How do I integrate LiveChat with my Benchmark account?
LiveChat is an online live support customer service. With the Benchmark LiveChat integration, you can follow up with customers and leads by adding them to your contact lists. You can also automatically add contacts to your Benchmark lists when they interact with you via chat. To integrate both accounts, please follow the steps below: Log into your Benchmark account. Select Integration from your username Scroll to the bottom of the
Integrations August 7, 2019
How do I integrate Cratejoy with Benchmark?
If you are using Cratejoy to sell your subscription boxes, what better way to engage with your subscribers than by using our Cratejoy and Benchmark Integration. This integration will push new clients from your Cratejoy account to your Benchmark account, never missing a second to engage. To integrate please follow the steps below: Log in to your Benchmark account. Click on your Username and select Integrations Scroll to the bottom
Integrations August 7, 2019
How do I create a new list?
When sending a campaign, you will need to select a list of contacts. If you have not created a list yet, here are the steps on how to create one. Once logged in to your Benchmark account. Select Contacts from the Dashboard menu. Click on Create New List on the top-right corner of the page. Select Regular List and click Next. Choose from the options below to add contacts to
Contact Lists February 11, 2019
How do I integrate my vCita account with Benchmark Email?
With our vCita integration, you can automatically add your customers and leads who have engaged with you via the vCita platform to a Benchmark Email list. Create and automate customer journeys from the moment a contact is added to your list. Before integrating, please make sure you have a premium or higher account with vCita. Log into your Benchmark account, select Integrations from your Username. Then select the vCita integration
Integrations September 9, 2019
What formats of lists can I upload to Benchmark Email?
When uploading or sending your email list to Benchmark Email, make sure your list is saved in any of the following types of files Comma Separated Values (.CSV) Text-only (.TXT) MS Excel Workbook (.XLS, .XLSX, first worksheet only)* These are the only formats supported by our system. To create a .CSV file, you can save any spreadsheet and select a different format for .CSV. Microsoft Excel, Google Sheets, and Apple
Contact Lists October 22, 2018
How do I integrate CreateForm with Benchmark?
With our CreateForm integration, you can automatically add your CreateForm contacts from your forms and surveys to a Benchmark Email list. Send automated follow-ups from the moment they submit their information. Available free with every Benchmark account. Note: This is integration was built by CreateForm, the process to integrate will begin within their tool. Once logged in your CreateForm account: On Step 4 ‘Connect’, when editing or creating a form,
How do I integrate SurveyMonkey with Benchmark?
With our SurveyMonkey integration, you can send your surveys to your customers and subscribers. There’ are a few different templates and layouts to choose from. This integration is available free with every Benchmark account. You can integrate your SurveyMonkey account on the Integrations page by clicking on your Username, and going to the Integrations Page. Or you can also integrate into the email creation process. Below are the steps to
Integrations September 5, 2019
How do I exclude specific contacts from my mailing?
When sending an email campaign, you may come across some contacts you would like to exclude from your mailing. You can do this by following these simple steps: Log in to your Benchmark account. On the Dashboard menu, click on Emails. You may either select an email you've already started or select Create New Email. In Step 2 Contact List Selection, click on Enable List Exclusion located on the
How do I export bounced email addresses?
You can export bounced email addresses for your own personal records from the Report section of your account. To export, please follow the steps below: Log in to your Benchmark account. Select Reports from the Dashboard menu. By default, the system will prompt you to the Email Reports page. Click on the name of the email you want to use. Select Activity Details from the menu located on the left
How do I edit a field in my existing contact list?
At some point, you might need to edit a field in your contact list. The information you input from your contacts is stored in list fields and can be seen in the list view. Whether you want to edit a default field or add a new field, this can be done by following the steps below: To add/change the column type of an existing list: Log in to your Benchmark
Contact Lists September 9, 2019