JoomConnect Blog
JoomConnect is the Marketing Agency for MSPs. We strive to help IT companies get more leads and grow. We rock at web design, content marketing, campaigns, SEO, marketing automation, and full marketing fulfillment.
How to Trigger a Track with a Campaign
For our Hosted ConnectWise Partners, one feature that is not available to you is the abilty to have a track triggered when a JoomConnect form is submitted.
Our prior recommendation was to have an activity created for a team member and have them manually apply the track to the contact.
You can now have a track triggered automatically when an opportunity is made against a campaign.
We have some simple instructions here (pdf) or easy to follow video tutorial.