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Quick Campaign Lite Instructions

What you will need:

ConnectWise
1. An Integrator Login. Need help setting one up? Visit ConnectWise University here.

You will need to know the Username and Password

3. A Market Campaign to track the opens and clicks to. Need help setting one up? Visit ConnectWise University here.

4. A Marketing Group to send your mailing to. Need help setting one up? Visit ConnectWise University here.

 

On your Web Server

1. A folder to save the clicks and opens files too. (For ease in future uses we recommend naming your folder qcl)

NOTE: you will need to upload files to this location be sure you have the login details.

 

HTML Editor
You will be working with HTML code, you can use your MSP Website (create an article) or any HTML Editor.

Your Email

1. Email Message with Subject and URLs that will be included as links

 

Login to Go to JoomConnect.com and access Quick Campaign Lite under JoomConnect Tools.

NOTE: You must complete all the fields in the code generator.

Quick Campaign Lite Code Generator Example1. File name to track link clicks:  
This is free form and can be anything you want, we recommended using campaignname-clicks-mmdddyy

2. File name to track email opens:  

This is free form and can be anything you want, we recommended using campaignname-opens-mmdddyy

3. Path on server:
This is the path to the folder on your webserver, suggested to be named QCL (ie. http://www.yourdomain/QCL

NOTE: Exclude the “/” if its as the end of your path

4. Integrator Login:
This is the Username for your Integrator Login in ConnectWise

5. Integrator Password:
This is the Password for your Integrator Login in ConnectWise

6. Company Name:

This is the Company name you’d enter on your ConnectWise login screen.

7. PSA public Site Name

8. Click Add URL

Paste in each URL to the hyperlinks you want to include in your email.

NOTE: Repeat the Step 8 for each URL you need to track in your email.

Click Save Form

 

The generator will create your files needed to track the clicks and opens.

Download both files for the clicks and opens (this should be to somewhere on your local network you can easily find again).

Quick Campaign Lite - ConnectWise Files to Download

Connect to your WebServer and Upload the two downloaded files to the QCL folder

NOTE: Leave the Quick Campaign Lite Generator window open as you will need the generated URLS.

 

In your HTML Editor

1. Add your Email including the hyperlinks.

2. Viewing the source code, locate your links and replace with the generated code > Repeat for each link in the email.

Quick Campaign Lite - ConnectWise Code to Track Open and Clicks

3. Scroll to the bottom of the email message click Insert image, copy the URL generated in QCL, paste it into the Image URL, set the size to 1 x 1; click insert.

4. Copy all of the source code.

 

In ConnectWise

1. Go to Marketing > Marketing Manager > Search for your Marketing Group > Select the contacts > Click Next

2. Complete the From fields

ConnectWise Marketing Manager From Fields

3. Update the Subject

4. Click Source in the Email Body > Paste the code from your HTML Editor > Click Source again

ConnectWise Marketing Manager Source Button

Look for any issues in formatting and correct as needed.

NOTE: Do not delete your 1x1 image from the bottom of the email.

5. Click Send Test Email > Review the sent email > Click the links to test tracking.

6. Go to your campaign in Marketing Campaign, confirm your open and clicks are showing.

7. Click Process Requests when you are ready to send the email.

NOTE: Consider creating either a Historical Activity or follow up Activity.

 

 

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