Connect Benchmark Email and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Benchmark Email
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of Benchmark Email and adviserlogic
Enable Integrations or automations with these events of Benchmark Email and adviserlogic
Actions
Find a contact
Get contact detail by its contact id.
Update Details of a Survey
Updating an existing details of a survey.
Update a Contact
Updating an existing contact.
Create a Segment
Creating a segment by using contact id.
Delete a survey
Deleting an existing survey
Delete an Email
deleting an existing email.
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Frequently Asked Questions
To start, connect both your Benchmark Email and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Benchmark Email triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how Benchmark Email data is recorded in adviserlogic. This includes choosing which data fields go into which fields of adviserlogic, setting up custom formats, and filtering out unwanted information.
The data sync between Benchmark Email and adviserlogic typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Benchmark Email and adviserlogic. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Benchmark Email
Benchmark Email is a cloud-based email marketing platform that helps businesses create, send, and manage email campaigns. It offers tools for building emails, automating campaigns, and analyzing their effectiveness.
Learn MoreAbout adviserlogic
Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.
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