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

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

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

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

Reset the tags in your account through the FTP connection

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

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

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

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

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

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

Guidelines and documentation on processing imports via FTP.

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

Send multiple audiences targeted content from a single email.

Find resources specific to our BenchmarkONE K12 Edition here

Find answers and get help from Intercom Support and Community Experts

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