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

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. Manual

In the Sources>Javascript tab we provide the script that you need to add at the end of the <head /> section of all your pages (learn more).

  1. Google Tag Manager

Copy the script found in the Sources>Javascript tab and then create a custom html tag within Google Tag Manager and have it fire on all pages (learn more).

  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 Sources>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 Data Platform>Debugger.

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. Whether it’s before or after usually depends on whether 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. 

For a more comprehensive guide on adding the form tracking script check out this article.

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.

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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