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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
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Overview of Connectors
ZoomInfo / DiscoverOrg
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Segment Connector [via FiveTran]
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Integrations Appendix by Connector
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CaliberMind Connectors - Start Here!
Power BI/ Tableau/ Looker Connectors Article
Google Ads Connector (via FiveTran)
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People List Upload File Requirements
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Creating Company Lists in List Builder
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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
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Types of Analytics.js Calls
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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
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Merge records in Salesforce CRM
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CaliberMind Data Warehouse Access in Google BigQuery
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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
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Using Engagement Score to Trigger an Update in Salesforce
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Choosing the Right Attribution Model
Virtual Campaigns in CaliberMind
The A-Shaped Model
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Best Practices for Tracking Return-on-Ad-Spend (ROAS)
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Overview of Analytics and Attribution
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Return on Ad Spend
Product Attribution Dashboard
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Searching for a specific account to view their Activity
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How does Sales leverage CaliberMind? Some key use cases.
Running a Sales/Pipeline Review with CaliberMind
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How Is CaliberMind Different From My CRM Attribution?
Creating and Editing a Widget Formula
Remove a BigQuery User within CaliberMind
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How Do I Optimize Advertising Spend?
Campaign Best Practices Across Systems
Add BigQuery Users within CaliberMind
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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
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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
- Model Configuration
- How to Change Event Touch Scores
How to Change Event Touch Scores
Updated by Camela Thompson
What Is a Touch Score?
Behind our scoring models, we allow you to control how many points each event type can get. This includes anything in the event table which is a combination of Salesforce Tasks, Events, and Campaign Members, and any interactions recorded in your ad platforms and marketing automation platform.
During the onboarding process, your customer success manager helped you set up a scoring model. These vary from customer to customer, but a common example may look something like this:
Meeting or Opportunity
Content Download, Key Page Visit
Advertisement or Paid UTM
Otherwise (All other INBOUND event types)
See our article on Multipliers to update the demographic/firmographic portion of the scoring logic.
Why Would I Want to Change the Score of a Touch?
Things change in marketing. Sometimes a tactic that used to bring in scores of leads fizzles out and at other times, the inspiration to try something new hits. Our lead score configuration tool will help you make adjustments as you need them. Here are a few more common use cases:
- Your marketing department decides to try out Direct Mail for the first time and wants to do something fancy involving a QR code.
- You've found that an intent provider has been successfully flagging prospects who are ready to buy and the sales team wants to incorporate key signals into your scoring model.
- Your sales team complains that the accounts with high scores are from content syndication and they aren't ready to buy yet, prompting a decrease in points for that Event Type.
- Your department finds that a certain tactic is more effective than expected, prompting your team to increase the points.
As a best practice, scoring models should be evaluated on an ongoing basis (ideally, quarterly) to determine whether the highest scores correlate to more wins and if there have been any changes in ICP or market fit.
How to Change a Touch Score
- From the CaliberMind app, navigate to the Settings page by clicking the cog icon in the top right-hand corner:
- Click ABM on the left-hand vertical menu:
- Find your Default touch score (likely labeled Inbound) and click the name of the model:
- Make sure to the Touch Score tab is highlighted before making edits to your configuration:
- Enter the first rule that you would like the system to reference when assigning a score. In this example we want to reward the most points for “event_type” contains “meeting” AND “event_class” starts with “opp.” We want these events to get 5 points before considering time decay or a multiplier.
- To enter an additional tier of points, we've added an additional Block. Events with “event_type” contains “tradeshow” and “event_class” starts with “inbound” will receive a score of 3 before multipliers or time decay:
- After entering several more tiers for scoring with a different point set allocated to each tier, we entered a final "Otherwise" statement as a catch-all to assign 1 point to any Inbound activity: