Email & Lead Funnel Automation Guide
Build automated email sequences, segment audiences, and send bulk marketing campaigns using the Mautic automation engine — integrated directly into your BrandedClaws dashboard.
What is Mautic?
Mautic is the open-source marketing automation engine that powers the BrandedClaws Automation module. It handles:
- Email drip sequences and automated campaigns
- Contact segmentation by behaviour, tag, or custom field
- Lead scoring and pipeline tracking
- Form builders and landing page tracking
- Social media integrations and webhook triggers
Your BrandedClaws subscription includes a fully hosted Mautic instance at crm.brandedclaws.com — accessible directly from your dashboard via Brandedclaws Automation in the sidebar.
Bulk Email Provider Setup (Superadmin)
Why a third-party bulk email provider?
The platform's private SMTP server is used for transactional emails (login links, contact form replies) only. Bulk marketing emails (campaigns, drip sequences) must use a dedicated third-party provider to protect your sender reputation, ensure deliverability, and comply with anti-spam regulations.
Supported Bulk Email Providers
Best for high volume. Requires AWS account and domain verification.
Easy setup, strong deliverability, detailed analytics.
Excellent API support, log viewer, suppression lists.
Good for smaller tenants. Includes SMS campaigns.
Use your own bulk SMTP server. Full control over configuration.
Configuring a Bulk Email Provider
- Go to Admin Center → Mautic Bulk Email Setup
- Select your provider (Amazon SES, SendGrid, Mailgun, Brevo, or Custom SMTP)
- Enter the required credentials:
- SMTP Host (e.g., smtp.sendgrid.net)
- SMTP Port (typically 587 for TLS)
- SMTP Username (often "apikey" for SendGrid)
- SMTP Password / API Key
- From Email (must match your verified domain)
- From Name
- Click Send Test Email to verify the connection
- Save the configuration — it will be applied to Mautic's outbound mailer
Domain verification required: All bulk email providers require you to verify your sending domain via SPF, DKIM, and DMARC DNS records before emails will be delivered. Without these, your campaigns will land in spam or be rejected.
Building Email Campaigns (Tenants)
Step 1 — Create Segments (Contact Lists)
- Go to Brandedclaws Automation → Segments
- Click New Segment and name it (e.g., "New Leads — July 2025")
- Set filter conditions (by tag, country, lead score, date, custom field)
- Save — Mautic will dynamically add matching contacts
Step 2 — Create an Email
- Go to Channels → Emails (or Brandedclaws Automation → Channels)
- Click New → choose Segment Email (broadcast) or Template Email (drip)
- Use the drag-and-drop builder or raw HTML editor to design your email
- Add personalisation tokens:
{contact.firstname},{contact.company}, etc. - Set Subject Line, Preheader, and Reply-To address
- Save the email
Step 3 — Launch a Campaign or Drip Sequence
- Go to Brandedclaws Automation → Campaigns
- Click New Campaign and choose Segment-based or Form-based
- In the campaign builder, drag in your email steps, delays (e.g., "Wait 3 days"), and conditions
- Connect your segment as the campaign source
- Set campaign start date and schedule
- Click Publish to activate
Monitoring Campaign Performance
Navigate to Brandedclaws Automation → Campaigns → [Your Campaign] to view:
- Sent — total emails dispatched
- Opened — unique open rate (requires image tracking pixel)
- Clicked — unique click-through rate
- Unsubscribed — opt-out rate (automatically managed)
- Bounced — hard and soft bounces (automatically suppressed)
You can also view performance from Admin Center → User Analytics for platform-wide email volume tracking.