Onboarding Archives | Page 4 of 13 | CaliberMind Knowledge Base and Docs

Event Classifications: Pardot

Pardot is Salesforce’s B2B marketing automation platform that tracks prospect activities including website visits, email engagement, webinar participation, and event attendance. It filters out low-value system activities. Event Classes Event Types (from type_name field, filtered) Technical Details Source Field Mappings: Event Class Logic:

September 30, 2025

Event Classifications: Marketo

Marketo is Adobe’s marketing automation platform that tracks lead activities including email interactions, web visits, form completions, and behavioral scoring. It only captures specific high-value activities. Event Classes Event Types (from activity_type field, filtered list) Technical Details Source Field Mappings: Event Class Logic:

Event Classifications: HubSpot

HubSpot’s marketing automation and CRM platform that tracks email campaign performance, form submissions, and contact management activities. Event Classes Event Types (from type field, capitalized) Technical Details: Source Field Mappings: Event Class Logic:

September 29, 2025

Event Classifications: Eloqua

Eloqua is Oracle’s marketing automation platform that tracks email opens, clicks, form submissions, and website visits. It creates events for all prospect engagement with marketing campaigns. Event Classes Event Types (from asset_type field): Technical Details Source Field Mappings: Event Class Logic:

Event Classifications: Salesforce

Salesforce is a CRM system that tracks all sales and marketing activities. It creates events when leads are created, opportunities change stages, tasks are completed, or people join marketing campaigns. Event Classes Event Types Technical Details Campaign Member Event Type: Task Event Class Logic:

Event Classifications: AnalyticsJS

AnalyticsJS is a website tracking system that monitors visitor behavior on your website. It creates events when people visit pages, fill out forms, or are identified as returning visitors. Event Classes Event Types Technical Details Event Type Logic:

Settings Home Page

We’re thrilled to announce a significant update to your Admin Settings experience, designed to enhance efficiency and improve your overall workflow. What’s New? To provide you with more screen real estate and a simplified, intuitive user interface, we’ve reimagined the Admin Settings homepage. As part of this enhancement, we’ve removed...

September 16, 2025

Two ways to identify prospects that submit a form containing email address using AnalyticsJS

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. The identify method in CaliberMind’s analyticsJS is how you associate a prospect on your website to their anonymous cookie id. To automatically identify prospects that submit a form...

August 5, 2025

Standard CaliberMind Normalization and Deduplication

Out of the box, CaliberMind runs some data normalization and deduplication processes to clean up and streamline your records. These include the following: Field Normalization When running transforms and standardizations, CaliberMind will: Field Standardization We will standardize fields such as: Person Deduping Company Deduping Event Standardization / Deduping

July 11, 2025

Monthly Active Rows (MAR)

Monthly Active Rows (MAR) are the total number of unique net-new or updated records that are synced or imported into CaliberMind within a given month. This includes all system connectors (CRM, MAP, Ad Platforms, etc.) and SFTP connections. Admin users can monitor MAR usage within the CaliberMind platform here. A record...

June 30, 2025

Flows Status Page

You can view the status of your Flows under Settings/ Flows/ Flow Status Org Admins can see: Name, Template, Last Run, Next Run Org Admins can take the following actions: 1. Enable/ Disable Flow 2. Run Now 3. View Flow’s Log 4. Delete Flow

June 24, 2025

Setting Channel Session Logic

Overview Channel ranking logic is a critical component of CaliberMind’s attribution system that determines how marketing channels are prioritized when multiple touchpoints occur within the same session. This configuration allows administrators to customize how their organization attributes credit to different marketing channels based on their specific business priorities and marketing...

June 23, 2025