Contacts

Activity Feed: Deliverability Status Indicators

Understanding contact deliverability statuses within contact activity feeds.

L

Written by Lori Naeger
Updated yesterday

Step-by-Step Guide To Contact Statuses

Statuses help to identify your relationship with contacts and how they evolve through the nurturing process.

Written by Katie Culp
Updated yesterday

Using Tags

Tags are a great way to segment, organize, and track contacts

Written by Katie Culp
Updated yesterday

Adding or Removing Tags

Use automations, work from a record, or take a group action.

Written by Katie Culp
Updated yesterday

Adding and Filtering by Custom Fields

Capture, store and filter custom data

Written by Katie Culp
Updated yesterday

Custom Field Character Limit

Custom Fields allow you to store additional information, but there is a character limit you should be aware of.

Written by Katie Culp
Updated yesterday

How Contact Scoring Works

Tracking your most engaged contacts.

Written by Katie Culp
Updated yesterday

Updating How Your Contact Scores Are Calculated

Edit the points associated with each available action to track your contacts' engagement.

Written by Katie Culp
Updated yesterday

Adding and Using Lead Sources

Track your channels to find out where your hottest leads are coming from.

Written by Katie Culp
Updated yesterday

How do I use Purchases?

Here is a guide to setting up your categories and using the manual purchase tool.

Written by Katie Culp
Updated yesterday

Quick Actions Menu

Quickly perform common actions like sending an email, adding a contact, or entering a note from anywhere in the system.

Written by Support Team
Updated yesterday

Manually Unsubscribe a Contact

Manually unsubscribe contacts by request or if you no longer want to email them.

Written by Support Team
Updated yesterday

Organizing Your Spreadsheet Before Importing

To make sure your import process goes smoothly, here are some guidelines for organizing and saving your spreadsheet before you start.

Written by Katie Culp
Updated yesterday

Step-by-Step Guide to Importing a Spreadsheet

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

Written by Katie Culp
Updated yesterday

Importing Existing Contacts & Companies

Learn what data is appended to existing records upon import and what data is overwritten.

Written by Katie Culp
Updated yesterday

Merging Duplicate Contacts

If you find duplicate records in your BenchmarkONE database you can quickly merge those two records together.

Written by Katie Culp
Updated yesterday

Separate Contact First and Last Name in Excel

Prior to importing, make sure you have the first and last name fields in separate columns.

Written by Katie Culp
Updated yesterday

How to Convert Your File to UTF-8 Encoding

To import a file into BenchmarkONE, it needs to be UTF-8 encoded. View instructions for converting your file.

Written by Katie Culp
Updated yesterday

Adding a Single Contact

Quickly add individual contacts to your database.

Written by Katie Culp
Updated yesterday

Manually Adding Contacts Quickly

Creating a simple online form can be a faster, easier way to input contact information than manually adding contacts on a one off basis.

Written by Katie Culp
Updated yesterday

How BenchmarkONE's Social Media Snapshot Works

BenchmarkONE can match your contact to their social media profiles, pull those networks in, and add an image to the Contact's record

Written by Katie Culp
Updated yesterday

Choosing/Changing Profile Pictures

Add images to contact records.

Written by Katie Culp
Updated yesterday

Attaching Documents To A Contact Record

Upload and store important documents to a note.

Written by Katie Culp
Updated yesterday

Manually Boosting Contact Scores

Increase scores for an individual contact or as a group action.

Written by Katie Culp
Updated yesterday

How To Boost Contact Scores with Automations

Use automations and measure engagement levels of your prospective clients.

Written by Katie Culp
Updated yesterday

Tying Events to Contacts

Store important events in contact records and tie campaign communication to that date.

Written by Katie Culp
Updated yesterday

Export My Contact List

Quickly export your contacts to a .CSV file.

Written by Katie Culp
Updated yesterday

Adding & Editing Contacts Through Gmail Integration

Once the BenchmarkONE extension is up and running, you can quickly add or edit contacts through the Gmail integration. Here's how!

Written by Katie Culp
Updated yesterday

Viewing Gmail Integration Activity in BenchmarkONE

View conversations from your Gmail inbox while using the web app.

Written by Katie Culp
Updated yesterday

Filtering on Negative Tags

Filters can be adjusted to search for the inverse of contacts with specific tags. Also known as contact suppression.

L

Written by Lori Naeger
Updated yesterday

Customize the Contact List View

Quickly view the information you need most by customizing your contact list view.

Written by Lindsey Stroud
Updated yesterday

Tag Score vs. Contact Score

Tag Scores accumulate and never decline, while Contact Scores are dependent on a time window and can detract back to zero. Learn more!

Written by Tegan Arnold
Updated yesterday

Filter the Contact List View

Filter for the information most important to you based on contact, contact activity, company, and deal data.

Written by Lindsey Stroud
Updated yesterday

Contact Filters

Filter for default fields, custom fields and tags.

Written by Lindsey Stroud
Updated yesterday

Contact Activity

Learn more about your contacts through their engagement with your emails, website, forms, etc.

Written by Lindsey Stroud
Updated yesterday

Email Activity

View contacts that have been sent or not sent an email, and how they engaged (or did not engage) with that message.

Written by Lindsey Stroud
Updated yesterday

Filter Contacts That Have Clicked Links in Emails

View contacts that have clicked (or not clicked) through an email.

Written by Lindsey Stroud
Updated yesterday

Filter by Tags

Tags can be used to segment your contacts based on their groups, general interest, and behavior.

Written by Lindsey Stroud
Updated yesterday

Advanced Searching

With BenchmarkONE's and/or searching feature you can complete a boolean search for contacts, companies and deals.

Written by Lindsey Stroud
Updated yesterday

Updating Multiple Contacts or Taking a Group Action

Mass update or take action on a filtered list.

Written by Lindsey Stroud
Updated yesterday

Finding Contacts Who Have Unsubscribed or Complained of Spam

View contacts that have opted out of email communication.

Written by Lindsey Stroud
Updated yesterday

Finding Contacts with Bounced or Invalid Email Addresses

Pull a list of contacts with a bounced or invalid email address.

Written by Lindsey Stroud
Updated yesterday

Finding Contacts Without an Email Address

Filter for contacts that are missing an email address.

Written by Lindsey Stroud
Updated yesterday

Check Your List To Avoid SPAM Complaints

Keep your list clean to ensure a good sender reputation.

Written by Lindsey Stroud
Updated yesterday

What Does "Can/Cannot Be Sent an Email" Mean?

Filter for contacts based on email deliverability.

Written by Lindsey Stroud
Updated yesterday

What Does Follow Up Frequency Mean?

Find your nurtured, engaged and neglected contacts.

Written by Lindsey Stroud
Updated yesterday

Customize the Tasks List View

View the information you need most by customizing data columns in your tasks tab.

Written by Support Team
Updated yesterday

Managing Tasks

Keep track of your to do's and check off your follow-up.

Written by Lindsey Stroud
Updated yesterday

How Can I Manage Task Types?

Create as many types necessary to organize your follow-up efforts.

Written by Lindsey Stroud
Updated yesterday

How Can I Make a Task High Priority?

Flag tasks to see which ones will require immediate attention.

Written by Lindsey Stroud
Updated yesterday

How Can I Update Multiple Tasks at Once?

Mass update your tasks from the list view.

Written by Lindsey Stroud
Updated yesterday

How Can I Backdate a Task?

Backdate and complete any task to record the activity in a record.

Written by Lindsey Stroud
Updated yesterday

Step-by-Step Guide to Importing Companies

Quickly add companies from a spreadsheet using our import wizard.

Written by Lindsey Stroud
Updated yesterday

Merging Duplicate Companies

If you find duplicate records in your BenchmarkONE database you can quickly merge those two records together.

Written by Lindsey Stroud
Updated yesterday

Guide to Associated Companies

Filter and search on company information.

Written by Lindsey Stroud
Updated yesterday

How Can I Update Multiple Companies?

Use a group action to mass update companies.

Written by Lindsey Stroud
Updated yesterday

Customizing Company List View

See the information most important to you at a glance.

Written by Lindsey Stroud
Updated yesterday

How Can I Filter My Company List View?

Search and find important company information.

Written by Lindsey Stroud
Updated yesterday

If I Change a Company's Status, does it Change for all Contacts?

Company vs. Contact statuses explained.

Written by Lindsey Stroud
Updated yesterday