Signing In to CaliberMind

New to CaliberMind - Start Here!

How to use Dashboards

How do I use CaliberMind's search functionality?

CaliberMind Home Page & Navigation

Digital Marketing Terminology

How Does CaliberMind Define a "Channel"?

What Is a CaliberMind Event or Event Table?

Account Detail (Search Result) Results

Opportunity Search Results

Campaign Detail Search Results

Person Detail Search Result

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

CaliberMind Data Export to Google Cloud Storage

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

Replicating CaliberMind Attribution Data to Salesforce

Salesforce Connector [via FiveTran]

Connector Health and Web Tracker Health reports

How to Connect Facebook Ads

KickFire De-Anonymization in CaliberMind

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

CaliberMind Entity Relations and System Tables

Developer Guide - Start Here!

What is Google BigQuery

CaliberMind Common Data Sources

CaliberMind Identity Levels

Object Mapping Filters

How to Map Your Salesforce Opportunity Revenue Field

Custom SQL Data Transformations

Remove a BigQuery User within CaliberMind

Object Manager: Campaign Member

Setting Your Saved Filters for In-App Reporting

Object Mapping: Create a Filter

Object Mapping: Create a Mapping

Adding Custom Columns in Salesforce

Add BigQuery Users within CaliberMind

Custom Configuration for Object Mapping

Object Mapping: Create a Replacement

How to Email CaliberMind Reports

Setting Up UTM Mapping in CaliberMind

Standard Channel Logic

Channel Ranking Logic

Setting Up Account Trend Emails

UTM Parameters Formatting and Best Practices

Object Mapping for Filters - Start Here!

How to See Your Object Manager History and Revert Back to Previous Versions

Object Mapping: Create a Campaign Substitution

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

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

Using AnalyticsJS with Qualified

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

Creating Sales Campaigns from Salesloft and Outreach Activities

Setting Up Workflow - Contact Deduplication

Campaign-Program Membership

Program Logic for Campaigns

Custom Campaigns

Custom Programs for Campaigns

Campaigns - Start Here!

Setting Up Answers - Start Here!

Using CaliberMind Answers to Understand Funnel Impact

Using CaliberMind Answers to Understand Campaign Performance

Using CaliberMind Answers to Understand Funnel Performance

Using CaliberMind Answers to Understand Account Engagement

Using CaliberMind Answers to Understand Funnel Flow

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

Identify users using Intercom Messenger

GDPR Compliance with CaliberMind

Data Dictionary

Removal effect with a Markov chain model

Attribution Reports Summary

Attribution - CaliberMind versus Embedded Attribution in Salesforce?

Analytics: People Tab in Attribution Overview

Analytics: Opps Tab in Attribution Overview

Virtual Campaigns in CaliberMind

Campaign Types - Best Practices for Easy-to-Read Attribution

Analytics: Comparisons Tab in Attribution Overview

Analytics: Events Tab in Attribution Overview

Analytics: Summary Tab in Attribution Overview

Analytics: Explore Tab in Attribution Overview

Demand Generation Reports Summary

ABM Engagement & Attribution Together

Data Integrity Reports Summary

Best Practices for Data Hygiene - Attribution Report Problems

Customer Success Reports Overview

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

Product Attribution Dashboard

Attribution Models: First-Touch

Self-Hosting CaliberMind AnalyticsJS

Revolutionizing Marketing ROI: CaliberMind's Innovative New Approach

Return On Ad Spend Dashboards

Revenue Contribution Reports Summary

Channel ROI Overview

Creating and maintaining a custom advertising budget for ROAS

Best Practices for Tracking Return-on-Ad-Spend (ROAS)

Why Is CaliberMind ROAS or ROI Different Than My Ad Platform?

Campaign ROI Overview

Budget for ROI Channel Reporting

Attribution Models: W-Shaped

Attribution Models: Middle

Chain-Based Attribution Model

Choosing the Right Attribution Model

The A-Shaped Model

In-App Funnels: Progression Tab in Funnel Overview

In-App Funnels: Summary Tab in Funnel Overview

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

Build Your Own Insights Pipeline Dashboard

Building Formulas with Functions

Creating and Editing a Widget Formula

Using Conditional Statements

Build Insights Dashboards - Start Here!

Create Date Range Filters - Step-by-Step

Creating Formulas Based on Criteria and Conditions (Filters)

Calculated Fields

Dashboard Function Reference

Shared Formulas

Introduction to Formulas - Start Here!

Using Quick Functions

Insights - Attribution - Start Here!

Insights - Attribution Terminology and Key Concepts

Insights - Attribution Overview Dashboard 2.0

Insights - ROAS Dashboard Use Cases

How is CaliberMind ROAS Reporting Different than Insights ROI?

Insights - ROI - Start Here!

Insights - ROAS Terminology & Key Concepts

Insights - Engagement - Start Here!

Insights - Engagement - Dashboard Terminology & Key Concepts

Insights - Engagement Overview

Insights - Engagement - System Account Detail

Insights - Engagement - Person Detail

Insights Engagement Dashboard - Aggregation Dates

Insights Data Connector Health Dashboard

Insights Web Tracker Health Dashboard

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

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

Custom Attribution Configuration - Custom Weighting

How to Add or Change Engagement Score Multipliers

Add or Change Engagement Score Filters

Using Engagement Score to Trigger an Update in Salesforce

Which touches and events are we scoring?

Customize Engagement Scoring Models - Start Here!

Default ABM Scoring Logic

Account-Based Marketing Reports

Engagement: Summary Tab

Engagement Overview: Companies Tab

Engagement Overview: People Tab

Engagement Overview: Campaigns Tab

Engagement Overview: Explore Tab

Linking to CaliberMind Reports in Salesforce

Account-to-Lead (A2L) Matching

Lead-to-Account Matching (L2A)

Pushing CaliberMind ABM Scoring Fields to Salesforce.com

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

How Can I Identify High Risk Opportunities?

How does Sales leverage CaliberMind? Some key use cases.

Running a Sales/Pipeline Review with CaliberMind

How Is CaliberMind Different From My CRM Attribution?

CRM Campaign Member Status and Campaign Response Best Practices

How Do I Optimize Advertising Spend?

Campaign Best Practices Across Systems

How do I use CaliberMind to shorten our sales cycle?

Answering Business Questions Using CaliberMind Reports

Which of my leads are the most engaged?

How Do I Know If a Campaign Is Good or Bad?

How to Flatten Your Campaign Structure in Salesforce

All Categories
Funnels

CaliberMind Insights

Insights Dashboards

Insights Engagement Dashboard

Insights - Engagement - Start Here!

Insights - Engagement - Start Here!

There are a LOT of insights packed into each dashboard, and it's easy to get overwhelmed when you're first starting out. To make sure you're getting the most out of your Insights, we recommend the following help documents in order:

Insights - Engagement - Start Here!