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Connectors / Integrations
Adding Your First Connector
How To Connect AdRoll / RollWorks
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ZoomInfo / DiscoverOrg
CaliberMind IP Addresses for Whitelisting
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CaliberMind Data Export to Google Cloud Storage
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Segment Connector [via FiveTran]
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SFTP Connector - Updated 2021
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Salesforce Connector [via FiveTran]
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How to Connect Facebook Ads
KickFire De-Anonymization in CaliberMind
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SFTP Synced Files - Making a Data Change
How To Connect Outreach
CaliberMind Connectors - Start Here!
Power BI/ Tableau/ Looker Connectors Article
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CaliberMind Data Access FAQs
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People List Upload File Requirements
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Use Case Videos - Creating a List Using the List Builder
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List Builder - Start Here!
Creating Company Lists in List Builder
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Object Mapping for Filters - Start Here!
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Two ways to identify prospects that submit a form containing email address using AnalyticsJS
Install AnalyticsJS on a HubSpot website
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Google Tag Manager (GTM) Ad Blockers
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ZoomInfo - Add-to/Enrich your database
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Creating Sales Campaigns from Salesloft and Outreach Activities
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CaliberMind Data Warehouse Access in Google BigQuery
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Sales Opportunity Data Model
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Account-to-Lead (A2L) Matching
Lead-to-Account Matching (L2A)
Pushing CaliberMind ABM Scoring Fields to Salesforce.com
Linking to CaliberMind Reports in Salesforce
Attribution Models: W-Shaped
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Chain-Based Attribution Model
Removal effect with a Markov chain model
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Attribution - CaliberMind versus Embedded Attribution in Salesforce?
Analytics: People Tab in Attribution Overview
Analytics: Opps Tab in Attribution Overview
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Virtual Campaigns in CaliberMind
The A-Shaped Model
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Best Practices for Tracking Return-on-Ad-Spend (ROAS)
Analytics: Comparisons Tab in Attribution Overview
Analytics: Events Tab in Attribution Overview
Analytics: Summary Tab in Attribution Overview
Analytics: Explore Tab in Attribution 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
Return on Ad Spend
Product Attribution Dashboard
Attribution Models: First-Touch
Self-Hosting CaliberMind AnalyticsJS
Tutorials and Use Cases
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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?
Why Is CaliberMind ROAS or ROI Different Than My Ad Platform?
How Do I Know If a Campaign Is Good or Bad?
How to Flatten Your Campaign Structure in Salesforce
Working in CaliberMind Insights
CaliberMind Insights - Browser Requirements
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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
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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)
Dashboard Function Reference
Introduction to Formulas - Start Here!
Using Quick Functions
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 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
- Creating Sales Campaigns from Salesloft and Outreach Activities
Updated by Andrew Sawusch
- Creating Sales Campaigns from Salesloft and Outreach Activities
Creating Sales Campaigns from Salesloft and Outreach Activities
Seeing the attribution value of Sales activities is possible within the CaliberMind platform. We utilize CaliberMind Workflows to create campaigns from these activities to report on the value associated.
Using Sales Activities as Campaigns
Most teams using CaliberMind will use the platform to report on activities generated by the Marketing team. These activities are through campaign responses where the campaign member has engaged with an email, display ad, webinar, or other types of campaigns. But how do we show the value of Sales activities when they aren't part of campaigns?
Within the CaliberMind platform, we can utilize sales event data from both Salesloft and Outreach that is added to your Salesforce environment as Task events. Through CaliberMind workflows, a 4-step process allows us to create campaigns and members - as well as update the member statuses as related interactions occur.
Setting up Your Salesforce Events
Before we can use the events, there are a few steps that need to be completed within the Salesloft and Outreach engagement platforms to provide the information needed. ln addition, a field will need to be created within Salesforce for each of the data values sent from the engagement platform.
Within the Salesloft platform, the following fields must be configured so the data is pushed to a custom field (or to update a standard field) on the Task activity object (see Salesloft article here):
- Cadence Name
- Cadence ID
- Call Sentiment
- Call Disposition
- Clicked Count
- Replies Count
- Meeting Type
Within the Outreach platform, the following fields must be configured so the data is pushed to a custom field (or to update a standard field) on the Task activity object (see Outreach articles here, here, here, and here):
- Sequence Name
- Sequence ID
- Call Direction
- Call Disposition Name
- Is Outbound
- Click Count
- Replied At
- Completed At
- State Changed At
Setting Up the Salesforce Campaigns
Before we can start creating the Salesforce campaigns and members, there are a few steps that need to be completed within your Salesforce environment.
- Create a field called "Vendor Campaign System" (SFDC API field name: "vendor_campaign_system__c")
- Create a field called "Vendor Campaign ID (SFDC API field name: "vendor_campaign_id__c")
Campaign Member object
- Create a datetime field called "Responded Date Override" (SFDC API field name: "responded_date_override__c")
Create the Campaign Type (optional)
- Create a campaign type that you would like to associate all newly created campaigns with
Create the Parent Campaign(s)
- Create a campaign that you would like to associate all newly created campaigns with
*Note: Optionally, you can create 2 parent campaigns - one for email type campaigns, one for call type campaigns
Setting Up the CaliberMind Workflows
Once the engagement platform fields are configured to sync on the Salesforce Tasks, and the Salesforce custom Campaign and Campaign Member fields are created, the CaliberMind team will setup multiple workflows within your CaliberMind environment. These 4-stage workflows will automatically create a unique campaign when a new initiative is started (known as a "Cadence" in Salesloft, in Outreach a "Sequence"), the campaign member statuses, the campaign members, as well as continuously update the status of these members if and when an interaction is updated on the Task (replied, clicked, etc.).
*NOTE: The Salesforce PUSH connector is required to create, modify, and write data back to your Salesforce environment
That's it! Your organization will now have all Sales engagement platform activities added as campaigns, allowing attribution value to be associated with these activities!