Authorization Process With BenchMark
Note: BenchMark is available in the free and pro versions.
Benchmark email is an email marketing platform that provides businesses with tools to create, send, and track email campaigns.
When users submit the task form through Bit Integrations Trigger, the email of the corresponding user will be stored in the contact list of BenchMark Email.
To integrate with BenchMark follow, the below steps.
Process of Authorization and Integration
Search & Select BenchMark from the actions pages
Integration Name: Set the proper integration name. Default it's taken 'BenchMark'.
After that, you have to copy the API key from your BenchMark account & paste the key on the field.
To get the API key,
Click on BenchMark API Token
Copy the API key and paste into API Key field of your authorization form. And Click on
Authorize
button.
Click on
Next
to set up the other integration settings ahead.After completing the authorization process, Select
List
from the drop-down options. If you don't see any list. Click on therefresh
button.You will find the Map Field option. You have to map all the necessary fields with the related BenchMark field. By default,
Email
field of BenchMark will be available. You can also send custom values by mapping your required field. If you don't see any fields. Click on therefresh
button. After mapping the desired fields, click onNext
button.✅ Available BenchMark mapping fields
- firstname
- lastname
- middlename
- emailtype
- Address
- City
- State
- Zip
- Country
- Phone
- Fax
- Cell Phone
- Company Name
- Job Title
- Business Phone
- Business Fax
- Business Address
- Business City
- Business State
- Business Zip
- Business Country
- Notes
- Date 1
- Date 2
- Extra 3
- Extra 4
- Extra 5
- Extra 6
Now save the integration by clicking the
Finish & Save
Button
Actions
Update BenchMark: If the user already exists on your BenchMark account, It will update the contacts with other field information based on the email address.
We have an option in every integration
Timeline
where you can check integration success or error status.Also, you can
Edit
Clone
Delete
the integration.