List Builder
List Builder - Start Here!
This document is a starter document introducing the concept of Lists in CaliberMind. Lists are a grouping of companies, campaigns, people, or other records that are identified using logic. For example, we can pull a list of companies that are in a certain region or a list of people with a specific title. Within lists, there are different settings you can toggle off and on or select to change the type of list you are building.
What are Lists?
This document discusses Lists in CaliberMind. Lists are a grouping of companies, campaigns, people, or other records that are identified using logic. For example, we can pull a list of companies that are in a certain region or a list of people with a specific title. Within lists, there are different settings you can toggle off and on or select to change the type of list you are building.
Importing a List
If you would like to upload a list to identify a segment for reporting or supply backfill data that was historically missing, this article will guide you on how to use the list import tool.
Account List Upload File Requirements
Account lists can be generated from file uploads that you can export from your systems into CaliberMind to quickly filter your reports by groupings of accounts. When there are criteria for a list tha…
Keyboard Shortcuts using SQL
Keyboard Shortcuts in SQL. While not everyone can free-code and write SQL, it's common for non-technical ops professionals to learn "enough to be dangerous"! Advanced users in CaliberMind can actuall…
Creating an Account List From a Campaign
A common use-case for CaliberMind Lists is to see all of the Accounts associated with any members of a campaign. We provide you two options.
How to create a list of all Opportunities that have a very low Engagement
Creating a list of contacts is a fundamental task for Marketing and Sales departments. Often marketing and sales not only want to know which accounts are engaged, but also which accounts are NOT enga…
People List Upload File Requirements
People lists can be generated from file uploads that you can export from your systems into CaliberMind to quickly filter your reports by groupings of people. When there are criteria for a list that a…
Campaign List Upload File Requirements
Common use cases for a campaign file upload include: Campaigns started/stopped in a particular date range. Pulling Campaigns from a particular platform (i.e. Hubspot). Filtering for campaigns with a…
Use Case Videos - Creating a List Using the List Builder
This document includes video case studies related to Creating a List Using the List Builder in CaliberMind including: Building a Company List, Building a Campaign List, and Building a Person List.
Creating a List Using the List Builder - Step-by-Step Instructions
This document covers topics related to Creating a List Using the List Builder in CaliberMind including: Downloadable Step-by-Step Instructions - Creating a List, Clickable Step-by-Step Instructions, Standard or Custom Lists, Data Types: Company, Campaign, or Person, Refresh Types: Dynamic or Static, How to Use Lists for Reporting
Creating Company Lists using SQL
Why create an Company list using SQL? . Account lists allow marketing managers and business analysts to filter reports by a set of company_ids. If you utilize a BI Platform you can use your credentia…
Creating Company Lists in List Builder
Why create an account list? Account lists allow marketing managers and business analysts to filter reports by a set of company_ids. If you utilize a BI Platform you can use your credentials to direct…
Where is my Segments Menu?
Lists and Segments have been combined into just a single tab labeled “Lists”
Downloading a List - Step-by-Step Instructions
This document lists how to download a list in CaliberMind. Lists are a grouping of companies, campaigns, people, or other records that are identified using logic. For example, we can pull a list of companies that are in a certain region or a list of people with a specific title. Within lists, there are different settings you can toggle off and on or select to change the type of list you are building.
