Creating New Account lists

Why create an account list? 

  • Account lists allow marketing managers and business analysts to filter reports by a set of company_ids.
  • If you utilize a BI Platform you can use your credentials to directly connect to your BigQuery database.
  • Sales leaders might want the attribution report to show only companies in a certain target list.

Navigate to the lists tab of CaliberMind. You will see a button to add a new list with sql (blue circle with a +).

Click on the blue circle with the +

Enter the new list name.

CaliberMind Create List screen

This will open a SQL editor where you can write the desired statements, test your query and save.

To test the SQL, write your query and click on TEST

Testing SQL queries in CaliberMind

Sample query to get you started:

SELECT company_id 
WHERE industry like 'Internet' 

At the bottom of your screen you will see a dark grey bar that says PREVIEW and will list the number of records your query has returned. Click on PREVIEW to open the table of results.

CaliberMind List Preview Bar

The results will be listed in a table.

Sample CaliberMind List Results Table

When you are happy with the results click on SAVE and it will save the results as your new list.

Saving your CaliberMind List Results

If it is successful you will see a black bar on the bottom right of your screen that says Saved.

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