thedmsgroup/mautic-contact-client-bundle

Create custom integrations without writing code.

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Type:mautic-plugin

2.15.1 2019-03-25 20:37 UTC

This package is auto-updated.

Last update: 2024-03-30 00:23:36 UTC


README

Create integrations/enhancers without touching code. Allows you to send contacts to third parties, supporting virtually any API. Unlike webhooks the result can be used to enhance/modify the contact and virtually any API/Client is supported by chaining API operations as needed.

Designed for use by performance marketers who enhance/exchange contacts in mass quantities. Can optionally be used in tandem with it's sibling Mautic Contact Source.

Screenshots

Creating a new Client Duplicate Rules Exclusivity Rules Setting Payload Finances Scheduling Stats

Features

  • Campaign: Queue a contact to be sent within a Campaign as you would any integration.
  • Campaign: Allow fields to be overridden within a campaign workflow for specific use cases.
  • Duplicates: Rules to detect limited duplicates prior to send.
  • Exclusivity: Rules to allow a client limited exclusivity prior to send.
  • API: Rules to define the measurement of a successful send based on status/headers/body.
  • API: Supports any Auth types, ping/post, and more by chaining API operations.
  • API: Map fields from an API to update or enhance contacts on success.
  • Finances: Track cost/revenue in the attribution field.
  • Schedule: Choose to send based on days/hours/exclusions including multiple timezone support.
  • Command line: Method provided to pipe a contact through any published client.
  • Budgets: Rules to limit the quantity of successful contacts sent to a client.
  • Files: Allow a file payload to send for clients that have no API. Contacts will queued and added to a file to be delivered to clients by FTP/SFTP/S3/Email by a schedule.
  • Logging: Logs the complete transaction, revenue, audit trail and integration (on contacts). Searchable.

Installation & Usage

Currently being used with Mautic 2.14.x+. If you have success/issues with other versions please report.

  1. Install by running composer require thedmsgroup/mautic-contact-client-bundle
  2. Go to /s/plugins/reload
  3. Click "Clients" and "Publish" the plugin.
  4. You'll find "Clients" in the main menu and can dive in to create your first one.

Payloads

You can use Mustache to format outgoing field values with any client. Just use the field alias, like so "{{ firstname }} {{ lastname }}" to send the full name, or "{{ email }}" to just send the email. Other contextual schema (such as previous headers/body fields) is also available (just start typing "payload" for suggestions).

Uses these fine libraries:

Todo

  • Filtering: Rules to globally exclude contacts from sending to a client based on field values.
  • Finance: Dynamic attribution on a per-campaign basis.
  • Campaign: Provide a better widget for including clients in campaigns (using the integration screen is a bit tedious, and there's not an easy way to divert success/failure).