BenchmarkONE

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

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.

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

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

Customize your database to make BenchmarkONE fit your needs.

Customizations

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

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

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

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

Sending an Email

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

Customize Columns in List Views

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

Step-by-Step Guide to Webpage Tracking Setup

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

BenchmarkONE Mobile

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?

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

Erin Posey

Support Team

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