Table of Contents

Creating Company Lists using SQL

Why create an Company list using SQL? 

  • 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.

Step-by-Step Instructions

  1. Navigate to the lists tab of CaliberMind.
  2. Click on the blue circle button
Add a CaliberMind List
  1. Fill in the Create List Dialog box
    1. Type a name
    2. Select 'Custom' from the drop-down list
    3. Click the blue OK button
CaliberMind Create List dialog box

  1. The SQL editor will open (Write the desired statements, test your query, and save within this section.)
Sample query to get you started:
SELECT company_id 
WHERE industry like 'Internet' 
Testing SQL queries in CaliberMind
  1. 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
  1. The results will be listed in a table.
Sample CaliberMind List Results Table

  1. When you are satisfied with the results click the blue SAVE button to save the results of your new list.
CaliberMind - Save button

  1. Your saved list will show a confirmation. A 'Saved' black bar will appear on the bottom left of your screen.
Your Saved CaliberMind List Will Show a Confirmation

How did we do?

Creating a List Using the List Builder - Step-by-Step Instructions

List Builder - Start Here!