BenchmarkONE Help Deck
Go to BenchmarkONE
All Collections
K12 Edition
K12 Edition
Find resources specific to our BenchmarkONE K12 Edition here
L
15 articles in this collection
Written by
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!
Written by
Support Team
Updated over a week ago
Overview Videos: K12 Edition
Watch our overview videos to get acquainted with BenchmarkONE K12 Edition
Written by
Support Team
Updated over a week ago
K12 Edition Overview Video: Account Admin
Covering account customizations, importing, online forms and automating from tag rules.
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.
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.
Written by
Support Team
Updated over a week ago
New School Year Clean-up
Reset the tags in your account through the FTP connection
L
Written by
Lori Naeger
Updated over a week ago
K12 User Setup
Utilizing User Level Security and Teams to allow your users access to segmented contacts.
L
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.
Written by
Support Team
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.
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!
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.
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.
Written by
Support Team
Updated over a week ago
Uploading and Processing Files via FTP
Guidelines and documentation on processing imports via FTP.
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.
Written by
Support Team
Updated over a week ago
Dynamic Content
Send multiple audiences targeted content from a single email.
Written by
Support Team
Updated over a week ago