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
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.
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.