Importing a List (Start Here)
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…
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 is CaliberMind can actually type in or edit queries p…
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…
Creating a List Using the List Builder (Start Here!)
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.