System Configuration

Configuring Funnels

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9 articles by 1 author

​How to See Your Object Manager History and Revert Back to Previous Versions

CaliberMind allows you to configure transformations in your data pipeline using the Object Manager. Sometimes, mistakes are made and the change needs to be rolled back to a previous version or sometimes you may want to see how previous logic was configured. With the ability to see your Object Manager history, you can see historical changes and revert to a previous, stable version of the configuration.

Angie C.
Updated by Angie C.

Object Manager: Campaign Member

Why would you use Object Mapping for the Campaign Member table? The Objecting Manager feature is a great custom feature to use to create rules and logic to transform and filter data within an object/…

Angie C.
Updated by Angie C.

Setting Your Saved Filters for In-App Reporting

Save your filters when searching for reports in CaliberMind. With this feature, you or your organization's users can view your reports by Saved Filters with your use cases so you do not need to keep configuring your filters over and over again every time you try to access the report you want.

Angie C.
Updated by Angie C.

Setting Up UTM Mapping in CaliberMind

Having UTM parameters properly setup with your campaigns and ads are one of the ways to track where your audiences are coming from and what campaigns are working best in CaliberMind. If you have a fixed structure for your UTMs that don't match the global standards, you can configure UTM mapping in CaliberMind.

Angie C.
Updated by Angie C.

UTM Parameters Formatting and Best Practices

UTM Parameters Formatting and Best Practices. UTM parameters are one of the most effective ways for marketing operations to track where their audiences are coming from and what campaigns are working…

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Standard Channel Logic

'Channels' refers to inbound marketing channels which help quantify the marketing contribution to pipeline and revenue. Overview. Reports currently utilizing channels: Channel Cohorts, Channel Contri…

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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.

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Custom SQL Data Transformations

All of our customers are unique, some more so than others. To support these customizations and allow technical users the ability to see their custom-SQL-based data transformations, we’ve added a new…

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Add BigQuery Users within CaliberMind

Add User to BigQuery in CaliberMind. Google's BigQuery is a serverless data warehouse. It is a scalable, enterprise data solution that provides companies with a cloud data warehouse.

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Remove a BigQuery User within CaliberMind

Remove a User from BigQuery within CaliberMind. Google's BigQuery is a serverless data warehouse. It is a scalable, enterprise data solution that provides companies with a cloud data warehouse to store and query data.

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Adding Custom Columns in Salesforce

This document outlines Adding Custom Columns in Salesforce. Every record in Salesforce contains a number of standard fields. Almost all CRM businesses have standard fields, such as company name, contact, account number, status, date, and amount.add a custom column from cm_account___salesforce and cm_salesforce_lead to be used in the cm_account and cm_lead tables.

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How to Email CaliberMind Reports

Emailing reports is one of the most useful features for integrating CaliberMind into your business. . You can email CaliberMind reports to users regardless if they have a CaliberMind login or not, an…

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Setting Up Account Trend Emails

Surge Emails are a fantastic way to get your most engaged accounts in front of the sales team or your disengaging accounts in front of customer success. This article details how you can configure these alerts in CaliberMind.

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How does CaliberMind normalize the raw data for use?

When raw data is ingested, CaliberMind will standardize and normalize the data so it can be reported on. This includes creating standard jobs that run in our database for campaigns, events, person re…

Andrew Sawusch
Updated by Andrew Sawusch

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