Funnels Archives | CaliberMind Knowledge Base and Docs

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Engagement Based Funnels

You can now use your Engagement Scoring to configure a Funnel in mere minutes. We track Engagement Scoring on a daily basis so that you can see Accounts as they are surging and moving from one Engagement Level into the next. Your ABX Funnel will update based on this Engagement...

December 11, 2024

Funnel Static Event Configuration

Funnel static event configuration settings are simple to modify. You are able to create custom static events for use within your custom funnels.

August 19, 2024

How to Set Up and Configure Funnels

How to Set Up Funnels in CaliberMind It is highly recommended if custom funnel development is required that your organization reach out to your Customer Success representative for further assistance. Our Funnels Feature allows the user to configure their funnel based on any event data available to CaliberMind. This means...

Funnel History Event Configuration

Funnel history configuration settings are simple to modify. You are able to create custom history events for use within your custom funnels.

August 16, 2024

Funnel Person Inclusion Configuration

Funnel Person inclusion configuration settings are simple to modify. You are able to include or exclude multiple person-related fields that target your specific ICP ensuring a higher conversion rate.

Funnel Person Status Exits

CaliberMind Funnel Person Status Exits Print This Page What are Person Status Exits? You may want funnel journeys to end based on who the active participants are. Occasionally, a journey may need to be terminated if there is no one qualified to continue at the company at the beginning of...

Funnel Company Inclusion Configuration

Funnel Company inclusion configuration settings are simple to modify. You are able to include or exclude multiple company-related fields that target your specific ICP ensuring a higher conversion rate.

Event Explore for Funnels

Setting up your funnel can be tricky if you aren't familiar with the cm_event table schema in CaliberMind. The Event Explore is your shortcut to finding field labels and the values to use when setting up your funnel stage logic.

Recommended Weights for Engagement Scores

CaliberMind Recommended Weights for Engagement Scores CaliberMind’s Recommended Weights wizards allows marketers to move away from bias in the assignment of event scores and effortlessly rollout a meaningful scoring model for your organization. Note: We recommend that an initial iteration of the wizard walkthrough happens along with a CaliberMind CSM...

August 9, 2024

Funnel Configuration – Insights

Funnel settings configuration settings are simple to modify. You are able to include or exclude multiple company-related fields that target your specific ICP ensuring a higher conversion rate.

July 30, 2024

Funnels – Lead, Contact, Account, Opportunity Statuses and Stages

This document outlines Lead, Contact, Account, Opportunity Statuses and Stages as they related to CaliberMind Funnels. Organizations typically have various status and stage fields that are set for the individuals, accounts, and opportunities - which are manually or automatically updated as they are qualified or progress through the sales cycle.

July 22, 2024

Funnel Events Technical Documentation

This document outlines Funnel Events in CaliberMind. The driving force within CaliberMind is the "Event" - or a combination of tasks, campaign activity, and other benchmarks that businesses need to analyze their activities. Specific events on the Lead, Contact, and Opportunity records help to define the actions that trigger movement...

July 18, 2024