How to implement email automation/sequence

The process I want to implement is an email marketing process. A lead opts in via webform, gets an immediate mail welcoming him and provides download link to lead magnet, after that the sequence starts and sends follow-up emails with different content and with predefined delays.

Process more structured

  1. capture email, name and opt in via webform (with lead magnet e.g. whitepaper)
  2. send welcome mail with link to lead magnet
  3. send follow-up mails with predefined content and predefined delay until sequence is finished or lead is opted out

Any document or thoughts on this are highly appreciated. Not sure how I can use Campaign, Email Campaign and Newsletter to achieve this.

other keywords:
email nurturing, drip campaign, email marketing

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I ran into the same issue a while back and what really helped was warming up the sending domain before launching the email sequence.

I used an email warmup tool to slowly build up trust with email providers, which reduced how many emails landed in spam.

Once deliverability got better, I plugged the sequence into Frappe using Email Campaign and a few custom scripts.

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Muatic might be a good choice. Not Frappe/ERPNext based, but might integrate and fit well.

Short answer: yes—Mautic and Frappe/ERPNext integrate well, but there’s no up-to-date “official” plug-and-play app. You’ll typically do it via APIs + webhooks or an orchestration layer like n8n.

What “native” options exist?

A historical app from Dokos mapped Mautic ⇄ ERPNext objects (Contacts, Companies, Segments) and OAuth2 auth. It’s archived and targeted Frappe/ERPNext v10–11, so expect breakage on modern stacks (v14–v16). Good for design references, not drop-in use.

Community threads confirm the old app no longer works on recent versions and that people now integrate via webhooks/APIs or iPaaS (n8n).

Two viable integration patterns

A) Direct (no n8n) — Webhooks + REST on both sides

From Mautic → ERPNext: Use Mautic Webhooks (contact created/updated, email events, page hits, form submits) to POST into ERPNext endpoints (custom whitelisted server method or API) to create/update Lead/Contact/Communication and log activities.

From ERPNext → Mautic: Use ERPNext Webhooks on DocTypes (Lead/Contact/Customer/Opportunity) or call Mautic’s REST to upsert contacts, add to segments, push events/notes.

Docs you’ll rely on

Mautic Webhooks (events + payload shape).

Frappe/ERPNext REST & webhook guides for creating/updating docs via API safely (not direct DB).

When to pick this: small scope, you control both servers, you’ll code the mapping and retries.

B) With n8n (recommended for most teams)

n8n ships first-class nodes for Mautic and ERPNext; build bi-directional flows, handle auth, mapping, branching, deduping, retries, and audit logs in a visual way.

Typical pattern: Webhook (trigger) → Transform/Match → ERPNext (create/update) and vice-versa.

  1. Unified Lead Lifecycle (website → nurture → CRM)

Mautic forms/campaigns capture and score; qualified leads are auto-created in ERPNext (Lead/Contact + Segment/UTM fields), with an assigned Sales rep and ToDo reminders.

  1. Behavior-driven Sales tasks

On campaign events (e.g., download, email click, score threshold), call ERPNext to create ToDo/Opportunity and attach the trace as Communication/Timeline.

  1. Account enrichment & clean lists

Sync ERPNext Customers/Contacts → Mautic to keep segments current for re-engagement, cross-sell, and win-back—mirror of the archived app’s mapping.

  1. Closed-loop attribution

Push Opportunity/Quotation/Invoice status from ERPNext back to Mautic to close the loop on campaigns and calculate lead-to-revenue. (ERPNext webhook/API out; Mautic REST in.)

  1. Transactional + marketing separation

Keep ERPNext for transactional comms; run marketing journeys in Mautic (multichannel, scoring, web tracking) while synchronizing consent and contact state.

Implementation notes & gotchas

Model mappings: Start with Leads/Contacts/Companies/Segments; mirror the Dokos mapping for a head start, then extend.

Auth: Prefer OAuth2 or API keys; in ERPNext expose whitelisted methods rather than touching DB directly.

Idempotency & dedupe: Use stable external IDs (e.g., mautic_contact_id in ERPNext and erpnext_name in Mautic).

Retries/queueing: Mautic can queue webhooks; n8n provides retries and error handling—major reliability win.

PDPL/GDPR: Centralize consent; sync opt-in/out flags both ways.

Version reality: Don’t depend on the archived plugin in production; treat it as reference (OAuth2 flow, field maps).

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Is there any updates on this with regards to capabilities in the Frappe Ecosystem? As far as I know Frappe CRM is planning to implement Marketing Campaigns. I assume the Campaign functionality in ERPNext is largely being phased out?

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I set up a custom doctype to do just that. I specified a start date and added a variety of different email templates along with delay days (start date + x days) for each of the templates. The scheduler runs once a day and checks if there are any emails to be sent. It also traces the responses so that I can mark the sequence accordingly. It is isnt all too complex to set up and it is has been working working flawlessly ever since.

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