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Quickstart Checklist: K12 Edition
Quickstart Checklist: K12 Edition

Getting started doesn’t have to be a headache. We’ve compiled a list of 7 easy steps to ensure BenchmarkONE success!

Support Team avatar
Written by Support Team
Updated over a week ago

✔ Activate your Account

Check your inbox for a “Welcome to BenchmarkONE” email and click the link to activate your account. If you are unable to find the email, search your junk folder and be sure to add “” and "" to your safe sender list. This will ensure you don’t miss important emails and updates from your consultant or the BenchmarkONE team.

✔ Customize your Database

Make BenchmarkONE K-12 Edition your own! Head to Account Settings > Customizations and update the following fields prior to adding your contacts.

  • Contact Status: All contacts in your database must have a contact status which should represent broad stages for the overall customer lifecycle. We recommend statuses like Current, Prospect, Not Interested, Former, and No Response

  • Use tags to segment your contacts based on their general interest and behavior. Tags will keep score, allowing you to trigger automations based on those interests and behaviors.

  • Custom Fields: Custom fields are the perfect way to store additional data on a record!

Resource: Customizing your Database (note that all customizations may not be available in your plan)

✔ Invite additional users and set up your Teams

Add additional users and easily organize them into Teams to control what contacts they can access in the database. Create your teams based on the building that each user works and tag contacts with the coordinating building name. This will keep the database and communication to parents organized.

✔ Upload / Add your contacts

Organize your data and quickly add contacts from a spreadsheet using our import wizard.

or Connect via a secure FTP feature: import large amounts of data with an automated approach.

✔ Authenticate your Email with BenchmarkONE

Simply put, email authentication verifies you are who you say you are when emailing through a third party. Email authentication improves your overall deliverability and increases inbox placement. Your BenchmarkONE Consultant will provide you with everything you need to authenticate your email. For a more technical explanation, check out the resources below.

✔ Create an Email Template

Create beautiful, engaging emails using a pre-designed template or create your own with our drag & drop builder. Use dynamic content and personalize the content of emails based on a recipient's tags!

✔ Send an Email

Sending an email to one contact or a group of contacts is just a few clicks away. Once you’ve sent your first email from BenchmarkONE, check out their activity feed to see who has opened and clicked through your links in real time.

Resource: Sending an email

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