Andrew Sawusch, Author at CaliberMind Knowledge Base and Docs | Page 2 of 17

Manage Users – Viewing, Inviting, Updating Users and Roles

Only Administrator users can manage the organization users - either adding new users or modifying the role of a current user - within Account Settings Viewing all Users. To view all users, from the C…

January 19, 2026

Campaign-Program Membership

View the CaliberMind campaign program membership listing. Campaigns are actions designed to generate results in the short, medium, or long term. As a result, they provide a reliable way to measure company efforts so that the return is profitable.

December 8, 2025

Using CaliberMind Answers to Understand Funnel Performance

With CaliberMind Answers, we aim to make it easy for you to get a high-level snapshot of how your current funnel is performing today, how that stacks up to historical performance, and context about where you can expect to end up.

December 4, 2025

Signing In to CaliberMind

When logging into CaliberMind as a new user, you will be set to the default user role as set by your administrator. Note, that if your default is set to "disabled" then you'll need to be activated by…

December 3, 2025

User Authentication and Provisioning

CaliberMind is a passwordless system. It doesn’t create or store user passwords. Instead, we utilize trusted platforms for user authentication and verification. When logging into CaliberMind as a new user, you will be set to the default user role as set by your administrator. Note that if your default is...

How to check your AnalyticsJS implementation

Once you have AnalyticsJS installed on your website, you’ll want to make sure that the script is firing as expected. The first thing you’ll want to do is open developer tools in your browser. Checking the Page call (Option 1) To test that the Page call was fired: Open developer...

October 22, 2025

Installing AnalyticsJS (CaliberMind snippet)

Installing AnalyticsJS Installing AnalyticsJS on your site is the first step towards tracking page views and other actions on your website. This is the first step towards doing advanced attribution such as Return-on-ad-spend (ROAS) or Chain-based machine learning models. Note: Metarouter AJS and Segment both use the Analytics.JS script. If...

October 13, 2025

Company Engagement AI Summary

The Company Engagement AI Summary uses AI to mine engagement and intent data to summarize the buyer journey, buying group and key marketing activities. The user receives a summary of hundreds of complex B2B sales cycle touches in an instant.

Setting Up the Salesforce Push Connector

What is the Salesforce Push Connector? The Salesforce push connector enables your organization to use CaliberMind to write, de-duplicate, and merge records in your Salesforce CRM. In other words, while you already have your Salesforce Pull connector established for CaliberMind to ingest data, the push connector allows CaliberMind to take...

October 9, 2025

Standard Channel Logic

Channels refers to inbound marketing channels which help quantify the marketing contribution to pipeline and revenue. Standard Channel Logic Below are the standard rules that are used to group traffic into channels and the standard channel names for these groupings. 1. AI Search Engines Channel Name: Organic Search – AI Logic:...

How Does CaliberMind Define a “Channel”?

We understand that the word "channel" is pretty loaded. Different platforms define it in different ways. The "Channel" is defined as the UTM Medium associated with a CRM campaign and it's only available in certain circumstances.

Channel Ranking Logic

Channel Ranking Logic. In order to support the use case where users want Session Sequence Rank to be enforced over Event Timestamp we have added a toggle to the Settings page.