Marketing Automation

Learn how to automate actions in Hatchbuck via form submissions, link clicks, website visits, tags and purchases.

17 articles in this collection
Written by Lindsey Stroud and Erin Posey

Description & How-To

Description of BenchmarkONE's Automations

BenchmarkONE actions and automations are a great way to update your contacts, companies and deals, and trigger different sequences to occur.

Written by Lindsey Stroud
Updated over a week ago

Step-by-Step Guide to Using Tag Rules

Learn how to automate an action or series of actions based on a tag reaching a certain score.

Written by Lindsey Stroud
Updated over a week ago

Step-by-Step Guide to Using Purchase Rules

Trigger automations based on things that are happening in your eCommerce integrations. Take a look at how purchase rules work.

Written by Lindsey Stroud
Updated over a week ago

Setting Up Automations: Link Automations in Emails

Learn how to set up automations based on email link clicks.

Written by Lindsey Stroud
Updated over a week ago

Setting Up Automations: Online Form Submissions

Add automations to occur once someone submits an online form.

Written by Lindsey Stroud
Updated over a week ago

Campaigns: Adding Steps

Quick walk through for adding steps to a current campaign.

Written by Lindsey Stroud
Updated over a week ago

Setting Up Automations: Webpage Tracking

Learn how to trigger automations every time someone visits one of your webpages.

Written by Lindsey Stroud
Updated over a week ago

Campaigns: Setting Advanced Timers

Choose to skip weekends or run campaign steps at a particular time in the user or contact's time zone using Advanced Timers.

Written by Lindsey Stroud
Updated over a week ago

Contact Scores: Boost Scores Using Actions

Provide contacts extra points based on a specific action they take while engaging with you.

Written by Lindsey Stroud
Updated over a week ago

Deals: Create a Deal Automatically

BenchmarkONE helps you automate deal processes that you used to do manually!

Written by Lindsey Stroud
Updated over a week ago

Flowchart Examples

Flowchart: Contact Us Form + Nurture Campaign [Basic]

Learn how to efficiently nurture leads in Hatchbuck who come in through a Contact Us form on your website.

Written by Erin Posey
Updated over a week ago

Flowchart: Email Template to Campaign Start [Basic]

Automatically start a contact on an interest-specific campaign if they click a link in one of your emails.

Written by Erin Posey
Updated over a week ago

Flowchart: Form Submission + Autoresponder [Basic]

Set up an autoresponder email to all contacts who come in through an online form.

Written by Erin Posey
Updated over a week ago

Flowchart: Nurture/Drip Campaign 60 Days [Basic]

This flowchart maps out a general guideline for how a general nurture campaign might look.

Written by Erin Posey
Updated over a week ago

Flowchart: Nurture/Drip Campaign for B2B [Advanced]

Once you've mastered a basic nurture campaign, try your hand at a more advanced drip campaign.

Written by Erin Posey
Updated over a week ago

Flowchart: Request a Demo + Sales Campaign

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.

Written by Erin Posey
Updated over a week ago

Flowchart: Tag Rule Sequence [Advanced]

Tag Rules are an awesome feature within Hatchbuck, learn how to use them to automate actions based on your contacts' behavior.

Written by Erin Posey
Updated over a week ago