Mautic 3 Crash Course – Complete Overview in 90 Minutes

Hello and welcome to cia My name is mank and in this tutorial i'm Going to give you an overview of quantic So i will talk about everything that is In the martech and This will be a brief overview and not a Detailed one So uh the purpose of this overview is to Uh you know make you familiar with the Motek Interface all the menus there are in Motec and i will talk about the left Menu And the right menu here so i will Talk about everything that martik has to Offer But for for details on uh anything Or all the elements that we have in Motek uh i will be creating individual Videos Dedicated to uh each one of these like Dashboard calendars contacts and so on So in this one i will just uh Give you an overview to get you started Okay So when you login into motif first thing That you see is the dashboard So dashboard is there to give you an Overview of how And what your martic is doing So um so when you look at the dashboard First thing you see is contacts which Are being created these Can be uh context which are identified

And Those which are anonymous so anonymous Contacts are those which Uh have been identified by uh mortix Uh tracking pixel but they do not have Any associated name or email with them So these are uh potential leads uh you Can say So this is uh how the context works and Uh As you can see there are so many Contacts while i do not even have these Many so these are all the Pageviews i'm getting i'm using the Tracking pixel on my Blog so whenever there is a new page View that Contact is identified by martic as an Anonymous Contact and that statistics is being Displayed here And similarly here it goes like it shows You the unique visits that We are getting uh from unique ip Addresses And then we have form submissions uh so In the form submission uh It will show you uh on how many forms Were submitted and this is not specific To a single form but Uh overall if you have let's say 10 Forms so all the collective data of all Those 10 forms Will be displayed in the form of this

Graph so recent activity tells you what Is going on And uh upcoming email is when you have Some Scheduled emails they will be displayed Here and This whole area is editable uh like you Can choose the From and two date ranges and each one of These graphs have their own options to Edit and remove you can Customize them with some parameters but For that we will uh I'll be talking in details in another Video So this one here these are actions that You can take on any view So this is a basically uh the general Template of the Martic ui on the left side you have a Main menu And on the right side when you click on This cog feel icon So you get the settings menu and inside There are multiple configurations as Well Uh i will be talking about these as well In details so Uh after dashboard uh let let me Show you this this is the notification Area and this is the search bar Uh that you can search throughout the Martic and this is your user menu You can check your account or log out so

Uh these are also this this one is also Collapsible so you can collapse and Expand this So this is the basically uh it's about The General ui and uh now let's move on to Next one which is calendar So calendar is not very much usable uh In martic i mean uh even the market Official docs doesn't Have any mention about the calendar uh And uh In my last let's say three four years of Working with martic I have never personally did anything at All with the calendar But uh when you are sending out a lot of Emails and You have campaign actions and events uh Which are happening on a Certain date so uh you will see those Events On the calendar so for example uh for The july 21 i have Uh i sent some test emails and uh so These are the events of Those um you know campaign events which Are Happening on certain date um After calendar we have contacts so Contact is very important because Uh contact is like you can say the core Of martic so when we uh think about Matic when we

Work with the motif the most frequently Used things Or like the lifeline of more tech is Contact Uh it's its campaigns uh in the channels You will Find emails and in the components there Are Forms and landing pages and assets so These are the main components Which are you know making more tech What it is so i will talk about contacts First and then we will go through Each of them one by one so as you can See this is uh again the generalized View You have the index this is the index Page or List page that you will find on each one Of them You go to company segment components Everywhere you will find the same Similar structure and you will find the List On the right side you have the id last Active is When when this contact class is Indirected like visiting the page Opening the email or taking any Of the events that you want to Take place in martech and this shows you The Points and then stage location whatever Information

Is available it can be seen here and Then again you will find the title is Here then action items are here or Action menus are here If you want to add quick quickly add a New contact you can use this form This is a very short and compact form Where you will fill up The basic fields and you can create the Contact Or if you want to add more details about Any contact then you can use this New button and it will open all the Possible fields that you can fill in So this is the detailed way to add the Contact and Quick add is the compact view of adding Adding the contact right So then we have uh options to export uh You can Choose to export to csv or export to Excel or you can also import the content So for Import you what you do is you choose a Csv file And for example let me uh try to see if I have some csv file For example this right um I think this uh So delimiter will be this For this particular file so let me Choose it again Load yeah so as you can see now uh All the columns which are in in your csv

They will be Displayed here and then uh you can Choose which field you want to Associated Associate with uh this particular uh Column from the csv And then you can choose the which which Is the owner of this contact You can choose if you want to import This this import All the contacts from this csv file to a Particular segment And if you want to assign them some tag So this is how You work or you import the context and Then we have Multiple options here this one is to Cancel then You have option to import in browser This is Recommended for small files where you Don't have So many contacts uh because it takes Time little bit time to process them So if you have a large number of Contacts like a thousand two thousand And more So you should probably use the important Background This works based on the cron job and uh It will Keep importing the context in the Background so whenever you are importing A new csv and

If what happens if they let's say there Is an existing Contact with the email test at the rate Example.com And the same email uh is also part of The csv file that you are importing What will happen is uh these two will be Merged And the fields will be overwritten so That's how The import works so let's go back to the Contact screen right so i will just go Back So what other options do we have Available this one is for Searching and as i said In the dashboard section i show you Uh there were so many contacts coming up So this is how uh they looks these are Anonymous contacts That are being created in motec you can Use this filter is colon anonymous And this will give you the whole list of All the identified Ip addresses which have not been Identified as a contact Because unless there is an email Associated with it What it does not identify this as a Contact So what uh what options do we have when You click on this Uh the name uh you get into the detail View this is uh something similar to

How you add add a new contact with Retains To see all the details you click on this One and it will show you all the fields That are being filled for this one Uh in the social uh fields then you have Devices And from from where you know this has Been Interacting with the system your motec And then you have the history of the Contact in which you will uh Find all the events that uh took place So for example this contact was created Uh from this ip address and this form Was submitted this is this is how This contact was identified so This is how it is uh for the Details you can send Directly send an email to this contact You can choose uh which You can choose to type some email or you Can uh choose from some existing email So this one for example so the text is Here and You can send this directly to the Contact Then you have edit option uh it will Open this contact inside The detail view and you can edit any of The field So i will not do anything right now so And other options do we have is you can See which

Campaign this contact is part of so you Can Assign or unassign it from here then you Have other options to export this To merge this with another contact and Then you have preferences of this Contact So in the preferences it allows you to Uh choose if you want to send regular Emails to this contact or There should be any frequency when when The Email should be sent then we have Category so there is Currently no category assigned to this Contact and then finally the segment You can choose which segment this Contact has to be part of So there are multiple ways you can you Know assign the segment to the contact So this is one of them okay So let me just close it down and then You have two options here Uh first when you click on this downward Arrow and On on the left of individual contact you Will find Options to edit this to see details to Send email or to delete this one And when you select multiple contacts Then you will find Uh this one useful what you can do is You can change the campaigns uh That to say to add to a campaign or to

Remove from some campaign You can choose let's say if you want to Add add to this and remove from this So this is something that it does then You can change the categories you can Change the channels You can change the owner segments stages You can export these selected contacts To csv to excel Or you can set them to unsubscribe mode Which is called set to not contact So if i choose this option it will uh Even if these contacts are part of any Campaign they will not receive an email Mark will not send an email to them Or you can do mass delete using delete Selected Right so this is the basic about Contacts view So let's move on to next one so Companies is Almost similar to the contact but if any Contact has a company name So they will be displayed in in this View So uh i have not personally used much In the company because most of the People I have worked with they want to use Martic to just uh send emails And you know to uh proceed uh Towards you know converting the league So this is uh mostly how i worked with Martech and

So company was not widely used the Company was Used in in pipedrive or hubspot Which can be integrated with matic of Course and people Tend to use hubspot or pipedrive like a Crm And martic just as you know an option to Send email or to Do outbound marketing but now hubspot Also provides the same option Uh so that is also good so basically It's the same for companies as well you Can Do some searching and filtering right You can search for contacts or release Them You can create a new company this will Uh open the detail view You can add this and you you also have The option to merge it with an existing One And then you have options uh to import Companies as well and You can see the import history this Personally i have not used it much but If It serves your purpose then uh well and Good Because i think that smartek is great And uh you can Use it as a crm as well so this is Actually a crm it's not just a marketing Platform because it gives you all those

Options of Crm that you can you know assign points Create stages you have contacts you have Companies you have A segmentation of them so and uh There are report generation options as Well so i think Martin can be used as a crm as well um So okay moving on next we go to the Segment So what are the segments segment is a Very important part of uh Motif as i said earlier as well So let's say you have a group of Contacts You want to send different emails to Right so let's say Uh you have contacts from new york and Then you have contacts from uh Chicago right and you want to send them Different target emails How how will you uh do that so you have A list of contacts and users have to Apply a filter It could be a very sim simple filter so There are basically two type of segments Uh so now let's move on to this part Uh one is static segment and then there Is dynamic segment So a static segment is when uh you just Give it a name and then uh you do Nothing you Can add or remove the context into this Segment uh

However you wish so it can be using of Some Form submission it could be using email Or import Right and then there are dynamics Segments to create a dynamic segment What you have to do is you have to go to This tab filter And let's say i want to choose location Or city So in the city i choose here Right so i choose new york so now Every contact which has city new york They will be added to this segment you Don't have to do anything Your crown job should be set up and uh This Segment will have contacts with all All all the contacts which have you know New york as uh the city field Um okay so that's how you create dynamic Filters And uh about these you can assign or not Assign a category Uh then is this segment publicly Accessible That means it will be displayed when you Are you know Doing subscription or not then we have a Preference center you can create Preference center page in motec and If so then this segment should be or Should not be displayed on the Preference center

And finally published or unpublished so If you have a unpublished action it will Not be Used in any campaign and if you have it Published Then you can use it everywhere in the Market right so This is about segments so basically Segment is a group of contacts Given a particular identifier name and You can use them in your campaigns To send out directly uh send out emails As well so basically this is a Segmentation Of your contacts uh originally it was uh Called lead list but now they Renamed it to segment and the same same Goes for contact they were called leads And they were renamed to the contacts Okay so Moving on let's go to the next section Which is component So in components we have assets so Assets are downloadable files that you Can uh upload and host on your motec and Then When when you use this downloadable url And to send uh You know let's say if Let's say you have uh A form on your wordpress blog or website Where you want to offer them a pdf uh Ebook And uh for signing up on the martech or

Signing up for your email list Right so what you can do is you can uh Upload an asset here You can create a new asset like you can See you can choose the file Let's say i choose this one and then you Can Give it a title alias or Description and what you have to do is You just have to publish this And you can choose if this should be Indexable by searching Or not most of the time i choose not to Do so because You know you are giving this file as a Benefit to your subscriber for Subscribing to your email list right So when you create this you will get a Url and You can use this url on On on your email list to allow them to Download this asset And whenever they download you will get A download count here And whoever if the user is already Identified with motech Then you will see in the contact history That this contact actually downloaded The asset So this is just a way to host your files And provide Downloadable link to uh your contacts Right so you can edit this you have Other options like clone this or delete

This So this is basically to host the files Which you can provide To your contacts as a downloadable url And they will be tracked of course That's the benefit of it otherwise uh You could host it anywhere Right so next one forms which are again Very important part of motek right so Yeah so uh for forms uh there are two Type of forms one is standalone and one Is campaign forms So when you create a new form you will Find campaign forms and standalone form So what is the difference between these Two uh these two forms Right the campaign form is something Which you can use And when you are creating a campaign and When a form is submitted you can Initiate the contact to That campaign right and standalone form Is uh something you can place anywhere And it has nothing to do with the Campaign And uh you can choose some actions Inside the Standalone form itself and you know User will uh when whenever there is Successful submission That action will be uh taken so there Can be multiple actions as well right So uh i will talk about the forms in Detail in a different video but

Uh just to give you an overview let me Just show you the available options Right So i will first go with the campaign Form and uh you can see this is the name Uh name of the form uh this goes into uh If you place something here That will go into the uh form tag of the Html Which is generated right so on the right Side almost All the similar options and additionally You have theme option here you can Choose which theme you want to assign to This form Cast mode is when you want to just take Input and record it There is no uh certain action or you Don't Want to you know let's say Track this uh this this form submission Uh in more details so this is just to uh Just just like you know take the entry And keep record of something So that kind of thing and uh then these Uh this success Successful submit action this gives you Three options Uh remain at form that means when the Successful submission Happens uh there will be uh nothing just The form will go blank And uh it will remain in the form Redirect url uh here you can place a

Thank you Uh landing page url so when the form is Submitted you can redirect user to that Thank you page and the third one is to Display message whatever message you Place here Uh will be displayed when the form is Submitted so in the field option Uh you can add different type of fields Right So you have option for capture date time Sub description area email File html text number page break Password and so many options are there So uh you choose any of these and then You will get this Pop-up here you can add the label now Which is displayed along with the form Uh just just let's say Like uh you have it here right like Maximum This is this is a label so you can Choose a label of this kind Um then you can choose default value Here the default value is If the form is blank it will come up With this default value And the placeholder is something uh Which is displayed on the form like As you can see you know um in this one Like you see this add a new field is a Placeholder So whenever you select something it Usually gets replaced and

Something else comes up on its place Right so I was going on with the email and uh Yeah So you want to show this label or not a Label is necessary even if you want to Show it or not You can choose from here and if you want To add some help message Like it will appear like this and a Question mark icon and when user hover Over it this helps will be displayed You want to save this uh the result of This field or not you can choose from Here Then you can choose which contact field Has to be assigned To this field and then you have Validation you can choose if required or Not and You can give it a message like email is Required right so Attribute these are the html attributes If you want to give this field Some name pictures by default it takes The name of A name from the label field but if you Want to assign something different you Can choose it from here Uh level attributes you can add some Html has some attributes these are like More into you know developer kind of Things uh most of the time you will not Need

All of these but i'm just giving you an Overview so Yeah so uh this is for label attribute Then input attribute And then container attributes so these Are all the html things Uh more advanced level thing so uh i Will not cover this In more details in this uh this video i Will create another one when we Talk about the forms so behavior Yes this is very important and can be Very handy at times So always display yes no you can choose If yes this will always be displayed If you want to choose no then you can uh Choose What are the conditions when this will This field should be displayed For example show when the value exists So if this email Already exists then only the field will Be displayed And autofill data if you choose yes then The email of the user who is Visiting the page if available will be Displayed so after x number of Submission This is like uh you know if someone is Fitting again and again and You want to offer something new when They have already visited five times So or or they have submitted the form Let's say uh five times

So you can choose uh place here five and Uh this field will appear only after Five submissions Already right so uh this is The the basic of how you create a form And uh the fields will appear here You can customize them on your wish then We have actions So uh as i was saying this is a campaign Form So initiation of this form should Usually happen from Uh will happen from the campaign and you Can use this form as a source Of the campaign so in campaign when i When we will Talk about the campaign i will show you That uh there are two ways to initiate a Campaign one is segment and one is form So this is for this form will display When you choose the form As the starting of your campaign right So Um here there are some actions for Example if you want to record the utm Tags from the browser Url you can choose this one And you want to remove this contact from Do not contact list download an asset Like We talked about assets right so if you Choose asset you can Select which asset you want and whenever The form submission is successful you uh

The download will be Download will immediately start right so There are multiple options as well you Want to send an email to user And the user there are there are Difference between user and contact Right so when we talk about users this Is Your account in motek like this one here My entire This is a multi-user but everything that You see in in the contact Section these are the contacts these are Not users right so send form results you Want to send form result to some Particular email right so so you can use This one So these are very limited options when When you are going with a Campaign type of form you get limited Options because uh it is expected that Most of the action you want to take will Happen from Campaign itself and not from the form Itself So uh okay next let me Also show you the options available Inside the standalone form So here we go these are all all the same Kind of Things fields will also be the same the Only difference comes When you talk about the action so you Will notice that these are

There are some different options and These are more options than We had in the campaign form right so you Can add company score you can change Points you can modify segment Contact tax remove contact from do not Conduct This is probably these two are common Download asset is common And uh post result to another form this Is also you can do and Send email to contact this is uh this Was not part of the campaign uh Form right so there we had send email to User and Form result but in this one we also have Uh this one so When uh let's say a contact is Submitting a form You want to send them a response Immediately that okay we have received Your Request and we will be working on it so This this kind of you know response Email or if you want to Uh use this for double opt-in that is Also possible So there are two ways of doing double Opt-in i will create a separate video But i have already uh created a blog Post about this so i will put the link In description Uh for the blog post uh you can go and Read this

So how to create double opt-in uh Email campaign in context so i will uh Place The link in url uh in description sorry Yeah so this is uh the major difference Of the campaign from And uh standalone form right so next Let's Let's just just look at the landing Pages as well So um what i do Usually is instead of using landing Pages from martic I use the landing pages from wordpress i Have A oxygen builder which i'm using for my WordPress websites and uh So it is very easy and uh to create Landing pages on wordpress and you know You get more features in there Then you get in the market but for this Overview of course i will uh go on with This so you can see The similar kind of like View ui and you get some options to edit Or clone And if you click on the name you will Get a detail page where you can see the Url of this page and you can you know Just go and Check out the url as well right So um what is uh what is difference here Like You can also add a b uh test but this

I will not cover in this video we will Go on over When i create a detailed videos about Landing pages in the martech right So uh what are the available options i Will close this and let's go and create A new landing page Just to show you so you get all these Templates here So these are default template you can Also create custom templates by the way And if you uh want to code it all You can use the code mode as well so if You go to the code mode what you will Get is the you will get the Html uh html uh Text editor here and uh you can do Something here right you know So you can write your own html code But most of the time i do not prefer This as i said i Go for a wordpress because it's easier But uh Let's move on yeah so blank one uh gives You a blank template Uh but this enables the landing page Builder in vortex so you will get these Slot types nemotic and you can add the Sections for example you can add one Column You can add two columns and you can add Three columns as well So these uh this will create columns for You and you can add a

Text type of slot so you can you know Insert it here You can add image type of slot you can Do social share Uh you can do dynamic content you can Place videos Also you can insert the code here like This one is code mode so you can place The code as well Uh image plus caption so these are all Different kind uh type of slots that you Are getting Uh in the motec and uh if you have Something simple in mind Uh most of the time landing pages of the Water can also surface But depending on how complicated your Design Is how advanced your design is you can Choose to use smarter landing page Builder or Create your own right so when you apply This basically i think it will give an Error because i have not Set the title so let me place the title Sample landing page so again let's go to Builder apply and uh What will happen is it will give you a Preview url and you can see how this Looks in the browser Right so see this uh we place the social Buttons so as you can see they are Appearing and the columns are there the Images are there

So now you can see how this looks in the Browser then you can close and save and Close it Other options again the same thing Publish unpublished You want to use this as preference Center so i will again Create another video about the Preference center because this has to Have its own details this is Uh something uh that you may you know Give a Better experience to your contacts if You are using preference center So i will dedicate a separate video for This And if you don't want to miss all these Individual videos that i'm going to Create please consider subscribing as Well Okay so this is how the landing page Works and then you save and close And then you will see uh the urls are Here this is preview url uh preview url Will work only For those people who have uh logged in To your Page and public url will work for Anybody Right and all the visits that you are Getting on your Landing page will be displayed here These are the details about it and If you create a b test uh a b tests are

Generally you know you can create two Landing pages which are going to be on The same url And but with different uh kind of Content so Motek will assign them uh uh on its own And uh almost it's almost like fifty Percent of the Uh emails that you're sending will get Uh one first landing page and Another section of those will get second Landing page and you can see which one Is working better and then Based on the outcome of it you can Choose to continue with the Better landing page which is converting More for you right So uh next is dynamic content So initially this was not part of modic But uh in the model 3 they added the Dynamic content separately So what are dynamic contact so in Dynamic content You can create some content which Is based on um you know some Let's say some some kind of parameter so Whatever you type here you can choose What is the language if this is Translation of something And this campaign based so if this Campaign based then uh what will happen Is Uh you can show this content based on Uh what condition happened in the con in

The campaign So if you uh just disable this then You can give it a slot name and then you Can use it In your email and landing pages Right so you can add the utm tags here As well But i will not cover dynamic content Right now Because this will make this video very Long uh i will dedicate again For each item that we are discussing i Am going to dedicate a complete video to Us And to not miss this please subscribe And press that bell icon right So um here So this is the main feature of the Dynamic content let's say i'm Putting something here hi this is First part of pc dynamic content And give it a name uh let's say test Content right and then you can apply the Filters so If in the filter let's say i say Uh if the points Are equal to 2 if this if some contact Has two points Then this will be displayed Okay so this is how it works so you Choose when This content will be displayed so there Are certain actions To display this content and you can

Choose what filter to apply Right so there are multiple options if Almost all the contact fields are Available with you you can choose Whatever you want Like uh like the example of city right So This contact will should only just be Displayed to those People who are living in new york So uh this will be only displayed to Those Those people so when you uh create this Save and close So now you are okay so let me give it a Slot name against test content And save right so now your dynamic Content is uh created And next i will show you where to use it Like when we create The email okay so before um Going to the campaigns i will first go To the channels and inside channel as Well i will only be discussing the part Of email because emails are Important martic is known for emails There are other options as well Uh but i will not be covering them in This video Because it will take a lot of time and Uh it's not I have personally uh frankly speaking None of my Customers ever used any other options so

Most of the time they work with the Email so i will put my focus on what is Important Versus what is being used generally Right For other items you can just go to um Martic documentation and check it out Check it out and if you need Uh information about other elements as Well then Uh do comment and let me know and i will Create the video for them as well Right so uh let's go on and uh discuss The emails So emails are the lifeline of vertex Like i said the contacts the Segments campaigns emails forms these Are the lifeline of motek So um as you can see again the same same Type of view So this is a common template now we Understand that and we have the action To create a new email or if you want to Check out if Uh what happened to uh Existing emails so when you click on Them uh you get a detailed view And uh this uh this shows you what what Is going on with these emails how many Were sent When you were read when you failed Clicked seven subscribe bounce this is All Uh all about it right and also

When you send out email each of the link That you place in email generates a Unique tracking id this is how motek Uh does the tracking right it will Generate the unique tracking id and Whenever someone clicks on this Uh this uh link unique link that what it Generates Uh they will be redirected to that Particular page and uh it will be Tracked by mortex so when you click on The uh This this thing here uh the number It will show you uh here it will show You the context which Took this action or who clicked on this Uh Link in the email right i'll go back and Yeah so let's go on and create an email So again with the email you get two type Of email one is segment email and one is Template email template Emails are those which you use in the Campaign So if you create a segment email that Will not be displayed when you are Trying to send an email using a campaign But template emails will be displayed in The campaign so this is the difference Between two right Other than this uh they are almost the Same when you go for the segment email What you Will get is you can choose a segment

Here and You can choose when you want to publish This and uh you know you can choose On which date you want to publish it so For example if i i created this email Today but i want to send it out To this segment tomorrow so i will Choose The date here right so date and time you Can set and then you can Do publish and when this email is Published uh all the contacts in this Test segment will Receive this email um so now let's talk About the email builder And uh before that i will go for the Advanced tab so in the advanced tab you Can choose If you want to set some custom headers If you want to use owner as the mailer So If it goes and checks if the Let's say you have five users on martech Who have their different uh Contacts assigned to them and uh So whenever you are sending an email so You can choose if owner As mailer so what will happen is uh Whoever owns that contact his email will Be used for this purpose you know To send to a from address and Reply to address or you can choose to Add different addresses here As well and if you want to add some

Attachment from assets you can Uh choose it from here and whenever you Create an email you can just click on Auto generate and it will create a plain Text version Of your email as well uh this is Particularly Uh good if uh you know if you want to Keep it simple And send plain text version um Yeah so this is about the advanced tab Again this is the subject that you Uh get in your inbox this is internal Name to identify the email in the list Of Emails when when you go to the market List view Again other things like which is the Language if you have a translation And subscribe and subscribe if there is Feedback form You want to place when when the contact Is unsubscribing From this email if you want to choose Preference center page Utm tags so these are all the Informations Let's say these are meta information About this email uh which helps to Configure it And then again there are different Themes option You have code mode as well and you can Choose from this

Predefined templates or you can create Your own as well so let's say i Go with the let's go to the oxygen Then i will give it a name Uh testing Name okay then i will go to builder and You see You already get this template uh Elements now what you have to do is you Just have to click on something You get the editor here you can Customize right you can give it padding Like 25 pixel top 25 pixel bottom You can click on the button you can Customize the link on the button again When you place some link here this will Be convert Converted with a unique track tracking Id And whenever someone clicks you can Choose You will get a tracking information About them right you can choose the Color of the button Whatever you go with you can choose the Text color Then choose where to place the button Right what is the size of the button So these are the kind of options that You get I know the color is not changing There must be some bug in this version Of market Let me try to place new button just to

Demonstrate this Right so let us try with this so Yeah now you see this is changing so What might have happened with this Button is that uh It's hardcoded when in the back end of The Template in the code of the template so That's why it might be Not being overwritten when you are using These options here Right so these are all the customizable Customizable options and When you click on image you get all the These options for the image You can add a link or you can unlink you Can edit link You know open link how you can change The size of the image Usually i go for 100 To cover the whole area of this element But you can choose to Uh have you know different uh different Size so for example let's say Let's take two 150 pixels so it's like a Temp Thumbnail you can remove this image you Can align this left right center and you Can replace this image So how you can replace this image you Can choose this option to upload from Your computer Now you can just drag and drop image Here it will be uploaded

And you can use the url from where this Image is coming or you can Choose the vortex video manager to Upload image and then you can just Select right click on this I think there is still some bug here Okay double click is working otherwise There is one more option that comes For example in here so whenever you uh Click on the image then you get some More You see the image here in detail and it Asks you to select it So this uh i think uh not working in This version So i will have to check what happen uh Anyways So this is how you change the image uh There are again the same uh Options available one column two column Three columns however you want to And then we have dynamic content so Let's say dynamic content Here and as you can see So here again what you can do is add a Variant You can add as many variables as you Want so by default what you place here Let's say Hello sir sir or madame Right so this is by default what you are Sending but if you want to check What is the salutation of this person so Let's say

Uh Let's see Let's say title is mr Right so uh instead of sending hello sir You can Write hello mr And then Like this okay for adding token you can Choose from here as well So you are getting all this information That's your first name So as you can see the same thing okay So what will happen is uh when when you Are sending this email to some contact Uh what will happen if we have this Field available This field title and it is equal to mr Then the variant First will be used if it is not existing If any of the other variant is matching With this condition those Uh those variants will be used if not Then the default will be Used so default will be uh global to All of it right in the text section as Well here You can choose to add multiple things Like these are This is asset so you place assets then You will get the asset download link in The email Right and there are other options as Well Like the page link you can add the page

Link here Or contact field address sorry um Yeah okay so this is the this will Create a page link in the email Then you have uh option to add other Elements All the company things are there all the Contact uh fields are there So you can choose all of this and you Can also choose the dynamic content So when you go for the dynamic content Uh you know This uh the thing that we created in the Dynamic context section will appear at This placeholder and this will be work Based on the Condition that we set in the dynamic Content section Right so this is how you create email Again you can click on apply this will Give you a preview url So you can see how it will look in the Browser but My recommendation is always uh send the Test email because How the email uh is displayed in your Browser can be different from How it displayed in your email Client so if you are using gmail or You're using outlook It could be a bit different how this Email client is integrating The html of this email right so uh if You're using thunderbird

In linux or firefox or sorry in windows Or you're using outlook client was using Some other clients so It may vary from uh client to client so It's always best to uh just create this Email let's say and then send example You can send a Ad multiple recipients and you can send Example email to them And uh this will show you how it looks In the email Uh in their email client right so Yeah so if you send example It will be sent and then you have option To add this You have option to directly send this Because this was a segment type of email Right So segment type of email so you can Already Start sending it out so because this uh This is right now uh published for a Certain date So that's why it's coming pending on That particular date and time it will be Published and It will be sent right and then again uh Like landing pages you have option to Add a b test here as well So when you add a b test you can create Another version of the same email And it will be randomly sent mostly 50 And you can see which is giving you a Better response

And in future you can decide to use that One for now i will delete this because i Don't want to send this Email to anyone so this is how the email Works right So next i will go to the points uh as Again as i said i will skip this part Because these are not Commonly used with martic if you uh want To use them if you want to understand Them You can look up the martic documentation And if you want me to create a video About them In detail uh do let me know in the Comments And i will create the video for you okay So let's move on to next thing Points so points You want to assign points to your Contacts when they take certain action For example if you are sending Them email and they click on some email To when you send an email and Then you have campaign action that says If you want to Uh assign them points on opening the Email So you know that they open the email What i do usually is i use the point in Uh binary uh terms like 2 1 2 4 6 1 2 4 8 16 32 and so on Because uh the some of them is Always unique and i know what action uh

Was taken So i use i prefer to use uh them And uh so in the point right now What you can do is you have certain Actions and based on those actions you Can assign Or you know add or subtract the point From the contacts account So for example i was giving you an Example of a campaign let's say i have a Campaign and I'm sending email and i want to see how Many people open the email and if they Open the email i want to reward them One point then if they click the link i Want to Give them two points then if they submit The form on the landing page I want to assign them four points and Based on this this is uh Basically a process of read nurturing And By the number of points you can decide Now this is the time i want to Go on and change the stage of this lead To a different one So you can let's say after crossing 16 Points you want to add them to A very interesting lead or the lead Which is interested to Buy or they can convert because they are Interested and they are taking so many Actions With your campaign so it is possible

That they are Interested so you can go on and change Their stage to next level and then Go on to contact in uh uh direct way Right so uh let's say i will Give the points here may open Right and all the actions that there are You can choose from here right most of The time you will be using campaign for This But it is important to describe this Because there are two ways to assign the Points And actually there are multiple ways to Assign the points and I will discuss them later But uh now you should understand how the Point Action works so uh when When do you want to assign the point to This contact when they download asset Or an email is sent or the email is open Or the submitted form Or the landing page first visit or the Specific url So i want to add a point for opening Email so i will choose this option And then you can limit this to uh any Particular email or you want to just Assign them whenever they open an email So this is uh this field right so I want to let's say leave it blank so it Will apply to all the emails An email that is that you are sending if

They are opening uh they will get some Point Or if you want to select this one so They will uh Get a point when they open this Particular email only right So again the same thing you want this to Happen every time they open The email yes so this will happen happen Every time And then save and close your point Action is now There so uh then we have Triggers so what is the difference Between action and trigger Right so action is uh when the contact Is taking some action And then you are reporting the contact Base point Uh and triggers are something that When a contact acquires a certain number Of points you want to trigger some Action So these are kind of uh opposite Opposite but related so let's say i want To Um Add an event so what could be that so Let's say if uh If a contact acquires 16 points i want To change the contacts Campaign and move them to the next level Right so add contact to Let's say i'm putting them in recurring

Email campaign okay I add the event and when do i want to do This when the contact acquires 16 points So change stage Uh change campaign When 16 points okay so this is the Trigger that is going to be This this uh event will happen when the Contact acquires 16 Points so based on number of points a Trigger will Happen so uh this option is actually Important because Uh what this is telling you is if you Want to trigger for existing Applicable contacts only or do you want To use this for New contacts no from here onwards right Or which new contacts which newly Acquire 16 point after this trigger is published So if you choose yes So what it will be it will do is let's Say if you have hundred contacts in Motek and Uh 70 of them already have 16 number of Points so This will apply to all those 70 contacts Right and if you put it no then this Will apply to those 30 contacts which Later on will acquire 16 points or more So this is how this option works right So You can just publish this save and close

And this will Be live but i don't want this so i will For now Delete it i don't want this as well Because i'm managing this from my email Campaign Okay so next point stages So what you can do is you can create Stage of this Contact right so these are wait wait is Like uh How important this stage is right so Let's say I will say new lead so weight is zero This is a newly acquired lead and i Create this stage Then you can add new one when i say Contacted so now this seat is contacted And I assign the weight one so i created two Stages right So similarly now what i can do is i can Create another one So this lead is taking interest in our Campaigns And so make two So this this is the way you can you know Create different stages And then you can assign the stage to a Contact when they acquire certain number Of points So this is how you can identify the the Level Of this context interest in your

Campaign Or in your product so this is how it Works This is stages are actually very simple Very simple you are just Uh segmenting or categorizing your Lead based on their interest in your Campaign So this is what stages are then we have Reports uh By default martic gives you some reports Like uh How many pages were visited uh what are The campaigns some Submitted uh forms leads and points Downloaded of assets and all emails So let me just give you an example using It and using an Existing uh report that is created by Project So this is uh published pages widget Report So it will give you some parameters like When the User wasted it which url was hit uh What was the title of this page uh from Where did it it came What is the ip address from which city Was hit If your ip can resolve into cities then This information will be available And how much time they stayed on the Page or You know when when was the timeline of

This visit and Like there are so many parameters and These are all customizable Yes you can go to edit and you have Multiple parameters Like this is the basic information then You have data This is all all the things these are all The columns that you can have And these are columns that you select You can uh move them left and right Right so as you can see uh on the first Uh section Um we had date hit url page here wrapper Ip Address hit city and hit country so you Can choose if you want to display them On report or not And what will be the column and if you Want to order the result in that column Right you can filter when and how this Happened Uh you can group these results by some Information you can add some calculated Columns as well so i will be doing a Detailed video on reports because this Is a huge topic And so many people don't understand how The reports work in whatever but this is Actually very Fast and very complicated but Important if you are looking for Something specific uh You know like uh you work with google

Analytics so reports can give you Something Uh something similar kind of experience So this is uh how report works i will be Creating a detailed Video about this as well in future so Don't forget to subscribe and press that Bell icon Okay so moving on uh i've Already talked about all the items that We have here except for campaigns so Let's now discuss the Campaign this is the most important Thing and uh So i will just show you one recurring Email campaign i have already created a Video on Uh how you you can create recurring Email in martic So to check it out i will give the link In description And uh Yeah so then you can see the details Of uh this uh campaign that you created When was categorized uh when was was it Created The category of it what is the id it was Published down or up and Uh so many information then all the Events or the all the notes that you Have in contact they Uh when whenever an action is taken this Is plotted in this graph Right so as you can see the contacts

Were added and When emails were sent then Whenever the addressing happens then for Example if i Disconnect this this action uh happened And This so this will display only so this Is very good if you want to check out Some Particular statistics you can choose the Date range from here And see the results for that particular Date range uh the preview is Uh this is this is uh uh your campaign Preview from What you create in campaign builder uh So this is as you can see this is a Segment based campaign Uh i'm just sending an email and then I'm adding Or removing contact to from from this Segment So what i'm doing here is i'm Rescheduling the same contact again and Again For sending email uh regularly Right so next one uh actions so All the actions that are being taken are Displayed here And this is the contact so if if you Have some condition in your Uh event then along with actions you Will get another tab Called conditions and uh it will show

You the statistics Statistics of the conditions uh in in This Campaign as well right so let's jump Into the campaign builder and Check it out how it works so instead of Creating new because there is no Separate type of campaign i'm Using the existing one to display you How it works So uh you might notice one more thing That if when you Place an uh weight here like uh if you Don't want to happen this immediately So this will be displayed in the builder But it will not display be displayed in The preview Right so as i said there are two type of Options that you get one is choosing a Segment you can actually choose multiple Segments if you have And you can also add in folder to choose For the campaign so if you have a Campaign form you can choose These as well and you can completely Take different actions uh as well Right so uh for contact form submission You can take different actions And for test segment you can create Different actions so There are two ways to initiate or Trigger your campaign Once the campaign is triggered Everything else can be same

So you will you usually get three type Of options What is one is decision one is action And one is condition So decision is uh totally based on how The contact is taking any action Right so uh you take uh you took some Action You send an email and now contact has to Act on it So what action did contact uh took like If you open the email or did not If you clicked on the link or did not Right so based on that Based on uh contacts action You choose the decision right so as you Can see If the form was submitted or dynamic Content uh content was Requested device was visited and if you Go uh from the email and uh Decision you will see more options like Clicks on the email Download i said open email and so on so When you choose the Uh decision you for example this one Let's say Like i will add here and you can add By the way you can add multiple nodes on The same uh same Node action node so when the decision is Taken Based on if contact click the email you Can choose what action to take for

Example if you want to change Let's say at this point so if this Contact clicked on email I want to uh give them Two points so i want to give two points Add and if the email is not clicked So what you can do is you can take some Condition Or you can take action so let's say i Will add This coin uh points and i will add delay Here So let's say if the contact does not Open Right so if the Contact does not click on the link on The email Within two days then the point will be Deducted Okay so similarly this is this is the Decision and uh this is what is using The Contact took and then we have condition So if contact took an action And you want to check what kind of Action was it so if I want to see if the contact field value Is matching something So let's say if the city is equals to New york then i want to take Some certain action so contact Email was sent right after that Let's say contact did some action and uh Now i want to check if contact is from

New york i want to take another action Let's say uh jump to an event Right and if not then uh you can choose Some other action or condition or Decision so this is how uh the The campaign builder works in martech And you can create as many complicated Campaigns as you want Right so when you you will just apply And close and Then you will get this in In your campaign campaign it helps you You will see the changes here And you will see your actions condition Decisions all of them here And all the contacts which are being Enrolled uh you will find here and when You click on the Contact you will go to the detail page So as you can see this one I'm using for test and it has a huge Huge history Right so all the events that are being Taken place Are locked in the campaign history then We have notes as well You can add a note for this uh this this Contact you can choose uh what are the Social profile associated if there are Integrations like Uh there are multiple options to Integrate uh martic with Zoho with hopspot with pipedrive and so On

And then we have audit lock options so Uh when the contact was updated or Created or identified these are the kind Of things In for this particular contact right so These are the overview of the Uh left menu and now um i will So uh this one is going to be very quick Because uh You know otherwise the video will get Very long and setting menu itself Needs a separate video itself uh to Discuss in detail so I will quickly give you an overview of The setting menu as well and then You can see so first of all we have uh Themes So these are all the themes that Motivate you by default if you are Creating any custom themes Uh you can just browse the zip file from Here and go Proceed towards installation and the Features Uh tells you all the features that theme Is providing for example oxygen Uh i use oxygen a lot so uh i will go With the oxygen so So this is a legacy theme and Uh it provides supports for page email And form all three type of Uh things uh for example this one this One was only uh Provided with helping out with email so

This is not available for page or Form right so this is for email only so This one is all only for page and this Is not for email or form So this is the kind of features that you Have uh your team have available So there are three type of them pages Emails and forms so you can Create a theme which is available which Can Be applied on landing page which can be Applied on email and which can be Applied a form So if the feature is uh available for All three of them or any one of them or Two of them That will be listed here so you can know From this Right so this is the theme part and uh Whenever When theme is installed based on the Available features It will be available in on the form In channel in landing page we have Already Seen that so if you want to check it out You can just go back and Check it out again right so next one is Api credentials so um Yeah so this was a demonstration api key And uh I i created so basically when you want To integrate your motif with some External application

Uh to create a marketplace app uh You can create a credentials here so What fun and what two options are Available uh port 2 is more secure so You should use it Uh you just give the name of the Application like i gave the Demonstration and then redirect uri you Place the Redirect uri here and then you save and Close and Your information will be generated like Uh like this This is your public key and secret key That was generated for or to demo So i will just uh i'm not going to use Them so I will simply delete them Right and also i have created another Video uh Not video i'm sorry i have created a Blog post describing everything there is To know about the motek Authentication api authentication and i Have Given the example and the videos are Also part of that uh Tutorial so do check it out i will put The link in description So you can check it out right so uh Next thing categories you can create Multiple categories uh however you want To use them And these can be different type of

Categories like form campaign form email Uh and if you are uh not if you are not Getting Creating category from here you can Basically create them from Whichever uh whichever part of matic You're working with Whichever element you are working with For example when you are creating a Contact it can give you option to Create category from there as well when You are creating email It will give you option to create Category from there as well otherwise You can choose To create categories from here as well So it's totally Up to you i find it more helpful to Create it from The email section or the campaign Section whenever i'm creating because Then i have in mind what type of action I'm taking and Based on that uh i create a category so This is just uh To create categories okay Configuration this is the vast one and Uh it has almost All the things martic has uh you can Come configure it from here So under system setting you will find The url of the uh Site what is the cache directory uh what Is the log directory you can change

Uh these things from here and then you Have default uh Things like what is the default time Zone that you want And uh what is the time after for the Cash data so every 10 minutes it will Refresh the cash And um further option like uh course Setting If you set it to know and then you will Have to put the domain name here so that Uh Your forms will be only accessible there The page views will be only accessible From there Um other options i have uh Not really used all of these but i am um Doing research on them and uh In future i will uh get out of the video For each Of these type of things right so This was system setting then we have Team setting you can choose which one is The default theme for uh Everything and that you're creating and Then you can choose api setting if you Set the api enabled no Then uh you will not have this api Credential section you cannot Use it so you have to set the api Credential here and if you disable the Basic http basic then uh you can only uh Use the matic api using oauth or only Right so then we have asset settings so

You are setting uh What could be the maximum file size so If you want to see When i created the asset uh you would Notice that it is It was only saying uh up to 6 mb file is Allowed so this is Uh managed from here if i increase it Here and it should be by the way Supported in your php Configuration as well and these are all The extensions that are supported by Martic by default you can choose to Uh you know remove or add more more of Them So this is it for the campaign setting If some event fails so how much uh How long martic will wait to retry that Event so this is the setting from here So every one hour it will retry the same Event Okay email settings uh so this is all About your email Configuration so basically everything That is related to Uh your email configuration is here the First one is how you want to send email Your smtp server configuration Will be the default email sender and This one again i show you this uh in I showed you to this in um email section So mailer is owner but i have set this To know because i Otherwise i'd get a problem with ses and

Email is not sent so I don't want mailer this owner i want All the emails from My martic to send by this particular Email Right so uh by the way if you want to Send email to this One it will not be received because this Is only i'm using for test purposes Then if you have an email where the Inbox is available That means you receive or receive emails On Them as well so you have to configure The inbox Settings here and then you will have the Option to use the response event Of marty campaign so whenever someone Responds to that email martic will be Able to track it and Put it in the history of romatic right Then You can manage the bounces unsubscribe Requests contact replies and so on These are some things you don't want to Mess with Unless you have advanced knowledge of it And then messaging setting this is the Default webview text and Signature of the email but you want to Customize them And yeah then we have unsubscribe Settings So this is the default uh structure of

The unsubscribe Message and stuff and but you can again Configure them from here so then we have Show contact preference setting if you Have a preference page then you can Enable this here Frequency settings so basically what What options you are Providing on the preference page of Yours so You can choose from here what options do You want Context to have on your preference page So once you have it Then you can enable it from here and Then you can create your preference page So next one comes the form settings So basically you can block some domains Which are Maybe spamming uh using the code from Your Form and trying to spam you can block Those domains here Um contact settings what are the Available things that you have in your Contact view basically so these are all The available columns and these are the Columns which are displayed right So uh this is particularly This section so these are the columns Which are displayed here Right so um yeah landing page settings If you want to place google analytics Script or some other script here

Uh you can place it here and enable this So category in the page Url um i i prefer to Use no because i don't want to use page Category if if you are not Assigning a category then it will just Display and uncategorize So that is not something good uh not a Good practice as well From seo perspective so well I don't use it uh tracking settings uh This Is the tracking picture that motif Provides you have to place it uh On whatever line if you are using Multi-landing page of course it will be Placed by default if not Then you can for example like i said i Use wordpress so i will just copy this And place in my wordpress landing page And uh it will be Able to track from request from there Right so these are some other Configuration if you don't want to track Exact ip address if you want to Identify uh by tracking url uh if you Want to add facebook pixel id google Analytics id and so on You can uh use them here but uh i'm not Using harmonic for Such advanced things because for my Landing pages I also use the google analytics and Google tag manager

So most of the things i do from there So i'm only using Tracking pixel or tracking script of Motif on most Of my utilities right report settings You can choose what kind of Uh export uh you want to Do with the reports so this is basically Related to this Last report menus always code data in Csv Export so it will be uh like if You enable this then uh your data will Be placed in double quotes so that's Just something uh doesn't matter to me And i have personally i have never used This option in my three years Three four years working with martech Right so text message settings User authentication settings web hook Settings and social trading I'm not going to cover text message Setting because i did not cover the Uh marketing message channel right so Let's jump to user authentication Settings um So this uh this allows you to configure The single sign on settings Uh if you are using some something like That Um then we have web hook settings so uh What kind of uh action you want to take Uh when there are web hooks uh you know Web pockets

So if you want to process immediately or Do you want to process only uh Using the command line so i choose to Have the web hook executed immediately Whenever you create the webhooks And uh in chronological order of events So i Left them to default i do not touch These things Uh i'm just giving you an overview of uh That this is there this is available but I don't think you will uh going You will need it social settings um Yeah so in social settings it is uh Letting you know what what kind of uh Which is your main Handle that you want to use so you can Use skype linkedin or whatever you want So this will be used as your main uh Handle of Social media whenever you are going to Use it right So this is basically it this is about The configuration overview then i will Go to system info Uh this will show you which version of Php you are using Uh if you have proper uh directory Permissions or not Or if you have the error locks here so Whatever errors are happening You can check it out from uh log section So you don't have to Log into your server using ssh to check

The logs You can check it from here but for more Advanced options you will have to Obviously log into server as well so um So yeah in User channel um you will see the list of All users that you have or you can Create the new users right So just fill in the details and Sub save and it will create a new user Um next one roles You can create roles from here like uh Right now i have only administrative Role because i have single user this is Created by default and then you can Create another rule like Login only or view only So this will only be able to do things In motif but not i'm able to change this And i can assign whatever permissions i Want to run them right So let's say i want to assign you only This one you you And so on you can like assign multiple Permissions all of the Available permissions are given and you Can choose all of them or you can choose Few of them so based on uh What kind of access you want to give to Your user you can choose this Information here Create the role and then you can use This role when you are creating a new User so like here

If you create user right now as you will See only administrator is there But uh when you create new roles as well Those roles will be listed here and You can assign them to the users uh Next option yes so we have webhooks You can create webhooks and what Webhooks are Basically these are urls that you place Uh from Some other application you want to send Data to some other application What you can do is uh you can copy the Url from your other application You can give the name and then you can Describe it here then you can choose the Url here and you can select which event In motek Will trigger this url so for example if I choose Company created updated event so Whenever a company is created Uh let's say i will place here https Column Example from Some webhook Url right so let me give it a name No and what will happen is whenever a New company is created Or some company is updated martic will Send That company information to this url Okay so let me show you Quickly so i'm using this

Web book.site what this does is it gives You a unique url And i will use this i will go back here Let me just place it here demo and What i will do is company created Updated let me just save it right I've saved this this is the webhook url And i'll go back to edit and send Desktop data So you can see this first test data was Sent To this url right at this time so Uh when now if i go to some company and Try to create one Okay so now yeah so now as you can see The company was created and Webhook send this company's data to the Particular url that we configure So this is how web book works so this Works uh not only for company but you Have other events like company deleted Contact Uh based events you have email based Events pages and Uh so much so much right so you can Create webhooks and uh you can send Monetic data to Uh some other application using people So that's webhook and finally we come to Custom field as it gives you A flexibility to add your own Feel so you are not limited to what Martin is providing you right You can create your own field you can

Customize the fields and choose What what are the options you are giving So this will help you to create very Complicated Forms as well so that's why the custom Fields right So let me show you how you do it just Give a name here Let's say i get a calculated result for Something You can choose the alias and if you Leave it blank System will already created using the All small case letters and underscore in Between you can choose which type of Object this is contact or company i Go for contact and then you can choose Which is the data type select Region phone number country if you Choose country it will By default it will give you a list of Country whenever you use this field Right So this is uh pretty thorough and You can choose default value which group You want to place in Like when you when you go to detail page Of the contact you will see these uh Options different options so you can Choose Um this is published or not required or Not Available on short forms visible on Forms available for segment

Uh publicly updatable so these are all The options that you can configure so Publicly publicly applicable means that You can Update it from your tracking script if You configure from there or If you want to uh configure using some Uh some url Uh if if this is unique then on the Field value cannot be repeated and If the value is repeated system will Show an error Uh if this is available for segments or Not uh so If you choose yes then you will be able To filter segment based on this Uh which will on forms if you want to Use this field on forms or if you just Want to use it for internal purposes You can configure it from here visible On short forms so Uh as you can see uh when we were Creating the contact Uh you we had two options one was quick Add and one was uh detailed So if you choose yes then it will be Visible on quick add as like You can see in the help menu it shows so I don't want this one quick for A quick quick add form and if this field Should be required or not I will keep it off and what is the order When when It is just display order inside the list

Of the List of the custom fields so you can see The custom fields here and uh as you can See For example this one email is unique so It's a unique identifier Company email is unique so this is also In unique identifier Right so whatever option you are taking So this field is required company name So you will see The star here you know and all the System generated things you will see the Lock uh icon in front of them Most of the time right so uh this is uh Custom fields Uh let me know in comments if you want Uh detailed video about custom field if You have any questions On whatever i have gone through in this Video until now And finally we come to plugins yes so Uh initially when you install motif it Will not be displayed here you will just Have to click install Update plugin and all the plugins that Are available Uh they will be displayed here right so If you want to Uh show all plugins or you want to Choose some uh Simple one you can choose from the drop Down i will just click it Close it and uh all the plugins are

Available so basically plugin allows Your motif to extend it features and uh For example these these are all the Plugin that's what it provide by default And It allows you to uh configure your Martic you can contact Connect it with pipedrive and uh you can Connect it to Twitter twilio sugarcrm hubspot soho And uh you can also create custom Applications for example this one this Is just a custom application That uh that does something you know i Was trying it out As a demo so i took it from vertex Official repository And uh yeah so multi Plugins are basically a way to extend The features Of your montage you can create custom Campaign actions You can uh do some things like applying Filter on the emails You can do some custom records reporting You can um create your custom web hooks You can uh do uh pretty much you know You can create your additional menus Here as well So there is a lot that you can do with The motif custom plugin So um yeah if you're looking for a Plugin if you need help you can Definitely contact me

And uh yeah guys so this is it for this Video And how do you think i did Um this was the first long video i am Doing on this Channel so let me know how it was If you have any questions or carry your Queries do let me know in the comments And uh yeah have a good day have a good Time bye You