Partner Onboarding Page - BenchmarkONE

 

Partner Quickstart Checklist

Getting started doesn’t have to be a headache.
We’ve compiled a list of five easy steps to help jump start your BenchmarkONE success.
Dive right in! Success is just a few clicks away.

Hooray! It's time to get started. First things first, make sure to get your accounts activated.

Be on the lookout for a message from Katie, BenchmarkONE’s Partner Success Manager. This email will include 2 links to activate the accounts in your bundle. Once you’ve successfully logged into those account be sure to head to Account Settings and change the username and password for each.

Get started on BenchmarkONE’s Partner Certification Course! You’ll want to complete this right away, once you’re officially certified you’ll unlock tons of cool perks and will be listed on our Agency Directory Page.

Demo: Set up your demo account to showcase BenchmarkONE’s features to your prospects. Most partners set up their demo account as a fictional business; to avoid housing real data where prospects will see it. This demo account will also give you access to your Partner Portal, which is where you can sign up new client accounts. Below are several items you’ll want to set up in your demo account, but you can also check out this article for more details.

  • BenchmarkONE Hack: in addition to your marketing tools, pay close attention to customizations!

Co-brand Default: This account is a master template that will be duplicated into new client accounts. Anything that is put into this account will be duplicated into any new account you sign up. This could be contact statuses, deal statuses, tags, custom fields, email templates, campaigns or forms. Learn more about your partner accounts here.

Template Library: The Template Library Account is your designated content creation center. The email templates you create in this account will fill out your clients’ pre-designed templates folder (and remove BenchmarkONE's pre-designed templates) – which can be continuously updated! Learn more 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.
See also our FAQ sheet.