Configure campaign event settings¶
Understanding events¶
We have 3 possible events:
| Decisions | Conditions | Actions |
|---|---|---|
| Decisions allow you to create branching paths in your campaign workflows based on contact actions or non-actions. For example, you can have different next steps depending on if a contact opens an email or not. | Campaign conditions allow you to filter which contacts are added to a campaign based on criteria like segment membership, form submissions, contact fields, etc. This ensures only relevant contacts enter a campaign. | Actions are the tasks that are performed on contacts as they progress through a campaign workflow. Examples include sending an email, updating a contact field, adding a tag, triggering a webhook, and more. |
Success
When planning out decision-based workflows, map out the key paths and outcomes on a whiteboard or flowchart first before implementing in Mautic. This will help you visualize the logic and optimize the flow.
Info
You can use the Modify Contact Points action to implement lead scoring and track contact engagement.
Steps¶
- Go to the Campaign Builder.
- Add events to the campaign by clicking the gray "+" button
- Choose an event type like "Send email", "Update contact", "Change segments", or a decision
- Configure the specific settings for that event type. For example:
- For an email, select the email to send
- For a decision, define the criteria to split contacts
- For a wait step, set the delay time
- Use decisions and conditions to create branching logic based on contact actions.
- Green paths are for positive actions like email opens
- Red paths are for non-action after a waiting period
- Connect other multiple events in the desired sequence to build out the full workflow
- Save and activate the campaign when finished
Success
Use a mix of time-based delays and behavioral triggers to create responsive campaigns. For example, send an initial email, wait 3 days, then send a follow-up only if they didn't open the first one. This personalizes the experience based on engagement.
Results¶
The campaign will be active and start processing contacts according to the defined event flow.