Campaign Types: Best Practices for Easy-to-Read Attribution
There are many ways to slice-and-dice campaign performance for reporting. Some popular ways are: Channel: How members entered a campaign Here's an article about how we set channels by default: Standard Channel Logic Program: The umbrella group of marketing campaigns, aka marketing Initiative. CaliberMind standard setup takes into account the data schema it's ingesting. For […]
CRM Campaign Member Status and Campaign Response Best Practices
How you organize data in your source systems has a direct impact on how it can be leveraged in reports later. We’ll talk through common business reporting needs and how statuses and responses can best support those needs.
Campaign Best Practices Across Systems
We get asked a lot about how people should think about campaigns in their CRM and marketing automation system. This article gives a complete overview complete with comparisons to how CaliberMind supports campaigns.
Best Practices for Data Hygiene – Attribution Report Problems
Attribution Reporting Problems: Leads Duplicate records: A common problem with attribution reporting are duplicate records. Duplicate records occur when the same contact is entered multiple times under one or several accounts. CM helps deduplicate records during the ETL process. No email address: Some contacts don't have complete information which can make it difficult to identify […]