Simply put, email authentication verifies you are who you say you are when emailing through a third party. Email authentication improves your overall deliverability and increases inbox placement. Your BenchmarkONE Consultant will provide you with everything you need to authenticate your email. For a more technical explanation, check out the resources below.
Quickly bring email conversations into BenchmarkONE from your inbox. Both methods below will store email communication with your contact as either an activity (IMAP) or as a note (BCC) on their record.
IMAP (currently only supported in Gmail): Account Settings > My Info > Email Sync
Once you are connected, BenchmarkONE will scan your inbox and connect emails from the last six months to contact records found in your database. Now you can stay up-to-date with your conversations and continue to see new conversations on a contact’s activity feed.
RESOURCE: Connecting to IMAP
BCC Email: Account Settings > My Info > BCC Email
If you don’t use Gmail, no worries. Simply place your
“Personal BenchmarkONE Email Address” in the BCC field of any
email you send from your email client, and it will be recorded
as a note on the contact’s record. The BCC method will also allow you to create new contacts in BenchmarkONE automatically.
RESOURCE: BCC Email Integration
Make BenchmarkONE your own! Head to Account
Settings > Customizations and update the following fields prior to importing your contacts.
RESOURCE: Customize Your Database
In order for an import to be successful, make sure your file is organized and saved as a CSV (comma delimited) file. Take time to clean up your data prior to importing – it will pay off!
RESOURCE: Organizing Before Import
Our easy-to-use import wizard will allow you to upload a CSV file
of your contacts into BenchmarkONE quickly. Remember to create
custom fields where needed.
RESOURCE: Import Walkthrough Guide
If a contact has filled out a BenchmarkONE form or clicked a link in an email sent from BenchmarkONE, tracking their activity on your site is a breeze. Simply grab the tracking script from Tools > Webpage Tracking > Tracking Code and insert it on your website.
RESOURCE: Webpage Tracking Walkthrough Guide
Forms are an ideal way to capture leads or gather more information from your contacts. You can quickly embed forms on your website or landing pages, and then trigger automations when a form is submitted.
RESOURCE: Form Walkthrough Guide
Create beautiful, engaging emails using a pre-designed template or create your own with our drag & drop builder. Using the basic editor you can create text-based emails that will appear more personal to your contacts. You can also craft your own HTML email using the Basic Editor.
RESOURCE: Step-by-Step Guide to Creating Emails
Sending an email to one contact or a group of contacts is just a few clicks away. Once you’ve sent your first email from BenchmarkONE, check out the dashboard activity feed to see who’s opening and clicking through your links in real time.
To download this checklist, click here.
Have more questions? Reach out to your consultant. We are happy to help!
For additional resources, check out our BenchmarkONE Help Deck where you will find a full suite of videos, webinars and help articles.
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