Hi @mikew the sales department likes calendar and says its useful for them. The thing is that events from other sources like campaign events and emails do not add that much of entries to the calendar to render it unusable.
So we are not really dealing with it, because we do not have to (yet), I guess.
I think core team is not able to maintenance it anymore.
Then we can remove it and any company can pick it up, move to plugins and maintenance for marketplace (and earn some money for support/improve it).
It looks like the current state of the calendar is not helpful to anyone. It starts to be interesting when we increase the limit of events to appear in the calendar. But that heavily depends on how many events are present in the Mautic instance, right? You can increase it to 100. But what if you have 20 million such events in a month? You cannot load that many in the browser as it would run out of time or memory and such calendar wouldn’t even load.
So fixing that problem for everyone won’t be easy. If there is a higher percentage of users using the calendar then we can extract it from the core and create a plugin installable by the Mautic Marketplace.
The decision we should make together is whether it’s worth investing the effort in making the plugin or whether the developer’s time should be spend rather on parts of Mautic that are being used by the majority of the Mautic users.
An as Zdeno suggests, the plugin can be made by someone who use it and want to maintain it. The thing is that I wouldn’t want to make it a plugin under the Mautic organization because it is hardly usable. Plugins in the Mautic organization should be solid, stable with active maintainers and bring a good value to the users.
Summary of options:
Keep the calendar in Mautic core as is.
Extract it from the core and make a plugin out of it.
Delete it from the core with an option that someone from the community will make a plugin out of it and maintain it.
As a newbie here, this is interesting to read this conversation!
Personally I haven’t found much use for the Calendar yet, although I did use it recently trying to inspect the steps in a dysfunctional campaign.
Idea: It could be a neat idea to have a calendar integration that sends relevant event and Contact info, syncing it with the personal calendar (eg. Gmail/Zoho) of the appropriate User/Owner for that Contact. A plugin or automation that handles that could be super useful to a sales team and valuable to whomever sold it.
That’s my two cents from the sidelines, whatever that’s worth.
Quick background on me as I am quite new here, I use Mautic as the entry CRM/Email Marketing Automation Engine for our new clients that have never had a CRM before, so they can see how valuable it can be to their organization. I also have clients using a LOT of other CRM systems (Hubspot, Sharpspring, Zoho, Constant Contact, Mailchimp, Klaviyo etc etc) so I am privvy to how/why they have chosen those solutions.
One of the big ones is having an inbuilt booking system (Hubspot, Sharp, Zoho) for their sales team so all they need to do is send a link and their prospects can book a slot directly into their calendar (which is a massive time saver!). Another is task management where specific tasks can be set into the calendar in relation to specific prospects at specific times. Another is campaign management so we can see when specific marketing emails, blogs, articles, pages, messages etc will be sent out. Finally, I am going to mention integration with Google Calendar, Microsoft’s Calendars etc so that people can extract a daily schedule in one place on all of their devices easily.
The current implementation of the calendar can sort of do the task management part but without the integrations and the rest it’s extremely far behind the non-open source systems and the user experience is not good.
I agree with the idea of making it a plugin so that someone with a vested interest in maintaining it can take the reins and improve its overall usability.
We solved this by using an online calendaring solution, 10to8 in our case, integrated through a Make.com workflow to Mautic with the booking form iframed into our Wordpress site.
Emails are sent to the propect containing the booking link. They fill out the form and the data hits both mautic and the calendaring system. We also pull the calendaring data back to mautic to booking status.
One upvote to remove Calendar and wait for someone to implement a stable cross-platform plugin. Would be great to support caldav protocol to make it more independent of exchange-server etc. Also, adding tasks and assigning them to users / contacts down a sales pipeline would be grand in order to make it more CRM-like and avoid commercial products for SMU’s.
the calendar function is crucial to use it for daily tasks such as assigning events or todo’s (such as let’s say a scheduled call, zoom/webinar event, general action items) to both customers/prospect customers (i.e. on my email lists) as well as other team members (i.e. other users in Mautic) to their respective calendars (e.g. using independent caldav). You can then have a calendar app on your mobile phone and have your daily todo’s in there w/o the need to logging into mautic to see the calendar (pls let me know if I’m overlooking somethin here).
If this works well (together with a slightly improved notes-section under ‘contacts’), this would make an external CRM redundant in quite some cases.
I would be willing to spend a little to have some additional CRM/calendar functions implemented, e.g. as plugin, in order to get rid of our ‘external’ CRM. Can you point me towards directions where to find someone to program this? Many thx.
No, it is not really convenient for me to use it. Some people from my job try to make me use it too, but so far, I do not need it to do my job, and I don’t want to switch and lose time.
I use a simpler one now, and I am perfectly fine with it because it has all the basic functions and helps me share my schedule with others. I have been using 123calendars for more than a year now, and so far, I am fine with it. It might not be the coolest one, but for me, it is better to work with simpler tools and get the job done than waste time finding out how the complex tools work and how to use them.
As far I am concerned, Mautic is a MAS (Marketing Automation System or Service). I am not sure how having calender on it fit into all this since it more of a personal uses like having it in Outlook, Gmail or mobile device makes more senses than having it on a system that operates mostly in the background.
I got way too many calendar to deal with already and lucky all but 2 can sync with each other and I would much rather save resource on MAS than add something that not high in demand.
I’m not aware of any of our customers using the Calendar - just feedback that it’s not helpful. I’m in favor of removing it for now.
In the future, I do think we should bring the Calendar back, assuming it does get removed now. A few changes I’d like to see:
If a segment email, SMS, push notification, or any other channel is scheduled to send at a specific time, show that schedule on the calendar.
If campaigns or any other items are scheduled to be published or unpublished at a specific time, show those schedules on the calendar
If there are a particularly high number of campaign events scheduled to execute on a particular day or time, show those events on the calendar. This may need to be configurable per instance and possibly even per campaign. Or, a standard percentage might be better than a hard number. For example “40% of the contacts in campaign ID 1 are scheduled for X event to execute on July 8, 2022 at 2:30pm EDT”
Event types should be filterable, so perhaps only scheduled segment emails would appear. That could help clean up the calendar a bit. I’ve worked with other customers who use tools like SFMC and they regularly use the calendars there to see what’s scheduled to happen - even if an email isn’t actually ready to go.
For more of a future vision, we could enable users to set due dates on any message so those could appear on the calendar - with a warning if the message hasn’t been scheduled.
Another further future idea - users could click on a date and create a message or campaign as an event, which would then create a campaign, email, SMS, etc. as a placeholder. This would help marketers plan their calendars from within Mautic, then once the calendar is set they can create any items necessary. If a campaign has a set time period over which it’ll run, all items within the campaign (or Program, if that feature comes around) could be linked from a pop-up modal when someone clicks the event on the calendar to make it easy for reviewing & editing.