSL certificate. Edit the website URL to include the https:// protocol and click save.

When you click save Mautic will resolve to the User/Authentication Settings tab and will display and error warning in red. You need to add the same Email, First name and Last name as you already have entered in your user settings. Click save.

Edit Website Plugins

Chances are you are using a plugin to monitor website visitation if you are using a popular CMS like WordPress or Joomla!. You will need to edit the plugin so that it recognises the new https:// protocol. Navigate to the plugin within your CMS and edit the URL, as required. Click save.

Edit Custom Themes

This next step only applies if you have custom themes installed. Even then it may not apply if relative URL’s have been consistently used in creating those themes. Especially if your custom themes are older, there is a big chance that they may contain hardcoded URL’s. Older versions of Mautic (back in the 1’s) sometimes rejected relative URL’s when creating templates. A quick look at the public pages of your template should tell you if anything requires attention.

Go to your cPanel (or use ftp) and navigate to your installation of Mautic, then navigate to the theme that you wish to edit. You’ll then need to go through html / html.twig files and edit any hardcoded URL’s to reflect the new https:// protocol. Notably, pages and forms appear to be affected. I went through everything – and even cleaned up some messy code!

After I’d done all of that, everything seemed to work fine – except for one thing…

Edit Forms

Earlier I mentioned the problem of pages still being insecure. It only affected pages with embedded Mautic forms on them. The solution is simple. Mautic forms all provide a for a return URL (the URL visitors are directed to upon submission of a form). Navigate to each form and edit the Redirect/URL Message field to include the https:// protocol. That immediately cleared up my issue, with some pages displaying as insecure.

Warning

This was my first run through on this. I fully expect to uncover more issues in the next day or two. I’ll update this post as I identify and resolve those problems.

Large Mautic Campaigns – Workaround for 100 Decisions/Actions Limit

This post is for people experiencing difficulty with building larger campaigns (more than 100 decisions/actions) with Mautic.

The problem with Mautic Decisions & Actions

By default, it appears that Mautic (as at version 2.2.2) imposes a limitation of 100 decisions/actions when building campaigns. You will be able to save more than 100 decisions and actions, but will notice that Mautic strips the green or red links joining those decisions and actions. That means that your campaign will break down at the point of those breaks. Here is what it looks like:

The Workaround for Mautic Decisions & Actions

This assumes that you already understand the basics of Mautic campaign building, such as the need for Segments and Channels (such as emails). This is a workaround is for email sequences and does not cover the finer points of contacts, forms, point scoring, etc. Here is what I did.

1. Create Multiple Contact Segments

First up, I created multiple Contact Segments, which are really for the same group of Contacts. In my case, I had a Contact Segment which was capturing leads from a Mautic form. I created a second Contact Segments and simply renamed the first, just to tie them together:

Lead Segment 1
Lead Segment 2

Lead Segment 1 continued to capture leads from my Mautic from. I’ll cover what I did with Lead Segment 2 later.

2. Create Multiple Campaigns

I created two Campaigns and named them, again to tie them together for my own review purposes.

Lead Segment Campaign 1
Lead Segment Campaign 2

3. Create Campaign 1

In Lead Segment Campaign 1 I set up a campaign with around 80 decisions/actions (mindful of the 100 decisions/actions limit imposed by Mautic).

My final action in the campaign was to:

Change Campaign
Add Contact to Lead Segment Campaign 2
Remove contact from Lead Segment Campaign 1

4. Create Campaign 2

Create Campaign 2, effectively as a continuation of Campaign 1.

Helpful Hints

To pull this off you’ll need to think the campaign through from start to finish. The first campaign that I did this with was a simple auto-responder sequence. There were a total of eight emails in the campaign with the decision of Open Email set to trigger the next email in the sequence after one day. The decision not to open an email triggered the next email in the sequences after 3 days.

How I worked around this was by setting up Change Campaign to trigger immediately the Contact opened an email, if within one day – and otherwise within two days. I then set up Campaign 2 to trigger after one day – meaning that the one day for opens / three days for non-opens rhythm of Campaign 1 was maintained.

Mautic has more bugs than a tackle and bait shop. This is not perfect and I don’t think for one moment that it will work well for every situation. If you think it through you will find it’s a fairly good workaround for a lot of situations when creating large Mautic Campaigns. Good luck with it!

Mautic – More Full of Bugs Than a Bait & Tackle Shop

Let me start this post by saying that I love Mautic. I hate Mautic too. For those who don’t know, Mautic is an open source marketing automation tool. I really believe that in the long term Mautic will revolutionise digital marketing. I believe it so much that my company has staked its future on Mautic in many ways – but that’s another story.

Get out the bug zapper!

Not much goes smoothly with Mautic. Multiply that by 10,000 if you are running Mautic on your own server, rather than using their hosted solution. I know how to install Mautic. Hell, I even made a video on about it that has proven to be popular on YouTube. That doesn’t mean that everything went smoothly from day one. I have personally put HUNDREDS of hours into coming up the learning curve on Mautic. Much of that has just been ironing out the bugs. You’ll need a thick skin to work with this baby.

Server configuration issues unlimited

Every time I turn around Mautic appears to have developed another server configuration issue. I’d estimate that about 97% of all problems I’ve ever encountered with Mautic are server configuration related. When Mautic fucks up (as it will) go looking for server permissions problems first.

You’ll need the help of your hosting support unless you are very server savvy yourself. The team at Liquid Web have been outstanding with us. I’d conservatively estimate that they have poured maybe 100 hours plus into support chats and tickets with regard to Mautic. It took several months (literally) to get things just right. In case you’re wondering, the Liquid Web claim of “Heroic Support” is the real deal. They rock!

Mautic server requirements – a dark mystery…

Mautic provides basic server requirements on their website. Those basic requirements are tested by Mautic upon installation and it will throw an error message if your server fails to meet them. That is FAR from what is required to get Mautic running correctly. Unfortunately, there is no comprehensive guide to Mautic server configuration. It’s trial and error. I’ve tried to raise some interest in the Mautic Github Community to create a comprehensive server configuration guide but none of the devs seems interested. I’m sure that thousands of people walk away from Mautic each week out of the sheer frustration of being unable to get their server configuration right.

Froala Editor: The editor from Hell!

Mautic utilises Froala Editor. Froala Editor is an abomination. There. I said it! I totally get that the Mautic dev team wants to make Mautic user-friendly for Mums and Dads without technical skills. That is a worthy objective. Unfortunately, Froala frustrates the shit out of people who do possess technical and creative skills. This horrid tool cannot be easily disabled in Mautic and strips code when users attempt to save using the code editor. Truly horrible behaviour.

I’ve been vocal within the Mautic community to get rid of Froala Editor. Thanks to one of the dev team explaining the realities of how many interdependencies there are with Froala, I completely get why ditching this tool is so difficult. It is due for deletion in a future edition of Mautic, so watch this space for updates.

Social integrations

These seem to be difficult at best – and just don’t work at worst. I’m completely lost with what’s supposed to work and what isn’t. What I do know is that when this stuff is finally sorted out, Mautic will become an indispensable tool in monitoring the social activity of your leads – all from within the Mautic CRM.

Email Hell

Mautic boasts a variety of email integrations. Some work better than others. Some don’t work at all. Part of that is related to the SMTP service providers, like SparkPost. Part of that is Mautic. Again, this is a feature that improves with each update. Same deal with the horribly buggy Campaign Builder.

Some Mautic Love

I haven’t written this post to be critical of Mautic. I love the product. I love open source. This post is a warning. As much as Mautic likes to position itself as something that anyone can use – that’s bullshit. That may change as the product evolves. Right now, you’re going to need some geek skills just to make Mautic work. You’re going to need intermediate to advanced geeks skills to make it work well, or you’re going to need somebody who has those skills helping you.

Mautic promises a lot. It delivers on most of those promises – if you have the technical skills to take advantage of it. If you don’t you’ll end up confused and frustrated. Right now, Mautic is a tool for web marketing professionals. If you accept that and get the help you need, you might also find that it can completely change the way that you do your marketing.

Keep up the awesome work team Mautic!