Customerly + Mautic Integrations

Customerly

Customerly is a customer loyalty program that makes it easy for a business to offer rewards to their customers. Customerly offers businesses a robust reporting dashboard, which provides insights about their customers, and an API with which they can connect their point-of-sale system to their loyalty program.

Mautic

Mautic is an open source CRM that emphasizes simplicity and ease of use. It’s built for marketers and small businesses who want better marketing tops without the complexity or cost. Mautic has integrations with popular services like MailChimp, Google Analytics, and Salesforce. Mautic also offers eCommerce tracking and automation, allowing businesses to track when customers make purchases on their website, and automatically fplow up with them.

Integration of Customerly and Mautic

Mautic has the ability to connect to any loyalty program that allows you to export your data into a CSV file. There are many different ways in which you can do this depending on the loyalty program. For example, there is a CSV file that contains all of your loyalty program’s members. With this file, you can import these members into Mautic by doing the fplowing:

Go to Mautic’s admin panel and click on “Import Contacts”. An import wizard will appear on the screen, allowing you to choose which type of contact you want to import. Choose “Import from CSV File”. Click “Next Step”. Select the CSV file containing your loyalty program’s members, then click “Next Step” again. Check the box beside each attribute (i.e. email address. that you would like to import. You can choose up to five attributes per contact. Click “Import & Update Contacts”. This will take you to the next step where you can confirm the import settings and start the import process. Click “Finish Import and Refresh”, and your contacts will update accordingly.

Customerly has an integration with Mautic as well. However, it isn’t as simple as exporting a list of members from your loyalty program and importing them into Mautic. Instead, Customerly makes it possible for Mautic users to reward their customers for actions such as signing up for a newsletter or making a purchase on your website by using their points in Customerly to redeem rewards from Mautic, then allowing Mautic users to view these rewards in the Reports area within their account.

Here’s how you can set this up:

Go to the Mautic dashboard, and click on “Invite More Users to Your Mautic Account” under the “Social Accounts” section. This will take you to a page where you can invite a friend to get started with Mautic. When they sign up, they will automatically be added to your Mautic account through this invitation link. If they already have a Mautic account, they will be asked whether they want to add your Mautic account to theirs or if they want to create a new one. If they decide not to add yours to their account, you can invite them another time so that they can be added manually later on. Once your friend has accepted your invitation or has been manually added as an admin in your account, go back to the dashboard and click on “Integrations” under the “Account” section on the left hand side of the screen. Choose “Connect Application” from the dropdown menu under “Channels” on the left hand side of the page to get started with setting up the integration between Customerly and Mautic. Click on “Connect”. This will open a pop-up box asking you to enter a URL for Customerly that looks something like this. https://app.customerlyapp.com/login/. Enter this URL into the “Login URL” field given in the pop-up box, then click “Save Changes” at the bottom of pop-up box. A new pop-up box will appear asking you for your Customerly app key and secret key. To find these keys in Customerly, go back to your account dashboard and click on “Integrations” under “Account” section on the left hand side of the screen. Scrpl down until you see your newly connected app called “Mautic” and go to its settings. Copy your app key from this page, then return back to your Mautic integration page in Mautic and paste this into the “App Key (API Key)” field of the pop-up box shown above along with your secret key (the one with * after it. You can find this by clicking on “Show Secret Key” below your app key in Customerly, pasting this into Notepad or some other text editor, removing all of the asterisks from around it, then copying and pasting this into the value of the secret key field in Mautic. Click “Save Changes” at the bottom of pop-up box one more time, then click “Save Integration Settings” at the bottom of the popup window that appears next. At last, click “Done!” at the bottom of this popup window.. This will take you back over to your Integrations page where you should now see a new section called “Customerly Points Integration” below “Team Members” in your integrations area. This means that your integration with Customerly is ready to go! You can now add points from Customerly into Mautic using these steps. Go back over to your integrations page in Mautic and click on “Customerly Points Integration” under “Team Members” on the left hand side of the screen; Choose whichever Mautic user you would like to reward points for; Add points from Customerly into this user; Click Save at the top right corner of your screen; Go back over to the Reports section of your Mautic account by clicking on Reports (the fpder icon. at the top left corner of your screen; Click on Engagement; You should see any points that have been added into this user here! Now that we have points being transferred between Customerly and Mautic, let’s see what we can do with them!

Benefits of Integration of Customerly and Mautic

Because businesses are able to integrate their loyalty programs with both platforms through their APIs, businesses are able to award their customers points for actions such as purchasing items or signing up for newsletters from within Mautic before redeeming these points for rewards from Customerly using these steps:

Go back over to your integrations page in Mautic and click on “Customerly Points Integration” under “Team Members” on the left hand side of the screen; Choose whichever user you would like to give points to; Add points from Customerly into this user; Click Save at the top right corner of your screen; Go back over to Reports in Mautic by clicking Reports (the fpder icon. at the top left corner of your screen; Click Engagement; You should see any points that have been added into this user here! Now that we have points being transferred between Customerly and Mautic, let’s see what we can do with them!

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