System Overview
Getting Started
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
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
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
Developer Guide
CaliberMind Entity Relations and System Tables
Developer Guide - Start Here!
What is Google BigQuery
CaliberMind Common Data Sources
CaliberMind Identity Levels
System Configuration
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
List Builder
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
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
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
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
Campaigns
Campaign-Program Membership
Program Logic for Campaigns
Custom Campaigns
Custom Programs for Campaigns
Campaigns - Start Here!
Setting Up Answers
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
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
Identify users using Intercom Messenger
GDPR Compliance with CaliberMind
Data Dictionary
Attribution
Analytics
Attribution
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
Data Integrity
Customer Success
Understanding Reports
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
ROI
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
Funnels
In-App Funnels
CaliberMind Insights
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
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 Dashboards
Insights Attribution Dashboards
Insights - Attribution - Start Here!
Insights - Attribution Terminology and Key Concepts
Insights - Attribution Overview Dashboard 2.0
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 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 Dashboard - Aggregation Dates
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 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
Engagement and ABM
Engagement Scoring
Model Configuration
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
Engagement Reporting
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
ABM Best Practices
Tutorials and Use Cases
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
Table of Contents
- All Categories
- Funnels
- In-App Funnels
- In-App Funnels: Progression Tab in Funnel Overview
In-App Funnels: Progression Tab in Funnel Overview
Funnel Overview - Progression Tab
This Dashboard shows you how things are moving through your funnel. Answering questions like what is working, what isn’t working, and where things are getting stuck. Below is a comprehensive list of questions this page answers:
- How long are journeys in given stages and are they improving?
- Is our creation of journeys or effectiveness of journey progression improving over time?
- Am I increasing my efficacy stage by stage?
- How can I move a company or a cohort of companies from one stage to the next or further?
- Is a specific campaign impactful with aggregated funnel journeys?
- Which campaigns are more effective from stage to stage?
- What is the last event of a stage?
- Where are my journeys getting stuck? (i.e. How long have these journeys been in a given stage? Are we increasing the number of journey timeouts?)
- Which campaigns are currently more or less effective than previously?
- What channels are most effective at moving journeys from stage to stage?
- How to view which industry group moves most quickly through the funnel? What firmographics move through the funnel most quickly?
The KPI Metrics for the Progression tab show you top level metrics for your Funnel’s current journey landscape. It lets you know which Campaign and Events are leading to stage conversion or moving a journey from one stage to a later stage.
- Most Frequent Converting Campaign - given the current set of filters, what is the most commonly occurring campaign for converting events.
- % Journeys Present - given the filter set, what percentage of journeys had the “Most Frequent Converting Campaign” touch occur at some point in the journey.
- Most Frequent Converting Event Type - given the current set of filters, what is the most commonly occurring event type for converting events.
- % Journeys Present- given the filter set, what percentage of journeys had the “Most Frequent Converting Event Type” touch occur at some point in the journey.
The Progression Sankey
The Progression Sankey visualizes journeys as they progress through stages and may look very different depending on the setting selected in the filter tray.
Core Concepts Within the Sankey
- The nodes on the sankey can be grouped by Campaign Type, Channel, Event Type and Program. This data is pulled from the journeys converting event in that stage.
- The names of the groups have the stage order appended to them
- Campaign name was intentionally left out due to too many unique campaign names making the visualization too complex to be of any value
- There are 4 key configurations that affect the sankey:
- Only include completions means only journeys that have successfully completed the funnel will be included. All active and failed journeys will be excluded.
- Include backfills allows “backfill transitions to be included.” This means that if a journey jumps from stage 1 to 3 the sankey will include information about stage 2 which will show up as “backfill.” If backfills are excluded, a journey might move from a node appended with 1 (stage 1) directly to a node appended with a 3 (stage 3). When this is not selected, the visualization will have multiple stages in a single node/column.
- Include early terminations - if checked the sankey will include journeys that are no longer active AND were not successful. If this box AND only include completions are checked, both will be applied, which means this filter will NOT affect the results since the completions only filter config will filter them out.
- Person, Campaign, and Company Filters will all be applied to the converting events. This means the risk of over filtering resulting in "no results" is a possibility. Person filters in particular are not recommended.
- Each node in the sankey represents a stage of the journey. However, depending on the settings, these stages may not line up.
- For example, if backfills are excluded, it’s possible the first node (left most), may show journeys starting in various stages as shown by the number appended to the end of the group.
- The sankey will also highlight successful journeys and the nodes they pass through creating a literal “golden path” visualization.
The <Metric> Over Time Heatmap
This heat map shows rows based on stages, and columns based on the stage start date. The key use case is to show various stage level KPIs over time. As of 2/7/24, there are 5 metrics to choose from, though more may be selectable later.
- Metrics
- Stage Conversion Rates
- The number of journeys that hit that stage during the date AND successfully advance divided by the total number of journeys hitting this stage
- What percentage of journey progressed to the next stage
- Stage Exit Rates
- The number of journeys that hit that stage during the date range and then ended without advancing to another stage divided by the total number of journeys hitting this stage
- What percentage of journeys ended after hitting this stage and then failing to progress
- Avg Days in Stage
- For journeys that hit this stage, on average how long do they spend in this stage this includes journeys that exit early in this stage, advance to the next stage, or are still active in stage
- Active Journeys
- A count of all active journeys currently in this stage that entered that stage during that date range
- Note this is active journeys in stage and opposed to active journeys that at one point were in this stage
- Stage Starts
- The number of journeys that entered this stage regardless of what happened to these journeys after entering the stage
- Stage Conversion Rates
- Campaign level filters are based off of converting events
- Filters
- The heatmap respects person, company and campaign level filters
- Due to concerns of over filtering, filtering at the campaign and person level while allowed is not recommended
- Dates
- Date range selection is locked to the 10 preselected date ranges. Current Quarter, Current Year, Current and Previous Quarter, Current and Previous Year, Previous Quarter, Previous Year, Past 60 days, Past 90 days, Past 180 days, Past 365 days.
- Column level date aggregation however can be set by the user, with options being weekly, monthly, quarterly, yearly
The <Group by> Impact by Stage
This metric uses data in the 'funnel_impact_event' table. It will display how different group by options affect the likelihood of a journey progressing from one stage to the next AND from the first stage of a journey to the last stage of a journey (start to successful completion).
How to read this chart:
- For journeys hitting this stage, if a pressure event in this stage occurs, this journey is N times more (or less if N is negative) likely to advance to the next stage than journeys in which this pressure event did NOT occur
- For the column that is stage 1 to end stage (start to successful finish)
- For all journeys, if a pressure event occurs, this journey is N times more (or less if N is negative) likely to end successfully than journeys in which this pressure event does not occur
- Group by options: Campaign Type, Channel, Event Type and Program
Filters
Order | Filter Label | Required | Default Value | Selection |
1 | Date Period:
| Y | Current and Previous Year
| Single |
2 | Date Aggregation | Y | Monthly | Single |
3 | Funnel Name | Y | Company’s Default Funnel Model | Single |
4 | Group by:
| Y | Event Type | Single |
5 | Heat Map Metric:
| Y | Conversion Rates | Single |
Progression 1 | Include Backfills | Y | Yes | Toggle |
Progression 2 | Completions Only - if selected, include early terminations is made inactive | Y | Yes | Toggle |
Progression 3 | Include Early Terminations | Y | No
| Toggle |
Campaign 1 | Campaign List | N | N/A | Multi-Select |
Campaign 2 | Campaign Type | N | N/A | Multi-Select |
Campaign 3 | Channel | N | N/A | Multi-Select |
Campaign 4 | Program | N | N/A | Multi-Select |
Company 1 | Company List | N | N/A | Multi-Select |
Company 2 | Company Owner | N | N/A | Multi-Select |
Company 3 | Company Tier | N | N/A | Multi-Select |
Company 4 | Company Type | N | N/A | Multi-Select |
Company 4 | Customer Status | N | N/A | Multi-Select |
Company 5 | Industry | N | N/A | Multi-Select |
Company 6 | Region | N | N/A | Multi-Select |
Opportunity 1 | Opportunity List | N | N/A | Multi-Select |
Opportunity 2 | Opportunity Status | N | N/A | Multi-Select |
Opportunity 3 | Opportunity Type | N | N/A | Multi-Select |
Person 1 | Department | N | N/A | Multi-Select |
Person 2 | Job Level | N | N/A | Multi-Select |
Person 3 | Person List | N | N/A | Multi-Select |
Person 4 | Title | N | N/A | Multi-Select |