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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 Account Lists in Dashboards
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CaliberMind Insights - Creating Custom Dashboards
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Insights - Attribution - Start Here!
Insights - Attribution Terminology and Key Concepts
Insights - Attribution Overview Dashboard 2.0
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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
Insights - ROI - Start Here!
Insights - ROAS Terminology & Key Concepts
Insights Data Health and Integrity
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 History Event Configuration
Funnels - Start Here!
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
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
Funnel Cohort Analysis Use Cases
Funnel Data Explore Dashboard
Use Cases for Funnels
Sales Funnel Journey Questions and Answers?
Funnel Person Status Exits
Introducing CaliberMind's Funnels
Funnels - Lead, Contact, Account, Opportunity Statuses and Stages
Funnel Stage Definitions
Demand Generation Funnel Dashboard
Table of Contents
- All Categories
- Funnel History Event Configuration
Funnel History Event Configuration
Updated by Cathy Funderburg
Funnel History Event Configuration
The intent of this tutorial is to aid the user in understanding the purpose and meaning of the funnel history configuration and the functionality of the drop-down menus, toggle buttons, and other options within the configuration screen. All examples are easily implemented within your business's Salesforce instance. Unlock the power of CaliberMind's Funnel Application using custom company inclusion configuration tools for each funnel. Before getting started, keep in mind that the fields, events, and triggers shown in the following examples are unique to the CaliberMind SalesForce instance.
The history-related list of Salesforce's standard and custom objects allows you to track and display the field history for certain fields. You can create custom History Tracking Events within the CaliberMind Funnel application and pair it with Salesforce for reporting and recordkeeping if this feature is enabled within your Salesforce enterprise software. The steps to create the custom funnel history configuration are as follows:
Create a custom funnel history event [Interactive Instructions]
Create a custom funnel history event [Downloadable Instructions]
Using the custom funnel history event
- Create a custom funnel event. In this example, we created a history funnel event labeled "Late Stage Opportunity."
- Go to the Funnels dropdown on the left-hand menu rail.
- Select the funnel from the funnels list you want to modify.
- Under "Rules" add or modify the desired stage. In this example, we have added a rule to Stage 5 labeled "Late Stage Opportunity - Best Case/Commit."
- Press tab, and from the drop-down list choose the "equals" operator.
- Move to the next field. Search for and select the "Late Stage Opportunity" field from the Salesforce object list.
- Once you have made all appropriate selections click the blue "SAVE STAGE" button.
Track Field History for Standard Objects