Getting Started

Hit the ground running right from the start. Helpful resources are just a few clicks away.

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21 articles in this collection
Written by Lindsey Stroud, Erin Posey, and Support Team

Quickstart Checklist

Follow these ten easy steps to database setup!
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Written by Lindsey Stroud
Updated over a week ago

Overview Videos

Watch our overview videos to get acquainted with BenchmarkONE and off on the right foot.
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Written by Lindsey Stroud
Updated over a week ago

Email Authentication

Improve your deliverability to the inbox by authenticating your domain with BenchmarkONE.
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Written by Lindsey Stroud
Updated over a week ago

Guide to Account Settings

Manage your account, including users and security, email signature, customizations, email sync and integrations.
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Written by Lindsey Stroud
Updated over a week ago

Add and Remove Users

Invite additional users to work in your BenchmarkONE database and deactivate users that should no longer have access.
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Written by Lindsey Stroud
Updated over a week ago

Step-by-Step Guide: Gmail Integration

Ensure that contacts, tasks and conversations won’t fall through the cracks by bringing BenchmarkONE directly into the inbox.
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Written by Support Team
Updated over a week ago

Customizations

Customize your database to make BenchmarkONE fit your needs.
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Written by Lindsey Stroud
Updated over a week ago

Dashboard: Marketing

The marketing dashboard provides you with a robust view of your most important marketing metrics.
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Written by Lindsey Stroud
Updated over a week ago

Dashboard: Sales

The sales dashboard provides you with a robust view of your most important sales metrics.
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Written by Lindsey Stroud
Updated over a week ago

Step-by-Step Guide: Connecting to IMAP

Sync email correspondence on contact records by connecting to IMAP providers.
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Written by Lindsey Stroud
Updated over a week ago

Step-by-Step Guide to Creating an Online Form

Capture contacts through online forms and set up automations once they come into your BenchmarkONE database.
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Written by Lindsey Stroud
Updated over a week ago

Step-by-Step Guide to Creating Emails

Overview article on creating emails, including basic editor, drag & drop and using your own HTML code.
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Written by Lindsey Stroud
Updated over a week ago

Step-by-Step Guide to Building a Campaign

Detailed guide on creating and editing regular campaigns, event-based campaigns, and using a pre-built campaign template.
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Written by Lindsey Stroud
Updated over a week ago

Step-by-Step Guide to Creating a Deal

Check out this complete guide to customizing your deal pipeline and creating a deal for contacts manually or through automation.
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Written by Lindsey Stroud
Updated over a week ago

Step-by-Step Guide to Importing a Spreadsheet

Quickly add contacts and companies from a spreadsheet using our import wizard.
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Written by Lindsey Stroud
Updated over a week ago

Sending an Email

Learn how to send an email to one or more contacts.
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Written by Lindsey Stroud
Updated over a week ago

Customize Columns in List Views

Customize your contact, company and deal list views per user.
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Written by Erin Posey
Updated over a week ago

Step-by-Step Guide to Webpage Tracking Setup

We walk through accessing the tracking code, bringing your webpages into BenchmarkONE, and adding automations.
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Written by Lindsey Stroud
Updated over a week ago

BenchmarkONE Mobile

BenchmarkONE Mobile is the perfect companion to accelerate your sales and marketing engine.
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Written by Lindsey Stroud
Updated over a week ago

How does the search bar in BenchmarkONE work?

The global search bar is a quick & easy way to find Contact, Company or Deal records in BenchmarkONE.
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Written by Lindsey Stroud
Updated over a week ago

Hire a BenchmarkONE Partner

Our partners are able to assist with all things BenchmarkONE related, as well as offering additional marketing services you may need.
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Written by Lindsey Stroud
Updated over a week ago