End Manual Lead Delivery: The Self-Hosted Mautic Playbook

Your team spends valuable time manually emailing lead magnets to new subscribers from a basic web form. This delay frustrates potential clients, looks unprofessional, and gives you zero insight into who is engaging. You're losing trust and potential business with every slow, error-prone delivery.


This playbook guides you through implementing Mautic, a powerful, open-source marketing automation platform on your own hosting. By connecting your website forms directly to Mautic, you'll instantly and automatically deliver lead magnets, track engagement, and build sophisticated nurturing campaigns. Take complete control of your marketing funnel, own your data, and eliminate recurring software fees forever.

Expected Outcomes

  • Instantly deliver lead magnets the moment a user subscribes.
  • Eliminate hours of manual data entry and follow-up emails.
  • Create a professional and seamless first impression with new leads.
  • Track email opens, link clicks, and page visits to identify your most engaged prospects.
  • Establish a scalable foundation for automated lead nurturing and complex marketing campaigns.
  • Achieve complete data sovereignty and avoid expensive, recurring marketing platform fees.

Core Tools in This Stack

Mautic

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Mautic is the world's largest open-source marketing automation platform, giving users the highest level of control over their marketing efforts and customer data. It enables organizations to integrate and personalize all their digital properties and channels into a seamless customer experience.

Key Features
  • Visual Campaign Builder
  • Contact Management & Segmentation
  • Lead Scoring and Nurturing
  • Personalized Email Marketing
  • Landing Pages & Forms Builder
  • Dynamic Web Content
  • Comprehensive Reporting & Analytics
  • Extensible via Plugins & API
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Free (self-hosted), Subscription (managed)

Tier: Free

Ease of Use

Medium

The Workflow

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Integration Logic

  • Mautic for Gravity Forms

    This integration works via a dedicated WordPress plugin that connects Gravity Forms to the Mautic API. When a user submits a form, a configured 'feed' in the integration plugin intercepts the data. It then makes an authenticated API call to the specified Mautic instance. In Mautic, this action either creates a new contact or updates an existing one based on the email address. Data from the form fields is mapped to corresponding contact fields in Mautic. The integration can also be configured to add the new contact to specific segments or trigger campaigns upon submission.

Automate Your Lead Delivery

Stop losing leads to slow, manual follow-up and start converting them instantly with a professional, automated system.