Signing In to CaliberMind
New to CaliberMind - Start Here!
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
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
Integrations Appendix by Connector
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
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
CaliberMind Entity Relations and System Tables
Developer Guide - Start Here!
What is 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
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
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
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
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
CaliberMind Data Warehouse Access in Google BigQuery
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
GDPR Compliance with CaliberMind
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?
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)
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?
CRM Campaign Member Status and Campaign Response Best Practices
Creating and Editing a Widget Formula
Remove a BigQuery User within CaliberMind
Using Conditional Statements
How Do I Optimize Advertising Spend?
Campaign Best Practices Across Systems
Add BigQuery Users within CaliberMind
How to Email CaliberMind Reports
How do I use CaliberMind to shorten our sales cycle?
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?
Dashboard Function Reference
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
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 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
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!
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
- Developer Guide
- What is Google BigQuery
What is Google BigQuery
Updated by Cathy Funderburg
Navigation menu - The BigQuery navigation menu allows you to select analysis, migration, and administration options.
Explorer pane- The Explorer pane is visible when you select SQL workspace in the navigation menu.
Details pane - The details pane shows information about your BigQuery resources.
Logging into BigQuery
Navigate to https://console.cloud.google.com/bigquery
Sign in using your Google mail-approved email.
If you don’t have access please email firstname.lastname@example.org
Why use Google BigQuery?
- BigQuery is a great tool for analysts and business intelligence professionals to be able to do detailed queries and procedures.
- Data scientists will find it useful in machine learning with Python, R, or other languages and can utilize the BigQuery API to write applications and connect directly to your data.
- If you utilize a BI Platform you can use your credentials to directly connect to your BigQuery database.
Work with Project in BigQuery
All of the work that you perform in BigQuery is done within a Cloud project. You can see the project name on the Google Cloud console toolbar:
Any costs that you incur for using BigQuery are charged to the billing account that's attached to the project.
Switch to a project
To switch to a Cloud project in the Google Cloud console, follow these steps:
- On the Google Cloud console toolbar, click the name of your project.
- In the projects dialog, click the name of the project that you want to switch to.
This selection becomes your active project.
Star a project
You can star a Cloud project to the Explorer pane in the following three ways:
- You can open a project and then star it:
- Switch to the project that you want to star.
- In the Explorer pane, hold the pointer over the name of the project that you want to star, and then click the Star.
- You can select a project from a list and then star the project:
- In the Explorer pane, click Add data.
- In the Add data dialog, click Search for and star a project:
- In the dialog, click the name of the project that you want to star.
- You can enter the name of your project to star it:
- In the Explorer pane, click Add data.
- In the Add data dialog, click Star a project by name.
- In the dialog, enter the name of the project that you want to star.
Remove a project
To remove a project from the Explorer pane, click the name of the project, and then click star Unstar.
The Explorer pane lists datasets that you can browse in your current project or any projects that you starred.
- To display the datasets in a project, click Expand node for that project.
- To display the tables, views, and functions in a dataset, click the dataset.
To display information about a resource in a project or dataset, click the name of the resource in the Explorer pane and view the details pane. The set of available actions depends on the resource. For example, the following image shows the tab for a table:
If you have important or current projects, datasets, or tables, you can star them in the Explorer pane. To star a resource, hold the pointer over the name of the resource that you want to star, and then click Star.
For more information on starring a project, see Star a project.
View starred resources
To view only the starred resources in the Explorer pane, click Show starred resources only in the Explorer pane.
To view all the resources in the Explorer pane, click Show all resources.
To unstar a resource, click star Unstar next to the resource.
Run a query
- In the details pane, click add_box Compose new query.
- In the query editor, enter a SQL query.
- Click Run.
For more information about how to run queries, see Running interactive queries.
Work with tabs
You can control how you work with tabs in the details pane.
Split two tabs
Whenever you select a resource or click Compose new query in the details pane, a new tab opens. If more than one tab is open, you can split the tabs into two panes and view them side by side.
To split tabs into two panes, follow these steps:
- Next to the tab name, click Open menu.
- Select one of the following options:
- To place the selected tab in the left pane, select Split tab to left.
- To place the selected tab in the right pane, select Split tab to right.
To unsplit the tabs, select Open menu on one of the open tabs, and then select Move tab to left pane or Move tab to right pane.
To split tabs when querying tables, follow these steps:
- In the Explorer menu, click the table that you want to query.
- Click Query, and then click In new tab or In split tab:
- Click the field name that you want to query:
The following image shows the details pane with two open tabs. One tab has a SQL query, and the other tab shows details about a table.
Move a tab
To move a tab from one pane to the other pane, follow these steps:
- Next to the tab name, click Open menu.
- Select Move tab to right pane or Move tab to left pane (whichever option is available).
Close a tab
To close all tabs except for one, follow these steps:
- Next to the tab name, click Open menu.
- Select cancel Close other tabs.
View personal and project history
You can view job histories in the footer of the details pane:
- To view details of your own jobs, click Personal history.
- To view details of recent jobs in your project, click Project history.
To see the details of a job or to open the query in an editor, do the following:
- In the Actions column for a job or query, click Actions.
- Select Show job details or Open query in editor.
The job histories include all load, export, copy, and query jobs that you submitted in the past six months (up to 1,000 entries). The limit of 1,000 jobs is cumulative across all job types.
The following keyboard shortcuts are supported in the Google Cloud console:
Key combination (Windows/Linux)
Key combination (macOS)
Run current query
Autocomplete current word
Highlight table names
Run query from selection
Comment current or selected lines
You can find Google Cloud console examples throughout the how-to guides section of the BigQuery documentation.
To see examples of loading data and querying data using the Google Cloud console, see the Load and query data with the Google Cloud console.
Basic SQL Query using the cm_account table
A basic SQL query of the cm_account table in the editor. The editor will tell you how much processing power it will require.
Sample Query to get you started:
`WHERE customer_status like 'Prospect'
NOTE: All BigQuery References above are found on Google Cloud BigQuery Overview Guide