Advanced Identification of users and companies
Using Dreamdata, you can identify the users and companies visiting your website as they submit forms or via query parameters. In this article, you can read how and with what information you can identify users and companies. If you'd like to use URL query parameters, please look here.
To identify users and companies, you'll need to set up Dreamdata tracking in advance; here, you will read how to parse more data to Dreamdata than just the minimum required.
Identify users
To identify users, you call analytics.identify(userId, traits) function. However, where you normally parse in the email as a trait, Dreamdata supports parsing in more traits; when parsing in more traits, that information will be used in the data model without further changes to enrich the contact.
Trait | Example | Description |
friends@dreamdata.io | The user's email address. Note: This is the only field required for Dreamdata to associate the website visitor with the correct account in your CRM. | |
name | Ole Dallerup | The user's full name. |
first_name | Ole | The user's first name. |
last_name | Dallerup | The user's last name. |
website | dreamdata.io | Company website. |
country | Denmark | The user's country. Dreamdata will automatically look up the country using the user IP-address, even if this field is set. |
title | CTO | The user's title. |
role | engineering | The user's role. The possible values are communications, customer_service, education, engineering, finance, health_professional, human_resources, information_technology, leadership, legal, marketing, operations, product, public_relations, real_estate, recruiting, research, or sales. |
seniority | executive | The user's seniority. The possible values are executive, director, or manager. |
Example:
var userId = 'ad17b6e8-c96a-11ed-afa1-0242ac120002' // null values are supported
analytics.identify(userId,
{
email: 'friends@dreamdata.io',
name: 'Ole Dallerup',
first_name: 'Ole',
last_name: 'Dallerup',
website: 'dreamdata.io',
country: 'Denmark',
title: 'CTO',
role: 'engineering',
seniority: 'executive'
});
Identify companies
To identify companies, you call analytics.group(userId, traits) function. When parsing in more traits, that information will be used in the data model without further changes to enrich the company.
It can be useful to identify the company even when you might know who the user is yet. This could be situations where you ask for the user's email address example, for privacy reasons. When you only identify the company, the visitor will be associated with the company, but with no PII data about the user is collected, similar to how intent data works.
Trait | Example | Description |
website | dreamdata.io | The company website. Note: This field is required for Dreamdata to link the company with your CRM data. |
name | Dreamdata | Name of the company. |
country | Denmark | The country where the HQ of the company is located. Dreamdata will map the country into the counties listed here. |
industry | Software & Services | The company industry. For possible values, read here. If it does not match the list of supported industries, Dreamdata will try to match the industry to the best matching industry. |
employees | 35 | The size or number of employees in the company. This data can come in the form of a range or just a number. Dreamdata will automatically use the data to map it into the ranges described here. |
annualRevenue | $25M | How much revenue does the company have? This data can come in the form of a range or just a number. Dreamdata will automatically use the data to map it into the ranges described here. |
ownerName | Lars Grønnegaard | The account owner of the company. |
ownerEmail | friends@dreamdata.io | The account owner's email address. |
Example:
var companyId = 'ad17b6e8-c96a-11ed-afa1-0242ac120002' // null values are supported
analytics.group(companyId,
{
name: 'Dreamdata',
website: 'dreamdata.io',
country: 'Denmark',
industry: 'Software & Services',
employees: '35',
annualRevenue: '$25M',
ownerName: 'Lars Grønnegaard',
ownerEmail: 'friends@dreamdata.io'
});
