Getting Started

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

22 articles in this collection
Written by Lindsey Stroud, Erin Posey, and Support Team

Need additional support?

We try to provide thorough articles and videos for customers, but sometimes you just need a little more help. Reach out to us!

Written by Support Team
Updated yesterday

Quickstart Checklist

Follow these ten easy steps to database setup!

Written by Lindsey Stroud
Updated yesterday

Overview Videos

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

Written by Lindsey Stroud
Updated yesterday

Email Authentication

Improve your deliverability to the inbox by authenticating your domain with BenchmarkONE.

Written by Lindsey Stroud
Updated yesterday

Guide to Account Settings

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

Written by Lindsey Stroud
Updated yesterday

Add and Remove Users

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

Written by Lindsey Stroud
Updated yesterday

Step-by-Step Guide: Gmail Integration

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

Written by Support Team
Updated yesterday

Customizations

Customize your database to make BenchmarkONE fit your needs.

Written by Lindsey Stroud
Updated yesterday

Dashboard: Marketing

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

Written by Lindsey Stroud
Updated yesterday

Dashboard: Sales

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

Written by Lindsey Stroud
Updated yesterday

Step-by-Step Guide: Connecting to IMAP

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

Written by Lindsey Stroud
Updated yesterday

Step-by-Step Guide to Creating an Online Form

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

Written by Lindsey Stroud
Updated yesterday

Step-by-Step Guide to Creating Emails

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

Written by Lindsey Stroud
Updated yesterday

Step-by-Step Guide to Building a Campaign

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

Written by Lindsey Stroud
Updated yesterday

Step-by-Step Guide to Creating a Deal

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

Written by Lindsey Stroud
Updated yesterday

Step-by-Step Guide to Importing a Spreadsheet

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

Written by Lindsey Stroud
Updated yesterday

Sending an Email

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

Written by Lindsey Stroud
Updated yesterday

Customize Columns in List Views

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

Written by Erin Posey
Updated yesterday

Step-by-Step Guide to Webpage Tracking Setup

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

Written by Lindsey Stroud
Updated yesterday

BenchmarkONE Mobile

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

Written by Lindsey Stroud
Updated yesterday

How does the search bar in BenchmarkONE work?

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

Written by Lindsey Stroud
Updated yesterday

Hire a BenchmarkONE Partner

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

Written by Lindsey Stroud
Updated yesterday