README

Description

The Mautic Merge Anonymous Contact Plugin improves Mautic's contact management by automatically merging anonymous contacts with identified contacts during the same browser session. This ensures accurate tracking continuity and consolidates contact data for better insights.

Features

• Automatically merges anonymous contacts into identified contacts.
• Reassigns page hits, tracking history, and custom fields to the identified contact.
• Retains IP addresses and other tracking information from the anonymous contact.
• Ensures accurate data consolidation and eliminates duplicate contact entries.

Installation Instructions

Step 1: Download the Plugin

1. Download the plugin repository as a ZIP file or clone it from the repository.

Step 2: Place the Plugin in the Correct Directory

1. Extract the plugin files and move the folder to the plugins/ directory of your Mautic installation.
2. Rename the folder to MauticMergeAnonymousContactPluginBundle.

Step 3: Clear the Mautic Cache

Run the following command to clear the cache and ensure Mautic recognizes the new plugin:

sudo /usr/bin/php /path-to-mautic/bin/console cache:clear

Step 4: Install the Plugin

1. Navigate to the Plugins page in the Mautic admin panel.
2. Click the "Install/Upgrade Plugins" button to register the new plugin.

Alternatively, you can install the plugin via command line:

sudo /usr/bin/php /path-to-mautic/bin/console mautic:plugins:install

1. Go to plugins page, then click on installed plugin and enable the plugin by choosing 'Yes' option.

User Flow Scenario

Anonymous Contact Tracking

• A visitor lands on your website, which is tracked by the Mautic tracking script.
• Mautic creates an anonymous contact (e.g., Contact ID 100) and tracks all page hits and activity under this ID.

Email Interaction

• An email is sent to the same individual (Either contact is imported with email address or manually created in Mautic - this contact has email address).
• When this person clicks the link in the email (in the same browser session), Mautic identifies the individual as a known contact (e.g., Contact ID 200) and assigns a new contact ID to the browser.

Default Mautic Behavior

• With Mautic’s default behavior, the old anonymous contact (ID 100) retains the tracked data, while the new identified contact (ID 200) starts tracking separately, leaving data fragmented.

Plugin Functionality

• With this plugin, as soon as the browser’s cookie updates to ID 200, the plugin merges the tracked data from the old contact (ID 100) into the new identified contact (ID 200).
• This ensures all tracking history, page hits, and custom fields are consolidated under the identified contact (ID 200), providing a complete view of the individual’s activity.

Development Details

Directory Structure

• Config/: Contains configuration files (config.php and services.php).
• EventListener/: Contains the event subscriber InterceptPageHitsSubscriber.php for tracking and merging contacts.
• Integration/: Contains logic for Mautic integration.
• Assets/: Contains static assets such as icons.

Contributors

• Iuri Jorbenadze - Email
• Lenon Leite - Email

License

This project is licensed under the MIT License.