Downloading a List – Step-by-Step Instructions
This document lists how to download a list in CaliberMind. Lists are a grouping of companies, campaigns, people, or other records that are identified using logic. For example, we can pull a list of companies that are in a certain region or a list of people with a specific title. Within lists, there are different settings you can toggle off and on or select to change the type of list you are building.
Using Campaign Lists in Dashboards
Why use campaign lists in dashboards? The Chief Revenue Officer wants to see how tradeshow marketing campaigns have continued to influence customers past the event. Your Marketing Manager would like to view newsletter campaign performance on current opportunities. Your Data Scientist has written a query to select only Campaigns initiated by your US Marketing Team. […]
Using Company Lists in Dashboards
Why Use Company Lists in Dashboards? Your Marketing Manager would like to view attribution from Companies touched by the advertising agency. Your data analyst has crafted a query to select only Companies from trade show interactions. The Revenue Manager wants to see the attribution report with only prospects from the tech industry. Open the Engagement […]
List Builder – Start Here!
This document is a starter document introducing the concept of Lists in CaliberMind. Lists are a grouping of companies, campaigns, people, or other records that are identified using logic. For example, we can pull a list of companies that are in a certain region or a list of people with a specific title. Within lists, there are different settings you can toggle off and on or select to change the type of list you are building.
Account List Upload – File Requirements
Account lists can be generated from file uploads that you can export from your systems into CaliberMind to quickly filter your reports by groupings of accounts. When there are criteria for a list that are not easily accessible in CaliberMind or if you want to use a list of accounts provided by a vendor or […]
People List Upload – File Requirements
People lists can be generated from file uploads that you can export from your systems into CaliberMind to quickly filter your reports by groupings of people. When there are criteria for a list that are not easily accessible in CaliberMind or if you want to use a list of people provided by a vendor or […]
Campaign List Upload – File Requirements
Common use cases for a campaign file upload include: Campaigns started/stopped in a particular date range Pulling Campaigns from a particular platform (i.e. Hubspot) Filtering for campaigns with a specific subset of criteria that exists outside of the standard filters (i.e. from a custom field) File Requirements Files must be in a CSV or TSV […]
Using Tags to Organize Your Lists
Using Tags to Organize Your Lists Why append and add tags to lists? Tagging your lists created in CaliberMind is a way to add context and provide more organization to your current Lists. With many Lists created that could accumulate in CaliberMind, it may be easy to forget what your lists are for. With tagging, […]
What are Lists?
This document discusses Lists in CaliberMind. Lists are a grouping of companies, campaigns, people, or other records that are identified using logic. For example, we can pull a list of companies that are in a certain region or a list of people with a specific title. Within lists, there are different settings you can toggle off and on or select to change the type of list you are building.
Importing a List
If you would like to upload a list to identify a segment for reporting or supply backfill data that was historically missing, this article will guide you on how to use the list import tool.
Creating an Account List From a Campaign
A common use-case for CaliberMind Lists is to see all of the Accounts associated with any members of a campaign. We provide you two options.
Creating a List Using the List Builder – Step-by-Step Instructions
This document covers topics related to Creating a List Using the List Builder in CaliberMind including: Downloadable Step-by-Step Instructions – Creating a List, Clickable Step-by-Step Instructions, Standard or Custom Lists, Data Types: Company, Campaign, or Person, Refresh Types: Dynamic or Static, How to Use Lists for Reporting