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
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How To Connect Outreach
CaliberMind Connectors - Start Here!
Power BI/ Tableau/ Looker Connectors Article
Google Ads Connector (via FiveTran)
Pardot Connector [via FiveTran]
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CaliberMind Data Access FAQs
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CaliberMind Entity Relations and System Tables
Developer Guide - Start Here!
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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
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Object Mapping: Create a Replacement
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UTM Parameters Formatting and Best Practices
Object Mapping for Filters - Start Here!
Object Mapping: Create a Campaign Substitution
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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
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CaliberMind's Most Popular Flows | Automations
ZoomInfo - Add-to/Enrich your database
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Custom Programs for Campaigns
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Single Sign On (SSO) Setup
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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
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How to Manage Your Offsite Events Using CaliberMind
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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?
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Running a Sales/Pipeline Review with CaliberMind
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How to Email CaliberMind Reports
Answering Business Questions Using CaliberMind Reports
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Dashboard Function Reference
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CaliberMind Insights - Creating Custom Dashboards
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Insights - Attribution - Start Here!
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Insights - Attribution Overview
Attribution - Campaign Detail
Insights - Attribution - Campaign Type Detail
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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
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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
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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 Chris Dima
Creating a list of contacts is a fundamental task for Marketing and Sales departments. Often marketing and sales not only want to know which accounts are engaged, but also which accounts are NOT engaged.
As an example imagine it's the end of the quarter and your sales team is calling out which opportunities are going to close. You bring up CaliberMind and pull up a list of the Accounts that have current opportunities in the quarter, but have little or no engagement. It allows the sales team to focus in very quickly on accounts and understand if they are really valid for the quarter or not.
Once you have this list of low engaged accounts you can then easily see what is going on. Has the account received a LOT of emails but has not responded? Have the wrong people been engaged in the dialog and therefore it's scoring much lower than it should? There are numerous questions that can be asked, and answered regarding the account once you start to look deeply at what is occurring across all the different platforms (Marketing, Sales, etc.).
Building out the list in CaliberMind is very easy.
- Head to the CaliberMind List Builder
- Select the Accounts Tab, in the drop-down select Create New, type in the name of your new list and press OK.
- Once we are in the Account List builder we can easily add the filters to give us just the list we are interested in. In this example we are going to use the following filters.
cm_engagement - cm_engagement contains the account score for all accounts within the system for all of the different scoring models deployed. We want all accounts whose score is less than 10 for this example. We also want to limit the results to a specific model, so we need to filter on the Model name.
cm_engaement.account_score < 10
cm_engagment.model_name = Inbound180
sf_opportunity - sf_opportunity is a complete record of all opportunities from your Salesforce system. We want to make sure we are only looking at open opportunities. So here we will select the stage_name values for just open Opportunities. Note these are the value in our demo environment and need to be matched to your stages.
sf_opportunity.stage_name = 0. Pre-demo/Discovery, 1. Demo/Discovery, 2. Selling, 3 - Selling / Proposal, 3. Free Trial
- Test and Save the List by selecting Test in the upper right. Make sure you see results (it should say the number of row's returned. Don't worry if it's more than what you expect as the total is the number of Contacts at all Accounts that match the criteria. Specific reports will filter this down to just eh Account. If you are good with the list select Save.
- Now you can see the list as a filter on any Account based report like ABM - Engagement Trends or Attribution - Attribution Overview.
Check out the complete walk-through on how to create this list here.