# BenchmarkONE Help Deck

> Help center for BenchmarkONE

## Getting Started

- [Need additional support?](https://help.benchmarkone.com/en/articles/5121937-need-additional-support.md): We try to provide thorough articles and videos for customers, but sometimes you just need a little more help. Reach out to us!
- [Setting Up Your Lite Account](https://help.benchmarkone.com/en/articles/4374258-setting-up-your-lite-account.md): Our Lite plan provides all the basics for sending newsletters and growing your audience. This article will help with set up.
- [Quickstart Checklist](https://help.benchmarkone.com/en/articles/2382986-quickstart-checklist.md): Follow these ten easy steps to database setup!
- [Overview Videos](https://help.benchmarkone.com/en/articles/2382960-overview-videos.md): Watch our overview videos to get acquainted with BenchmarkONE and off on the right foot.
- [Email Authentication](https://help.benchmarkone.com/en/articles/2382963-email-authentication.md): Improve your deliverability to the inbox by authenticating your domain with BenchmarkONE. Includes updated 2024 DMARC requirements.
- [Guide to Account Settings](https://help.benchmarkone.com/en/articles/2383013-guide-to-account-settings.md): Manage your account, including users and security, email signature, customizations, email sync and integrations.
- [Add and Remove Users](https://help.benchmarkone.com/en/articles/2383054-add-and-remove-users.md): Invite additional users to work in your BenchmarkONE database and deactivate users that should no longer have access.
- [Dashboard: Marketing](https://help.benchmarkone.com/en/articles/2383274-dashboard-marketing.md): The marketing dashboard provides you with a robust view of your most important marketing metrics.
- [Dashboard: Sales](https://help.benchmarkone.com/en/articles/2383273-dashboard-sales.md): The sales dashboard provides you with a robust view of your most important sales metrics.
- [Customizations](https://help.benchmarkone.com/en/articles/2382993-customizations.md): Customize your database to make BenchmarkONE fit your needs.
- [Step-by-Step Guide: Gmail Integration](https://help.benchmarkone.com/en/articles/3636354-step-by-step-guide-gmail-integration.md): Ensure that contacts, tasks and conversations won’t fall through the cracks by bringing BenchmarkONE directly into the inbox.
- [Step-by-Step Guide: Connecting to IMAP](https://help.benchmarkone.com/en/articles/2383002-step-by-step-guide-connecting-to-imap.md): Sync email correspondence on contact records by connecting to IMAP providers.
- [Step-by-Step Guide to Creating an Online Form](https://help.benchmarkone.com/en/articles/2383020-step-by-step-guide-to-creating-an-online-form.md): Capture contacts through online forms and set up automations once they come into your BenchmarkONE database.
- [Step-by-Step Guide to Creating Emails](https://help.benchmarkone.com/en/articles/2383026-step-by-step-guide-to-creating-emails.md): Overview article on creating emails, including basic editor, drag & drop and using your own HTML code.
- [Sending an Email](https://help.benchmarkone.com/en/articles/2383009-sending-an-email.md): Learn how to send an email to one or more contacts.
- [Step-by-Step Guide to Building a Campaign](https://help.benchmarkone.com/en/articles/2383101-step-by-step-guide-to-building-a-campaign.md): Detailed guide on creating and editing regular campaigns, event-based campaigns, and using a pre-built campaign template.
- [Step-by-Step Guide to Creating a Deal](https://help.benchmarkone.com/en/articles/2383039-step-by-step-guide-to-creating-a-deal.md): Check out this complete guide to customizing your deal pipeline and creating a deal for contacts manually or through automation.
- [Step-by-Step Guide to Importing a Spreadsheet](https://help.benchmarkone.com/en/articles/2382995-step-by-step-guide-to-importing-a-spreadsheet.md): Quickly add contacts and companies from a spreadsheet using our import wizard.
- [Step-by-Step Guide to Webpage Tracking Setup](https://help.benchmarkone.com/en/articles/2383001-step-by-step-guide-to-webpage-tracking-setup.md): We walk through accessing the tracking code, bringing your webpages into BenchmarkONE, and adding automations.
- [Customize Columns in List Views](https://help.benchmarkone.com/en/articles/2382989-customize-columns-in-list-views.md): Customize your contact, company and deal list views per user.
- [How does the search bar in BenchmarkONE work?](https://help.benchmarkone.com/en/articles/2383206-how-does-the-search-bar-in-benchmarkone-work.md): The global search bar is a quick & easy way to find Contact, Company or Deal records in BenchmarkONE.
- [BenchmarkONE Mobile](https://help.benchmarkone.com/en/articles/2383262-benchmarkone-mobile.md): BenchmarkONE Mobile is the perfect companion to accelerate your sales and marketing engine.
- [Hire a BenchmarkONE Partner](https://help.benchmarkone.com/en/articles/2383028-hire-a-benchmarkone-partner.md): Our partners are able to assist with all things BenchmarkONE related, as well as offering additional marketing services you may need.

## Videos & Webinars

- [BenchmarkONE Free Forever: Overview Videos](https://help.benchmarkone.com/en/articles/4993943-benchmarkone-free-forever-overview-videos.md): Watch our overview videos to get acquainted your BenchmarkONE Free Forever account.
- [BenchmarkONE Lite: Overview Videos](https://help.benchmarkone.com/en/articles/4399975-benchmarkone-lite-overview-videos.md): Watch our overview videos to get acquainted with BenchmarkONE Lite
- [BenchmarkONE Overview Video for the Account Admin](https://help.benchmarkone.com/en/articles/2383100-benchmarkone-overview-video-for-the-account-admin.md): Covering account settings, importing, filtering list views and taking a group action.
- [BenchmarkONE Overview Video for the Marketer](https://help.benchmarkone.com/en/articles/2383106-benchmarkone-overview-video-for-the-marketer.md): Covering lead capture tools, webpage tracking, creating email templates, building campaigns and viewing metrics on the dashboard.
- [BenchmarkONE Overview: Part 3](https://help.benchmarkone.com/en/articles/2383109-benchmarkone-overview-part-3.md): Covering sales tracking using deals, BCC email integration, IMAP email integration, and contact scoring.
- [Email Authentication Overview](https://help.benchmarkone.com/en/articles/5872142-email-authentication-overview.md): Improve your deliverability to the inbox by authenticating your domain with BenchmarkONE. This video will walk you through the steps.
- [Account Settings: BCC Email Integration](https://help.benchmarkone.com/en/articles/2383158-account-settings-bcc-email-integration.md): Send emails into BenchmarkONE and store them as notes on a contact record without having to copy and paste.
- [Account Settings: IMAP Email Integration](https://help.benchmarkone.com/en/articles/2383174-account-settings-imap-email-integration.md): Sync email correspondence on contact records by connecting to Gmail or other IMAP providers.
- [Account Settings: User Level Security](https://help.benchmarkone.com/en/articles/2383171-account-settings-user-level-security.md): Grant permissions for each user to protect critical data.
- [Account Settings: Custom Fields](https://help.benchmarkone.com/en/articles/2383112-account-settings-custom-fields.md): Capture custom data on contact, company or deal records.
- [Automations: Available Automations](https://help.benchmarkone.com/en/articles/2383154-automations-available-automations.md): See a complete list of the automations available for email links, campaigns, forms, webpages, and tag rules.
- [Automations: Tag Rules](https://help.benchmarkone.com/en/articles/2383072-automations-tag-rules.md): Trigger automated actions based on contact's interest and behavior by using tag rules.
- [Automations: Webhooks](https://help.benchmarkone.com/en/articles/2383121-automations-webhooks.md): Set up outbound automations through our integration partner, Zapier.
- [Campaigns: Build a Regular Campaign](https://help.benchmarkone.com/en/articles/2383116-campaigns-build-a-regular-campaign.md): Build regular campaigns to automate a series of steps to run automatically for selected contacts.
- [Campaigns: Build an Event-Based Campaign](https://help.benchmarkone.com/en/articles/2383068-campaigns-build-an-event-based-campaign.md): Build event-based campaigns to automate a series of steps that will run based around a specific date and time for contacts.
- [Contacts: Add an Individual Contact](https://help.benchmarkone.com/en/articles/2383123-contacts-add-an-individual-contact.md): Quickly add individual contacts to the database.
- [Contacts: Add Tags](https://help.benchmarkone.com/en/articles/2383049-contacts-add-tags.md): Use tags to segment and organize your contacts.
- [Contacts: Contact Scoring](https://help.benchmarkone.com/en/articles/2383151-contacts-contact-scoring.md): Track your most engaged contacts by their contact score.
- [Contacts: Contact Statuses](https://help.benchmarkone.com/en/articles/2383189-contacts-contact-statuses.md): A contact status identifies your relationship with contacts and how they evolve throughout the nurturing process.
- [Contacts: Import a Spreadsheet](https://help.benchmarkone.com/en/articles/2383127-contacts-import-a-spreadsheet.md): Learn how to match spreadsheet columns to BenchmarkONE fields, prevent duplicate contacts in the system, and complete an import.
- [Contacts: Organize Your Spreadsheet](https://help.benchmarkone.com/en/articles/2383124-contacts-organize-your-spreadsheet.md): Organizing your spreadsheet prior to importing will ensure you start with a clean BenchmarkONE database.
- [Deals: Track Your Sales](https://help.benchmarkone.com/en/articles/2383098-deals-track-your-sales.md): Use BenchmarkONE Deals to track your sales and ensure no opportunity falls through the cracks.
- [Emails: Code Your Own HTML Emails](https://help.benchmarkone.com/en/articles/2383162-emails-code-your-own-html-emails.md): Use our basic editor to input HTML code from an existing email, or code your own email from scratch.
- [Emails: Drag & Drop Builder](https://help.benchmarkone.com/en/articles/2383140-emails-drag-drop-builder.md): Create professional emails using our drag and drop email builder.
- [Emails: Sending Emails](https://help.benchmarkone.com/en/articles/2383136-emails-sending-emails.md): Overview of sending an email to an individual contact, or to multiple contacts at once.
- [Emails: Text-Based Emails](https://help.benchmarkone.com/en/articles/2383135-emails-text-based-emails.md): The basic editor allows you to create text-based emails that can appear more personal to your contacts.
- [Filters: Contacts, Companies and Deals](https://help.benchmarkone.com/en/articles/2383131-filters-contacts-companies-and-deals.md): Learn how to pull accurate and complete lists on contact, company and deal records using BenchmarkONE filter options.
- [Forms: Capture New Leads](https://help.benchmarkone.com/en/articles/2383138-forms-capture-new-leads.md): Learn how to capture leads through your website and landing pages using BenchmarkONE forms.
- [Integrations: Connect Apps With Zapier](https://help.benchmarkone.com/en/articles/2383126-integrations-connect-apps-with-zapier.md): Connect BenchmarkONE to hundreds of other apps through our integration partner, Zapier.
- [My Files: Link To Your Documents](https://help.benchmarkone.com/en/articles/2383149-my-files-link-to-your-documents.md): Use My Files to include documents in your emails and track who opens them.
- [Tasks: Task Management](https://help.benchmarkone.com/en/articles/2383103-tasks-task-management.md): Manage to-do lists and contact follow-ups using tasks
- [Webpage Tracking: Track Visitors](https://help.benchmarkone.com/en/articles/2382950-webpage-tracking-track-visitors.md): Track webpage visits and automate actions for the contacts in your database.
- [Intro to BenchmarkONE Webinars](https://help.benchmarkone.com/en/articles/2848970-intro-to-benchmarkone-webinars.md): Join us every month as we take a deep dive into specific BenchmarkONE features to ensure you're set up for success!
- [Customer Success Workshop Series Recordings](https://help.benchmarkone.com/en/articles/3044085-customer-success-workshop-series-recordings.md)
- [Upcoming Webinars](https://help.benchmarkone.com/en/articles/2383122-upcoming-webinars.md): Our webinars cover helpful topics to ensure BenchmarkONE clients stay informed! We hope you'll join us.
- [Webinar Recordings](https://help.benchmarkone.com/en/articles/2383133-webinar-recordings.md): A quick list of past webinar recordings in case you missed them.
- [10 Marketing Automation Mistakes You Might Be Making \(And How to Avoid Them\)](https://help.benchmarkone.com/en/articles/6056689-10-marketing-automation-mistakes-you-might-be-making-and-how-to-avoid-them.md): Learn tips and tricks from the experts
- [Automate Your Workflow With Zapier](https://help.benchmarkone.com/en/articles/2383074-automate-your-workflow-with-zapier.md): Learn how to integrate BenchmarkONE with other applications using Zapier. Learn how to set up a Zap, best practices and example use cases.
- [Navigating BenchmarkONE for B2B Businesses](https://help.benchmarkone.com/en/articles/2383081-navigating-benchmarkone-for-b2b-businesses.md): Bringing BenchmarkONE functionality full circle for your B2B business.
- [Putting the Pieces Together for B2C Businesses](https://help.benchmarkone.com/en/articles/2383200-putting-the-pieces-together-for-b2c-businesses.md): Follow along as we explain how each BenchmarkONE feature comes together through a sample B2C business.
- [Campaign Structure from Start to Finish](https://help.benchmarkone.com/en/articles/2383086-campaign-structure-from-start-to-finish.md): In-depth view into the progression from a general nurturing campaign to a current client campaign.
- [Capture Contacts with BenchmarkONE Forms](https://help.benchmarkone.com/en/articles/2383193-capture-contacts-with-benchmarkone-forms.md): Learn about the what, why and how of BenchmarkONE online forms.
- [Content Creation 101](https://help.benchmarkone.com/en/articles/2383219-content-creation-101.md): Everyone knows that content is king, but that doesn’t make coming up with topic ideas any easier. Learn how to create content that converts!
- [Getting the Most Bang for BenchmarkONE](https://help.benchmarkone.com/en/articles/2383216-getting-the-most-bang-for-benchmarkone.md): Learn from the experts! We cover setup and implementation, sales, marketing, marketing automation, and deliverability.
- [Improving Sales With BenchmarkONE's CRM](https://help.benchmarkone.com/en/articles/2383075-improving-sales-with-benchmarkone-s-crm.md): Tools and features of BenchmarkONE that will benefit your sales team and ensure no prospect falls through the cracks.
- [Our Favorite Tips and Tricks](https://help.benchmarkone.com/en/articles/2382957-our-favorite-tips-and-tricks.md): From campaigns, to tag strategies, to identifying hot opportunities, we teach you our favorite tips & tricks for success.
- [Partners: Using Your Accounts](https://help.benchmarkone.com/en/articles/2383083-partners-using-your-accounts.md): Partners will benefit from this webinar, covering account setup, building demo accounts, and best practices for database duplication.
- [Hatchbuck 4.0 Launch](https://help.benchmarkone.com/en/articles/2383176-hatchbuck-4-0-launch.md): Check out all of the new and improved features, register for Customer Success Hours and more.

## K12 Edition

- [Quickstart Checklist: K12 Edition](https://help.benchmarkone.com/en/articles/4252319-quickstart-checklist-k12-edition.md): Getting started doesn’t have to be a headache. We’ve compiled a list of 7 easy steps to ensure BenchmarkONE success!
- [Overview Videos: K12 Edition](https://help.benchmarkone.com/en/articles/4252439-overview-videos-k12-edition.md): Watch our overview videos to get acquainted with BenchmarkONE K12 Edition
- [K12 Edition Overview Video: Account Admin](https://help.benchmarkone.com/en/articles/4254100-k12-edition-overview-video-account-admin.md): Covering account customizations, importing, online forms and automating from tag rules.
- [K12 Edition Overview Video: Communicator](https://help.benchmarkone.com/en/articles/4254104-k12-edition-overview-video-communicator.md): Learn how to customize your list view, filter and segment your contacts, and create and send emails.
- [K12 Edition Overview Video: Recruiter](https://help.benchmarkone.com/en/articles/4254105-k12-edition-overview-video-recruiter.md): Take a deeper dive into CRM and sales features, Gmail integration and accessing BenchmarkONE on the go.
- [New School Year Clean-up](https://help.benchmarkone.com/en/articles/5451634-new-school-year-clean-up.md): Reset the tags in your account through the FTP connection
- [K12 User Setup](https://help.benchmarkone.com/en/articles/5058783-k12-user-setup.md): Utilizing User Level Security and Teams to allow your users access to segmented contacts.
- [Team Level Security](https://help.benchmarkone.com/en/articles/4252494-team-level-security.md): Organize users with our Teams feature to control what contacts they can access in the database.
- [FTP Documentation](https://help.benchmarkone.com/en/articles/4254233-ftp-documentation.md): The FTP feature provides flexibility to import large amounts of data and provides an automated approach to data transfer into BenchmarkONE.
- [Setting Up an FTP Connection](https://help.benchmarkone.com/en/articles/4326740-setting-up-an-ftp-connection.md): Users can connect to BenchmarkONE's SFTP server by using a third-party application. The set up process is quick and easy!
- [FTP Data Specifications](https://help.benchmarkone.com/en/articles/4326727-ftp-data-specifications.md): It's important to ensure data is set up correctly prior to uploading via FTP. This article explains required fields and rules.
- [FTP Import File Types](https://help.benchmarkone.com/en/articles/4335692-ftp-import-file-types.md): BenchmarkONE FTP supports 3 files types for adding, editing and appending data. View the file types and rules for successful processing.
- [Uploading and Processing Files via FTP](https://help.benchmarkone.com/en/articles/4326701-uploading-and-processing-files-via-ftp.md): Guidelines and documentation on processing imports via FTP.
- [FTP Dashboard and Log Files](https://help.benchmarkone.com/en/articles/4326665-ftp-dashboard-and-log-files.md): Supported users have the ability to view a log of files that they have uploaded to the FTP and their status.
- [Dynamic Content](https://help.benchmarkone.com/en/articles/4252507-dynamic-content.md): Send multiple audiences targeted content from a single email.

## Account Settings

- [View Billing Statements](https://help.benchmarkone.com/en/articles/8857352-view-billing-statements.md): Monthly, annual billing statements or invoices available to view or export.
- [Guide to your Account Settings](https://help.benchmarkone.com/en/articles/2383061-guide-to-your-account-settings.md): Manage your account, including users and security, email signature, customizations, email sync and integrations.
- [Change Account Ownership](https://help.benchmarkone.com/en/articles/4092150-change-account-ownership.md): Things change! Here's how to change account ownership over to another user.
- [Add and Remove Users](https://help.benchmarkone.com/en/articles/2383051-add-and-remove-users.md): Invite additional users to work in your BenchmarkONE database and deactivate users that should no longer have access.
- [User Level Security](https://help.benchmarkone.com/en/articles/2383208-user-level-security.md): BenchmarkONE user level permissions allow you to control what your users are able to see and do in the database.
- [What will I see if I can't access a record?](https://help.benchmarkone.com/en/articles/2383204-what-will-i-see-if-i-can-t-access-a-record.md): Some users are restricted from viewing certain information for contacts, companies, and deals. See why.
- [Why Can't I Delete This?](https://help.benchmarkone.com/en/articles/2383198-why-can-t-i-delete-this.md): If your admin has set user permissions, you may be blocked from removing contact, company or deal records.
- [Customizations](https://help.benchmarkone.com/en/articles/2383055-customizations.md): Customize your database to make BenchmarkONE fit your needs.
- [My Profile](https://help.benchmarkone.com/en/articles/2382997-my-profile.md): Update the name and email stored on your user profile.
- [Username and Password](https://help.benchmarkone.com/en/articles/2383008-username-and-password.md): Changing your username and password in BenchmarkONE is quick and easy. Here's how.
- [Company Information](https://help.benchmarkone.com/en/articles/2383238-company-information.md): Edit the company information that displays in email footers from your Account Settings.
- [Block IMAP Activity for Internal Users](https://help.benchmarkone.com/en/articles/2383240-block-imap-activity-for-internal-users.md): Suppressing email activity for certain email addresses or domains will block all email sync activity within the system.
- [Setting International Currencies](https://help.benchmarkone.com/en/articles/2383252-setting-international-currencies.md): Set your currency in BenchmarkONE through account settings.
- [BenchmarkONE Free Plan](https://help.benchmarkone.com/en/articles/4570519-benchmarkone-free-plan.md): Understanding the BMO Free Plan Limits
- [Team Level Security](https://help.benchmarkone.com/en/articles/4173757-team-level-security.md): Organize users with our Teams feature to control what contacts they can access in the database.
- [Update Your Credit Card](https://help.benchmarkone.com/en/articles/2383027-update-your-credit-card.md): Account owners can quickly update the credit card associated to the account.
- [Upgrade or Downgrade Your Account](https://help.benchmarkone.com/en/articles/2383070-upgrade-or-downgrade-your-account.md): Account owners have the flexibility to upgrade or downgrade their accounts at any time.
- [Export Your Database](https://help.benchmarkone.com/en/articles/2383040-export-your-database.md): System administrators can export the full database.
- [Cancel Your Account](https://help.benchmarkone.com/en/articles/2383091-cancel-your-account.md): This article will provide you with the steps needed to cancel your service, though we really hope you'll stay!
- [BCC Email Integration](https://help.benchmarkone.com/en/articles/2383029-bcc-email-integration.md): Send emails into BenchmarkONE and store them as notes on a contact record without having to copy and paste.
- [Pre-Built Integrations](https://help.benchmarkone.com/en/articles/2383050-pre-built-integrations.md): Connect and integrate BenchmarkONE with other web apps by taking advantage of already-programmed API connections using Zapier.

## Contacts

- [Activity Feed: Deliverability Status Indicators](https://help.benchmarkone.com/en/articles/5076705-activity-feed-deliverability-status-indicators.md): Understanding contact deliverability statuses within contact activity feeds.
- [Step-by-Step Guide To Contact Statuses](https://help.benchmarkone.com/en/articles/2383156-step-by-step-guide-to-contact-statuses.md): Statuses help to identify your relationship with contacts and how they evolve through the nurturing process.
- [Using Tags](https://help.benchmarkone.com/en/articles/2383092-using-tags.md): Tags are a great way to segment, organize, and track contacts
- [Adding or Removing Tags](https://help.benchmarkone.com/en/articles/2383168-adding-or-removing-tags.md): Use automations, work from a record, or take a group action.
- [Adding and Filtering by Custom Fields](https://help.benchmarkone.com/en/articles/2383155-adding-and-filtering-by-custom-fields.md): Capture, store and filter custom data
- [Custom Field Character Limit](https://help.benchmarkone.com/en/articles/2383148-custom-field-character-limit.md): Custom Fields allow you to store additional information, but there is a character limit you should be aware of.
- [How Contact Scoring Works](https://help.benchmarkone.com/en/articles/2383097-how-contact-scoring-works.md): Tracking your most engaged contacts.
- [Updating How Your Contact Scores Are Calculated](https://help.benchmarkone.com/en/articles/2383192-updating-how-your-contact-scores-are-calculated.md): Edit the points associated with each available action to track your contacts' engagement.
- [Adding and Using Lead Sources](https://help.benchmarkone.com/en/articles/2383153-adding-and-using-lead-sources.md): Track your channels to find out where your hottest leads are coming from.
- [How do I use Purchases?](https://help.benchmarkone.com/en/articles/2383215-how-do-i-use-purchases.md): Here is a guide to setting up your categories and using the manual purchase tool.
- [Quick Actions Menu](https://help.benchmarkone.com/en/articles/4935642-quick-actions-menu.md): Quickly perform common actions like sending an email, adding a contact, or entering a note from anywhere in the system.
- [Connecting Contacts+ and BenchmarkONE](https://help.benchmarkone.com/en/articles/6047167-connecting-contacts-and-benchmarkone.md): Getting your contacts out of BenchmarkONE and ready to import into Contacts+ takes just a few minutes.
- [Manually Unsubscribe a Contact](https://help.benchmarkone.com/en/articles/4302235-manually-unsubscribe-a-contact.md): Manually unsubscribe contacts by request or if you no longer want to email them.
- [Organizing Your Spreadsheet Before Importing](https://help.benchmarkone.com/en/articles/2383137-organizing-your-spreadsheet-before-importing.md): To make sure your import process goes smoothly, here are some guidelines for organizing and saving your spreadsheet before you start.
- [Step-by-Step Guide to Importing a Spreadsheet](https://help.benchmarkone.com/en/articles/2481622-step-by-step-guide-to-importing-a-spreadsheet.md): Quickly add contacts and companies from a spreadsheet using our import wizard.
- [Importing Existing Contacts & Companies](https://help.benchmarkone.com/en/articles/2744924-importing-existing-contacts-companies.md): Learn what data is appended to existing records upon import and what data is overwritten.
- [Merging Duplicate Contacts](https://help.benchmarkone.com/en/articles/2383146-merging-duplicate-contacts.md): If you find duplicate records in your BenchmarkONE database you can quickly merge those two records together.
- [Separate Contact First and Last Name in Excel](https://help.benchmarkone.com/en/articles/2810452-separate-contact-first-and-last-name-in-excel.md): Prior to importing, make sure you have the first and last name fields in separate columns.
- [How to Convert Your File to UTF-8 Encoding](https://help.benchmarkone.com/en/articles/2795225-how-to-convert-your-file-to-utf-8-encoding.md): To import a file into BenchmarkONE, it needs to be UTF-8 encoded. View instructions for converting your file.
- [Adding a Single Contact](https://help.benchmarkone.com/en/articles/2383150-adding-a-single-contact.md): Quickly add individual contacts to your database.
- [Manually Adding Contacts Quickly](https://help.benchmarkone.com/en/articles/2383063-manually-adding-contacts-quickly.md): Creating a simple online form can be a faster, easier way to input contact information than manually adding contacts on a one off basis.
- [How BenchmarkONE's Social Media Snapshot Works](https://help.benchmarkone.com/en/articles/2383194-how-benchmarkone-s-social-media-snapshot-works.md): BenchmarkONE can match your contact to their social media profiles, pull those networks in, and add an image to the Contact's record
- [Choosing/Changing Profile Pictures](https://help.benchmarkone.com/en/articles/2383197-choosing-changing-profile-pictures.md): Add images to contact records.
- [Attaching Documents To A Contact Record](https://help.benchmarkone.com/en/articles/2383190-attaching-documents-to-a-contact-record.md): Upload and store important documents to a note.
- [Manually Boosting Contact Scores](https://help.benchmarkone.com/en/articles/2383183-manually-boosting-contact-scores.md): Increase scores for an individual contact or as a group action.
- [How To Boost Contact Scores with Automations](https://help.benchmarkone.com/en/articles/2383202-how-to-boost-contact-scores-with-automations.md): Use automations and measure engagement levels of your prospective clients.
- [Tying Events to Contacts](https://help.benchmarkone.com/en/articles/2383199-tying-events-to-contacts.md): Store important events in contact records and tie campaign communication to that date.
- [Export My Contact List](https://help.benchmarkone.com/en/articles/2383184-export-my-contact-list.md): Quickly export your contacts to a .CSV file.
- [Adding & Editing Contacts Through Gmail Integration](https://help.benchmarkone.com/en/articles/3636373-adding-editing-contacts-through-gmail-integration.md): Once the BenchmarkONE extension is up and running, you can quickly add or edit contacts through the Gmail integration. Here's how!
- [Viewing Gmail Integration Activity in BenchmarkONE](https://help.benchmarkone.com/en/articles/3636375-viewing-gmail-integration-activity-in-benchmarkone.md): View conversations from your Gmail inbox while using the web app.
- [Importing 10,000+ Contacts](https://help.benchmarkone.com/en/articles/10003809-importing-10-000-contacts.md): This new feature ensures a smoother experience when handling mass datasets, improving both efficiency and data management!
- [Filtering on Negative Tags](https://help.benchmarkone.com/en/articles/5051536-filtering-on-negative-tags.md): Filters can be adjusted to search for the inverse of contacts with specific tags. Also known as contact suppression.
- [Customize the Contact List View](https://help.benchmarkone.com/en/articles/2383201-customize-the-contact-list-view.md): Quickly view the information you need most by customizing your contact list view.
- [Tag Score vs. Contact Score](https://help.benchmarkone.com/en/articles/5043061-tag-score-vs-contact-score.md): Tag Scores accumulate and never decline, while Contact Scores are dependent on a time window and can detract back to zero. Learn more!
- [Filter the Contact List View](https://help.benchmarkone.com/en/articles/2383212-filter-the-contact-list-view.md): Filter for the information most important to you based on contact, contact activity, company, and deal data.
- [Contact Filters](https://help.benchmarkone.com/en/articles/2383257-contact-filters.md): Filter for default fields, custom fields and tags.
- [Contact Activity](https://help.benchmarkone.com/en/articles/2383235-contact-activity.md): Learn more about your contacts through their engagement with your emails, website, forms, etc.
- [Email Activity](https://help.benchmarkone.com/en/articles/2383220-email-activity.md): View contacts that have been sent or not sent an email, and how they engaged \(or did not engage\) with that message.
- [Filter Contacts That Have Clicked Links in Emails](https://help.benchmarkone.com/en/articles/2383234-filter-contacts-that-have-clicked-links-in-emails.md): View contacts that have clicked \(or not clicked\) through an email.
- [Filter by Tags](https://help.benchmarkone.com/en/articles/2383170-filter-by-tags.md): Tags can be used to segment your contacts based on their groups, general interest, and behavior.
- [Advanced Searching](https://help.benchmarkone.com/en/articles/2383214-advanced-searching.md): With BenchmarkONE's and/or searching feature you can complete a boolean search for contacts, companies and deals.
- [Updating Multiple Contacts or Taking a Group Action](https://help.benchmarkone.com/en/articles/2383217-updating-multiple-contacts-or-taking-a-group-action.md): Mass update or take action on a filtered list.
- [Finding Contacts Who Have Unsubscribed or Complained of Spam](https://help.benchmarkone.com/en/articles/2383244-finding-contacts-who-have-unsubscribed-or-complained-of-spam.md): View contacts that have opted out of email communication.
- [Finding Contacts with Bounced or Invalid Email Addresses](https://help.benchmarkone.com/en/articles/2383246-finding-contacts-with-bounced-or-invalid-email-addresses.md): Pull a list of contacts with a bounced or invalid email address.
- [Finding Contacts Without an Email Address](https://help.benchmarkone.com/en/articles/2383242-finding-contacts-without-an-email-address.md): Filter for contacts that are missing an email address.
- [Check Your List To Avoid SPAM Complaints](https://help.benchmarkone.com/en/articles/2383229-check-your-list-to-avoid-spam-complaints.md): Keep your list clean to ensure a good sender reputation.
- [What Does "Can/Cannot Be Sent an Email" Mean?](https://help.benchmarkone.com/en/articles/2383248-what-does-can-cannot-be-sent-an-email-mean.md): Filter for contacts based on email deliverability.
- [What Does Follow Up Frequency Mean?](https://help.benchmarkone.com/en/articles/2383271-what-does-follow-up-frequency-mean.md): Find your nurtured, engaged and neglected contacts.
- [Customize the Tasks List View](https://help.benchmarkone.com/en/articles/5577912-customize-the-tasks-list-view.md): View the information you need most by customizing data columns in your tasks tab.
- [Managing Tasks](https://help.benchmarkone.com/en/articles/2383139-managing-tasks.md): Keep track of your to do's and check off your follow-up.
- [How Can I Manage Task Types?](https://help.benchmarkone.com/en/articles/2383228-how-can-i-manage-task-types.md): Create as many types necessary to organize your follow-up efforts.
- [How Can I Make a Task High Priority?](https://help.benchmarkone.com/en/articles/2383233-how-can-i-make-a-task-high-priority.md): Flag tasks to see which ones will require immediate attention.
- [How Can I Update Multiple Tasks at Once?](https://help.benchmarkone.com/en/articles/2383221-how-can-i-update-multiple-tasks-at-once.md): Update or take an action on multiple tasks at once from the tasks list view.
- [How Can I Backdate a Task?](https://help.benchmarkone.com/en/articles/2383223-how-can-i-backdate-a-task.md): Backdate and complete any task to record the activity in a record.
- [Step-by-Step Guide to Importing Companies](https://help.benchmarkone.com/en/articles/2887094-step-by-step-guide-to-importing-companies.md): Quickly add companies from a spreadsheet using our import wizard.
- [Merging Duplicate Companies](https://help.benchmarkone.com/en/articles/3024153-merging-duplicate-companies.md): If you find duplicate records in your BenchmarkONE database you can quickly merge those two records together.
- [Guide to Associated Companies](https://help.benchmarkone.com/en/articles/2383272-guide-to-associated-companies.md): Filter and search on company information.
- [How Can I Update Multiple Companies?](https://help.benchmarkone.com/en/articles/2383265-how-can-i-update-multiple-companies.md): Use a group action to mass update companies.
- [Customizing Company List View](https://help.benchmarkone.com/en/articles/2383263-customizing-company-list-view.md): See the information most important to you at a glance.
- [How Can I Filter My Company List View?](https://help.benchmarkone.com/en/articles/2383250-how-can-i-filter-my-company-list-view.md): Search and find important company information.
- [If I Change a Company's Status, does it Change for all Contacts?](https://help.benchmarkone.com/en/articles/2383259-if-i-change-a-company-s-status-does-it-change-for-all-contacts.md): Company vs. Contact statuses explained.

## Emails

- [Smart Subject Line](https://help.benchmarkone.com/en/articles/9528161-smart-subject-line.md): Enhance your marketing efforts using AI to create attention-grabbing subject lines.
- [Smart Content](https://help.benchmarkone.com/en/articles/9663012-smart-content.md): Enhance the body of your email templates using AI to create compelling content.
- [Personalizing Email Templates](https://help.benchmarkone.com/en/articles/5489137-personalizing-email-templates.md): Using merge fields in email templates allows you to personalize your emails when sending manually or via automations.
- [Sending an Email - CC Feature](https://help.benchmarkone.com/en/articles/7897156-sending-an-email-cc-feature.md): Learn how to CC an email to one or more users.
- [Sending an Email - Reply-to Feature](https://help.benchmarkone.com/en/articles/7897278-sending-an-email-reply-to-feature.md): Learn how to change settings to send emails from one address and receive replies to another.
- [Overview of BenchmarkONE Emails](https://help.benchmarkone.com/en/articles/2383095-overview-of-benchmarkone-emails.md): With BenchmarkONE you can design a newsletter style email from scratch, use one of our pre-designed templates and create text-based emails.
- [Basic Editor Emails: A Complete Guide](https://help.benchmarkone.com/en/articles/2383143-basic-editor-emails-a-complete-guide.md): Use the Basic Editor to build simple, text-based emails.
- [Drag & Drop Emails: A Complete Guide](https://help.benchmarkone.com/en/articles/2383241-drag-drop-emails-a-complete-guide.md): Learn about the layout, elements and formatting options offered in the Drag & Drop Builder for creating newsletter-style emails.
- [Building an Email from Scratch](https://help.benchmarkone.com/en/articles/2383169-building-an-email-from-scratch.md): Use the Basic Editor to create text-based emails or include custom HTML. Use the Drag & Drop Builder to create newsletter-style templates.
- [Designing Your Own Template](https://help.benchmarkone.com/en/articles/2383134-designing-your-own-template.md): If you have a newsletter already designed and have the HTML code, or you would like to code your email from scratch, use the Basic Editor.
- [Sending an Email](https://help.benchmarkone.com/en/articles/2826516-sending-an-email.md): Learn how to send an email to one or more contacts.
- [Email Web Version](https://help.benchmarkone.com/en/articles/4935650-email-web-version.md): Leverage email web versions for sharing templates to your website and social media platforms.
- [View in Browser](https://help.benchmarkone.com/en/articles/4935710-view-in-browser.md): Provide your contacts a way to view emails in a browser window vs their inbox viewing window.
- [Drag & Drop Emails: Footer Customizations](https://help.benchmarkone.com/en/articles/2383187-drag-drop-emails-footer-customizations.md): BenchmarkONE provides several ways to customize your footer in the Drag & Drop Builder.
- [Drag & Drop Emails: Image Elements](https://help.benchmarkone.com/en/articles/2383177-drag-drop-emails-image-elements.md): Learn about each image element available in the Drag & Drop Builder.
- [Drag & Drop Emails: Special Elements](https://help.benchmarkone.com/en/articles/2383196-drag-drop-emails-special-elements.md): Learn how to add, edit and customize buttons, social media, dividers and spacers to your newsletter-style emails.
- [Drag & Drop Emails: Social Media Element](https://help.benchmarkone.com/en/articles/2383182-drag-drop-emails-social-media-element.md): The social media element gives you options for adding in stylized links for your social media sites.
- [Drag & Drop Emails: Text Elements](https://help.benchmarkone.com/en/articles/2383160-drag-drop-emails-text-elements.md): This special element gives you options for adding headers, articles, coupon and general text blocks to your email layout.
- [Drag & Drop Emails: Pre-Designed Templates](https://help.benchmarkone.com/en/articles/2383213-drag-drop-emails-pre-designed-templates.md): Learn how to use and customize a professionally built email template to fit your branding, style and purpose.
- [Dynamic Content](https://help.benchmarkone.com/en/articles/4169478-dynamic-content.md): Send multiple audiences targeted content from a single email.
- [Sending Test Emails](https://help.benchmarkone.com/en/articles/2383173-sending-test-emails.md): Using the "Send Test" feature for emails is great to see formatting & layout, but some things will not appear like the final product.
- [Locking Email Templates](https://help.benchmarkone.com/en/articles/2383239-locking-email-templates.md): Ensure your templates retain the content and formatting you created. Lock templates to prevent users \(besides admins\) from making changes.
- [Adding Emojis to Your Email Subject Line](https://help.benchmarkone.com/en/articles/2383152-adding-emojis-to-your-email-subject-line.md): Bring color and character to your email subject lines.
- [Cancel or Reschedule an Email](https://help.benchmarkone.com/en/articles/2383186-cancel-or-reschedule-an-email.md): Learn how to cancel or reschedule an upcoming email send for an individual or group of contacts.
- [Step-by-Step Guide: Gmail Integration](https://help.benchmarkone.com/en/articles/4323492-step-by-step-guide-gmail-integration.md): Ensure that contacts, tasks and conversations won’t fall through the cracks by bringing BenchmarkONE directly into the inbox.
- [Sending & Tracking Emails Sent from Gmail](https://help.benchmarkone.com/en/articles/3636376-sending-tracking-emails-sent-from-gmail.md): Send an email right from your Gmail inbox and track when the email is opened by the recipient.
- [Step-by-Step Guide: Outlook Add-In](https://help.benchmarkone.com/en/articles/4385882-step-by-step-guide-outlook-add-in.md): Ensure that contacts, tasks and conversations won’t fall through the cracks by bringing BenchmarkONE directly to the Outlook inbox.
- [How to Add Special Symbols to Your Email Templates](https://help.benchmarkone.com/en/articles/11003854-how-to-add-special-symbols-to-your-email-templates.md): Add special symbols, sub or superscripts to your email template body or subject lines.
- [Image Sizes for Best Email Rendering](https://help.benchmarkone.com/en/articles/4986576-image-sizes-for-best-email-rendering.md): Learn about the best specifications to ensure your images look crisp and professional on all devices.
- [Creating a Sunset Policy](https://help.benchmarkone.com/en/articles/3709460-creating-a-sunset-policy.md): The longer you continue to send emails to a disengaged lead, the worse it is for your send reputation. Here are steps to implement a policy.
- [6 Simple Ways to Stay Out of the Promotions Tab](https://help.benchmarkone.com/en/articles/2383266-6-simple-ways-to-stay-out-of-the-promotions-tab.md): We have compiled some proven methods for improving your deliverability to the Primary tab in Gmail.
- [Building Better Emails](https://help.benchmarkone.com/en/articles/2383256-building-better-emails.md): Get your emails opened, optimize your responses and clicks, track, analyze and test.
- [Copying an Existing Email Template](https://help.benchmarkone.com/en/articles/2383167-copying-an-existing-email-template.md): Don't waste time rebuilding template after template! You can duplicate an existing template and quickly update content.
- [How to Design Email Newsletters](https://help.benchmarkone.com/en/articles/2383237-how-to-design-email-newsletters.md): The design matters for the overall success of your newsletters. Here are some tips to ensure your recipients are opening and engaging.
- [Email Subject Lines](https://help.benchmarkone.com/en/articles/2383225-email-subject-lines.md): Your opening line is always important. Here are a few best practices to help craft your subject lines.
- [Embedding Videos in your Emails](https://help.benchmarkone.com/en/articles/2383166-embedding-videos-in-your-emails.md): Everyone loves videos, but are emails the best place for them? We explain technical barriers, deliverability and marketing recommendations.
- [Forward an Email To A Friend](https://help.benchmarkone.com/en/articles/2383107-forward-an-email-to-a-friend.md): You can add your own "forward to a friend" feature in the email builders with this handy trick.
- [Increasing Open Rates](https://help.benchmarkone.com/en/articles/2383227-increasing-open-rates.md): Here are some tips and tricks to increase your open rates.
- [Staying Out of the SPAM Folder](https://help.benchmarkone.com/en/articles/2383258-staying-out-of-the-spam-folder.md): Helpful tips to improve your inbox placement and keep you out of the recipient's SPAM folder.
- [Updating The Sender On Emails & Campaigns](https://help.benchmarkone.com/en/articles/2383163-updating-the-sender-on-emails-campaigns.md): Emails will be sent from the user that is logged in by default, but you can also send on behalf of other users. Check it out!
- [Using GIFs in Emails](https://help.benchmarkone.com/en/articles/2383178-using-gifs-in-emails.md): Adding a GIF to your email template can be a great way to increase engagement with your contacts.
- [Creating and Tracking Links in Emails](https://help.benchmarkone.com/en/articles/2383066-creating-and-tracking-links-in-emails.md): Hyperlink your text so BenchmarkONE can track email link clicks.
- [Link Automation in Emails](https://help.benchmarkone.com/en/articles/2383144-link-automation-in-emails.md): You are using BenchmarkONE to automate your marketing process and save time, so you should definitely take advantage of link automations!
- [Adding Attachments to Emails](https://help.benchmarkone.com/en/articles/2383157-adding-attachments-to-emails.md): Use the "My Files" feature to insert a traceable link in emails and know when your contacts view them.
- [UTM Tracking in Emails](https://help.benchmarkone.com/en/articles/3546941-utm-tracking-in-emails.md): With the addition of UTM codes, you'll have added insights into how successful that content will be across the web.
- [Automation: Identifying a bot click](https://help.benchmarkone.com/en/articles/8496414-automation-identifying-a-bot-click.md): Contact behavior analysis.
- [A/B Testing your Emails](https://help.benchmarkone.com/en/articles/2383224-a-b-testing-your-emails.md): Compare email template performance with A/B testing.
- [Email History](https://help.benchmarkone.com/en/articles/2383179-email-history.md): Use the email history report to quickly view your sent emails, scheduled emails and scheduled campaigns.
- [Tracking Email Opens](https://help.benchmarkone.com/en/articles/2383205-tracking-email-opens.md): The system automatically tracks opens on all sent emails. Here's how!
- [Email Report Overview](https://help.benchmarkone.com/en/articles/2383209-email-report-overview.md): Track and analyze how your emails are performing! Here's an overview of what you can expect to find in each of our email reports.
- [Understanding Email Statistics](https://help.benchmarkone.com/en/articles/2383210-understanding-email-statistics.md): Overview of what Sent, Opens, Clicks, Bounces, Unsubscribes and Spam Complaints mean for better data reporting.
- [Recording Email Opens](https://help.benchmarkone.com/en/articles/2383195-recording-email-opens.md): Discover why you may or may not see if a contact opens an email.
- [Using Javascript In Your Emails](https://help.benchmarkone.com/en/articles/2383188-using-javascript-in-your-emails.md): You will want to stick to standard HTML/CSS to create your emails for maximum compatibility. Here's why!
- [How do I find a saved draft?](https://help.benchmarkone.com/en/articles/2383222-how-do-i-find-a-saved-draft.md): Find drafts that weren't saved as email templates.
- [Why isn't my company information showing up in my email footer?](https://help.benchmarkone.com/en/articles/2383226-why-isn-t-my-company-information-showing-up-in-my-email-footer.md): Test emails and basic emails sent to one recipient will not populate the footer. Learn more.
- [Why are my internal emails not being delivered?](https://help.benchmarkone.com/en/articles/2383203-why-are-my-internal-emails-not-being-delivered.md): Don't be concerned if your internal emails sent through BenchmarkONE land in your spam folder. Learn more!
- [Why does my email template look different in Outlook?](https://help.benchmarkone.com/en/articles/2383231-why-does-my-email-template-look-different-in-outlook.md): BenchmarkONE templates are designed to look great in all email clients, but you may notice that Outlook displays your emails differently.
- [Why doesn't Gmail load my images?](https://help.benchmarkone.com/en/articles/2383207-why-doesn-t-gmail-load-my-images.md): Gmail will not load images for unauthenticated messages by default. It is recommended to authenticate your email domain to solve this issue.
- [Why is my entire email not showing in Gmail?](https://help.benchmarkone.com/en/articles/2383236-why-is-my-entire-email-not-showing-in-gmail.md): If you've created a great looking \(but long!\) email, you may notice that Gmail is clipping your message and hiding some of your content.
- [Complete Guide to Deliverability](https://help.benchmarkone.com/en/articles/5211106-complete-guide-to-deliverability.md): Getting your emails delivered to the inbox is important! We provide thorough details and top takeaways for deliverability.
- [Re-subscribing Contacts Who Have Opted Out](https://help.benchmarkone.com/en/articles/5014602-re-subscribing-contacts-who-have-opted-out.md): Everyone makes mistakes! In this article, we will explain the process of re-subscribing a contact who has opted out of email communication.
- [The Deliverability Round-Up](https://help.benchmarkone.com/en/articles/2383232-the-deliverability-round-up.md): We have compiled a list of resources to help you avoid getting sent to the SPAM folder, promotions tab, or getting bounced out completely.
- [Email Authentication](https://help.benchmarkone.com/en/articles/2383142-email-authentication.md): Improve your deliverability to the inbox by authenticating your domain with BenchmarkONE. Includes updated 2024 DMARC requirements.
- [Email Protection Program - Manta](https://help.benchmarkone.com/en/articles/2383268-email-protection-program-manta.md): Manta actively prevents you from sending to questionable email addresses that have the potential to harm your sender reputation.
- [About Email Bounces](https://help.benchmarkone.com/en/articles/2383267-about-email-bounces.md): When an email fails to reach a recipient, it is called a bounce. There are two types of bounces: hard bounces and soft bounces. Learn more!
- [DMARC & Emails](https://help.benchmarkone.com/en/articles/2383218-dmarc-emails.md): Free email providers like Yahoo and Gmail are great, but you should only send emails through BenchmarkONE using a domain that you own.
- [Deliverability: Mismatched URLs](https://help.benchmarkone.com/en/articles/2383261-deliverability-mismatched-urls.md): It is important to hyperlink words of text like "my website" or "schedule here" instead of including direct URLs in emails.
- [New Domain Authentication Requirements: How to Prepare](https://help.benchmarkone.com/en/articles/8840162-new-domain-authentication-requirements-how-to-prepare.md)
- [Allowlist BenchmarkONE Domain and IPs for System Email Delivery](https://help.benchmarkone.com/en/articles/9911974-allowlist-benchmarkone-domain-and-ips-for-system-email-delivery.md): These steps will help ensure emails from BenchmarkONE are not blocked or sent to spam by your email service provider.
- [International Spam Laws](https://help.benchmarkone.com/en/articles/2383284-international-spam-laws.md): Familiarize yourself with email spam laws within the countries you operate.
- [Editing/Deleting the Unsubscribe & Spam Footer](https://help.benchmarkone.com/en/articles/2383159-editing-deleting-the-unsubscribe-spam-footer.md): Unsubscribe and spam links are mandatory in marketing emails per the CAN-SPAM Act of 2003.
- [Abuse Complaints from ISPs](https://help.benchmarkone.com/en/articles/8125919-abuse-complaints-from-isps.md)

## Deals

- [Explanation of BenchmarkONE Deals](https://help.benchmarkone.com/en/articles/2382952-explanation-of-benchmarkone-deals.md): Closing deals is exciting! We give you the ability to customize, track, manage and close deals easily with our Deals module.
- [Create a Deal: Step-by-Step Guide](https://help.benchmarkone.com/en/articles/2382981-create-a-deal-step-by-step-guide.md): Check out this complete guide to customizing your deal pipeline and creating a deal for contacts manually or through automation.
- [Create a Deal by Automation](https://help.benchmarkone.com/en/articles/2382959-create-a-deal-by-automation.md): BenchmarkONE helps you automate deal processes that you used to do manually!
- [Create a Deal Manually](https://help.benchmarkone.com/en/articles/2382970-create-a-deal-manually.md): Create a deal for contacts manually through the contact record, contact list view or deals tab.
- [Sales Reports Overview](https://help.benchmarkone.com/en/articles/2382985-sales-reports-overview.md): Reporting is key for tracking sales & improving efforts to close more deals! Get an overview about each report to help gain further insight.
- [Set Up and Customize Deal Stages](https://help.benchmarkone.com/en/articles/2382976-set-up-and-customize-deal-stages.md): We know every business is different. Use this guide to customize the deal stages to match your sales process.
- [Customize the Deals List View](https://help.benchmarkone.com/en/articles/2382964-customize-the-deals-list-view.md): BenchmarkONE allows you to customize the Deals List View to see the information most relevant to you and your company.
- [Filter the Deals List View](https://help.benchmarkone.com/en/articles/2382974-filter-the-deals-list-view.md): Use filters to pull information on deals, associated contacts, contact activity and associated companies through the Deals List View.
- [Guide to Associated Deals Filters](https://help.benchmarkone.com/en/articles/2382982-guide-to-associated-deals-filters.md): Search & filter for contacts that have deals in BenchmarkONE that match certain criteria, or find contacts without a deal to engage with.
- [Using the Deal Status Bar](https://help.benchmarkone.com/en/articles/2382978-using-the-deal-status-bar.md): Quickly view the deals in each stage using the deal status bar. Clicking into each stage will show corresponding deal information.
- [Apply Actions to Deal Records](https://help.benchmarkone.com/en/articles/2383006-apply-actions-to-deal-records.md): Applying actions, such as tasks, notes, detailed updates, and custom fields on one or more deals is quick and easy! We'll show you how.
- [Bulk Edit Deal Fields](https://help.benchmarkone.com/en/articles/2382977-bulk-edit-deal-fields.md): Update the status, sales rep, value, forecasted close date, win probability, and lead source for multiple deals at once.
- [Export Deals](https://help.benchmarkone.com/en/articles/2382980-export-deals.md): BenchmarkONE gives you the ability to easily export a filtered list or all of your Deals into a CSV file.
- [Flowchart: New Deal Process Automation \[Basic\]](https://help.benchmarkone.com/en/articles/2382988-flowchart-new-deal-process-automation-basic.md): Automating the creation of a deal is a great time saver! We provide a simple flowchart to show you how.
- [Flowchart: New Deal Process Automation \[Advanced\]](https://help.benchmarkone.com/en/articles/2382990-flowchart-new-deal-process-automation-advanced.md): Automating the creation of a deal is a great time saver! We provide a detailed flowchart to guide you through the life cycle of a deal.
- [Flowchart: Sales Sequence from Nurture Campaign](https://help.benchmarkone.com/en/articles/2383099-flowchart-sales-sequence-from-nurture-campaign.md): A great way to make sure you are following up with your qualified sales leads in a timely manner is to use an automated Sales Campaign.

## Campaigns

- [Skip U.S. Holidays for Campaigns](https://help.benchmarkone.com/en/articles/9457510-skip-u-s-holidays-for-campaigns.md): Messages will look manually sent, when ensuring your contacts don't receive emails on holidays.
- [Step-by-Step Guide to Building a Campaign](https://help.benchmarkone.com/en/articles/2383003-step-by-step-guide-to-building-a-campaign.md): Detailed guide on creating and editing regular campaigns, event-based campaigns, and using a pre-built campaign template.
- [Regular vs. Event-Based Campaigns](https://help.benchmarkone.com/en/articles/2383077-regular-vs-event-based-campaigns.md): Regular campaigns are used for general nurturing, while event-based campaigns are based around a specific date and time. Learn more!
- [Building Event-Based Campaigns](https://help.benchmarkone.com/en/articles/2382972-building-event-based-campaigns.md): Learn how to build event-based campaigns and tie them to contacts via group action, individually, or through automation.
- [Helpful Tips for Building Campaigns](https://help.benchmarkone.com/en/articles/2383129-helpful-tips-for-building-campaigns.md): Email campaigns help nurture and educate contacts on your brand, products or services. Follow these best practices when building campaigns.
- [Helpful Tips For Email Marketing](https://help.benchmarkone.com/en/articles/2383096-helpful-tips-for-email-marketing.md): Some best practices to ensure you’re setting up your emails correctly and getting the most out of your email marketing efforts.
- [Using Pre-Built Campaigns](https://help.benchmarkone.com/en/articles/2382958-using-pre-built-campaigns.md): Follow this guide to learn how to use and customize BenchmarkONE's pre-built campaigns.
- [How Can I Skip Weekends for Campaigns?](https://help.benchmarkone.com/en/articles/2382953-how-can-i-skip-weekends-for-campaigns.md): BenchmarkONE allows you to skip weekends for regular campaigns to avoid automating on Saturdays and Sundays. This article explains how!
- [Can I Schedule the Emails in my Campaign for a Specific Time?](https://help.benchmarkone.com/en/articles/2382973-can-i-schedule-the-emails-in-my-campaign-for-a-specific-time.md): Appear more organic in your outreach to contacts by diversifying your send times. We explain how and why to use this feature.
- [Duplicating Campaigns](https://help.benchmarkone.com/en/articles/2382961-duplicating-campaigns.md): Save time by duplicating your campaigns in BenchmarkONE! Here's how.
- [Changing Campaign Dates](https://help.benchmarkone.com/en/articles/2382971-changing-campaign-dates.md): You cannot change the date a step should run once your contact\(s\) are triggered for that step! Check out further details in this article.
- [Cancel a Scheduled Campaign](https://help.benchmarkone.com/en/articles/2382969-cancel-a-scheduled-campaign.md): Learn how to stop a campaign from running for an individual or group of contacts.
- [Flowchart: Event Reminder Campaign Automation](https://help.benchmarkone.com/en/articles/2382966-flowchart-event-reminder-campaign-automation.md): General guideline for how an event reminder campaign might look.
- [Flowchart: New Contact Nurture \[Advanced\]](https://help.benchmarkone.com/en/articles/2382979-flowchart-new-contact-nurture-advanced.md): General guideline for how a new contact nurture campaign might look.
- [Flowchart: Nurture/Drip Campaign Break Down 180 Days \[Advanced\]](https://help.benchmarkone.com/en/articles/2382975-flowchart-nurture-drip-campaign-break-down-180-days-advanced.md): General guideline for how a general nurturing campaign might look.

## Webpage Tracking

- [Why Track Website Visits?](https://help.benchmarkone.com/en/articles/2382947-why-track-website-visits.md): Send the right information to the right people at the right time to increase engagement with your marketing efforts and increase sales.
- [Step-by-Step Guide to Webpage Tracking Setup](https://help.benchmarkone.com/en/articles/2382962-step-by-step-guide-to-webpage-tracking-setup.md): We walk through accessing the tracking code, bringing your webpages into BenchmarkONE, and adding automations.
- [Stay GDPR Compliant with Webpage Tracking](https://help.benchmarkone.com/en/articles/2869493-stay-gdpr-compliant-with-webpage-tracking.md): BenchmarkONE helps you stay GDPR compliant by including EU privacy compliance options for webpage tracking. Learn how!
- [Add Webpage Tracking to Your Site - General](https://help.benchmarkone.com/en/articles/2382943-add-webpage-tracking-to-your-site-general.md): Adding webpage tracking to your site to begin tracking your contacts is easy. Learn how!
- [Add Webpage Tracking to Your Site - Weebly](https://help.benchmarkone.com/en/articles/2382944-add-webpage-tracking-to-your-site-weebly.md): Adding webpage tracking to your Weebly site to begin tracking your contacts is easy. Learn how!
- [Add Webpage Tracking to Your Site - Wix](https://help.benchmarkone.com/en/articles/2383058-add-webpage-tracking-to-your-site-wix.md): Adding webpage tracking to your Wix site to begin tracking your contacts is easy. Learn how!
- [Add Webpage Tracking to Your Site - WordPress](https://help.benchmarkone.com/en/articles/2382949-add-webpage-tracking-to-your-site-wordpress.md): Adding webpage tracking to your WordPress site to begin tracking your contacts is easy. Learn how!
- [Add Automations to Webpages](https://help.benchmarkone.com/en/articles/2382956-add-automations-to-webpages.md): Add automations to each webpage to further segment your contacts based on their interests and behavior.
- [Website Visitors Tracked by BenchmarkONE](https://help.benchmarkone.com/en/articles/2383060-website-visitors-tracked-by-benchmarkone.md): Learn which contacts BenchmarkONE can track.

## Online Forms

- [Step-by-Step Guide to Creating an Online Form](https://help.benchmarkone.com/en/articles/2562835-step-by-step-guide-to-creating-an-online-form.md): Capture contacts through online forms and set up automations once they come into your BenchmarkONE database.
- [Types of Fields in Online Forms](https://help.benchmarkone.com/en/articles/2382987-types-of-fields-in-online-forms.md): Use BenchmarkONE's fields to build the most effective form.
- [Changing The Size Of Your Form](https://help.benchmarkone.com/en/articles/2382992-changing-the-size-of-your-form.md): Editing the field sizes and form width
- [Creating 2 Column Forms](https://help.benchmarkone.com/en/articles/2383005-creating-2-column-forms.md): BenchmarkONE allows you to display fields side by side
- [Adding Custom CSS to your BenchmarkONE Form](https://help.benchmarkone.com/en/articles/2383004-adding-custom-css-to-your-benchmarkone-form.md): Use CSS to further customize your form
- [Merging Duplicates On An Online Form](https://help.benchmarkone.com/en/articles/2383017-merging-duplicates-on-an-online-form.md): Identifying and merging existing contacts through a form
- [Stay GDPR Compliant With Online Forms](https://help.benchmarkone.com/en/articles/2869494-stay-gdpr-compliant-with-online-forms.md): Use our form option to ensure contacts provide explicit consent to share their data with you and receive emails when they submit a form.
- [Why isn't the "Submit" button on my form working?](https://help.benchmarkone.com/en/articles/2383251-why-isn-t-the-submit-button-on-my-form-working.md): There may be some conflicting scripts on your website if the submit button isn't working on your embedded form. Learn more.
- [Create Automations Based off a Selection in an Online Form](https://help.benchmarkone.com/en/articles/2383021-create-automations-based-off-a-selection-in-an-online-form.md): Create a tag rule based on fields in the tag comb or tag checkbox in your form.
- [Setting Up Automations for Online Form Submissions](https://help.benchmarkone.com/en/articles/2382994-setting-up-automations-for-online-form-submissions.md): When you have an Online Form on your site, you will most likely want several automations to occur once someone submits a Form.
- [Flowchart: Automating from an Online Form Selection \[Advanced\]](https://help.benchmarkone.com/en/articles/2383019-flowchart-automating-from-an-online-form-selection-advanced.md): If contacts are segmenting themselves using Tag Combs/Checkboxes in your forms, you can use those selections to automate follow up
- [Embedding Forms on WordPress Using the HTML / CSS Code](https://help.benchmarkone.com/en/articles/2383059-embedding-forms-on-wordpress-using-the-html-css-code.md): BenchmarkONE gives you the ability to add online forms to WordPress by using HTML/CSS code.
- [Embedding Forms on WordPress with iFrame Code](https://help.benchmarkone.com/en/articles/2383045-embedding-forms-on-wordpress-with-iframe-code.md): Use this step by step guide to add an online form to WordPress when using the iFrame
- [Validating Forms on WordPress](https://help.benchmarkone.com/en/articles/2382998-validating-forms-on-wordpress.md): Use this guide to validate your BenchmarkONE form on a WordPress website
- [Embedding Forms using HTML/CSS Code](https://help.benchmarkone.com/en/articles/2383036-embedding-forms-using-html-css-code.md): Below is a step by step guide on how to embed forms using the HTML/CSS option.
- [Embedding Forms on Instapage](https://help.benchmarkone.com/en/articles/2383114-embedding-forms-on-instapage.md): Follow the below instructions to embed your BenchmarkONE form on Instapage
- [Embedding Forms on Weebly Website](https://help.benchmarkone.com/en/articles/2383094-embedding-forms-on-weebly-website.md): Replace \(or add\) a contact us, newsletter sign up, or any other lead capture form built in BenchmarkONE to your Weebly site
- [Embedding Forms on Yola Landing Pages](https://help.benchmarkone.com/en/articles/2383071-embedding-forms-on-yola-landing-pages.md): Embed a BenchmarkONE form to a Yola landing page
- [Embedding Forms on Wix Landing Pages](https://help.benchmarkone.com/en/articles/2383079-embedding-forms-on-wix-landing-pages.md): Use BenchmarkONE forms on your Wix site to easily integrate and pull leads into your database.
- [Embedding Forms on LeadPages](https://help.benchmarkone.com/en/articles/2383093-embedding-forms-on-leadpages.md): Any forms you create on BenchmarkONE can be integrated into a landing page created on LeadPages.
- [Using Forms with OptinMonster](https://help.benchmarkone.com/en/articles/2383119-using-forms-with-optinmonster.md): Use BenchmarkONE form code to integrate with OptinMonster popups.
- [Trouble Shooting: Form Submission not Creating a Contact Record](https://help.benchmarkone.com/en/articles/2383108-trouble-shooting-form-submission-not-creating-a-contact-record.md): People are submitting your online forms, but a contact record hasn't been created.
- [Seeing who Submitted a Form](https://help.benchmarkone.com/en/articles/2383038-seeing-who-submitted-a-form.md): Quickly view contacts who have submitted a form.
- [Trouble Shooting: Issue with Button in Online Form](https://help.benchmarkone.com/en/articles/2383117-trouble-shooting-issue-with-button-in-online-form.md): Reasons your button may not be working

## Marketing Automation

- [Description of BenchmarkONE's Automations](https://help.benchmarkone.com/en/articles/2383012-description-of-benchmarkone-s-automations.md): BenchmarkONE actions and automations are a great way to update your contacts, companies and deals, and trigger different sequences to occur.
- [Step-by-Step Guide to Using Tag Score Sequences](https://help.benchmarkone.com/en/articles/2383007-step-by-step-guide-to-using-tag-score-sequences.md): Learn how to automate an action or series of actions based on a tag reaching a certain score.
- [Step-by-Step Guide to Using Contact Score Sequence](https://help.benchmarkone.com/en/articles/6617010-step-by-step-guide-to-using-contact-score-sequence.md): Learn how to automate an action or series of actions based on a contact score.
- [Step-by-Step Guide to Using Contact Status Sequence](https://help.benchmarkone.com/en/articles/2383111-step-by-step-guide-to-using-contact-status-sequence.md): Learn how to automate an action or series of actions based on a contact status.
- [Setting Up Automations: Link Automations in Emails](https://help.benchmarkone.com/en/articles/2383035-setting-up-automations-link-automations-in-emails.md): Learn how to set up automations based on email link clicks.
- [Setting Up Automations: Online Form Submissions](https://help.benchmarkone.com/en/articles/2383024-setting-up-automations-online-form-submissions.md): Add automations to occur once someone submits an online form.
- [Campaigns: Adding Steps](https://help.benchmarkone.com/en/articles/2383047-campaigns-adding-steps.md): Quick walk through for adding steps to a current campaign.
- [Setting Up Automations: Webpage Tracking](https://help.benchmarkone.com/en/articles/2383033-setting-up-automations-webpage-tracking.md): Learn how to trigger automations every time someone visits one of your webpages.
- [Campaigns: Setting Advanced Timers](https://help.benchmarkone.com/en/articles/2383102-campaigns-setting-advanced-timers.md): Choose to skip weekends or run campaign steps at a particular time in the user or contact's time zone using Advanced Timers.
- [Contact Scores: Boost Scores Using Actions](https://help.benchmarkone.com/en/articles/2383046-contact-scores-boost-scores-using-actions.md): Provide contacts extra points based on a specific action they take while engaging with you.
- [Deals: Create a Deal Automatically](https://help.benchmarkone.com/en/articles/2383065-deals-create-a-deal-automatically.md): BenchmarkONE helps you automate deal processes that you used to do manually!
- [Flowchart: Contact Us Form + Nurture Campaign \[Basic\]](https://help.benchmarkone.com/en/articles/2383110-flowchart-contact-us-form-nurture-campaign-basic.md): Learn how to efficiently nurture leads in BenchmarkONE who come in through a Contact Us form on your website.
- [Flowchart: Email Template to Campaign Start \[Basic\]](https://help.benchmarkone.com/en/articles/2383120-flowchart-email-template-to-campaign-start-basic.md): Automatically start a contact on an interest-specific campaign if they click a link in one of your emails.
- [Flowchart: Form Submission + Autoresponder \[Basic\]](https://help.benchmarkone.com/en/articles/2383125-flowchart-form-submission-autoresponder-basic.md): Set up an autoresponder email to all contacts who come in through an online form.
- [Flowchart: Nurture/Drip Campaign 60 Days \[Basic\]](https://help.benchmarkone.com/en/articles/2383128-flowchart-nurture-drip-campaign-60-days-basic.md): This flowchart maps out a general guideline for how a general nurture campaign might look.
- [Flowchart: Nurture/Drip Campaign for B2B \[Advanced\]](https://help.benchmarkone.com/en/articles/2383132-flowchart-nurture-drip-campaign-for-b2b-advanced.md): Once you've mastered a basic nurture campaign, try your hand at a more advanced drip campaign.
- [Flowchart: Request a Demo + Sales Campaign](https://help.benchmarkone.com/en/articles/2383115-flowchart-request-a-demo-sales-campaign.md): When contacts submit a demo or meeting request form, you will want to begin a sales campaign to ensure no prospect falls through the cracks.
- [Flowchart: Tag Score Sequence \[Advanced\]](https://help.benchmarkone.com/en/articles/2383078-flowchart-tag-score-sequence-advanced.md): Tag Scores are an awesome feature within BenchmarkONE, learn how to use them to automate actions based on your contacts' behavior.

## Landing Pages & Popups

- [Landing Pages & Popups: Workshop Recording](https://help.benchmarkone.com/en/articles/3636973-landing-pages-popups-workshop-recording.md): Follow along with our senior customer success manager as she walks through the set up and creation of landing pages & popups.
- [Popups: Adding Site Code](https://help.benchmarkone.com/en/articles/3471564-popups-adding-site-code.md): In order for the forms to work on your website, you will need to add site code.
- [Global Tracking Pixels](https://help.benchmarkone.com/en/articles/3472630-global-tracking-pixels.md): Learn how to fire pixels when any of your forms or landing pages are viewed or when a user subscribes.
- [Add a Custom Domain](https://help.benchmarkone.com/en/articles/3472574-add-a-custom-domain.md): Setup up a subdomain on your existing website to use customized landing pages across all of your marketing campaigns.
- [Landing Pages & Popups Analytics](https://help.benchmarkone.com/en/articles/3483380-landing-pages-popups-analytics.md): Track conversion metrics so you can see what’s going right and where you can improve.
- [How to add Facebook Pixel to Landing Pages](https://help.benchmarkone.com/en/articles/6214232-how-to-add-facebook-pixel-to-landing-pages.md): In this article, you’ll learn how to integrate the Facebook Pixel tracking code with your landing page.
- [Popups: Accessing Code for Embedded Forms](https://help.benchmarkone.com/en/articles/3471925-popups-accessing-code-for-embedded-forms.md): Learn how to retrieve the code for an embedded form.
- [Popups: Create a New Form](https://help.benchmarkone.com/en/articles/3443458-popups-create-a-new-form.md): Learn how to create a new embedded, scrollbox, topbar, or popover form.
- [Popups: Edit an Existing Form](https://help.benchmarkone.com/en/articles/3459486-popups-edit-an-existing-form.md): Edit form messages, appearance, fields and behavior.
- [Popups: Adding Automations](https://help.benchmarkone.com/en/articles/3471995-popups-adding-automations.md): Use a tag to automate actions from a popup form submission.
- [Popups: Show on Link or Button Click](https://help.benchmarkone.com/en/articles/3540289-popups-show-on-link-or-button-click.md): Show a popup when a button or link on your site is clicked.
- [Create a New Landing Page](https://help.benchmarkone.com/en/articles/3443525-create-a-new-landing-page.md): Learn about the themes, elements and hosting options offered in the Landing Page Builder.
- [How to use tracking pixels in landing pages?](https://help.benchmarkone.com/en/articles/8013016-how-to-use-tracking-pixels-in-landing-pages.md): Learn where to add your Google Tag Manager tracking pixels in landing pages.
- [Edit an Existing Landing Page](https://help.benchmarkone.com/en/articles/3482768-edit-an-existing-landing-page.md): Make changes to landing page names, templates, designs, and thank you pages.
- [Landing Page Content Blocks In Depth](https://help.benchmarkone.com/en/articles/3474650-landing-page-content-blocks-in-depth.md): Learn more about content blocks to further customize your landing page.
- [Landing Pages: Embedding Video](https://help.benchmarkone.com/en/articles/5046305-landing-pages-embedding-video.md): Insert embedded video content on your landing page.
- [Landing Pages: Adding Automations](https://help.benchmarkone.com/en/articles/4827474-landing-pages-adding-automations.md): Use a tag to automate actions from a form submission on your landing page.
- [Landing Page Best Practices](https://help.benchmarkone.com/en/articles/3482893-landing-page-best-practices.md): We provide a few best practices to help your landing page perform optimally.
- [Embedding Forms on BenchmarkONE's Native Landing Pages](https://help.benchmarkone.com/en/articles/3478982-embedding-forms-on-benchmarkone-s-native-landing-pages.md): To use an existing BenchmarkONE form on our native landing pages, follow these instructions.

## Zapier

- [BenchmarkONE's Integrations](https://help.benchmarkone.com/en/articles/2383056-benchmarkone-s-integrations.md): We've made the process of connecting other platforms to BenchmarkONE super simple using Zapier.
- [What is Zapier and how does it Integrate with BenchmarkONE?](https://help.benchmarkone.com/en/articles/2382996-what-is-zapier-and-how-does-it-integrate-with-benchmarkone.md): Connect and integrate BenchmarkONE with other web apps by taking advantage of already-programmed API connections using Zapier.
- [Zapier: Setting up a Zap](https://help.benchmarkone.com/en/articles/2383031-zapier-setting-up-a-zap.md): Zapier allows you to connect and integrate web apps you currently use, taking advantage of already-programmed API connections.
- [Zapier: Using Webhooks in BenchmarkONE](https://help.benchmarkone.com/en/articles/2382984-zapier-using-webhooks-in-benchmarkone.md): In order to push information OUT of BenchmarkONE you will first need to create a webhook in BenchmarkONE using Zapier.
- [Why didn't my Zap / Webhook work?](https://help.benchmarkone.com/en/articles/2382983-why-didn-t-my-zap-webhook-work.md): Once you've created your zap and set up a webhook automation, there a few common reasons your webhook may have failed.
- [Zapier: BenchmarkONE to Twitter](https://help.benchmarkone.com/en/articles/2383048-zapier-benchmarkone-to-twitter.md): Your prospects and customers don't just hang out in one place. Now, you can automatically reach them on Twitter
- [Zapier: BenchmarkONE to Slack](https://help.benchmarkone.com/en/articles/2383043-zapier-benchmarkone-to-slack.md): Love working out of Slack? Now you and your team can stay on top of new BenchmarkONE leads with Zapier.
- [Zapier: BenchmarkONE to SMS](https://help.benchmarkone.com/en/articles/2383057-zapier-benchmarkone-to-sms.md): Get a text as soon as a hot prospect clicks a link, fills out a form, or goes to a specific webpage, or a tag rule is triggered
- [Zapier: Eventbrite to BenchmarkONE](https://help.benchmarkone.com/en/articles/2382999-zapier-eventbrite-to-benchmarkone.md): Learn how you can use Zapier to integrate your Eventbrite account with BenchmarkONE.
- [Zapier: Acuity to BenchmarkONE](https://help.benchmarkone.com/en/articles/2382991-zapier-acuity-to-benchmarkone.md): Learn how you can use Zapier to integrate Acuity Scheduling with BenchmarkONE.
- [Zapier: PayPal to BenchmarkONE](https://help.benchmarkone.com/en/articles/2383037-zapier-paypal-to-benchmarkone.md): Best practices and ideas for integrating BenchmarkONE to your PayPal account via Zapier.
- [Zapier: Stripe to BenchmarkONE](https://help.benchmarkone.com/en/articles/2383025-zapier-stripe-to-benchmarkone.md): Learn common ways on how you can use Zapier to integrate your Stripe account with BenchmarkONE.
- [Zapier: Google Contacts to BenchmarkONE](https://help.benchmarkone.com/en/articles/2383010-zapier-google-contacts-to-benchmarkone.md): Using Zapier to connect your Google Apps to your BenchmarkONE account is a great way to bring in contacts and keep BenchmarkONE up to date!
- [Zapier: Survey Monkey / Survey Gizmo to BenchmarkONE](https://help.benchmarkone.com/en/articles/2383022-zapier-survey-monkey-survey-gizmo-to-benchmarkone.md): Use surveys to gain valuable insights and add that information to BenchmarkONE
- [Zapier: ECommerce to BenchmarkONE](https://help.benchmarkone.com/en/articles/2383032-zapier-ecommerce-to-benchmarkone.md): While BenchmarkONE doesn't have a direct ECommerce integration, by using Zapier you can quickly connect to a variety of ECommerce solutions.
- [How to Capture Hello Bar Contacts with BenchmarkONE + Zapier](https://help.benchmarkone.com/en/articles/2383000-how-to-capture-hello-bar-contacts-with-benchmarkone-zapier.md): When used in an intelligent, thoughtful manner, popups can drastically increase your site’s visitor to lead conversion.

## Partner Information

- [Not a Partner? Details of the BenchmarkONE Agency Program](https://help.benchmarkone.com/en/articles/2383080-not-a-partner-details-of-the-benchmarkone-agency-program.md): Ready to work together?
- [Partners: Sign Up a Client](https://help.benchmarkone.com/en/articles/2383015-partners-sign-up-a-client.md): Video walk through
- [Guide to your Partner Accounts](https://help.benchmarkone.com/en/articles/2383011-guide-to-your-partner-accounts.md): Learn how to use and manage your new accounts
- [Partner Quickstart Checklist](https://help.benchmarkone.com/en/articles/2961754-partner-quickstart-checklist.md): Getting started doesn’t have to be a headache. We’ve compiled a list of four easy steps to help jump start your BenchmarkONE success.
- [Completing the Co-brand Account Setup](https://help.benchmarkone.com/en/articles/2383023-completing-the-co-brand-account-setup.md): Make BenchmarkONE your own!
- [Using and Setting up your Partner Demo Account](https://help.benchmarkone.com/en/articles/2383044-using-and-setting-up-your-partner-demo-account.md): The trick to building out a successful demo account is to demonstrate maximum functionality with minimal moving pieces.
- [Using your Co-Brand Default Database](https://help.benchmarkone.com/en/articles/2383034-using-your-co-brand-default-database.md): This account functions as the mold for all of your new client accounts.
- [Using your Partner Template Library](https://help.benchmarkone.com/en/articles/2383042-using-your-partner-template-library.md): The Template Library Account is your designated content creation center.
- [Extend your Services with BenchmarkONE](https://help.benchmarkone.com/en/articles/4886871-extend-your-services-with-benchmarkone.md): Ramped up and ready to go?
- [Partner Best Practices: BenchmarkONE features](https://help.benchmarkone.com/en/articles/4886852-partner-best-practices-benchmarkone-features.md): Focus on powerful features that drive results
- [Database Duplication](https://help.benchmarkone.com/en/articles/2887054-database-duplication.md): Database duplication allows any BenchmarkONE user with more than one account to copy data from one account to another.
- [How does Single Sign On Work?](https://help.benchmarkone.com/en/articles/2383041-how-does-single-sign-on-work.md): With our "single sign on" you can access any account where your email address is set up as a user
- [Signing Up Clients from your Partner Portal](https://help.benchmarkone.com/en/articles/2383082-signing-up-clients-from-your-partner-portal.md): Quickly sign new clients and grow your partnership with BenchmarkONE
- [Perks of BenchmarkONE's Partner Accounts & FAQ's](https://help.benchmarkone.com/en/articles/2383073-perks-of-benchmarkone-s-partner-accounts-faq-s.md): Tips + Tricks to get the most of your Partner Accounts
- [Partners: Where to get help](https://help.benchmarkone.com/en/articles/2383016-partners-where-to-get-help.md): Get the help you need, right when you need it

## Release Notes & Updates

- [Scheduled Outage for Server Move - 8/31/19](https://help.benchmarkone.com/en/articles/3293626-scheduled-outage-for-server-move-8-31-19.md)
- [BenchmarkONE App Status](https://help.benchmarkone.com/en/articles/3038365-benchmarkone-app-status.md): Stay informed on maintenance updates and outages
- [2019 February - Import Wizard Updates](https://help.benchmarkone.com/en/articles/2745012-2019-february-import-wizard-updates.md): You spoke and we listened! Our updated design makes it even easier for you to import your lists.
- [2018 August Release Notes](https://help.benchmarkone.com/en/articles/2383281-2018-august-release-notes.md): Here are some highlights of the things we delivered to you in the month of August.
- [2018 July Release Notes](https://help.benchmarkone.com/en/articles/2383269-2018-july-release-notes.md): Here are some highlights of the things we delivered to you in the month of July.
- [Hatchbuck V4.0 Release Notes](https://help.benchmarkone.com/en/articles/2383283-hatchbuck-v4-0-release-notes.md): The all new Hatchbuck gives you the power to seize every opportunity in your sales and marketing pipeline. See what's new.
- [Hatchbuck 4.0 Exclusive Customer Preview](https://help.benchmarkone.com/en/articles/2383164-hatchbuck-4-0-exclusive-customer-preview.md): The all new version of Hatchbuck is launching soon. Check out the new and improved features in our Hatchbuck 4.0 Customer Preview webinar.
- [Hatchbuck Mobile Release Notes](https://help.benchmarkone.com/en/articles/2383264-hatchbuck-mobile-release-notes.md): Hatchbuck Mobile is the perfect companion to accelerate your sales and marketing engine.

## Technical Stuff

- [Email Authentication in Depth \[For Advanced Users\]](https://help.benchmarkone.com/en/articles/2382954-email-authentication-in-depth-for-advanced-users.md): Learn how BenchmarkONE leverages DKIM and SPF to authenticate your outbound emails.
- [API Documentation \[For Advanced Users\]](https://help.benchmarkone.com/en/articles/2383067-api-documentation-for-advanced-users.md): For when you need to get information into BenchmarkONE via our API.
- [Appending IP Address to a Form with PHP \[For Advanced Users\]](https://help.benchmarkone.com/en/articles/2383064-appending-ip-address-to-a-form-with-php-for-advanced-users.md): For any PHP/Wordpress developers hoping to capture an IP address in a form.
- [Capturing a Referring URL in a Form](https://help.benchmarkone.com/en/articles/2382967-capturing-a-referring-url-in-a-form.md): All you need is a simple script and a bit of configuration.
- [Change a Tag Input Using HTML](https://help.benchmarkone.com/en/articles/2382948-change-a-tag-input-using-html.md): You can easily access and manipulate the code to change the way that the Tag is input into BenchmarkONE.
- [Clear Cache on Browser](https://help.benchmarkone.com/en/articles/2383255-clear-cache-on-browser.md): If you are experiencing odd issues when using BenchmarkONE, you may need to clear the cache on your browser.
- [Clear Cache on Mobile](https://help.benchmarkone.com/en/articles/2383270-clear-cache-on-mobile.md): If you are experiencing odd issues when using BenchmarkONE Mobile, you may need to clear the cache on your mobile device.
- [Add BenchmarkONE Mobile to your Home Screen](https://help.benchmarkone.com/en/articles/2383278-add-benchmarkone-mobile-to-your-home-screen.md): Follow these steps to quickly add BenchmarkONE mobile to the home screen on your mobile device.
- [Creating and Using Webhooks](https://help.benchmarkone.com/en/articles/2382951-creating-and-using-webhooks.md): BenchmarkONE can fire webhooks anywhere you'd normally add automations
- [Using an HTTP POST to push data into BenchmarkONE \[For Advanced Users\]](https://help.benchmarkone.com/en/articles/2382955-using-an-http-post-to-push-data-into-benchmarkone-for-advanced-users.md): Use a script to perform an HTTP POST to our form submission script.
- [Webpage Tracking: Grouping Subdirectories \[For Advanced Users\]](https://help.benchmarkone.com/en/articles/2383062-webpage-tracking-grouping-subdirectories-for-advanced-users.md): Our script can be modified a bit to trim subdirectories from being tracked in BenchmarkONE.
- [Data Loss Risk with BenchmarkONE](https://help.benchmarkone.com/en/articles/2383185-data-loss-risk-with-benchmarkone.md): Although your risk of losing data is extremely rare, we want to be transparent about our data loss potential.
- [Data Security and Reliability](https://help.benchmarkone.com/en/articles/3031838-data-security-and-reliability.md): Your data is always safe, and we work hard to keep the system stable at all times.
- [Smart Throttling](https://help.benchmarkone.com/en/articles/2382945-smart-throttling.md): On a per outgoing IP basis, our senders will adjust their mail flow depending on its current standing with email inbox providers.

## General Data Protection Regulation \(GDPR\)

- [What is GDPR and who does it affect?](https://help.benchmarkone.com/en/articles/2383277-what-is-gdpr-and-who-does-it-affect.md): Anyone who markets to, or processes the information of EU residents will need to meet key requirements of GDPR.
- [Stay GDPR Compliant with Webpage Tracking](https://help.benchmarkone.com/en/articles/2382968-stay-gdpr-compliant-with-webpage-tracking.md): BenchmarkONE helps you stay GDPR compliant by including EU privacy compliance options for webpage tracking. Learn how!
- [Stay GDPR Compliant With Online Forms](https://help.benchmarkone.com/en/articles/2383280-stay-gdpr-compliant-with-online-forms.md): Use our form option to ensure contacts provide explicit consent to share their data with you and receive emails when they submit a form.
- [Getting Consent from Current Database of EU Contacts](https://help.benchmarkone.com/en/articles/2383279-getting-consent-from-current-database-of-eu-contacts.md): Ensure you are compliant under the General Data Protection Regulation \(GDPR\) by receiving consent from all EU residents.
- [GDPR Data Processing Agreement](https://help.benchmarkone.com/en/articles/2383275-gdpr-data-processing-agreement.md): Request our Data Processing Agreement to be compliant with General Data Protection Regulation \(GDPR\).