Signing In to CaliberMind
New to CaliberMind - Start Here!
How to use Dashboards
Digital Marketing Terminology
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
Ingesting CaliberMind Data Into Snowflake
Klaviyo connector [Via Fivetran]
Segment Connector [via FiveTran]
Pushing Caliber Mind Person Engagement Data to Salesforce
SFTP Connector - Updated 2021
Connecting Your Data Warehouse to CaliberMind
Salesforce Connector [via FiveTran]
Connector Health and Web Tracker Health reports
How to Connect Facebook Ads
Connecting G2, Bombora, or 6sense
How To Connect Outreach
CaliberMind Connectors - Start Here!
Power BI/ Tableau/ Looker Connectors Article
Google Ads Connector (via FiveTran)
Pardot Connector [via FiveTran]
Connections - Email Notifications
CaliberMind Data Access FAQs
Twitter API Connector via Fivetran
Microsoft Bing Connector
How To Connect Microsoft Dynamics
Bing/Microsoft Ad's Connector
Connectors Status Page
CaliberMind Entity Relations and System Tables
Developer Guide - Start Here!
Logging Into Google BigQuery
CaliberMind Common Data Sources
CaliberMind Identity Levels
What are Lists?
Importing a List
Account List Upload File Requirements
Keyboard Shortcuts using SQL
Creating an Account List From a Campaign
How to create a list of all Opportunities that have a very low Engagement
People List Upload File Requirements
Campaign List Upload File Requirements
Use Case Videos - Creating a List Using the List Builder
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
Where is my Segments Menu?
Downloading a List - Step-by-Step Instructions
Object Mapping Filters
How to Map Your Salesforce Opportunity Revenue Field
Object Mapping: Create a Filter
Object Mapping: Create a Mapping
Custom Configuration for Object Mapping
Object Mapping: Create a Replacement
Standard Channel Logic
Channel Ranking Logic
UTM Parameters Formatting and Best Practices
Object Mapping for Filters - Start Here!
Object Mapping: Create a Campaign Substitution
Web Tracker Installation & Settings
Installing AnalyticsJS (CaliberMind snippet)
Two ways to identify prospects that submit a form containing email address using AnalyticsJS
Install AnalyticsJS on a HubSpot website
Using AnalyticsJS Identify on embedded Hubspot forms
Using AnalyticsJS Identify on embedded Marketo forms
Types of Analytics.js Calls
Using Analytics.js to Track Web and Product Events
Web Tracker and Installation Settings - Start Here!
How Cookie Settings Affect the Analytics.JS Tracking Script
Google Tag Manager (GTM) Ad Blockers
Using AnalyticsJS with Drift
How to check your AnalyticsJS implementation
Flows Status Page
How to use QuickFlows
Merge records in Salesforce CRM
Add a Quick-Flow to Salesforce Campaign
Using ClearBit Flows
Linking CaliberMind Attribution Data to Salesforce
CaliberMind's Most Popular Flows | Automations
ZoomInfo - Add-to/Enrich your database
Program Logic for Campaigns
Custom Programs for Campaigns
Campaigns - Start Here!
User Administration & SSO
Single Sign On (SSO) Setup
Manage Users - Viewing, Inviting, Updating Users and Roles
Administration and SSO - Start Here!
User Authentication and Provisioning
Insights - Create Multiple Engagement Score Models
How to Change Event Touch Scores
Sales Opportunity Data Model
Engagement Scoring Time Decay - How It Works & How to Change It
Engagement Scoring Models Overview
How to Add or Change Engagement Score Multipliers
Add or Change Engagement Score Filters
Identify users using Intercom Messenger
ABM Best Practices
Using Engagement Score to Trigger an Update in Salesforce
Account-to-Lead (A2L) Matching
Lead-to-Account Matching (L2A)
Pushing CaliberMind ABM Scoring Fields to Salesforce.com
Linking to CaliberMind Reports in Salesforce
Attribution Models: W-Shaped
Attribution Models: Middle
Chain-Based Attribution Model
Removal effect with a Markov chain model
Attribution Reports Summary
Attribution - CaliberMind versus Embedded Attribution in Salesforce?
Virtual Campaigns in CaliberMind
The A-Shaped Model
Campaign Types - Best Practices for Easy-to-Read Attribution
Best Practices for Tracking Return-on-Ad-Spend (ROAS)
CaliberMind Analytics Concepts
Overview of Analytics and Attribution
Filters and Hyperlinks
Using the Engagement Trending Report
Using Tags to Organize Your Lists
Attribution Overview - Campaign Performance Table
Using Campaign Lists in Dashboards
Using Account Lists in Dashboards
CaliberMind Metrics Definition
Return on Ad Spend
Product Attribution Dashboard
Attribution Models: First-Touch
Self-Hosting CaliberMind AnalyticsJS
Tutorials and Use Cases
Using 'Search' Functionality
Customizing Report Visibility (Show/Hide)
How to Manage Your Offsite Events Using CaliberMind
How can I manage my BDR/SDR team activities with CaliberMind?
Combining Engagement Score with Attribution
Enabling the Sales Teams to see the Entire Buyers Journey
Searching for a specific account to view their Activity
How can I Identify High Risk Opportunities?
How does Sales leverage CaliberMind? Some key use cases.
Running a Sales/Pipeline Review with CaliberMind
Building Formulas with Functions
Creating and Editing a Widget Formula
Remove a BigQuery User within CaliberMind
Using Conditional Statements
Add BigQuery Users within CaliberMind
How to Email CaliberMind Reports
Answering Business Questions Using CaliberMind Reports
Creating Formulas Based on Criteria and Conditions (Filters)
Dashboard Function Reference
Introduction to Formulas - Start Here!
Using Quick Functions
Creating Sales Campaigns from Salesloft and Outreach Activities
Working in CaliberMind Insights
CaliberMind Insights - Browser Requirements
CaliberMind Insights - Sharing Dashboards & User Permissions
CaliberMind Insights - Navigating to Insights/Dashboard
CaliberMind Insights - Using Dashboards
CaliberMind Insights - Dashboard Refresh Schedule
CaliberMind Insights - Application Concepts and Terminology
CaliberMind Insights - Filters & Aggregation Type
Creating a Custom Pipeline Dashboard (VIDEO)
CaliberMind Insights - Creating Custom Dashboards
Building Insights Dashboards
Build Your Own Insights Pipeline Dashboard
Build Insights Dashboards - Start Here!
Create Date Range Filters - Step-by-Step
Insights Dashboard Templates
Insights Attribution Dashboards
Insights - Attribution - Start Here!
Insights - Attribution Terminology and Key Concepts
Insights - Attribution Summary
Insights - Attribution Overview
Attribution - Campaign Detail
Insights - Attribution - Campaign Type Detail
Insights - Attribution - Channel Detail
Insights - Attribution - Program Detail
Insights - Attribution - Account Detail
Attribution Overview Dashboard 2.0
Insights Engagement Dashboard
Insights - Engagement - Start Here!
Insights - Engagement - Dashboard Terminology & Key Concepts
Insights - Engagement Overview
Insights - Engagement - System Account Detail
Insights - Engagement - Person Detail
Insights - Engagement - Engagement Essential Questions and Dashboard Tile Definition
Insights Engagement Dashboard - Aggregation Dates
Insights ROAS Dashboard
Funnel Trigger Events Dashboard
Funnel Company Inclusion Configuration
What is a Marketing Funnel?
Funnel Terms and Concepts
Common Funnel Issues
Funnels FAQs Technical Documentation
Funnel History Event Configuration
Funnels - Start Here!
Funnel Stages Configuration and Stage Definitions
Funnel Trend Dashboard
Sales Funnel Metrics
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
Funnel Cohort Analysis Use Cases
Funnel Data Explore Dashboard
Use Cases for Funnels
Sales Funnel Journey Questions and Answers?
Introducing CaliberMind's Funnels
Funnels - Lead, Contact, Account, Opportunity Statuses and Stages
Funnel Stage Definitions
Demand Generation Funnel Dashboard
Updated by Nolan Garrido
CaliberMind natively is stored in Google BigQuery, but can be transferred to your Snowflake instance in several different ways. Each of these options may have cost implications with your CaliberMind contract or costs from other vendors, so please check with your Sales Rep or account manager if you have any questions.
OPTION 1 - Create a Snowflake Integration on CaliberMind's Google Cloud Storage [recommended]
Snowflake is able to use Google Cloud Storage buckets as an external stage, regardless of which cloud provider your Snowflake instance is hosted on. This means that you can access data stored in a Google Cloud Storage bucket even if your Snowflake instance is hosted on AWS or Azure. Snowflake has detailed step-by-step instructions in their help docs that can help explain the overall process in more detail.
This process can only be completed by a user who has been granted the
ACCOUNTADMIN role in your organization.
- Set up CaliberMind elements in Snowflake: We strongly recommend creating a unique role, schema and warehouse for CaliberMind. Depending on your organization's needs and security requirements, you may want to create a standalone database as well.
The code block below will help you set up a new role, new user, new warehouse, and new database for CaliberMind. It will grant usage permissions on the objects it creates which will allow this CaliberMind role to operate in your instance without having access to anything else in your system.
You must change the password before you execute the code block. We would recommend using a password generator like Lastpast.com to create something that is at least 32 characters long.
-- create variables for user / password / role / warehouse / database (needs to be uppercase for objects)
set role_name = 'CALIBERMIND_ROLE';
set user_name = 'CALIBERMIND_USER';
set user_password = '[Enter very secure password here]';
set warehouse_name = 'CALIBERMIND_WAREHOUSE';
set database_name = 'CALIBERMIND_DATABASE'; /* This is optional */
-- change role to securityadmin for user / role steps
use role securityadmin;
-- create role for CaliberMind
create role if not exists identifier($role_name);
grant role identifier($role_name) to role SYSADMIN;
-- create a user for Calibermind
create user if not exists identifier($user_name)
password = $user_password
default_role = $role_name
default_warehouse = $warehouse_name;
grant role identifier($role_name) to user identifier($user_name);
-- change role to sysadmin for warehouse / database steps
use role sysadmin;
-- create a warehouse for CaliberMind
create warehouse if not exists identifier($warehouse_name)
warehouse_size = xsmall
warehouse_type = standard
auto_suspend = 10
auto_resume = true
initially_suspended = true;
-- create database for Calibermind
create database if not exists identifier($database_name);
-- grant Calibermind role access to warehouse
on warehouse identifier($warehouse_name)
to role identifier($role_name);
-- grant Calibermind access to database
grant CREATE SCHEMA, MONITOR, USAGE
on database identifier($database_name)
to role identifier($role_name);
grant create stage on schema public to role ($role_name);
- Create a Storage Integration: You will need to update the below example based on your specific CaliberMind account setup. In order to complete this step, CaliberMind will need to first create your GCS buckets and will provide you with their URI. Enter this location in the
storage_allowed_locationsfield. If you do not know this value, please reach out to your account manager and they will provide it to you.
use role ACCOUNTADMIN;
create storage integration calibermind_int
type = external_stage
storage_provider = gcs
enabled = true
storage_allowed_locations = ('gcs://[calibermind project]/[data folder]/');
grant usage on integration calibermind_int to role CALIBERMIND_ROLE;
- Creating the integration will create a Google service account from inside Snowflake. You, the client, will own this account and it is connected to your Snowflake instance. Since Caliber Mind does not have access to this account, so you will need to provide Caliber Mind with the name of the service account that Snowflake has generated.
To find the name of the service account, you need to describe the storage integration we created in the previous step.
desc storage integration calibermind_int;
Your results window should look something like this below. Please copy the
STORAGE_GCP_SERVICE_ACCOUNTrow to your account manager.
| property | property_type | property_value |
| ENABLED | Boolean | true |
| STORAGE_ALLOWED_LOCATIONS | List | gcs://[calibermind project]/[data folder] |
| STORAGE_GCP_SERVICE_ACCOUNT | String | service-account-id@[calibermind_project].iam.gserviceaccount.com |
- CaliberMind will give the service account you provided access to your organization's Cloud storage buckets. Once that account has permissions, you will want to set up a
FILE_FORMATso Snowflake knows how to interpret the file it is receiving and a
STAGEso Snowflake can represent the data as a table inside Snowflake for the next step.
create or replace file format calibermind_csv_gzip
type = csv
field_delimiter = ','
skip_header = 1
null_if = ('NULL', 'null','NaN')
empty_field_as_null = true
compression = gzip;
use schema calibermind_database.public;
create stage calibermind_gcp_stage
url = 'gcs://[calibermind project]/[data folder]'
storage_integration = calibermind_int;
file_format = calibermind_csv_gzip;
- Your connection between Snowflake and your CaliberMind Google Storage should be all set up at this point. The final step is something you will need to repeat to refresh your data. We recommend scheduling a job similar to this nightly to do a full table refresh. Please note, at this time, CaliberMind does not support incremental data loads and instead creates a completely new replacement each night.
set table_name = cm_attribution;
alter warehouse calibermind_warehouse resume;
truncate table @table_name;
copy into @table_name
alter warehouse calibermind_warehouse suspend;
And that's it! You should now see CaliberMind data inside of your Snowflake instance. Keep in mind the
COPY INTO command only works for a single table, so you may need to specify which folder/table you are looking for or modify the pattern variable to tell Snowflake which specific files to choose. CaliberMind will make your entire data instance available in this format, so if you do not specific which specific file you are interested in copying, you can generate errors or ingest corrupted data files. If you have any additional questions on this process, please reach out to your account manager or create a support ticket by sending an email to email@example.com.
OPTION 2 - Google Cloud Storage to Snowflake via Customer's Internal ETL Processes
- Each night, the CaliberMind system will export all datasets into a an encrypted Google Cloud Storage location.
- Using your ETL service (Fivetran, Alteryx, Snaplogic, Mulesoft, etc), set up a New Connector for Google Cloud Storage.
- Follow the steps provided by your vendor to complete the connection. You should make one new connector per CaliberMind table being ingested. If you are unsure which tables your organization will need, please schedule a meeting with our support team to review your options.