Onboarding Archives | Page 3 of 13 | CaliberMind Knowledge Base and Docs

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...

December 3, 2025

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

Understanding the Unknown Channel

The ‘Unknown’ channel appears when CaliberMind cannot confidently assign a marketing channel to a specific event or interaction. While the goal is always to minimize this category, its presence is often unavoidable and critical for maintaining accurate analytics. Why Does the ‘Unknown’ Channel Exist? The prevalence of the ‘Unknown’ channel...

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

Using AnalyticsJS Identify on embedded Pardot forms

This article assumes you have already installed AnalyticsJS on your website. If you’ve not yet installed AnalyticsJS, read our knowledgebase article on the topic. Pardot forms are generally deployed to a webpage using <iframe> html code. Due cross site scripting, iframes are restricted as to the way in which they...

Building Blocks – Foundational Objects

As you navigate CaliberMind, understanding our “Building Blocks” is key to unlocking powerful insights into your marketing and sales performance. These foundational objects—Opportunities, Companies, People (Contacts and Leads), and Campaigns—are essential for accurate reporting, effective modeling, and actionable intelligence. Let’s dive into each one: Opportunities Opportunities are a core element...

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:...

October 9, 2025

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.

Event Classification Reference Guide

This article outlines the standardized event classification system used across all data sources. Events are categorized by Event System (data source), Event Class (high-level categorization), and Event Type (specific activity type). Event Systems Overview Event System Description Primary Data Source AnalyticsJS Website tracking and visitor behavior Customer website interactions Salesforce...

October 2, 2025

Event Classifications: Facebook

Facebook’s advertising platform captures lead generation form submissions from Facebook ad campaigns. Event Classes Event Types

September 30, 2025

Event Classifications: LinkedIn

LinkedIn’s advertising platform tracks lead generation form submissions and aggregated advertising engagement metrics. Event Classes Event Types