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After some time I've been mostly focusing on the tech side of things with Connectwise but now I feel I need to really dig into other features I haven't used before and unfortunately I've asked CW for help and they just want more $ simply so I can track email which seems a bit unnecessary. I can send emails through Wix and get results back so I feel CW should be able to do the same and simpler...FALSE! Like everything else I'm being told there's more set up be done. CW should of been bought by IKEA with all the setting up to do!

I was told that I would need to go to CW Developer and to be honest, I'm in here and see what seems to be the last step but no instructions on where to go and how to do things. Any help on this would be great!

For Example:

RecordEmailOpened

POST /v4_6_release/apis/2.0/MarketingApi.asmx HTTP/1.1
Host: cw.connectwise.net
Content-Type: text/xml; charset=utf-8
Content-Length: length
SOAPAction: "http://connectwise.com/RecordEmailOpened"

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <RecordEmailOpened xmlns="http://connectwise.com">
      <credentials>
        <CompanyId>string</CompanyId>
        <IntegratorLoginId>string</IntegratorLoginId>
        <IntegratorPassword>string</IntegratorPassword>
      </credentials>
      <campaignId>int</campaignId>
      <contactId>int</contactId>
      <dateOpened>dateTime</dateOpened>
    </RecordEmailOpened>
  </soap:Body>
</soap:Envelope>

What am I supposed to do with this? I see other videos that state I need to set up an Integrator in setup tables. OK what am I integrating or adding in here, a 3rd party like hubspot or mailchimp or should I add my O365 information?

 

 

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I'm not even sure what you are trying to do when you say e-mail tracking. Can you outline a bit more?

Is this for Manage or Automate because that's the SOAP API for Manage.

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2 minutes ago, Gavsto said:

I'm not even sure what you are trying to do when you say e-mail tracking. Can you outline a bit more?

Is this for Manage or Automate because that's the SOAP API for Manage.

In Manage I want to see who opens and clicks on the emails. I had sent out an email campaign before and I got some response back from the email sent but of course it showed as 0 for the campaign analysis since I wasn't aware more setting up needed to be done.

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10 minutes ago, Gavsto said:

Is that information not within the Manage UI itself? See https://docs.connectwise.com/ConnectWise_Documentation/030/020/035/060

To me it doesn't seem like there's enough information there. Most of all KB's and videos give step-by-step instructions on where to go and how to do it in order to get it working properly and there's this...articles that state what it does and to check out Developer for API's. I watched a couple Marketing videos that discuss what this does also stating at the bottom "set up required" but I have yet to come across where the set up is shown. I feel like I skipped class and misses an important lecture that will determine the rest of the course.

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