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K12 Edition

K12 Edition

Find resources specific to our BenchmarkONE K12 Edition here

Katie Culp avatar Support Team avatar L
14 articles in this collection
Written by Katie Culp, Support Team, and Lori Naeger

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!
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Written by Katie Culp
Updated over a week ago

Overview Videos: K12 Edition

Watch our overview videos to get acquainted with BenchmarkONE K12 Edition
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Written by Katie Culp
Updated over a week ago

K12 Edition Overview Video: Account Admin

Covering account customizations, importing, online forms and automating from tag rules.
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Written by Support Team
Updated over a week ago

K12 Edition Overview Video: Communicator

Learn how to customize your list view, filter and segment your contacts, and create and send emails.
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Written by Support Team
Updated over a week ago

K12 Edition Overview Video: Recruiter

Take a deeper dive into CRM and sales features, Gmail integration and accessing BenchmarkONE on the go.
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Written by Support Team
Updated over a week ago

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 over a week ago

Team Level Security

Organize users with our Teams feature to control what contacts they can access in the database.
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Written by Katie Culp
Updated over a week ago

FTP Documentation

The FTP feature provides flexibility to import large amounts of data and provides an automated approach to data transfer into BenchmarkONE.
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Written by Support Team
Updated over a week ago

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!
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Written by Support Team
Updated over a week ago

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.
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Written by Support Team
Updated over a week ago

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.
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Written by Support Team
Updated over a week ago

Uploading and Processing Files via FTP

Guidelines and documentation on processing imports via FTP.
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Written by Support Team
Updated over a week ago

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.
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Written by Support Team
Updated over a week ago

Dynamic Content

Send multiple audiences targeted content from a single email.
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Written by Katie Culp
Updated over a week ago