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Digital Marketing Terminology
How Does CaliberMind Define a "Channel"?
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Connectors / Integrations
Adding Your First Connector
How To Connect AdRoll / RollWorks
How To Connect Google Analytics
How To Connect HubSpot
How To Connect LinkedIn Ads
How To Connect Marketo
Overview of Connectors
ZoomInfo / DiscoverOrg
CaliberMind IP Addresses for Whitelisting
Setting Up the LinkedIn Push Connector
Connecting Tableau to CaliberMind
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Klaviyo connector [Via Fivetran]
Segment Connector [via FiveTran]
Pushing Caliber Mind Person Engagement Data to Salesforce
Integrations Appendix by Connector
SFTP Connector - Updated 2021
Connecting Your Data Warehouse to CaliberMind
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Salesforce Connector [via FiveTran]
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How to Connect Facebook Ads
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Field History SFDC Limits (Salesforce)
SFTP Synced Files - Making a Data Change
How To Connect Outreach
CaliberMind Connectors - Start Here!
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People List Upload File Requirements
Campaign List Upload File Requirements
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Creating a List Using the List Builder - Step-by-Step Instructions
Creating Company Lists using SQL
List Builder - Start Here!
Creating Company Lists in List Builder
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Two ways to identify prospects that submit a form containing email address using AnalyticsJS
Install AnalyticsJS on a HubSpot website
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Using AnalyticsJS Identify on embedded Marketo forms
Types of Analytics.js Calls
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Web Tracker and Installation Settings - Start Here!
How Cookie Settings Affect the Analytics.JS Tracking Script
Google Tag Manager (GTM) Ad Blockers
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CaliberMind's Most Popular Flows | Automations
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ZoomInfo - Add-to/Enrich your database
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CaliberMind Data Warehouse Access in Google BigQuery
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Sales Opportunity Data Model
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Using Engagement Score to Trigger an Update in Salesforce
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Choosing the Right Attribution Model
Virtual Campaigns in CaliberMind
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Self-Hosting CaliberMind AnalyticsJS
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CRM Campaign Member Status and Campaign Response Best Practices
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Remove a BigQuery User within CaliberMind
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Campaign Best Practices Across Systems
Add BigQuery Users within CaliberMind
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How do I use CaliberMind to shorten our sales cycle?
Answering Business Questions Using CaliberMind Reports
Which of my leads are the most engaged?
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Introduction to Formulas - Start Here!
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Creating a Custom Pipeline Dashboard (VIDEO)
CaliberMind Insights - Creating Custom Dashboards
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Create Date Range Filters - Step-by-Step
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Insights - Attribution - Start Here!
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Insights - Attribution Overview Dashboard 2.0
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Insights - Engagement - Start Here!
Insights - Engagement - Dashboard Terminology & Key Concepts
Insights - Engagement Overview
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Insights Engagement Dashboard - Aggregation Dates
Insights ROAS Dashboard
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Insights - ROI - Start Here!
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Funnel Trigger Events Dashboard
Funnel Company Inclusion Configuration
What is a Marketing Funnel?
Event Explore for Funnels
Funnel Terms and Concepts
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Funnel History Event Configuration
Funnels - Start Here!
What channels move journeys through a given stage?
Funnel Stages Configuration and Stage Definitions
Funnel Trend Dashboard
How can I see the number of journeys in or passing through a funnel stage during a period of time?
Sales Funnel Metrics
What touches are influencing each step in the funnel?
How do I see the first event (or "tipping point") in each stage of my funnel?
Funnel Events Technical Documentation
Marketing & Sales Funnel Foundations
Funnel Static Event Configuration
What is a Starter Funnel?
Funnel Person Inclusion Configuration
Funnel Cohort Analysis Dashboard
Sales Funnel Glossary
Where are my customers stuck in journeys?
Funnel Cohort Analysis Use Cases
Funnel Data Explore Dashboard
Use Cases for Funnels
Sales Funnel Journey Questions and Answers?
What is the difference between an Active Journey and a Journey?
How do I know the last event that happened before a journey stage change?
How do I identify stage conversion rates?
Funnel Person Status Exits
Introducing CaliberMind's Funnels
Funnels - Lead, Contact, Account, Opportunity Statuses and Stages
Pressure Event Dashboard 101
Funnel Stage Definitions
Demand Generation Funnel Dashboard
- All Categories
- ABM Engagement
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- Using Engagement Score to Trigger an Update in Salesforce
Using Engagement Score to Trigger an Update in Salesforce
Updated by Chris Nixon
The CaliberMind Engagement score is a very powerful metric that helps your Marketing and Sales teams understand exactly how engaged a specific account is with CaliberMind. Most customers have this score automatically set as a customer field on the account and contacts so that they can easily create new reports right within Salesforce.
However, what if you want to use the engagement score to do much more? A common use-case is to have update a status field in Salesforce when an accounts engagement score had changed by a certain amount or gone through a threshold.
In this example we are going to show you how to setup CaliberMind to set a new status field in Salesforce to a specific value when the Engagement score goes above a certain value. Commonly this could be used to set an account to a specific status that triggers the account team to start paying attention or working on the account - it could even be used to automate the setting of a funnel stage.
In this example we want to trigger the status field on a Salesforce Account to be set to Marketing Qualified Account (MQA) whenever the accounts Engagement score in CaliberMind goes above the value of 10. The value of 10 was chosen because of the scoring model. In our scoring model an account generates enough events (say attends multiple webinars, downloads a number of pieces of relevant content, or asks for a demo) their score will go above the value of 10. In that case we want the Account to be marked for the BDR team to pick it up and qualify it further. That is indicated by the Funnel Status field - specifically being set to Marketing Qualified Account.
This example has 3 core objects that drive this trigger.
- Funnel Status - A new field (picklist) created on the Salesforce Account object. In this example the field has the variable name funnelstatus_c. The pick-list has a number of status fields, but the one we are interested in is Marketing Qualified Account (MQA).
- CaliberMind List - In CaliberMind we created a list that is used to determine all accounts that meet the specified criteria, and adds a static column to set the value in Salesforce. The list is named MQA Upgrade List for Push to Salesforce. The rules that govern this list creation are:
a. cm_engagment.account_score > 10 - this gives us all accounts with engagement score > 10
b. cm_engagement.model_name = Inbound180 - Use only account scores from the Inbound180 engagement model
c. sf_account.account_status Not "Customer" - Filter out any accounts that are not customers
d. sf_account.funnel_status is either"0. Unknown", "1. Target or Null" - Make sure we are only promoting accounts that are in stages 0 or 1.
e. sf_account static field - Create a new static field named mqa_set_field and set it to the value
- Marketing Qualified Account (MQA). This matches the pick-list value in the funnel_status field. For further instructions see the Knowledge Base Article on setting a static or custom field.
- CaliberMind Flow - A CaliberMind Flow is created to take the List created in step 2 and push changes into SalesForce on the Account Funnel_Status field. When creating the flow we started with the Create/Update records in Salesforce. We then set the List to MQA Upgrade List for Push to Salesforce, the same list as above. The Salesforce Object is set to Account.Finally we set two fields. First we set the id field. This makes sure that we are matching all accounts from our list to accounts in Salesforce by the id field. Second we push the value in the mqa_set_field (set above) to Funnel_Status_c. This will set the Funnel Status to the value in mqa_set_field.