This article will walk you through the steps needed to create a List of Accounts that interacted with a specific Campaign or group of Campaigns. This List can then be used in reports across CaliberMind to help evaluate the performance of that campaign.
Creating the List
Create a List by clicking on the List icon in the Navigation pane
Next, click the Create List icon in the top right to create a new List
Use the Standard or Custom dropdown to change the List to a Custom List. Name your List and provide a description.
Applying the List Logic
You are now in the List SQL editor. If you know SQL, this editor is a powerful tool that provides incredible List creation flexibility.
And if you don’t know SQL, that’s okay! We’re here to help. The below SQL query can be copy and pasted into the SQL editor.
SELECT DISTINCT a.company_id
,a.company_name
,a.website
,a.state
,a.country
,a.industry_short
FROM cm.cm_company as a
JOIN cm.cm_event as e
ON a.company_id = e.company_id
WHERE e.campaign_id in ('701XXXXXXXXXXXXX','701XXXXXXXXXXXXX')Include a single or many Campaign IDs inside the parenthesis. Ensure each Campaign ID is within single ' ' or double " " tick apostrophes, and separate all Campaign IDs with commas.
Feel free to Test your list to verify it returns results. And be sure to Save your List before moving on.
After Saving your List, move over to the List Details tab by hitting the DETAILS button.
Here, you will change the List Type to Company. In order to use the List as a filter in a report, you’ll need to change Include in Reports to Yes.
Using your new List
You now have a List that will grab all Companies that have interacted with your selected Campaign(s) or will interact in the future.
You will now be able to select this List as a Company List in any CaliberMind Analytics report.
If you need help setting up your List, please submit a support request to CaliberMind support!