ACTIVATE YOUR DEMO/PARTNER ACCOUNTS
Hooray! It's time to get started. First things first, make sure to get your accounts activated.
GET YOUR ACCOUNTS SET UP
Be on the lookout for a message from Katie, BenchmarkONE’s Partner Success Manager. This email will include 4 links, one for your own Personal BenchmarkONE Account and 3 Client accounts. Once you’ve successfully logged into those account be sure to head to Account Settings and change the username and password for each.
Get started on BenchmarkONE's Partner Certification Course! You’ll want to complete this right away, once you’re officially certified you’ll unlock tons of cool perks and will be listed on our Agency Directory Page.
START BUILDING OUT YOUR PARTNER ACCOUNTS
Demo: Set up your demo account to showcase BenchmarkONE’s features to your prospects. Most partners set up their demo account as a fictional business; to avoid housing real data where prospects will see it. This demo account will also give you access to your Partner Portal, which is where you can sign up new client accounts. Below are several items you’ll want to set up in your demo account, but you can also check out this article for more details.
- BenchmarkONE Tip: in addition to your marketing tools, pay close attention to customizations!
Co-brand Default: This account is a master template that will be duplicated into new client accounts. Anything that is put into this account will be duplicated into any new account you sign up. This could be contact statuses, deal statuses, tags, custom fields, email templates, campaigns or forms. Learn more about your partner accounts here.
Template Library: The Template Library Account is your designated content creation center. The email templates you create in this account will fill out your clients’ pre-designed templates folder (and remove BenchmarkONE's pre-designed templates) – which can be continuously updated! Learn more here.
LEARN AND GROW