Get started with Dreamdata
Google Display Ads
Google Search Ads
Return on Ads Spend
Google Tag Manager
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
How to invite Sales team members to Dreamdata
Can I exclude content or websites from being tracked?
Some of my deals are flagged with "no-tracking". What does it mean?
Stage models in Dreamdata Free
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?
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?
Setting up AdRoll
Setting up Agile CRM
Setting up Bing Ads
Setting up Capterra
Setting up Close
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
Updated by Steen Voersaa
Default Stage Models
When your Dreamdata account is first created, an event-based stage model named First Business Conversion is automatically set up. This First Business Conversion represents the first conversion event from a particular company. Furthermore, once you integrate your primary CRM system with Dreamdata, two additional stage models are automatically created, Deal Created and Deal Closed-Won, representing the stages when a new deal is first created in your CRM and when it changes status to Closed-Won.
Can I customize my stage models?
Yes, you can customize your stage models to better fit your marketing and sales funnel. The definitions of your stage models are found under Data Platform -> Settings -> Stage Models in the Dreamdata APP. From here you can create new stage models or you can edit existing stage models.
How do I edit an existing stage model?
Simple click the "Edit" link for the stage model you want to modify and make your updates. Depending the type of stage model, you can easily update properties like stage name, conversion events, pipeline or stages to focus on, and more.
How do I define a new stage model?
If you need to create additional stage models to better match your marketing or sales funnels, use the "Create new stage model" button. From here you can create:
- Event model: This model represents the first conversion stage in a prospect journey to become a customer. An example might be when a customer signs up for your service.
- Deal Created: This model represents the stage when a lead is registered in your CRM.
- Deal Closed-Won: This model represents the stage when the journey is completed from a marketing or sales point of view and the deal is won.
How many stage models can I create?
You are free to create as many stage models as necessary to match your marketing and sales funnels.
Can I delete stage models
Yes, but with two exceptions. Any stage model that was either set up for you automatically (as described above) or any system stage model you have created yourself though the UI can be deleted. The two exceptions are:
- There must be at least one stage model set up, so for this reason you cannot delete the last stage model.
- Any advanced custom stage models Dreamdata has set up cannot be deleted.
To delete a stage model click the "Delete" link.