Get started with Dreamdata
How to invite your colleagues to Dreamdata
How to set up Dreamdata Web tracking (analytics.js) manually
How to set up up Dreamdata web tracking (analytics.js) using Google Tag Manager
How to track forms adding the auto-identify script via Google Tag Manager.
Onboarding for paying customers [VIDEO]
Onboarding process for free customers [VIDEO]
Setting Up Dreamdata
The Onboarding Process
What is Dreamdata? [VIDEO]
Content Performance - Dashboard Options
Which channel performs best for different content?
Which content generates pipeline?
Measuring influenced pipeline for B2B content - the true conversion metric
Setup Content Reporting
What KPI to measure the effect of B2B content?
Google Display Ads
Google Search Ads
Return on Ads Spend
Performance vs. Revenue attribution: A guide on when to use what
Import cost data using Google Sheet
Importing data using Google Sheets
Setting up AdRoll
Setting up Bing Ads
Setting up Capterra
Setting up Close
Setting up Data Export to BigQuery of CRM Properties
Setting up Facebook Ads
Setting up G2 Crowd
Setting up Google Ads
Setting up Google Search
Setting up HubSpot
Setting up Intercom
Setting up LinkedIn Ads
Setting up Marketo
Setting up Microsoft Dynamics
Setting up Pardot
Setting up Pipedrive
Setting up Salesforce
Setting up Twitter Ads
Setting up Zapier integration & Zaps for Lead Gen forms/Lead Ads
Setting up Zendesk Sell
Setting up Zoho CRM
Triblio ABM platform
Connect to AWS Redshift using AWS Glue
Connect your Dreamdata data to Amazon Redshift
Connect your Dreamdata data to Snowflake
Getting Started with Looker Studio Templates
Google Ads Offline Conversion
Google Cloud Storage
Google Connected Sheets
Guides for Looker Studio Reporting
LinkedIn Offline Conversion
Company Data Enrichment
Across domain & device tracking
Advanced Identification of users and companies
How does Dreamdata track all relevant on-site customer data?
How to track your emails?
Pardot iframe form tracking
Reduce impact from ad-blockers and Apple ITP 2.x
Server Side Analytics APIs
Tracking Hubspot Forms with auto-identify script
Tracking SPAs (Single Page Applications)
Tracking iframes with auto-identify script
Tracking using Sleeknote or Drift
URL query parameters
Setup Guide: All Salesforce Opportunities entering specific Stage
Setup Guide: Creation of Opportunities/Deals
Setup Guide: Tracked sign-up events
Stage Models - Customization
Branded Search filter
CRM-Based Channel and Source in the Absence of Tracking Activity
Can I exclude content or websites from being tracked?
How are activity mapped to companies?
Roles and Permissions
Some of my deals are flagged with "Unknown". What does it mean?
What does Visitors, Contacts and Companies mean?
What is a session?
What is the reporting Time Zone?
Why are my dashboards empty?
Ideal Customer Profile
Intro Template for your new clients
Referral Guide and UTM tracking
Quick learning videos!
Are you using G2?
Do you know how your company is generating money?
Do you know which of your Marketing activities had the biggest impact on pipeline and revenue?
Dreamdata Content Analytics: Discover the real value of your content
Find the content that generates most pipeline
Helping BDRs break through to the hottest accounts
How Content Analytics tracks the influence of content of pipeline and revenue
How to cut the cost of your Google Search Ads
How to easily build a retargeting audience with Dreamdata
How to see the value of B2B Google Ads in pipeline and revenue generated
How to set up content categories on Dreamdata
Performance vs. Revenue Analytics reports- when to apply them best!
See the value of SEO in pipeline and revenue generated
What attribution really is and why you should care!
Which of your emails produce pipeline and revenue?
- All Categories
- Agency Partners
- Intro Template for your new clients
Intro Template for your new clients
Updated by Samuel Malpiedi
Intro template for customers
Note: This template is intended for smaller customers who just need to get tracking started. For lager accounts that would need more guidance and information before setting up tracking, then please contact firstname.lastname@example.org directly so we can guide them through the proccess together with you, smoothly.
Now that you’ve signed up with YOUR AGENCY NAME, we want to be sure we’re tracking your signups and storing your data correctly and safely.
Our partner is Dreamdata, a B2B Revenue Attribution platform and they connect data from across your go-to-market tech stack to offer insights into your customer journeys.
They have a free version (think of Google Analytics but for B2Bs), which also allows you to trial a paid version (nothing binding). It’s essential for us to start building a data platform with this tracking in place, so we're able to see the impact of our activities on your revenue generated.
All you need to do is:
- Sign up for the free Dreamdata version. (USE UTM tagging on this link) (UTM tagging info here)
- Invite us into the account through the "User Management" section (See picture below)
Then we will set up your tracking and connect the relevant sources for you.