Benchmark Email Client Workspace Setup (Onboarding)

Benchmark Email Client Workspace Setup (Onboarding)

1. 01

   Create a new Benchmark Email account for the client using the Free plan

   Use a dedicated email address per client to keep reporting and login credentials separate. The Free plan supports up to 500 contacts and 2,500 sends per month, which is sufficient for initial testing.

2. 02

   Navigate to the 'Contacts' section and import the client's subscriber list

   Use the import tool to upload a CSV file. Before importing, clean the list to remove duplicates and invalid emails to maintain deliverability.

3. 03

   Create tags and lists to segment the imported contacts

   In the Contacts area, define tags based on client criteria such as purchase history or engagement level. This enables targeted campaigns later.

4. 04

   Build a branded email template using the drag-and-drop editor

   Select a template from the library, then customize colors, fonts, and logo to match the client's brand. Save it as a reusable template for future campaigns.

5. 05

   Set up a sign-up form and embed it on the client's website

   Use the form builder to create a subscription form with fields for name and email. Copy the embed code and provide it to the client for placement on their site.

6. 06

   Verify domain authentication settings

   Check the account settings for domain authentication. If the client has a custom domain, configure SPF and DKIM records to improve deliverability.

7. 07

   Send a test campaign to a small segment to verify tracking

   Create a simple email, send it to a test list of internal addresses, and confirm that opens and clicks are recorded in the real-time activity feed.

8. 08

   Document the campaign calendar and handoff guide for the client

   Prepare a one-page guide covering how to log in, create a campaign, and view reports. Schedule a handoff call to walk the client through the setup.