July 2023 Release Notes
- Andy Hopkins
UTM Mapping:
You can now designate “Ad Source” “Campaign ID” and “Ad ID” using our substitution configuration in the admin area of CaliberMind. Currently, this is all done through custom SQL
“Search” Object Report Replacements
These Dashboards show you information available for a given Object (Company, Person, Campaign, Opportunity). Based on the differing systems our customers have connected to CaliberMind, this can show you how much Attribution you have generated, the Engagement with your brand, any Funnel Journeys that this object has been involved with, and finally, an Events tab that allows you to see every interaction at the object level.
Opportunity Lists
We have added a new type of standard list. You can now create Opportunity Lists which will be compatible with report filters in the near future.
Disengaging Customers Account Trend Email
This new option under the Account Trend Emails section of the admin allows users to configure an email to their team which alerts team members to disengaging accounts based on a decreasing MoM Engagement Score. The goal of this feature is to identify churn risks in order to deploy saving measures.
Person Funnels
Customers that want to track funnel activity based on actions of leads and contacts can now create a Person Funnel. We can now associate opportunities with individual people to complete the Person Funnel Journey.