Onboarding - Day 1 - BenchmarkONE

Onboarding Day 1

Day 1 Overview

This video walks you through importing and organizing your contacts, capturing new website leads through online forms, and tracking your website to analyze visitor behavior. These are 3 essential set-up items as you get started using BenchmarkONE.

What’s Next

After the video, here are some to-do items for you to accomplish:

  • Define your contact statuses
  • Organize and import your spreadsheet
  • Build at least one form and place it on your website
  • Put webpage tracking on your site and brainstorm your tracking actions

Additional Resources

Feeling excited? Access the other 2 Onboarding videos here.