Advanced Identification of users and companies

Ole Dallerup 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.

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

email

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'
        });

How did we do?

Across domain & device tracking

Anonymizing IP

Contact