Why Use Event Explore?
Funnel logic revolves around the cm_event table in CaliberMind. This table is a combination of activities pulled from your connected platforms. This includes CRM campaigns, marketing automation touches like email opens and clicks, LinkedIn Lead Gen Forms, sales activities, and more.
Because there is such a broad array of events at your fingertips and the field names and definitions can be a little confusing, Event Explore can save you a lot of time. Using one search term, you can narrow down which field to use and which values to use or avoid in your logic. The alternative is trying fields at random and hoping for the best.
In other words, Event Explore is your Funnel Configuration helper. It makes designing the logic easier, particularly if you're not familiar with the field definitions for the cm_event table.
Where Do I Find the Event Explore?
To use Event Explore, you'll need to be on the edit screen for one of your funnels.
- After logging into my.calibermind.com, click on the settings cog:
- Select "Funnels:"
- Select "Funnels" again in the submenu:
- Click on the name of the funnel you would like to edit. In this example, I'm selecting "Demand Generation" in our instance:
- The Event Explore feature is on the edit screen of your funnel and displays as a compass icon. Go ahead and click the icon:
- By default, the Event Explore popup will be minimized. Click on the bar to expose the window:
- To search for a term, click the search icon:
- Start by searching for a broad term that could match what you're looking for. For example, if you want to know fields and values linked to LinkedIn activities, try searching for "LinkedIn." We'll search for the term "LinkedIn" in this example:
- Once you find the information you're looking for (in my example, I wanted to use "event_name" is equal to "LinkedIn Lead Gen Form" in my logic), note the column name and the value for your logic and close the popup by hitting the "X" to minimize explore:
- If you need to use Event Explore again, just click the bar with the preview account at the bottom of your funnel edit screen to reopen Event Explore:
