Get started with Dreamdata
How to invite your colleagues to Dreamdata
How to set up Dreamdata Web tracking (analytics.js) manually
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?
Google Display Ads
Google Search Ads
Return on Ads Spend
Performance vs. Revenue attribution: A guide on when to use what
Import cost data using Google Sheet
Importing historical data to Dreamdata using Google Sheets
RollWorks Site Traffic Revealer
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 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
Triblio ABM platform
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
LinkedIn Offline Conversion
Advanced Identification of users and companies
How does Dreamdata track all relevant on-site customer data?
How to track your emails?
Pardot iframe form tracking
Reduce impact from ad-blockers and Apple ITP 2.x
Server Side Analytics APIs
Tracking Hubspot Forms with auto-identify script
Tracking SPAs (Single Page Applications)
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?
Ideal Customer Profile
Intro Template for your new clients
Referral Guide and UTM tracking
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?
- All Categories
- General Settings
- Menu: Settings
Updated by Diana Ramirez
Great to see you here!
In this section we will explain how you can adjust your settings within Dreamdata and what exactly can be adjusted within each option.
The image below shows our settings function. You can navigate to settings by going to Data Platform and then selecting from the drop down menu "settings".
- Under "general"
You can set up the currency for all reports. Note: For the Segmentation report this will mean, that regardless of the filter e.g when you are comparing between the different countries your company operates in. It will still show one uniform currency. There is no option to set up a currency depending on the country you are investigating.
Primary CRM: Should you decide at some point to switch your primary CRM system from e.g. Hubspot to Salesforce, then please let us know. You can inform us by either contacting your assigned CSM or by reaching out over firstname.lastname@example.org. Why do we need to know? Because this will affect the stage models and the data we are pulling.
Email exclusion: Set up all Email addresses that you want excluded from your data collection
IP exclusion: Add IP addresses to exclude from your data collection
Host exclusion: Add hosts to exclude from your data collection
- Under "conversions"
When you start using Dreamdata you will find already pre-defined conversions. By clicking on add new conversion you can define what a conversion is. The conversion definitions mainly impacts the W- shaped attribution model where touches with conversions are given more value. Furthermore, they are highlighted in the Customer Journey view.
- Under" content"
You will be able to set up the pages where you would like us to capture specific content being e.g downloaded. To learn how to set this up please read the following article: Set up content reporting and watch the explanatory video. Your set up will affect the filter category within the content performance and content analytics report.
- Under "UTM mapping"
Dreamdata provides a tool for mapping UTM parameters and referrer information into Channel, Source and Medium. We have a large set of default mappings that ensure that for most cases this happens out of the box. If you have changes or additions to the mapping you can make them here.
- Under "analytics customisation"
Set custom groupings to see the average journey based on deal size and days to value. The changes will appear in your Segment report.
- Under "attribution models"
You can turn on or off the different attribution models that we provide. Within Dreamdata you will have 6 attribution models: First-& Last touch, Linear, U-shaped, W- shaped and Data driven. The difference is that some models are position based (First-& Last touch, Linear, U-shaped, W- shaped ) and others are Data driven.
- Under "stage models"
You will find the options to start adjusting the default models. You will be able to create stages based on events or based on your crm. If you belong to the business tier your set up might turn out to be a bit more complex. If so, please reach out to your assigned CSM for help. We will then customise your stages.
Note: This is just available for Business tier customers.