Setting up resources for a webinar in Mautic (simple version)

This process walks you through preparing Mautic for an upcoming webinar.

When this one is useful? When no confirmation upon submission is needed, and targeted communication ends after the webinar happens.

Requirements

• Access to your Mautic instance.
• Details of the webinar, its name, available dates or options.

Step-by-step guide

1. Create the sign-up form
   • Head to Forms, click New, and select the Campaign form type.
   • Fill in the required information on the Details tab.
   • Switch to the Fields tab:
     • Click + Add a field and select Checkbox group (or radio buttons if only one option can be selected).
     • In the field's Properties (often on the right or in a modal):
       • Add each webinar option as a choice, defining both the label (what the contact sees) and the value (how it's saved).
       • Click Add or Update to save the field settings.
   • Save and close the form.

Success

Did you create a Standalone form before checking this tutorial? Simply duplicate it to create a Campaign form.

1. Build the campaign
   • Navigate to Campaigns and click New.
   • Name your campaign and click Launch Campaign Builder.
   • For the Contact Sources, select Campaign form and choose the form you created for all webinar sign-ups.
   • Click the + icon below the contacts source to add an event.
   • Select Condition and then choose Form field value.
     • In the Limit to forms dropdown, select the webinar form you just created.
     • For Field, choose the checkbox group field representing the webinar options.
     • For Value, select the specific value of the first webinar option.
     • Click Add.
   • Repeat these steps for each webinar option, creating a separate conditional path for each.
   • On each positive path, you can add further actions like Send email. Use defined dates or relative time delays to send reminder emails or follow-up content specific to that webinar option.
   • Once your campaign logic is built, Close the builder, set as Active then Save the campaign.

Success

You can speed up building your campaign by using the copy feature. Hover over a campaign event (like a condition or action), click the copy icon, then click the + on another branch where you want to place it to paste the copied event.

When all paths should be merged to receive the same events for all contacts, use the Jump action (as it’s not possible to connect 2 actions to another action).

How do I know if I executed this process correctly?

• Contacts entering the campaign are correctly routed down the conditional paths based on their form submissions, receiving proper communication.

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