Marketing Automation

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

Erin Posey avatar Support Team avatar
16 articles in this collection
Written by Erin Posey and Support Team
Description & How-To

Description of BenchmarkONE's Automations

BenchmarkONE actions and automations are a great way to update your contacts, companies and deals, and trigger different sequences to occur.
Support Team avatar
Written by Support Team
Updated over a week ago

Step-by-Step Guide to Using Tag Score Sequences

Learn how to automate an action or series of actions based on a tag reaching a certain score.
Support Team avatar
Written by Support Team
Updated over a week ago

Setting Up Automations: Link Automations in Emails

Learn how to set up automations based on email link clicks.
Support Team avatar
Written by Support Team
Updated over a week ago

Setting Up Automations: Online Form Submissions

Add automations to occur once someone submits an online form.
Support Team avatar
Written by Support Team
Updated over a week ago

Campaigns: Adding Steps

Quick walk through for adding steps to a current campaign.
Support Team avatar
Written by Support Team
Updated over a week ago

Setting Up Automations: Webpage Tracking

Learn how to trigger automations every time someone visits one of your webpages.
Support Team avatar
Written by Support Team
Updated over a week ago

Campaigns: Setting Advanced Timers

Choose to skip weekends or run campaign steps at a particular time in the user or contact's time zone using Advanced Timers.
Support Team avatar
Written by Support Team
Updated over a week ago

Contact Scores: Boost Scores Using Actions

Provide contacts extra points based on a specific action they take while engaging with you.
Support Team avatar
Written by Support Team
Updated over a week ago

Deals: Create a Deal Automatically

BenchmarkONE helps you automate deal processes that you used to do manually!
Support Team avatar
Written by Support Team
Updated over a week ago