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

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.