BenchmarkONE

Erin Posey

Learn how to automate actions in Hatchbuck via form submissions, link clicks, website visits, tags and purchases.

BenchmarkONE actions and automations are a great way to update your contacts, companies and deals, and trigger different sequences to occur.

Learn how to automate an action or series of actions based on a tag reaching a certain score.

Learn how to automate an action or series of actions based on a contact score.

Learn how to automate an action or series of actions based on a contact status.

Learn how to set up automations based on email link clicks.

Add automations to occur once someone submits an online form.

Quick walk through for adding steps to a current campaign.

Learn how to trigger automations every time someone visits one of your webpages.

Choose to skip weekends or run campaign steps at a particular time in the user or contact's time zone using Advanced Timers.

Provide contacts extra points based on a specific action they take while engaging with you.

BenchmarkONE helps you automate deal processes that you used to do manually!

Learn how to efficiently nurture leads in BenchmarkONE who come in through a Contact Us form on your website.

Automatically start a contact on an interest-specific campaign if they click a link in one of your emails.

Set up an autoresponder email to all contacts who come in through an online form.

This flowchart maps out a general guideline for how a general nurture campaign might look.

Once you've mastered a basic nurture campaign, try your hand at a more advanced drip campaign.

When contacts submit a demo or meeting request form, you will want to begin a sales campaign to ensure no prospect falls through the cracks.

Tag Scores are an awesome feature within BenchmarkONE, learn how to use them to automate actions based on your contacts' behavior.