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.

Cathy Funderburg
Updated 1 month ago by Cathy Funderburg

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.

Cathy Funderburg
Updated 1 month ago by Cathy Funderburg

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.

Cathy Funderburg
Updated 6 months ago by Cathy Funderburg

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…

Karolina Veberaite
Updated 6 months ago by Karolina Veberaite

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 6 months ago by Nic Zangre

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.

Camela Thompson
Updated 6 months ago by Camela Thompson

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…

Chris Dima
Updated 6 months ago by Chris Dima

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…

Chris Nixon
Updated 6 months ago by Chris Nixon

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…

Karolina Veberaite
Updated 6 months ago by Karolina Veberaite

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.

Camela Thompson
Updated 1 month ago by Camela Thompson

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

Camela Thompson
Updated 1 month ago by Camela Thompson

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…

Cathy Funderburg
Updated 6 months ago by Cathy Funderburg

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…

Scott Lawrence
Updated 6 months ago by Scott Lawrence

Where is my Segments Menu?

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

Cathy Funderburg
Updated 6 months ago by Cathy Funderburg

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.

Cathy Funderburg
Updated 1 month ago by Cathy Funderburg

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