BenchmarkONE

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

Support Team

How-To Videos

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.

Ship something

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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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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