K12 Edition

Quickstart Checklist: K12 Edition

Getting started doesn’t have to be a headache. We’ve compiled a list of 7 easy steps to ensure BenchmarkONE success!

Written by Katie Culp
Updated yesterday

Overview Videos: K12 Edition

Watch our overview videos to get acquainted with BenchmarkONE K12 Edition

Written by Katie Culp
Updated yesterday

K12 Edition Overview Video: Account Admin

Covering account customizations, importing, online forms and automating from tag rules.

Written by Support Team
Updated yesterday

K12 Edition Overview Video: Communicator

Learn how to customize your list view, filter and segment your contacts, and create and send emails.

Written by Support Team
Updated yesterday

K12 Edition Overview Video: Recruiter

Take a deeper dive into CRM and sales features, Gmail integration and accessing BenchmarkONE on the go.

Written by Support Team
Updated yesterday

New School Year Clean-up

Reset the tags in your account through the FTP connection

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Written by Lori Naeger
Updated yesterday

K12 User Setup

Utilizing User Level Security and Teams to allow your users access to segmented contacts.

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Written by Lori Naeger
Updated yesterday

Team Level Security

Organize users with our Teams feature to control what contacts they can access in the database.

Written by Katie Culp
Updated yesterday

FTP Documentation

The FTP feature provides flexibility to import large amounts of data and provides an automated approach to data transfer into BenchmarkONE.

Written by Support Team
Updated yesterday

Setting Up an FTP Connection

Users can connect to BenchmarkONE's SFTP server by using a third-party application. The set up process is quick and easy!

Written by Support Team
Updated yesterday

FTP Data Specifications

It's important to ensure data is set up correctly prior to uploading via FTP. This article explains required fields and rules.

Written by Support Team
Updated yesterday

FTP Import File Types

BenchmarkONE FTP supports 3 files types for adding, editing and appending data. View the file types and rules for successful processing.

Written by Support Team
Updated yesterday

Uploading and Processing Files via FTP

Guidelines and documentation on processing imports via FTP.

Written by Support Team
Updated yesterday

FTP Dashboard and Log Files

Supported users have the ability to view a log of files that they have uploaded to the FTP and their status.

Written by Support Team
Updated yesterday

Dynamic Content

Send multiple audiences targeted content from a single email.

Written by Katie Culp
Updated yesterday