BenchmarkONE

Support Team

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

Marketing Automation

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

Description of BenchmarkONE's Automations

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

Step-by-Step Guide to Using Tag Score Sequences

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

Step-by-Step Guide to Using Contact Score Sequence

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

Step-by-Step Guide to Using Contact Status Sequence

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

Setting Up Automations: Link Automations in Emails

Add automations to occur once someone submits an online form.

Setting Up Automations: Online Form Submissions

Quick walk through for adding steps to a current campaign.

Campaigns: Adding Steps

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

Setting Up Automations: Webpage Tracking

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

Campaigns: Setting Advanced Timers

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

Contact Scores: Boost Scores Using Actions

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

Deals: Create a Deal Automatically

Description & How-To

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

Flowchart: Contact Us Form + Nurture Campaign [Basic]

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

Flowchart: Email Template to Campaign Start [Basic]

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

Flowchart: Form Submission + Autoresponder [Basic]

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

Flowchart: Nurture/Drip Campaign 60 Days [Basic]

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

Flowchart: Nurture/Drip Campaign for B2B [Advanced]

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.

Flowchart: Request a Demo + Sales Campaign

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

Flowchart: Tag Score Sequence [Advanced]

Flowchart Examples

Find answers and get help from Intercom Support and Community Experts

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