Marketing Automation

■ Index
1. About TAMSAN
2. What is “Marketing Automation”?
3. About mautic (Overview and functions)
4. Demo - How to create scenarios

About TAMSAN

1. About TAMSAN (1/5)■ About us

TAMSAN is a Partner Style
Web production company

24 Years
4 Branches
123 Stuff

Singapore

Japan(Osaka)

4 Staff

70 Staff

San FranciscoJapan(Tokyo)

1 Staff

48 Staff

33
Engineers
27
Designers

60
Planners

1. About TAMSAN (2/5)■ Our Services

optimization (SEO),

1. About TAMSAN (3/5)■ Some of our clients1. About TAMSAN (4/5)■ Some of our work (1/2)

ANA Campaign website
Released 10 countries and 4 languages at the same time
- Tracking users by Salesforce and Pardot
https://www.ana-campaign.com/ninjawifi/english-po/--

Salesforce integration
Front-end is developed on
HerokuUsed by more than 20
countries distributors
respective object
http://www.goodjobcreations.com.sg/en/

1. About TAMSAN (5/5)■ Our Works (2/2)

https://itunes.apple.com/DE/app/id902394897
https://www.oishii.sg/

https://www.facebook.com/
pentelsingapore/

What is “Marketing Automation”?

2. What is “Marketing Automation”? (1/4)■ What is Marketing Automation（MA）
Marketing automation is a category of technology that allows companies to streamline,
automate, and measure marketing tasks and workflows, so they can increase operational
efficiency and grow revenue faster.

■ Difference with other tools▼ MA vs CRM▼ Analytics tool

＜Good to find quality potential customers,
Good to nurture potential customers.＞■Marketing Automation

MAAnalyze based on USERS→Get potential customers→Nurtures potential customers■CRM→ Support Customers（Customers DB)

Analytics
Analyze based on PAGES

2. What is “Marketing Automation”? (2/4)■ WHAT MA CAN DO 1: Send emails to leads which have high scores＜Automate email marketing＞
Send email automatically based on viewed pages from users to give them more attentions→ Give more interests to potential customers not using ‘“people” resources.
→ Keep in touch with many potential customers concurrently

Visit Website

Send Emailbased onvisited content
No ClickResend Emailw/ different
contents

Click URL

Exclusive offerEmailClick URL

Add toHOT list

＜Planning＞＜Scenario Setting＞

2. What is “Marketing Automation”? (3/4)■ WHAT MA CAN DO 2: Display different contents depending on the lead
＜Change web contents based on lead attributes＞
Display different and optimized contents based on lead attributes from data in MA→ Contents which enhances customer loyalty, and increases interest from potential customers

Display different andoptimized contents
based on lead attributesAPI2. What is “Marketing Automation”? (4/4)■ WHAT MA CAN DO 3: Follow up users individually＜Web enquiry and follow up＞
Easy and effective follow up using users’ histories and future movement after they
have made an enquiry on a website.
Notify to sales staffs

Sales staff
follow up withcustomers

Submitted
attribute
information

Prospective customers, who
didn’t send inquiry,
return to the website

Sales staff
follow upby phone

Convertedto lead

MA is able to follow up betterbased on the access logs, email
opened rate…etc

About mautic
Overview and functions

3. About mautic (Overview and functions) (1/8)■ About mautic
・Marketing automation platform made by PHP・Mautic is the brainchild of David Hurley, a Joomla core developer.
・Mautic was released in 2015

The only open source (free) marketing automation software■ Features

https://www.mautic.org/tour/① Beautiful & Powerful User Interface
Ready-to-use platform prepared for everything (leadnurturing, tracking, scoring and etc)

② Open Source & Custom, Integrate with Everything
Mautic is GPL, fully customizable and integrates with hundreds of solutions. There is anactive developer community. We expect as more people use mautic, the integration withthird-party software will improve.

③ On-premises or Cloud
Host your own Mautic or get free hosting.
Applicable either on-premiss or cloud based on your requirements.

3. About mautic (Overview and functions) (2/8)■ Function①①Manage leads (Create leads and tracking)・Users who visit a website with a mautic tracking tag are automatically recorded as ananonymous lead.
・Track history (visited pages) and email open rate for each user

Anonymous Leads
Leads
Standard Leads
have provided additional information via aform or some other source,"Manage Lists：Filter by attribute and actions of leads"Manage Fields：You can create additional custom fields and define the data type you wantthat field to hold.

Monitoring all traffic on a website can be done by adding a single tracking pixel to the website.
<img src="http://yourdomain.com/path/to/mautic/mtracking.gif" />3. About mautic (Overview and functions) (3/8)■ Function②②Campaigns ＝ Scenario Setting
It has a "Campaign Builder" feature that allows you visually design everything that happens.
You can use drag-and-drop to create marketing funnels. For example, if someone downloads aPDF you can send their details to Salesforce and/or add more points to the internal score.

3. About mautic (Overview and functions) (4/8)■ Function③③Emails ＝follow up email, email marketing
・Emails provide a means for direct interaction with potential customers, clients, and leads.
・Able to check Email opening rate
・A/B Testing is built into Mautic's email system.

A template email is automatically sent bycampaigns, forms, point triggers.

A list email can be manually sent to selected leadlists

3. About mautic (Overview and functions) (5/8)■ Function④④Forms ＝ Create form and/or form tags
・Collects user information, often in exchange for providing access to a download, an event registration, or an email newsletter.
（Anonymous leads become Standard leads）
・Automatically create HTML form

Campaign forms can be selected tobe the source of leads when building
a campaign.
（Use for Campaign）

Standalone forms are not
restrained to campaigns and canhave post submit actions
configured directly within the form.

3. About mautic (Overview and functions) (6/8)■ Function⑤⑤Points ＝ Scoring
・Add points to leads who visit a website based on their actions
・Positive points (+) and Negative points (-)
・Points provide a way for leads to be properly weighted
Point Actions

Point Triggers

Activities the lead might take based on someinteraction with your website.

These triggers are events you want to fire based on
the point level of the leadse.g. When an lead download an asset, add 50 points.

e.g. When a lead achieves 1000 points, send e-mail with acoupon.

3. About mautic (Overview and functions) (7/8)■ Function⑥⑥Landing pages
・Use pages for directing leads through a form or providing a way to download an asset
・Create an A/B testing environment, multilingual pages

3. About mautic (Overview and functions) (7/8)■ Function⑦⑦Assets
・Manage files for leads to download (PDF, Images, Videos , etc…)
・Trackable items which can carry their own point values, history, and tracking statistics.

3. About mautic (Overview and functions) (8/8)■ Function⑧⑧Reports
・Result of marketing automation
・Report: Page view, Email opening rate, Point history, Number of download assets, etc…

4. Demo - How to create scenario■ Demo1．Request a document to download
Request a document to download using a form↓
Completed＝Download page+2↓
Completed downloading a document

Send Thanks-email↓
Not downloaded yet

Send follow-up Email after 1 day

2．Send E-newsletter
Send weekly E-newsletter↓
Open email↓+20

Click URL in E-newsletter↓
Landing on a specific page↓
Stay 2 minutes on this page

+5+30

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