Get started with Dreamdata
How it works
How set up Dreamdata Web tracking (analytics.js) manually
How to invite your colleagues to Dreamdata
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.
Onboarding for paying customers [VIDEO]
Onboarding process for free customers [VIDEO]
Setting Up Dreamdata
The Onboarding Process
What is Dreamdata? [VIDEO]
Content Performance - Dashboard Options
Which channel performs best for different content?
Which content generates pipeline?
Measuring influenced pipeline for B2B content - the true conversion metric
Setup Content Reporting
What KPI to measure the effect of B2B content?
Attribution Models- dashboard explanation
Data Driven Attribution
Types of Attribution Models
Google Display Ads
Google Search Ads
Return on Ads Spend
Performance vs. Revenue attribution: A guide on when to use what
Setting up AdRoll
Setting up Bing Ads
Setting up Capterra
Setting up Close
Setting up Data Export to BigQuery of CRM Properties
Setting up Facebook Ads
Setting up G2 Crowd
Setting up Google Ads
Setting up Google Search
Setting up Google Sheets
Setting up HubSpot
Setting up Intercom
Setting up LinkedIn Ads
Setting up Marketo
Setting up Microsoft Dynamics
Setting up Pardot
Setting up Pipedrive
Setting up Salesforce
Setting up Twitter Ads
Setting up Zapier integration & Zaps for Lead Gen forms/Lead Ads
Setting up Zendesk Sell
Setting up Zoho CRM
Connect to AWS Redshift using AWS Glue
Connect your Dreamdata data to Amazon Redshift
Connect your Dreamdata data to Snowflake
Getting Started with Google Data Studio Templates
Google Cloud Storage
Google Connected Sheets
Guides for Google Data Studio Reporting
How does Dreamdata track all relevant on-site customer data?
Load analytics.js from your own domain
Pardot iframe form tracking
Server Side Analytics APIs
Setting up Dreamdata Web tracking (analytics.js)
Setting up tracking with Segment
Tracking Hubspot Forms with auto-identify script
Tracking iframes with auto-identify script
Tracking using Sleeknote or Drift
Setting up your customised Stage Models
Setting up your default Stage Models
Can I exclude content or websites from being tracked?
Roles and Permissions
Some of my deals are flagged with "no-tracking". What does it mean?
What does Visitors, Contacts and Companies mean?
What is a Stage Model?
What is a company in Dreamdata?
What is a session?
Why are my dashboards empty?
Quick learning videos!
Are you using G2?
Do you know how your company is generating money?
Do you know which of your Marketing activities had the biggest impact on pipeline and revenue?
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?
Updated by Siminta Jacinavice
This dashboard lists companies that have interacted with your business that we were able to identify based on your connected sources and our tracking. Moreover, this feature allows you to see when was the last time a unique company was active on your website and how many sessions they had. This will allow you to identify active accounts and plan outreach and/or targeting appropriately.
Date: Filter the time period that companies has activities in
Channels: Companies has activities from certain session channels
Sources: Companies has activities from certain session source
Campaigns: Companies has activities from certain session campaign
Company Country: Choose companies that are in certain countries
User Country: Choose companies that have contacts from certain countries
Account Created In: Choose which system companies exist in. We create a company entry in Dreamdata, when we can find a corporate email domain in your tracking events, but can not find this company in your Primary CRM or you haven't connect a CRM with Dreamdata.
Accounts: Known companies, typically coming from your CRM, or created in Dreamdata according to a business email domain.
Company Leads: Companies not in the CRM with no business email registered among the traffic associated with the company domain.
You can search for specific company journeys in the search bar. Each company will have a contact or user id assigned under their Customer Journey. Sessions and Last Seen features will allow you to see how engaged they are with your company.
Note: To get more information click on the company that you are interested in. This will display the customer journey data we have gathered.
Different Stages of the Pipeline
- First Touch → Opportunity Won - This shows an overview of metrics related to customer journeys that were won as a deal.
- First Touch → Sign Up - This stage represents the activity an account has before it's identified. I.e, when someone from the accounts identifies themselves by submitting an email through some form on your website. At that point they will be counted as a Sign Up.
- Sign Up → Opportunity Created - This stage represents the time it takes from having an identified account to an actual sales opportunity is created.
- Opportunity Created → Opportunity Won - This stage usually represents the negotiation segment in your sales pipeline.
This is a visualisation of the account’s customer journey.Here you can find all touchpoints that Dreamdata has pulled for you. Each touchpoint is assigned to a specific contact. Therefore, you can see who took initiative and who spent the most time researching your product.
Overview of the Touchpoints
By clicking on the individual touchpoints, you will be able to get additional information that took place during this interaction. This could help you to identify what the accounts are interested in. One benefit of this is, you will be able to personalise sales meetings and/or outreach.
Contacts under Customer Journey
Under contacts feature, you can find all the contacts assigned to this account. You also have the possibility of choosing specific contacts you want to see in the customer journey, simply do that by clicking on the boxes on the left side.
Note: If under contacts you see a combination of letters and numbers (anonymous ID) that means the account is not identified yet.