In BenchmarkONE, you can create an event for a large list (trade show or date-specific promotion) or for a single contact (birthday or renewal date). You can then tie this date to an Event-Based Campaign to communicate with your contacts both leading up to and following the event.
Your options for Event frequency are: once, weekly, monthly, semi-annually, annually, every 15 days, every 2 weeks, and every 3 weeks.
Creating an Event during Import:
Note: If you'd like to tie an event based campaign to the event you're importing, we suggest creating and saving this in BenchmarkONE prior to import.
If you have an event as a column in your CSV file (ex: Birthday or Renewal date), You can select "Event" from the drop-down during import and quickly tie this date and event to your Contacts
First, name your event and click "create"
In the next pop out window you will create the event details:
Select the frequency of this event
Check the box if you'd like to tie an Event based campaign to this particular event
Decide whether or not you'd like to import this event if the contact already exists in your database.
If the event you are importing is in the past and you choose a frequency of once we will NOT run the campaign
If the event you are importing is in the past and you choose a frequency other than once, the campaign will wait to run until the next future run date based on the frequency.
From the Contact list view
Filter and select the contacts that you'd like to create an Event for
Click the Actions drop-down and choose "Add Contacts to Event"
Choose an existing Event from the drop-down or click +New Event
Select the frequency of this event
Check the box if you'd like to tie an existing Event based campaign to this particular event
For a Single Contact:
Go to the Contact Record, then to the Events tab and click + New Event
Choose an existing Event from the drop-down or click + New Event
Select the frequency of this event
Check the box if you'd like to tie an existing Event based campaign to this particular event
Create an Event via an Automation:
From within any action that offers Automation (Ex: Online Forms), Select Edit Automations, and then + New Automation (if the form already exists). Or choose + New Automation when creating a new online form (for example).
Select Add to Event
Choose an existing Event from the drop-down or click + New Event
Select the frequency of this event
Check the box if you'd like to tie an existing Event based campaign to this particular event
Check the box if you'd like to only run this Automation the first time the contact submits this form (for example).
After selecting Add Step, select Continue to save the Automation. Now when a contact submits this online form, they will have the Event automatically added to their record.