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Creating reports to see new contacts added to segment

Reference task

Note

For the segments 50, 51, 52 we would like to know how many of the contacts in the these three segments together (!) are NEW.

With NEW being they were first registered/added as a known contact (so with e-mail) in Mautic the same moment they were added to one of these segments. FYI they are added via forms 13, 14, 15 and add that stage also get tagged with tags 32, 33, 34.

This process helps you identify new contacts that are added to a specific segment the very moment they become known contacts. This is super useful because it relies on your standalone forms instantly adding contacts to segments upon submission.

This way, you can create a report that precisely targets contacts whose activity log shows their Date added to segment matches their Date identified, giving you a clear list of truly new segment members acquired through those forms.

Requirements

  • Access to Mautic with permission to create and view reports.
  • Standalone forms must be configured to add contacts to the relevant segments immediately upon submission.
  • An AI tool (like Gemini) capable of processing CSV files.
  • Access to Google Sheets or a similar spreadsheet program.

Step-by-step guide

  1. Navigate to Reports in Mautic and click New.
  2. For Data source, select Contact’s segments activity log.
  3. Open the Data tab.
  4. In the Columns section, select the following fields: Segment ID, Date added to segment, Date identified, Date Added, Contact ID, and Email.
  5. In the Filters section, add a new filter: Segment equals YOUR_SEGMENT_NAME.
    • Replace YOUR_SEGMENT_NAME with the actual name of the segment you're targeting.
    • If you need to include more segments, add new filters for each additional segment, connecting them with the OR operator.
  6. Click Save & Close.
  7. Once the report is generated, open its Filters tab (on the view page) and set a broader date range to ensure you capture all relevant data.
  8. Export the report data to a CSV file.
  9. Upload the CSV file to an AI tool (e.g., Gemini).
  10. Instruct the AI: Give me the list of contacts where the 'Date added to segment' and 'Date identified' are the same.
  11. Download the resulting CSV file from the AI tool.
  12. Open Google Sheets.
  13. Click the Open file picker (usually a folder icon).
  14. Navigate to the Upload tab.
  15. Click Browse and select the CSV file you downloaded from the AI.
  16. Wait for the file to upload and open.
  17. Check the spreadsheet to confirm that the values in the Date added to segment column match the values in the Date identified column for the listed contacts.

How do I know if I executed this process correctly?

  • The final spreadsheet lists contacts.
  • For every contact in the list, the Date added to segment is identical to their Date identified.
  • You have a clear list of contacts who were added to the segment at the exact moment they were identified by the system.

Success

To double-check your total numbers before AI processing, you can create a separate Mautic report using Segment membership as the Data Source. Filter this report by the same segments. This will give you the total count of contacts in those segments, which can be a useful reference, though the activity log report is what you need for the date matching.

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