BenchmarkONE

Getting your contacts out of BenchmarkONE and ready to import into Contacts+ takes just a few minutes.

Connecting Contacts+ and BenchmarkONE

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

Quick Actions Menu

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

Manually Unsubscribe a Contact

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

Organizing Your Spreadsheet Before Importing

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

Step-by-Step Guide to Importing a Spreadsheet

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

Importing Existing Contacts & Companies

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

Merging Duplicate Contacts

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

Separate Contact First and Last Name in Excel

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

How to Convert Your File to UTF-8 Encoding

Quickly add individual contacts to your database.

Adding a Single Contact

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

Manually Adding Contacts Quickly

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

How BenchmarkONE's Social Media Snapshot Works

Choosing/Changing Profile Pictures

Upload and store important documents to a note.

Attaching Documents To A Contact Record

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

Manually Boosting Contact Scores

Use automations and measure engagement levels of your prospective clients.

How To Boost Contact Scores with Automations

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

Tying Events to Contacts

Quickly export your contacts to a .CSV file.

Export My Contact List

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

Adding & Editing Contacts Through Gmail Integration

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

Viewing Gmail Integration Activity in BenchmarkONE

Erin Posey

Support Team

Import and Manage

Find answers and get help from Intercom Support and Community Experts

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