BenchmarkONE

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Need additional support?

Our Lite plan provides all the basics for sending newsletters and growing your audience. This article will help with set up.

Setting Up Your Lite Account

Follow these ten easy steps to database setup!

Quickstart Checklist

Watch our overview videos to get acquainted with BenchmarkONE and off on the right foot.

Overview Videos

Improve your deliverability to the inbox by authenticating your domain with BenchmarkONE. Includes updated 2024 DMARC requirements.

Email Authentication

Manage your account, including users and security, email signature, customizations, email sync and integrations.

Guide to Account Settings

Invite additional users to work in your BenchmarkONE database and deactivate users that should no longer have access.

Add and Remove Users

The marketing dashboard provides you with a robust view of your most important marketing metrics.

Dashboard: Marketing

The sales dashboard provides you with a robust view of your most important sales metrics.

Dashboard: Sales

Customize your database to make BenchmarkONE fit your needs.

Customizations

Ensure that contacts, tasks and conversations won’t fall through the cracks by bringing BenchmarkONE directly into the inbox.

Step-by-Step Guide: Gmail Integration

Sync email correspondence on contact records by connecting to IMAP providers.

Step-by-Step Guide: Connecting to IMAP

Capture contacts through online forms and set up automations once they come into your BenchmarkONE database.

Step-by-Step Guide to Creating an Online Form

Overview article on creating emails, including basic editor, drag & drop and using your own HTML code.

Step-by-Step Guide to Creating Emails

Learn how to send an email to one or more contacts.

Sending an Email

Detailed guide on creating and editing regular campaigns, event-based campaigns, and using a pre-built campaign template.

Step-by-Step Guide to Building a Campaign

Check out this complete guide to customizing your deal pipeline and creating a deal for contacts manually or through automation.

Step-by-Step Guide to Creating a Deal

Quickly add contacts and companies from a spreadsheet using our import wizard.

Step-by-Step Guide to Importing a Spreadsheet

We walk through accessing the tracking code, bringing your webpages into BenchmarkONE, and adding automations.

Step-by-Step Guide to Webpage Tracking Setup

Customize your contact, company and deal list views per user.

Customize Columns in List Views

The global search bar is a quick & easy way to find Contact, Company or Deal records in BenchmarkONE.

How does the search bar in BenchmarkONE work?

BenchmarkONE Mobile is the perfect companion to accelerate your sales and marketing engine.

BenchmarkONE Mobile

Our partners are able to assist with all things BenchmarkONE related, as well as offering additional marketing services you may need.

Hire a BenchmarkONE Partner

Support Team

Hit the ground running right from the start. Helpful resources are just a few clicks away.

Getting Started

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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