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.

Updated

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.

Updated

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

Updated

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.

Updated

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.

Updated

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.

Updated

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…

Updated

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…

Updated

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…

Updated

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.

Updated

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…

Updated

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…

Updated

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…

Updated

Where is my Segments Menu?

Lists and Segments have been combined into just a single tab labeled “Lists”

Updated

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…

Nic Zangre
Updated by Nic Zangre

Contact