Setting Up Dreamdata

Nicholas Wright Updated by Nicholas Wright

In this article, we will cover the first 3 steps of setting up Dreamdata.

  1. Website Tracking
  2. Form Submission Tracking
  3. Connecting Integrations
Video

You can find a video here which illustrates these steps in an easy way.

Website Tracking

A major part of your customer’s journey is through your website so it is critical we track all your visitors via a small script you install on all your pages. There are 4 methods to do this:

  1. Google Tag Manager

We have a Template ready in the Community Manager Gallery. You will need your accounts API key number, which can be found in the Integrations>Javascript tab.

  1. Manual

For those not using Google Tag Manager, in the Integrations>Javascript tab we provide the script that you need to add at the end of the <head /> section of all your pages.

  1. Custom Domain Proxy

A more advanced setup, you can load the analytics script from your own domain, minimizing the effect of ad blockers. To learn more check out this article.

  1. Segment

If you are already tracking with Segment, we can integrate and pull that data. Just go to Integrations>Segment to connect and then refer to this article.

The day after you have this setup, you should see website traffic starting to show in Core Numbers>Traffic. Please compare these numbers with your current website traffic data.

Forms Submission Tracking

Your website traffic is anonymous until they identify themselves through a form submission, like a demo request. This critical puzzle piece allows us to connect a contact on an opportunity to their website traffic. 

To capture this form submission data you need to add a small script on all your forms (contact forms, newsletters, sign ups, logins etc.). Most likely you will need to involve your Web Developer for the installation. The script is as follows:

analytics.identify(null, {email: 'person@email.com'});

analytics.track('conversionName');

Remember to replace the email and conversion name with the user’s actual email address and the name of the form (conversion name). Ideally you can add a meaningful conversion name. Otherwise, use a generic name like formSubmitted.

You want to run the tracking code either just before or just after the form has been submitted. If it’s before or after usually depends if you have some validation rules running server-side and or for practicalities. As such it’s not important if it’s done before or after. 

Integrations

Once you have properly set up your website tracking, it is time to plug in your tech stack into Dreamdata, particularly your CRM. Within the Integrations tab you can find our full library of Integrations. 

If we are missing a key integration for you, please let us know. We are always interested in expanding our offering.

For each integration we require an admin user to authenticate their account and give us permission to access. If you need to invite another user to do this, you will be able to invite them within your Account Area.

That’s it! Once you have covered these areas, you have laid a great foundation for your Dreamdata journey to really uncover your customer journey and what is really driving Revenue!

We are always here to help so please reach out with any questions or requests!

Thank you!

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