Companies are a way to group contacts based on the company(ies) the contact works or has worked for.
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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