Event Builder: Create additional events in Dreamdata

The Event Builder allows you to transform critical actions recorded in your systems into visible, attributable touchpoints on the customer journey.

You can create additional events, from your CRM or Marketing Automation Platforms, in Dreamdata. This enables you to visualize these events within Dreamdata, as well as answer additional performance or revenue questions.

Dreamdata gives you the ability to create events from specific objects from within Salesforce, Hubspot, Pipedrive, Microsoft Dynamics, Pardot, or Marketo.

Once added, these events will be available in many Dreamdata reports, such as the Events Report or the Customer Journey Report.

The image shows the Event Builder located in Data Platform > Data Hub

Set up the Event Builder

Go to Data Platform -> Data Hub -> Event Builder to start adding your events from your CRM or Marketing Automation Platforms into Dreamdata!

  1. Select the Data Source from which to pull events from.
  2. Choose the Data Object from which to pull events from.
  3. Filter the events you want to add using the Property Filter fields in each object - this allows you to create rules based on criteria such as fields equaling, containing, or starting/ending with a specific word or set of words.

Objects

This is an overview of objects that can be used from each source:

Source

Objects

Salesforce

  • Campaign Members
  • Contacts
  • Events
  • Leads
  • Tasks

HubSpot

  • Calls
  • Communications
  • Contact Lists
  • Contacts
  • Engagement Emails
  • Marketing Email Clicks
  • Marketing Event Participations
  • Meetings
  • Notes
  • Tasks
  • Form Submissions
  • Traffic Analytics

While HubSpot's UI automatically filters certain bot events, they remain accessible via the API. If you prefer to exclude these filtered events from your Dreamdata reporting, you can do so by adding a filteredEvent = false filter to your Dreamdata configuration.

Pardot

  • Membership Lists
  • Prospects
  • Visitor Activities
  • Visits

Marketo

  • Activity Click Email
  • Activity Click Link
  • Activity Fill Out Facebook Lead Ads Form
  • Activity Fill Out LinkedIn Lead Gen Form
  • Leads
  • Program Members
  • Activity Fill Out Form
  • Activity Visit Webpage

Microsoft Dynamics

  • Activity Pointers
  • Contacts
  • Event Registrations
  • Leads

Pipedrive

  • Activities
  • Persons

Properties

Each event has 5 different properties: Timestamp, Event Name, Channel, Source, and Campaign. These properties can either have a fixed value or be assigned a value from the CRM object.

The property fields Timestamp, Event Name, Channel and Source are mandatory. While the Campaign field is optional.
Timestamp

This is used to indicate when the event happened. There are two options:

  1. Fixed - Choose a specific date. This is useful for offline events where the date is known but not recorded in a property field.
  2. Property - If you want to use a property field from an object. Some examples are 'Create Date' for Contact Lists and Contacts or 'Activity Date' for Meetings.
Event Name

Utilized to set the event name which is how it will appear in Dreamdata. There are two options:

  1. Fixed - Set a specific name (some common options are 'phone_call', 'attended_event' or 'registered_webinar').
  2. Property - Use a property field from an object.
For the Property field you can use e.g 'Contact List Name', as it stores the name of an event.
Channel

Utilized to map the new events to a channel without using UTM mappings (learn more about UTMs). In case nothing is selected, 'Unspecified' will appear in Dreamdata. There are two options:

  1. Fixed - If you want to type in a specific channel which can be the same as those already used in Dreamdata.
  2. Property - If you want to use a property field from an object.
Source

Used to map the new events to a source without using UTM mappings. In case nothing is selected, 'Unspecified' will appear in the Dreamdata. There are two options:

  1. Fixed - If you want to type in a specific source, it can be the same as those already used in Dreamdata.
  2. Property - If you want to use a property field from an object.
Campaign

Utilized to link the new events to a campaign. There are two options:

  1. Fixed - If you want to type in a specific campaign name.
  2. Property - If you want to use a property field from an object.
Using the Property field is only recommended if the object has a clean field with the right information.

Historical Data

You can import Historical Data (like form submissions) from your CRM or Marketing Automation Platforms into Dreamdata. Learn more about this here.

To tailor your Customer Journey insights to meet your specific business needs, talk to you Customer Success Manager, we will help you with this process.

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