Marketing Automation

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

Lindsey Stroud avatar Erin Posey avatar
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.
Lindsey Stroud avatar
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.
Lindsey Stroud avatar
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.
Lindsey Stroud avatar
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.
Lindsey Stroud avatar
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.
Lindsey Stroud avatar
Written by Lindsey Stroud
Updated over a week ago

Campaigns: Adding Steps

Quick walk through for adding steps to a current campaign.
Lindsey Stroud avatar
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.
Lindsey Stroud avatar
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.
Lindsey Stroud avatar
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.
Lindsey Stroud avatar
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!
Lindsey Stroud avatar
Written by Lindsey Stroud
Updated over a week ago