open source marketing automation

Marketing Automation streamlines, automates, and measures your workflows so that you can achieve your goals and grow faster. All the marketing automation tools are not free and easy to implement. But, Mautic is one of the top marketing automation platforms which enables you to create proactive and multi-channels marketing campaigns for providing personalized user-experience across all the digital properties.

Today, technology is evolving rapidly and changing trends are prevailing in every industry. Now, nobody wants to perform manual repetitive tasks anymore. Because as the business grows, it becomes hectic to manage multiple tasks. It may happen that your employees can’t cope up with additional work and quality standards are not met. You may not be able to fulfill customer requirements. As a result you may be out of competition.

In order to avoid such problems, everyone is looking for the top marketing automation tools which can help them automate their business tasks.

There’s always another side of the coin too. Marketing automation can be superlatively beneficial for your business. Still, few people have queries and doubts about the need for marketing automation. It is important to make this confusion clear before we proceed to learn more about this open-source marketing automation tool- Mautic.

Why Do You Need Marketing Automation?

Here is the answer:

  • According to the survey conducted by Statista on marketers worldwide in Feb 2022, 43% of the respondents stated that they have improved the customer experience that was one of most significant advantages gained from marketing automation.

marketing automation statistics

  • According to Mordor Intelligence, the Marketing Automation Software market is projected to reach $19.66 billion by 2026.
  • 79% of the companies utilize automation for marketing, compared to 45% for sales and 33% for finance.
  • Brands that use marketing automation can see a rise of up to 451% increase in qualified leads.


  • According to Funnel Overload, marketing automation boosts productivity by 20%.
  • 58% of the marketers use marketing automation tools to draft their upsell strategy and bring it into action.
  • The average marketing automation software ROI is $5.44 per dollar spent according to Nucleus Research.

I think these reasons are enough for convincing you to use marketing automation. I mean who doesn’t want to increase qualified leads and productivity?

So, in this article, we’ll elaborately go for open source marketing automation. But before moving towards it, let’s first clear some basics.

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What Is Marketing Automation?

Marketing Automation is a technique that helps marketers automate their repetitive marketing activities such as email marketing, lead nurturing, ad campaigns, etc. with the help of tools and software.

marketing automation

Source: Liana

Marketing Automation can help you boost your sales, generate qualified leads, nurture them, and convert them into customers.

So, let’s begin understanding the top marketing automation software-Mautic. Then, I shall discuss how you can use this best marketing planning software for your business. Additionally, I shall explain to you its extraordinary features and how it can help in improving the overall user experience.


Mautic is one of the best open source marketing automation software that helps online businesses automate their repetitive marketing tasks such as lead generation, contact segmentation, marketing campaigns, lead scoring, etc.

open source marketing automation

This free marketing automation software helps sales and marketing teams to bring open source marketing automation back to the center of their stack. It gives them immense power to create a more personalized experience for audiences across all the digital platforms and channels. Since it’s an open source tool, it is a free, flexible, and versatile tool built according to the needs of modern marketers.

Why Is Mautic So Popular?

As we talk about marketing automation tools, the main cause of the marketer’s ignorance is the cost of marketing automation tools. It’s evitable that not all marketers and businesses are willing to spend hefty amounts on some tool.

This is one of the biggest advantages of using Mautic as your marketing tool. Mautic, being an open source marketing automation tool is free and it is packed with several features. Mautic features include easy-to-build email campaigns, personalized messages, A/B testing, abandoned cart recovery, tracking, and measuring results.

How Is Mautic Different From Other Marketing Automation Tools?

Free Marketing Automation Software

Mautic is completely free marketing automation software which can be suitable for small as well as medium businesses. You can either install it on your website or server. This is one of the free marketing automation platforms which enables marketers to achieve their goals by eliminating time-consuming tasks.

Server Hosting

You can host this open source marketing automation tool on your server too. You can fully control your data in the manner you want.

Open Source

Mautic is one of the free marketing automation tools which has been built and growing faster as a result of a large community participating in it. The aim of the Mautic is to provide business users with powerful marketing software.

Leads Identification

One of the significant features of Mautic is that you can easily identify the visitors of your website whom you have not got in touch with.

No Language Barrier

Today, Mautic is available in more than 35 Languages. It can be used anywhere in the world.

How Can You Automate Your WooCommerce Store With Mautic?

Mautic Integration for WooCommerce

Mautic Integration for WooCommerce is one of the best Marketing Automation plugins which helps you integrate your WooCommerce store with Mautic within a few simple steps. This Mautic plugin synchronizes your stored data in real-time on Mautic.

You can extend the segmentation criteria so that you can bifurcate your contacts on different measures for infallible targeting. It enables you to create effective marketing campaigns, avoid abandoned carts, and boost your sales.

mautic plugin

There are plenty of third-party extensions that let you do that. Just make sure the plugin you will use must require minimal manual effort.

Implement Marketing Automation on Your WooCommerce Store..

Mautic Integration for WooCommerce enables you to efficiently connect your WooCommerce store with Mautic. Precisely analyze your customer behavior, segment them, create marketing campaigns, and much more!

Benefits of Mautic Integration for WooCommerce Plugin:

  • You can track your WooCommerce contacts in Mautic.
  • Create coupon codes for abandoned cart users so that they can successfully complete their purchases by availing discounts.
  • Get 19 predefined Mautic segments in order to segment your WooCommerce customers.
  • Create 70+ Mautic custom fields to capture customer’s data and order details.
  • Automate the lead generation process via landing pages, emails, web notifications, social media.

Features of Mautic Integration for WooCommerce

Data Synchronization in Real-time

Mautic Integration for WooCommerce enables you to sync the Mautic data in real time. There are two options available for it- either sync your data every 5 minutes or sync instantly.

sync method

Dynamic Segmentation

On the basis of custom fields and tags, you can create dynamic segments in the Mautic Integration for WooCommerce.

dynamic segmentation

For it, create segments based on contacts, products bought, user roles, SKUs, product categories, etc. by adding tags as filters.

Recency, Frequency, & Monetary Scoring

You will be able to give scores to your customers based on their behavior such as buying frequency, number of products they bought, and the monetary value that they spent on a scale 1 to 5.

RFM settings

Mautic Forms

Mautic Integration for WooCommerce enables you to render Mautic forms on your website via Shortcodes. Send your entire data to Mautic by submitting the form. For listing the Mautic form, take the help of the Mautic Form ID attached in Shortcodes.

mautic forms

Tracking Script

Inject your tracking script either in the Header or Footer depending upon your choice while site tracking with Mautic.

site tracking

Here’s how you can automate your WooCommerce sales and marketing with this plugin…

1. Converting Marketing Campaigns

We spend or in fact waste, loads of hours on creating, running, and observing the results of our campaigns. Campaigns that don’t convert, don’t drive traffic, aren’t worth your labor.

A reason behind your marketing campaign failure can be that it doesn’t deliver customers what they need. With Mautic WooCommerce Integration, you can analyze your customers’ behavior by tracking their activities on your site.

This helps you understand what they’re interested in. When you know that, you can create campaigns to show them ads they can resonate with, deliver personalized content, etc. to persuade them to purchase.

2. Email Marketing Automation

Emails are still one of the primary marketing channels. 81% of SMBs still bank on emails for customer acquisition. The most prominent data about email marketing is that brands can generate up to $42 on every $1 spent on email marketing.

However, handling all the email-related activities becomes a tough cookie for brands when they have a good number of users.

Here, Mautic WooCommerce Integration can help business owners by providing them email marketing automation capabilities. This makes it easier for brands to connect with their customers. Simultaneously, it drives better results for the brands.

3. Inbound Marketing

Inbound Marketing is a method that supports customers across their journey. It helps you create a complete strategy from a prospect to a user, a user to a customer, and a customer to a brand advocate. When you use Mautic WooCommerce integration, you can automate the process required at each stage of the customer journey.

inbound marketing

Source: SendPulse

Moreover, it generates leads that are more aware, educated, and interested in your brand and products. Hence, you don’t need to do too much to convince them to make a purchase.

Mautic WooCommerce Integration plugin helps you create precise inbound marketing campaigns that persuade the prospects best. You can attract users through landing pages, segment customers as per their activities, nurture them with targeted content, retarget customers, etc. This backs your inbound marketing and brings more qualified leads to your brand.

Marketing Automation with Mautic WooCommerce integration helps you create highly effective marketing campaigns to grow your business. This Integration passes all the customer data from your WooCommerce store to Mautic. This data includes order information, abandoned carts, average order value, and much more.

At the time of installation, this integration will take care of the custom fields that are required for your automation. It creates custom fields in Mautic CRM. Based on the customer’s activities, it syncs these fields from your WooCommerce store to Mautic. This integration also creates a high level of customer segmentation based on customers buying frequency, monetary value, and their total average order amount.

With the help of Mautic campaigns, you can automate your marketing to keep customers engaged.

What are the Types of Marketing Automation?
Here, I have discussed some of the types of marketing automation. Let us look over them..

CRM Automation

CRM Automation helps you to convert leads into customers, streamline your business processes, and boost conversion rates. Today various CRM softwares are available in the marketplace.

You can store your customers name, company names, email addresses, details of interactions between you and your customers in your customer relationship management software. You can check where your specific leads are in the sales funnel. Marketers can take the advantage of it by sending targeted campaigns to them. Also, customer relationship management automation improves the internal team’s communication.

Social Media Marketing Automation

By using social media marketing automation, you can create dynamic content for your social media accounts. You will not have to waste time and effort on repetitive tasks with open source social media management. You can schedule and post content on different social media platforms. Efficiently manage your network, analyze, and measure the performance of your social media work.

email Marketing Automation

With the help of email Marketing Automation, you send email campaigns to your leads based on triggers. For instance, you can send a “thank you” message to your customers when they have purchased products from you.

Your ROI will definitely become better through open source email automation. Automate the messages that you are going to send your customers and analyze their performance. Also, a good email automation app can provide you with email templates. You can edit, delete, or add elements into them.

Marketing Analytics Automation

Marketing Automation Analytics enables you to track all kinds of campaigns. Such as- articles, websites, blog posts, social media, ads, etc. For instance, in email campaigns, you can check the open, bounce-rate, and click through rate.

You can get the insights of your campaigns. Your marketing team will be able to view all the results and statistics through campaign management. Today Google Analytics is a popularly used analytics tool.

Advertising Automation

Advertising automation enables you to retarget your customers according to their behavior. You can use Facebook Ads, Twitter Ads, and Google Ads as an advertising tool. For instance, if a customer visits your webpage, then with the help of advertising automation, you can put your product Ads, when the customer browses the next website.

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14 Features That Prove Mautic Is The Best Open Source Marketing Automation Software

1. Lead Generation and Contact Scoring

Lead generation is one of the most important jobs for every business. If you don’t have leads, whom would you target or persuade to buy your product?

Here, Mautic’s lead generation and contact scoring features come into play.

We can use Mautic forms, focus items, tracking scripts for lead generation and assign scores. This can be done on the basis of lead’s behavior and activities on the website like page visits, reading an email, opening an email, etc.

Once you have analyzed and assigned scores to the leads, you can segregate them into different segments.

form submission

Source: Raka Creative

Lead scoring helps you generate more targeted, personalized, and relevant content that the customers can relate to. You can efficiently use all your resources and get a higher conversion rate. 78% of U.S. consumers say that personally relevant content boosts their purchase intent.

2. Campaign Building

The best thing about this open source marketing automation tool is its campaign builder. Mautic Campaign builder reduces the time required for manual contact activity. Also, it improves contact nurturing. It allows you to create campaigns or workflows with several decisions, conditions, and actions. All of these workflows are well displayed and easily understandable that no one faces an issue while understanding the working of the campaign.

open source marketing automation

You can simply use the drag and drop feature, select & add conditions, actions, decisions and give them a suitable name.

campaign creation

Source: Mautic

For example, if you are creating a campaign for abandoned cart recovery. You can add an action of sending an email reminder to cart abandoners. Then you can add a condition such as when they open an email, check if they’re eligible for a coupon code. If yes, send an email with the coupon code after a few days. The created campaign looks something like this in the Mautic CRM.

3. Contact Segmentation

Segmentation helps you divide your customers into specific groups based on different criteria such as age, gender, location, company size, income, etc.

With Mautic, you can also perform customer segmentation to create highly converting and targeting campaigns. Mautic collects the users information through automated forms and pop-ups which can be used to create campaigns that offer what exactly a user needs.

WebEngage gives a sheer example of customer segmentation with this picture. It explains how a jewelry store will segment its female customers and how you should do it.

customer segmentation

Source: WebEngage

By selecting the relevant field in your marketing automation software- Mautic, you can easily get the segmented list of all those customers who match the selected criteria. Then you can pitch the campaigns you created for them.

If you have a large amount of data, then you can better perform segmentation by splitting them on the basis of certain criteria.

4. Focus Items

Focus Items is a good feature that helps out merchants in different ways such as increasing their traffic on a specific page. It helps merchants to capture and increase the number of leads.

Focus Items let a merchant select what they want to focus on like data collection, displaying a notice, or emphasizing a link. With the help of Mautic focus items, you can enlist users on your website in different ways such as full page takeovers, modals, etc.

For example, if your site is going on maintenance, you can select the focus “Display A Notice ” to display a popup. It will tell your website visitors about the time and other details of your site maintenance. This feature can also be used to display sign-up forms or to redirect visitors to a product page.

Once you have selected the focus, you can select how you want to engage the visitors like on their arrival at your site, or after how many seconds you want to show the popup.

You can select the type of style you want to use to engage visitors. Such as if you want to display a bar across the header, a full-page window, a notification, or a popup?

page visit

Source: Acquia

This feature can help you increase the number of leads, sales of a product or service.

5. Email Builder

Emails are still the most preferable type of communication method when it comes to business. They’re used to nurture your leads, bring back the users to complete the purchase, update the readers about your newly published articles.

People may buy your products if your emails and the content inside them are well-written and designed.

This is where the Mautic email building feature comes in handy. It provides you several email templates you can use for your campaigns. With these templates, you can write dynamic content that can be changed as per your needs. This feature makes it very simple to build attractive and elegant emails. You just need to use the drag and drop feature to create emails that attract users, drive conversions, and grow your email list.

open source marketing automation

6. Page Builder

One of the most significant features of Mautic is Page Builder. Mautic page builder lets you create landing pages for your offers, promotions, programs, and campaigns. Create responsive landing pages by using the easy drag and drop interface.

open source marketing automation

You won’t face any technical issues while creating your landing pages with Mautic. Furthermore, you can also run A/B tests on these landing pages and add forms to capture leads.

Add forms that play a valuable role in Mautic. They help merchants to collect, organize, analyze data, and customer behavior with ease.

7. Lead Nurturing

Do you know, approximately 96% of users visit your website without an intention to buy something?

Nurturing is needed to convert them into your customers. Lead nurturing is essential for every business. It consistently turns your prospects into customers. It can turn your customers into brand advocates. Mautic does this job pretty easily and automatically.

lead nurturing

Source: OnePageCRM

By creating email campaigns- you can nurture your leads, engage them, and move them forward in your marketing funnel. All you need to do is to create content that resonates with the user’s stage. This software will deliver that content to every single user in that particular stage.

If you keep the customer stage in your mind while creating the content, you’ll make it more personalized. Nothing nurtures a user better than consistent and personalized content.

8. A/B Testing

You have enough time to test your marketing strategy, sales pitch, and emails to make sure they perform well.

Mautic helps you figure out the best online promotional and automated marketing strategies for your business. It has a built-in A/B testing feature for both emails and landing pages.

Use Mautic’s A/B testing to assess which one out of two automated marketing campaigns is more effective in terms of CTR or conversion rates in pages.

In an A/B test, you can set up two variations of the single campaign and send them a part of your total recipients.

AB testing

Source: Optimizely

Mautic allows you to test a number of different elements so that you can test which content is engaging your target audience. It can be an email subject line, email body or an active CTA.

9. User Activity Tracking

With Mautic, you can track the users activity that helps you identify their interests. You can do this by simply adding a code to your Mautic CRM. Once you have done this, it will track which product page a user is visiting, what is he purchasing, and what’s not.

This helps you get a better understanding about what type of products a customer is interested in. So that you can create your campaigns according to it.

10. Dynamic Content for Personalization

Before discussing anything on this, let me show you data about personalized content.

People love to open emails that are created just for them. Mautic allows dynamic customization in emails, forms, and landing pages for specific customer segments, groups of leads, and prospects.

It can be anything like you’re working on your welcome email series, dynamic content, or another marketing automation technique. This effective marketing automation tool will definitely help you.

11. Customer Retention

As per the reports, 5% increase in customer retention can lead to an increase in profits of between 25% and 95%. Moreover, customer retention also plays a significant role in driving retail revenue.

customer retention

Source: Superoffice

Here’s how Mautic can give a boost to customer retention.

It employs triggered messaging which is a perfect way to suggest testimonials, ask for product reviews, feedback, send referrals, rewards, and incentives. This engages customers and increases the chances of retaining them.

Moreover, it uses post-sale customer nurturing that offers cross-sells and upsells, sends targeted and personalized messages to your customers, and monitors their behavior.

Every marketer wants new customers and puts all of their efforts into nurturing them. But, they forget to nourish their existing customers and lose a big part of their sales. Consequently, it is a well-known fact that customer retention is highly valuable to your business.

Free marketing automation software platforms like Mautic enables teams to acquire, nurture, close, and retain sales qualified leads(SQLs).

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12. Crucial Campaign Run

Effective marketing automation makes it easier to pick up an understanding of your procedure adequacy and marketing spend. For a small business with limited resources, this can be more challenging.

campaign run

Source: Deskera

The most useful marketing automation features are Analytics and Reporting (52%), campaign management (46%), and lead nurturing (46%). It becomes obvious that analytics and reporting resonate with so many.

Marketers run various email marketing campaigns that drive sales as well as prove their campaign’s success.

But, if you don’t have any data to measure, how would you accomplish this?

An effective Marketing Automation platform includes reporting and analytics features that provide all the valuable data you need to run your campaigns. Mautic fits into these criteria. If you connect your WooCommerce store with Mautic, you can:

  • Sync your customer’s data over Mautic in real-time
  • Track email performance
  • Increase online sales
  • Convert abandoned cart into sales
  • Delight customers with dynamic coupons

Use your data to stay effective and adaptable. You’ll start seeing results quickly. If a small business can determine what strategies are effective, they can double down on what works and what doesn’t. It means they can win more sales and grow their revenue.

13. Saves Time

Time is money. A free marketing automation platform like Mautic not only saves your time and money compared to traditional time tracking software but also offers broader efficiency gains. Traditional time tracking tools focus on logging hours, while Mautic streamlines multiple aspects of marketing – reducing overheads, enhancing email marketing efficiency, minimizing time spent on campaign preparation and reporting, and keeping you abreast of the latest marketing technology.All this requires less and one-time effort.

You just need to set up the things once and the rest will be done without your efforts.

14. Works Even When You Sleep

Mautic is about automation. It will never ever rest. If you’re busy with other tasks, attending an important meeting, or enjoying your vacation. Your marketing automation software will still work at your place. Everything from automated emails, contact segmentation, or social media postings will be done automatically.

Latest Changes in Mautic..

  • You can track your content by using a simple code attached to a custom URL.
  • Introduction of Froala Editor and Bi-directional Salesforce Integration.
  • Better email and page builders than before.
  • Mautic campaigns will help you to push contact aware content to your webpages.
  • Dashboard has been updated. Drag and drop with new widgets is added.
  • You will be able to track your contacts in Mautic through various life cycles and stages.

Over to You

Mautic offers a different level of open-source marketing automation which enhances the overall customer experience. Additionally, it doesn’t cost you anything and lets you use free marketing automation for your business. Moreover, three things that come to my mind at once about Mautic are – it’s Free, Secure, and Robust.

It’s high time, come– be a part of automation. Don’t waste your time and money in doing tasks which can be easily executed by spending a very small amount of time and money.

If you have really gotten influenced, you can contact us anytime. However, if you have used Mautic before, tell us about your experience.

About the Author: Shivangi Agnihotri

A content writer passionate of writing technical posts and expertized in converting thoughts into words. She is always keen to learn and grow.
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  1. Credence October 14, 2022 at 6:39 am - Reply

    Very informative blog it helps to grow our knowledge. Marketing automation uses software to automate monotonous marketing work. We are also providing marketing automation services. It saves time and automates repetitive tasks without the need for human input.

    • Shivangi Agnihotri October 28, 2022 at 9:09 am - Reply

      Hii, I am glad that you found this blog helpful. Stay connected and keep reading!

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