Basic Setup Guide

Mautic Quick Setup Guide

Awesome! You’ve downloaded a marketing automation tool.
That’s a great first step, but where do you go from here?

Image
Platform Zip File

 

 

Step 1: Install Mautic

If you have already downloaded the zip from the download page or have installed Mautic through some other source (Softaculous, Bitnami, Digital Ocean etc…) then you have already completed the first step. If not then you will need to upload the Mautic package (a zip file) to your server; unzip the files; and then navigate to that location in your browser. You will find Mautic has a very easy to follow on-screen installation process

 


 

Step 2: Add Cron Jobs

Once you’ve installed Mautic you will need to create a few standard cron jobs to have your software process various tasks. These cron jobs can be created through a cPanel or added through command line. If you are unfamiliar or uncomfortable with this step then we’d recommend asking in the forums. Here is a list of the cron jobs you’ll need to create.

Updating Contact Segments

php /path/to/mautic/app/console mautic:segments:update

Updating Campaigns

php /path/to/mautic/app/console mautic:campaigns:rebuild

Sending Email

php /path/to/mautic/app/console mautic:emails:send

Note: This cron job is only necessary if you selected queue emails during the installation process.

If you are interested in reading more about these cron jobs or their roles you can review them in the Mautic documentation

 

Image
cPanel

 


 

Step 3: Download the IP lookup service database

By default, Mautic installs set to use MaxMind’s free GeoLite2 IP lookup database. Due to the licensing of the database, it cannot be included with Mautic’s installation package and thus must be downloaded. Click on the cogwheel in the upper right hand of Mautic to view the Admin menu then click Configuration. On the System Settings tab, find the IP lookup service option and click the “Fetch IP Lookup Data Store.”

 

Image
IP Lookup in Platform

 

 

You could also choose another supported IP lookup service if you prefer.

 

 


 

Step 4: Install Tracking Pixel

You will need to add either a single tracking pixel, or the javascript below to the websites for each site you wish to track via Mautic. This is a very simple process and you can add this to your website template file, or install a Mautic integration for the more common CMS platforms.

Here is an example of the tracking pixel:

<img src="http:/domain.com/path/to/mautic/mtracking.gif">

Here is an example of the javascript:

<script>(function(w,d,t,u,n,a,m){w['MauticTrackingObject']=n; w[n]=w[n]||function(){(w[n].q=w[n].q||[]).push(arguments)},a=d.createElement(t), m=d.getElementsByTagName(t)[0];a.async=1;a.src=u;m.parentNode.insertBefore(a,m) })(window,document,'script','http(s)://yourmautic.com/mtc.js','mt'); mt('send', 'pageview');</script>
Image
Code Editor with Tracking Pixel and Tracking Script

 


If you have questions about this process you can review the documentation for more information.