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

• Contact Statuses
• Organizing your Spreadsheet
• Importing your Spreadsheet
• Building your Form
• Adding Forms to your Site (WordPress example)
• Setting up Webpage Tracking
• Adding Tracking to your Site

Feeling excited? Access the other 2 Onboarding videos here.