BenchmarkONE

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

Quickstart Checklist: K12 Edition

Watch our overview videos to get acquainted with BenchmarkONE K12 Edition

Overview Videos: K12 Edition

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

K12 Edition Overview Video: Account Admin

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

K12 Edition Overview Video: Communicator

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

K12 Edition Overview Video: Recruiter

Reset the tags in your account through the FTP connection

New School Year Clean-up

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

K12 User Setup

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

Team Level Security

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

FTP Documentation

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

Setting Up an FTP Connection

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

FTP Data Specifications

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

FTP Import File Types

Guidelines and documentation on processing imports via FTP.

Uploading and Processing Files via FTP

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

FTP Dashboard and Log Files

Send multiple audiences targeted content from a single email.

Dynamic Content

Support Team

Find resources specific to our BenchmarkONE K12 Edition here

K12 Edition

Find answers and get help from Intercom Support and Community Experts

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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.

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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.

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