BenchmarkONE

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Check out our videos and webinars to walk through BenchmarkONE features and marketing strategies at your pace.

Videos & Webinars

Watch our overview videos to get acquainted your BenchmarkONE Free Forever account.

BenchmarkONE Free Forever: Overview Videos

Watch our overview videos to get acquainted with BenchmarkONE Lite

BenchmarkONE Lite: Overview Videos

Covering account settings, importing, filtering list views and taking a group action.

BenchmarkONE Overview Video for the Account Admin

Covering lead capture tools, webpage tracking, creating email templates, building campaigns and viewing metrics on the dashboard.

BenchmarkONE Overview Video for the Marketer

Covering sales tracking using deals, BCC email integration, IMAP email integration, and contact scoring.

BenchmarkONE Overview: Part 3

Overview Videos

Improve your deliverability to the inbox by authenticating your domain with BenchmarkONE. This video will walk you through the steps.

Email Authentication Overview

Send emails into BenchmarkONE and store them as notes on a contact record without having to copy and paste.

Account Settings: BCC Email Integration

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

Account Settings: IMAP Email Integration

Grant permissions for each user to protect critical data.

Account Settings: User Level Security

Capture custom data on contact, company or deal records.

Account Settings: Custom Fields

See a complete list of the automations available for email links, campaigns, forms, webpages, and tag rules.

Automations: Available Automations

Trigger automated actions based on contact's interest and behavior by using tag rules.

Automations: Tag Rules

Set up outbound automations through our integration partner, Zapier.

Automations: Webhooks

Build regular campaigns to automate a series of steps to run automatically for selected contacts.

Campaigns: Build a Regular Campaign

Build event-based campaigns to automate a series of steps that will run based around a specific date and time for contacts.

Campaigns: Build an Event-Based Campaign

Quickly add individual contacts to the database.

Contacts: Add an Individual Contact

Use tags to segment and organize your contacts.

Contacts: Add Tags

Track your most engaged contacts by their contact score.

Contacts: Contact Scoring

A contact status identifies your relationship with contacts and how they evolve throughout the nurturing process.

Contacts: Contact Statuses

Learn how to match spreadsheet columns to BenchmarkONE fields, prevent duplicate contacts in the system, and complete an import.

Contacts: Import a Spreadsheet

Organizing your spreadsheet prior to importing will ensure you start with a clean BenchmarkONE database.

Contacts: Organize Your Spreadsheet

Use BenchmarkONE Deals to track your sales and ensure no opportunity falls through the cracks.

Deals: Track Your Sales

Use our basic editor to input HTML code from an existing email, or code your own email from scratch.

Emails: Code Your Own HTML Emails

Create professional emails using our drag and drop email builder.

Emails: Drag & Drop Builder

Overview of sending an email to an individual contact, or to multiple contacts at once.

Emails: Sending Emails

The basic editor allows you to create text-based emails that can appear more personal to your contacts.

Emails: Text-Based Emails

Learn how to pull accurate and complete lists on contact, company and deal records using BenchmarkONE filter options.

Filters: Contacts, Companies and Deals

Learn how to capture leads through your website and landing pages using BenchmarkONE forms.

Forms: Capture New Leads

Connect BenchmarkONE to hundreds of other apps through our integration partner, Zapier.

Integrations: Connect Apps With Zapier

Use My Files to include documents in your emails and track who opens them.

My Files: Link To Your Documents

Manage to-do lists and contact follow-ups using tasks

Tasks: Task Management

Track webpage visits and automate actions for the contacts in your database.

Webpage Tracking: Track Visitors

How-To Videos

Join us every month as we take a deep dive into specific BenchmarkONE features to ensure you're set up for success!

Intro to BenchmarkONE Webinars

Customer Success Workshop Series Recordings

Our webinars cover helpful topics to ensure BenchmarkONE clients stay informed! We hope you'll join us.

Upcoming Webinars

A quick list of past webinar recordings in case you missed them.

Webinar Recordings

10 Marketing Automation Mistakes You Might Be Making (And How to Avoid Them)

Learn how to integrate BenchmarkONE with other applications using Zapier. Learn how to set up a Zap, best practices and example use cases.

Automate Your Workflow With Zapier

Bringing BenchmarkONE functionality full circle for your B2B business.

Navigating BenchmarkONE for B2B Businesses

Follow along as we explain how each BenchmarkONE feature comes together through a sample B2C business.

Putting the Pieces Together for B2C Businesses

In-depth view into the progression from a general nurturing campaign to a current client campaign.

Campaign Structure from Start to Finish

Learn about the what, why and how of BenchmarkONE online forms.

Capture Contacts with BenchmarkONE Forms

Everyone knows that content is king, but that doesn’t make coming up with topic ideas any easier. Learn how to create content that converts!

Content Creation 101

Learn from the experts! We cover setup and implementation, sales, marketing, marketing automation, and deliverability.

Getting the Most Bang for BenchmarkONE

Tools and features of BenchmarkONE that will benefit your sales team and ensure no prospect falls through the cracks.

Improving Sales With BenchmarkONE's CRM

From campaigns, to tag strategies, to identifying hot opportunities, we teach you our favorite tips & tricks for success.

Our Favorite Tips and Tricks

Partners will benefit from this webinar, covering account setup, building demo accounts, and best practices for database duplication.

Partners: Using Your Accounts

Check out all of the new and improved features, register for Customer Success Hours and more.

Hatchbuck 4.0 Launch

Webinars

Find answers and get help from Intercom Support and Community Experts

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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.

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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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