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Frequently Asked Questions aero-right Importing Data: from Benchmark Email aero-right What is the Email Marketing Rating field and how is it updated?

What is the Email Marketing Rating field and how is it updated?

Importing Data: from Benchmark Email Updated on July 23, 2019

Benchmark CRM has now made it easier to bring in your most engaged contacts from Benchmark Email by creating the feature Email Marketing Rating. This feature pulls in all 2 Star and above contacts from your Benchmark Email lists automatically.  When you connect your Benchmark Email to your CRM account, the Sync is automatically enabled.

The Contact rating in Benchmark Email ranges from 0 to 5, where 0 refers to the least 5 being the most engaged. When your contacts open and click the email campaigns, you sent to them their contact rating goes up. The star rating is synced daily. If a contact doesn’t exist, it will be created in the CRM. If it’s already in the CRM, the new score will be updated on your existing CRM contact.

How to check the recent created/updated contacts with Star rating?
  1. From the left navigation menu, select Contacts.
  2. Click on the Views button on the right side.
  3. In the All views column, select Email Marketing Rating under the featured views.
  4. You’ll see a view of your contacts along with email marketing rating. You can sort by rating (ratings of 5 are the most engaged with email marketing) or by date created or modified.
  5. You can also check the detailed reports of engagement by clicking on their name and selecting Email Marketing Tab.
Important
  • This is a read-only field and cannot be edited by the user.
  • The system automatically synchronizes the data on a daily interval.
If you don’t see the Email Marketing Rating view in your account, here is how to enable it.
  1. Click on your Username, and then select Account Settings.
  2. In the Organization Settings, click on Star Sync Settings
  3. Click on the Star Sync On/Off toggle option.

Please keep in mind both CRM and Email need to be connected for this feature to work accordingly.

If you still need further assistance, please make sure you contact our Support Team via email or chat.

 

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