Create Notes in Mautic for Schools

To better organize your recruitment efforts, you can add manual notes in Mautic’s contact database.

To create a note for a specific lead, first go to their contact page in Mautic and click the purple ‘Notes’  tab in the bottom left-hand menu.

 

Notes

Add a New Note

There, you can create notes by clicking the ‘Add Note’ button. In each note, you have the option to bolden, italicize, and underline your text. You can also click the ‘undo’ or ‘redo’ button if you make a mistake.

 

add new note

 

After you create a note, it will appear in the notes menu, along with the date and time it was made, and which user created it. 

Edit or Erase Your Notes

If you want to edit or erase your note, simply click the pencil icon or trash can icon, respectively, to the right of each note.

 

notes menu

 

By creating notes, your admissions staff will be able to remember and record important information about their interactions with prospective students. The next time you go to contact those prospects, you’ll be able to pick up where you left off more easily, and prospective students will really appreciate the personalized attention.

Notes are also extremely helpful if multiple people are following up with each student lead. By keeping track of your conversations, each member of your school’s admissions team can easily converse with each prospect without having to cover old ground.