Information for: DEVELOPERS   PARTNERS

Mailer is owner

Personalization is one of the key reasons subscribers chose Mautic. The Mailer is owner feature is one way subscribers can make emails feel like one to one messages rather than automated responses.

Creating owners

To use Mailer is owner, create user roles for the team members who can own contacts in your Mautic instance. You may decide not to share login information with those users. It’s also common to limit permissions.

The signature field on a user page isn’t required. It can be useful if you’d like to a signature for each owner with the {signature} token.

Assigning owners

Once you’ve added users, assign them as owners for your contacts. Often, sales territories define relationship owners, but you can use any criteria fitting your organization. There are several ways to update contact owners:

  • CSV import: Map a column in your .csv file to the Owner by username field in Mautic. The column in your .csv must use the username for the user.
  • Manual: At the bottom of a contact record, select the user from the Owner field.
  • Campaign: Use the campaign action for Update contact owner* and select the user from the Owner field. Either:
    • Create segments for each possible owner with filters on the segments to decide who the owner should be (region, company size, annual revenue, etc.).
    • Use a segment with all contacts and conditions within the campaign.
  • Integration or plugin: Mautic’s API can update contact records, including owners. The CRM plugins have options to update contact owner based on the owner in the CRM.

Using Mailer is owner

Mailer is owner can be used in two ways.

  • The global configuration option

    Mailer is Owner

    1. Select Settings > Configuration > Email Settings.
    2. Enter a name in Name to send email as.
    3. Enter an email address in E-mail address to send mail from.
    4. For Mailer is owner, select Yes.

    This option overrides any other from information and always use the owner’s name and email address as the from name and address. If a contact doesn’t have an assigned owner, Mautic will use the from name and address on the email’s Advanced tab. If the from name and address fields on the email are empty, Mautic uses the defaults in the Configuration section.

  • The Advanced tab on the email builder

    Mailer is Owner - Email

    Using the email builder is a much more flexible way to use the Mailer is Owner feature. Any single email you build can display as if it comes from a contact’s owner. It’s possible to build emails into a campaign which has other emails coming from set addresses. This way, users don’t need to worry about turning the global configuration on and off.

    A notice displays if the email setting and the global configuration setting are different. The setting on the email overrides the global setting.