Companies are a way to group contacts based on the company(ies) the contact is assigned to.
Introduced in 3.1.0, each company has a detail page where you can see what Mautic knows about them.
The Engagements line chart display how active the contacts of the company were in the past 6 months. Engagement is any action the contacts made. E.g. page hit, form submission, email open and so on. The chart displays also the sum of points the contacts received.
Above the informations of the company (name, address, and all you custom company fields) and the chart, you can find a table with the list of the assigned contacts displaying the date of their last activity. A good way to have a view of the recent activity of the contacts you know in this company!
Note also that since 3.1 it is possible to add the column 'date added to company' to reports.
The Company name field is marked as a unique identifier by default. You can choose any other company field as unique identifier in custom fields.
In Configuration > Company Settings you can choose the operator to be used when merging companies with multiple identifiers - 'AND' or 'OR'.
These settings allow Mautic to find and merge duplicate companies during the import, using the integrations framework and in other parts of Mautic.
When editing a company, you can merge this company into another existing company by using the Merge button.
Search for the company you wish to merge into and the fields from the current company that are not populated in the selected company will be copied to the selected company. Contacts that are not in the selected company will also be transferred.
After the current company has been merged into the selected company, you will be redirected to the selected company and the old company will be deleted from the database.
With Mautic's installation a set of custom fields is provided for companies, but you can customize these fields to your needs.
You can create a segment based on a company record, simply select any company field to filter with and the matching criteria for it, and contacts that match any company filtered will be added to the segment.
Companies are identified strictly through a matching criteria based on Company Name, City, Country (and/or State). If city of country are not delivered as identifying fields to identify a contact, a company will not be matched or created.
A contact can be added to a new company based on a campaign action
To create or manage companies, go to the companies menu identified by the building icon. In this area you can create, edit or delete companies.
There are different ways to assign a company to a contact, all explained next:
You can assign a contact to companies in the contact's profile page when creating or editing an existing one. The latest company assigned will be treated as the primary company for the contact.
You can batch assign companies to selected contacts in the contact's list view.
You can assign a company to identified contacts through a campaign by selecting the 'Assign contact to company' action.
If a contact is identified through a form a company can also be identified/created if:
A companies score can be changed through a campaign action or a form action. When one of these actions is selected, first a contact must be identified, and the companies assigned to that contact will have their score changed.
As of Mautic 2.3.0, it is now possible to set primary company through the Contact details page.
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