Take Control of Your Data: Introducing the Custom Event Manager

We’re excited to unveil the Custom Event Manager, a powerful new feature designed to give you complete control over your marketing and sales data landscape. You no longer have to wait for a back and forth with your CS rep. in order to capture the interactions that matter most to your business—now, you can build them yourself.

The Big Picture

The Custom Event Manager empowers Admin users to transform raw data from any connected source into actionable events within CaliberMind. Whether it’s granular sales activities or niche marketing touchpoints, you can now define, map, and filter custom events to ensure your data models reflect the full reality of your customer journey.

What’s New & Why It Matters

  • Universal Data Mapping
    • The Change: Create events using data from any source system (like Salesforce, HubSpot, or custom SQL tables).
    • The Value: If it’s in your data warehouse, it can be an event. You can now pull in “missing” signals—like outbound sales emails or physical event check-ins—to bridge the gaps in your attribution stream.
  • Intuitive Mapping Interface
    • The Change: A revamped UI that separates “Join Keys” (for identity resolution) from “Event Properties” (for descriptive metadata).
    • The Value: This ensures your data is not only captured but correctly linked to the right accounts and contacts, maintaining high data integrity without needing a degree in database engineering.
  • Precision Filtering
    • The Change: A dedicated filtering layer to include or exclude specific rows from your source datasets.
    • The Value: High-volume tables (like Salesforce Tasks) can be noisy. You can now strip away the clutter and only ingest the specific activities that represent meaningful engagement.
  • Integrated Data Dictionary
    • The Change: Direct navigation from the event creator to your BigQuery Data Dictionary.
    • The Value: No more guessing what a field name means. View descriptions for tables and fields in real-time to ensure your mappings are accurate and professional.

Expert Tip: Maximizing Impact

While the tool is designed for self-service, your Customer Success (CS) team is standing by to help with advanced logic. If your custom event requires complex joins across multiple systems or tables, reach out to us to ensure your logic is optimized for performance and accuracy.

Get Started Today

Ready to refine your event stream?

  1. Navigate to the Settings screen within the CaliberMind platform.
  2. Navigate to Object Manager > Custom Events
  3. Select your source system and table.
  4. Map your required fields and set your filters.

For a deep dive into best practices for event mapping contact your CS representative to schedule a walkthrough.