In Claspo, you have the option to integrate your existing Mautic account, enabling you to leverage the capabilities offered by both applications.
Adding the Mautic integration in Claspo
The following steps are required to integrate your Mautic account with Claspo:
Connecting the Mautic account.
Configuring the Mautic integration settings for the widget.
Connecting the Mautic account
You can connect the Mautic account to Claspo when:
Creating a new widget, or
Adding the new integration for the existing widget.
To connect the Mautic account to Claspo:
When creating a new widget, click + Add integration at the Integrations step.
Or,
When editing the existing widget, go to Widgets → select the widget → Integrations and click + Add integration.
Select Mautic from the list of apps.
The 'New Mautic integration' window opens.
Enter your Mautic Username, Password, Site URL in the corresponding fields and click Save.
Note:
The Mautic access permission does not expire and remains valid unless you revoke it.
If you experience authorization issues, click the pencil icon beside the Mautic icon on the integration page and repeat the authorization process.
Proceed with the following instructions below to configure the integration settings.
Configuring the Mautic integration settings for a widget
The 'New Mautic Integration' window allows setting up the integration configuration as described below in the following subsections.
When configured, click Done at the bottom of the window.
Adding tags
Tags help you to organize and manage your contacts. You can add tags when integrating the Claspo widget with Mautic.
To add tags:
Click + Add tags.
Type the tag into the field and press Enter.
You can use the entered tag in Mautic, for example, for filtering the contacts signed up using this widget.
Selecting contact segments
You can select the Mautic’s segments, where contact data from the widget will be transferred.
To select contact segments, expand the Contact segments dropdown list and select a segment.
Setting up Field mapping
The Field mapping section contains two types of fields:
Widget fields: Those are the contact fields you add when editing a Claspo template. For example, email, first name, last name, phone number.
System fields: Those are the fields depending on the site where a widget is displayed. For example, site language, browser, operation system, device.
To set up the field mapping:
Expand the dropdown lists in the Mautic column and select the corresponding field names. Those are the custom fields you created and published in Mautic, in Settings → Custom Fields.
Click Show more fields to display and set up all available fields.
Setting up Static fields
To add static fields:
Click + Add static field in the Static fields section.
Enter the field value, and select the corresponding Mautic field value from the dropdown list.
To add more static fields, click + Add static field, and repeat step 2.