System Overview
Getting Started
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How to use Dashboards
CaliberMind Home Page & Navigation
Digital Marketing Terminology
How Does CaliberMind Define a "Channel"?
What Is a CaliberMind Event or Event Table?
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
Kickfire
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]
In-App Notifications
Google Sheets
Segment Connector [via FiveTran]
Pushing Caliber Mind Person Engagement Data to Salesforce
Integrations Appendix by Connector
Act-On
SFTP Connector - Updated 2021
Connecting Your Data Warehouse to CaliberMind
Migrating CaliberMind Attribution Data to Salesforce
Salesforce Connector [via FiveTran]
Connector Health and Web Tracker Health reports
How to Connect Facebook Ads
Connecting G2, Bombora, or 6sense
CaliberMind Connectors
Field History SFDC Limits (Salesforce)
SFTP Synced Files - Making a Data Change
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
Setting Up the Salesforce Push Connector
How To Connect Microsoft Dynamics
Bing/Microsoft Ad's Connector
Connectors Status Page
Developer Guide
CaliberMind Entity Relations and System Tables
Developer Guide - Start Here!
What is Google BigQuery
CaliberMind Common Data Sources
CaliberMind Identity Levels
List Builder
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
System Configuration
Object Mapping Filters
How to Map Your Salesforce Opportunity Revenue Field
Object Mapping: Create a Filter
Object Mapping: Create a Mapping
Adding Custom Columns in Salesforce
Custom Configuration for Object Mapping
Object Mapping: Create a Replacement
Standard Channel Logic
Channel Ranking Logic
Setting Up Account Trend Emails
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
Analytics.JS Overview
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
Flows Status Page
How to use QuickFlows
Merge records in Salesforce CRM
Add a Quick-Flow to Salesforce Campaign
Using ClearBit Flows
CaliberMind's Most Popular Flows | Automations
Setting Up Workflow - Lead Deduplication
ZoomInfo - Add-to/Enrich your database
Setting Up Workflow - Website Repair
Setting Up Workflow - Account Deduplication
Setting Up Workflow - Contact Deduplication
Campaigns
Campaign-Program Membership
Program Logic for Campaigns
Custom Campaigns
Custom Programs for Campaigns
Campaigns - Start Here!
User Administration & SSO
Single Sign On (SSO) Setup
Manage Users - Viewing, Inviting, Updating Users and Roles
CaliberMind Data Warehouse Access in Google BigQuery
Administration and SSO - Start Here!
User Authentication and Provisioning
Model Configuration
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
GDPR Compliance with CaliberMind
Data Dictionary
ABM Engagement
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
Engagement Scoring
Analytics
ABM Reports
Attribution
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?
Choosing the Right Attribution Model
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)
Demand Generation
Revenue Contribution
Data Integrity
Customer Success
Understanding Reports
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
How do I use the 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
How Is CaliberMind Different From My CRM Attribution?
Creating and Editing a Widget Formula
Remove a BigQuery User within CaliberMind
Reusing Formulas
Using Conditional Statements
How Do I Optimize Advertising Spend?
Campaign Best Practices Across Systems
Add BigQuery Users within CaliberMind
How to Email CaliberMind Reports
Answering Business Questions Using CaliberMind Reports
Which of my leads are the most engaged?
Creating Formulas Based on Criteria and Conditions (Filters)
Why Is CaliberMind ROAS or ROI Different Than My Ad Platform?
Calculated Fields
Dashboard Function Reference
Shared Formulas
Introduction to Formulas - Start Here!
How Do I Know If a Campaign Is Good or Bad?
Using Quick Functions
Creating Sales Campaigns from Salesloft and Outreach Activities
CaliberMind Insights
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
How to Create a Filter Bookmark
Building Insights Dashboards
Build Your Own Insights Pipeline Dashboard
Build Insights Dashboards - Start Here!
Create Date Range Filters - Step-by-Step
Insights Dashboards
Insights Attribution Dashboards
Insights - Attribution - Start Here!
Insights - Attribution Terminology and Key Concepts
Insights - 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
Insights - ROAS Dashboard Use Cases
How is CaliberMind ROAS Reporting Different than Insights ROI?
Insights - ROI - Start Here!
Insights - ROAS Terminology & Key Concepts
Insights Data Health and Integrity
Funnels
Funnel Trigger Events Dashboard
Funnel Company Inclusion Configuration
What is a Marketing Funnel?
Event Explore for Funnels
Funnel Terms and Concepts
Common Funnel Issues
Funnels FAQs Technical Documentation
Funnel Configuration
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
Table of Contents
- All Categories
- System Overview
- List Builder
- Creating an Account List From a Campaign
Creating an Account List From a Campaign
Updated
by Camela Thompson
You Have Options
Customers often ask for a list of accounts associated with a specific campaign. While we are building out our Segment capabilities, we list two options:
- A CSV file upload
- A new list from slightly modified SQL, provided below.
Creating a List From a CSV File Upload
If you have a CRM report with your list of accounts associated with a campaign, make sure you have the Account ID (18 characters) and website associated with each account record in the report.
- Export your CRM report into a file.
- Save the file in a CSV format.
- Double-check the file does not exceed 20 MB.
- Follow the instructions here.
Creating a Comprehensive (Lead & Account) List in SQL
To build out a comprehensive list of possible accounts (including those associated with Leads that are not created as an Account yet), we recommend using the cm_company table. This is a parent table that combines both lead and account data to ensure your list is comprehensive.
We've provided an example query to copy and paste into your List Builder. To modify this query to fit your campaign, you'll either need your Salesforce 18 string ID or Dynamics ID.
- To create a list, go to the Lists tab in the CaliberMind app:
- Click View All:
- Click the '+' sign to create a new list:
- Name your list something user friendly and descriptive like "2022.11 Webinar Target Accounts" and click OK:
- Copy and paste the code we've provided below:
SELECT DISTINCT a.company_id
,a.company_name
,a.website
,a.state
,a.country
,a.industry_short
FROM cm.cm_company as a
JOIN cm.cm_event as e
ON a.company_id = e.company_id
WHERE e.campaign_id = '7012M000001KejbQAC'
- Replace the highlighted text with your campaign ID (7012M000001KejbQAC) but be sure to keep the single quotation marks around your ID.
- Click Save and Test:

- If your query passes the test, there will not be an error message and you will get a row number:
- Click Save then Preview to view your new target list:
Creating a List of True Accounts (SQL)
If you want to restrict your list to a known universe of converted accounts, we need to tell the query not to return Salesforce lead records.
To modify the query, you will need the 18 character ID from your Salesforce Campaign. If you use Microsoft Dynamics, you will need to alter the string slightly to match the lead ID pattern in your system.
- Follow the instructions above and swap out the code below for step 5:
SELECT DISTINCT a.company_id
,a.company_name
,a.website
,a.state
,a.country
,a.industry_short
FROM cm.cm_company as a
JOIN cm.cm_event as e
ON a.company_id = e.company_id
WHERE a.company_id NOT LIKE '00Q%'
AND e.campaign_id = '7012M000001KejbQAC'
- You will need to copy and paste your Campaign ID in the yellow highlighted string above (7012M000001KejbQAC). Note that you must keep the single quotation marks around your ID string.
- If you are using Microsoft Dynamics, swap out the unique ID pattern in the first few characters in the green highlighted string above (00Q%). Note that you must keep the single quotation marks around the text string.
- Click Test. If you do not have an error, the Preview bar will display a record count as shown below:
Creating a List of Accounts from a Campaign List (SQL)
When you have multiple campaigns you want to draw from, and if an account is eligible if they are in any of the campaigns, follow the steps in "Creating a Comprehensive (Lead and Account) List" until step 5.
To modify the query, you will need the 18 character ID from your Salesforce Campaigns. If you use Microsoft Dynamics, you will need to know the unique pattern in the Lead ID String at the beginning of an ID and the full ID from your campaign record.
- Swap out the code in step 5 above with the following:
SELECT DISTINCT a.company_id
,a.company_name
,a.website
,a.state
,a.country
,a.industry_short
FROM cm.cm_company as a
JOIN cm.cm_event as e
ON a.company_id = e.company_id
WHERE a.company_id NOT LIKE '00Q%'
AND e.campaign_id IN ('7012M000001KejbQAC'
,'7012M000001KexOQAS'
,'7012M000001KexTQAS'
)
If you use Microsoft Dynamics, swap the green highlighted text (00Q%) with Microsoft's unique string characters at the beginning of a lead ID. If you use Salesforce, leave it as is.
- Replace the yellow highlighted text with your own ID strings.
- Have fewer IDs than we provided? No problem. Just make sure that when you remove an ID, you remove the comma and leave the parenthesis as in the example below and remember to replace the yellow text with your unique campaign IDs:
,a.company_name
,a.website
,a.state
,a.country
,a.industry_short
FROM cm.cm_company as a
JOIN cm.cm_event as e
ON a.company_id = e.company_id
WHERE a.company_id NOT LIKE '00Q%'
AND e.campaign_id IN ('7012M000001KejbQAC'
,'7012M000001KexOQAS'
)- Have more IDs than we provided? Also not a problem. When adding a new ID, add a comma and put both the comma and string inside the parenthesis as shown below:
,a.company_name
,a.website
,a.state
,a.country
,a.industry_short
FROM cm.cm_company as a
JOIN cm.cm_event as e
ON a.company_id = e.company_id
WHERE a.company_id NOT LIKE '00Q%'
AND e.campaign_id IN ('7012M000001KejbQAC'
,'7012M000001KexOQAS'
,'7012M000001KexTQAS'
,'7012M000001TYaAQAW'
)