Setting Up Dreamdata

Updated by Anton Lauritsen

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

  1. Website Tracking
  2. Form Submission Tracking
  3. Connecting Sources
  4. Set up configurations

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 tracking script you add to all your pages.

Create your Script

You can generate your web tracking script by going to Data Platform-> Sources-> Javascript v2.0. As you click through your tracking options, make sure to select which type of forms, intent data, and other products you would like to be tracked with our script as well.

If your site is built as a Single Page Application (SPA) then you will not be able to use the generated script, but instead should follow this documentation.

Add the Script

You can add the generated script in Google Tag Manager or after the <head> tag on each page of your site.

Learn more

Segment

If you are already tracking with Segment, we can integrate and pull that data. Just go to Data platform-> Sources-> Segment to connect and then refer to this article. You should avoid using both the Dreamdata script and Segment as this could result in duplicate data being tracked.

You should see website traffic starting to show in Data Platform->Debugger about 24 hours after this is integrated.

Forms Submission Tracking

Visitors on your website will remain anonymous until they identify themselves through a form submission (demo requests, contact forms, newsletters, sign ups, logins). This critical puzzle piece allows us to connect a contact from your CRM to their website traffic. 

Most forms can be captures with the previously generated tracking script created in Data Platform -> Sources-> Javascript v2.0. However, some forms, such as those found in iframes or calendar forms, may need extra steps to for the setup. Learn more

You can also implement manual tracking scripts on any events (forms, video plays, button clicks, pdf downloads) that the Dreamdata script is not capturing out of the box. You may need to involve your Web Developer for the installation. Learn more

Connect Sources

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 Data Platform-> Sources tab you can find our full library of sources. 

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

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

Set up Configurations

Validating your Data

Once you have connected your sources, it is important that you check your data to ensure that you are capturing all of it. You can learn how to validate your data here.

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 actually driving revenue!

We are always here to help so please reach out to friends@dreamdata.io with any questions or requests!

Thank you!

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