Videos & Webinars

BenchmarkONE Free Forever: Overview Videos

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

Written by Katie Culp
Updated over a week ago

BenchmarkONE Lite: Overview Videos

Watch our overview videos to get acquainted with BenchmarkONE Lite

Written by Katie Culp
Updated over a week ago

BenchmarkONE Overview: Part 1

Covering dashboard insights, account settings, contact import, lead capture forms, and webpage tracking.

Written by Lindsey Stroud
Updated over a week ago

BenchmarkONE Overview: Part 2

Covering email templates, building campaigns, filtering and taking actions on contacts, and creating automations using tag rules.

Written by Lindsey Stroud
Updated over a week ago

BenchmarkONE Overview: Part 3

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

Written by Lindsey Stroud
Updated over a week ago

Account Settings: BCC Email Integration

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

Written by Erin Posey
Updated over a week ago

Account Settings: IMAP Email Integration

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

Written by Erin Posey
Updated over a week ago

Account Settings: User Level Security

Grant permissions for each user to protect critical data.

Written by Erin Posey
Updated over a week ago

Account Settings: Custom Fields

Capture custom data on contact, company or deal records.

Written by Erin Posey
Updated over a week ago

Automations: Available Automations

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

Written by Erin Posey
Updated over a week ago

Automations: Purchase Rules

Track purchases and trigger actions from purchases.

Written by Erin Posey
Updated over a week ago

Automations: Tag Rules

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

Written by Support Team
Updated over a week ago

Automations: Webhooks

Set up outbound automations through our integration partner, Zapier.

Written by Erin Posey
Updated over a week ago

Campaigns: Build a Regular Campaign

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

Written by Erin Posey
Updated over a week ago

Campaigns: Build an Event-Based Campaign

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

Written by Erin Posey
Updated over a week ago

Contacts: Add an Individual Contact

Quickly add individual contacts to the database.

Written by Erin Posey
Updated over a week ago

Contacts: Add Tags

Use tags to segment and organize your contacts.

Written by Erin Posey
Updated over a week ago

Contacts: Contact Scoring

Track your most engaged contacts by their contact score.

Written by Erin Posey
Updated over a week ago

Contacts: Contact Statuses

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

Written by Erin Posey
Updated over a week ago

Contacts: Import a Spreadsheet

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

Written by Erin Posey
Updated over a week ago

Contacts: Organize Your Spreadsheet

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

Written by Erin Posey
Updated over a week ago

Deals: Track Your Sales

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

Written by Erin Posey
Updated over a week ago

Emails: Code Your Own HTML Emails

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

Written by Erin Posey
Updated over a week ago

Emails: Drag & Drop Builder

Create professional emails using our drag and drop email builder.

Written by Erin Posey
Updated over a week ago

Emails: Sending Emails

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

Written by Erin Posey
Updated over a week ago

Emails: Text-Based Emails

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

Written by Erin Posey
Updated over a week ago

Filters: Contacts, Companies and Deals

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

Written by Erin Posey
Updated over a week ago

Forms: Capture New Leads

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

Written by Erin Posey
Updated over a week ago

Integrations: Connect Apps With Zapier

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

Written by Erin Posey
Updated over a week ago

My Files: Link To Your Documents

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

Written by Erin Posey
Updated over a week ago

Tasks: Task Management

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

Written by Erin Posey
Updated over a week ago

Webpage Tracking: Track Visitors

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

Written by Lindsey Stroud
Updated over a week ago

Intro to BenchmarkONE Webinars

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

Written by Lindsey Stroud
Updated this week

Customer Success Workshop Series Recordings

Written by Lindsey Stroud
Updated over a week ago

Webinar Recordings

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

Written by Lindsey Stroud
Updated over a week ago

Automate Your Workflow With Zapier

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

Written by Katie Culp
Updated over a week ago

Navigating BenchmarkONE for B2B Businesses

Bringing BenchmarkONE functionality full circle for your B2B business.

Written by Support Team
Updated over a week ago

Putting the Pieces Together for B2C Businesses

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

Written by Lindsey Stroud
Updated over a week ago

Campaign Structure from Start to Finish

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

Written by Lindsey Stroud
Updated over a week ago

Capture Contacts with BenchmarkONE Forms

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

Written by Lindsey Stroud
Updated over a week ago

Content Creation 101

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!

Written by Support Team
Updated over a week ago

Getting the Most Bang for BenchmarkONE

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

Written by Erin Posey
Updated over a week ago

Improving Sales With BenchmarkONE's CRM

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

Written by Support Team
Updated over a week ago

Our Favorite Tips and Tricks

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

Written by Katie Culp
Updated over a week ago

Partners: Using Your Accounts

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

Written by Katie Culp
Updated over a week ago

Hatchbuck 4.0 Launch

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

Written by Erin Posey
Updated over a week ago