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.
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What is Dreamdata? [VIDEO]
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Which channel performs best for different content?
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Advanced Identification of users and companies
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How to track your emails?
Pardot iframe form tracking
Reduce impact from ad-blockers and Apple ITP 2.x
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URL query parameters
Setup Guide: All Salesforce Opportunities entering specific Stage
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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?
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Ideal Customer Profile
Intro Template for your new clients
Referral Guide and UTM tracking
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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?
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- General Settings
- Advanced Identification of users and companies
Advanced Identification of users and companies
Updated by Ole Dallerup
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.
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.
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.
The user's full name.
The user's first name.
The user's last name.
The user's country. Dreamdata will automatically look up the country using the user IP-address, even if this field is set.
The user's title.
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.
The user's seniority.
The possible values are executive, director, or manager.
var userId = 'ad17b6e8-c96a-11ed-afa1-0242ac120002' // null values are supported
name: 'Ole Dallerup',
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.
The company website.
Note: This field is required for Dreamdata to link the company with your CRM data.
Name of the company.
The country where the HQ of the company is located. Dreamdata will map the country into the counties listed here.
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.
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.
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.
The account owner of the company.
The account owner's email address.
var companyId = 'ad17b6e8-c96a-11ed-afa1-0242ac120002' // null values are supported
industry: 'Software & Services',
ownerName: 'Lars Grønnegaard',