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
Single sign-on
The Onboarding Process
What is Dreamdata? [VIDEO]
Dashboards
Home
Engagement
Content Reporting
Analytics
Performance
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?
Performance
Paid
Ad Spend
Bing Ads
Capterra Ads
Facebook Ads
G2 Crowd
Google Display Ads
Google Search Ads
LinkedIn Ads
Overview
Return on Ads Spend
YouTube Ads
Organic
Acquisition
Conversions
Performance vs. Revenue attribution: A guide on when to use what
Web Traffic
Journeys
Revenue Analytics
Data Platform
Sources
6sense
Albacross
Clearbit
Custom data
Import cost data using Google Sheet
Importing data using Google Sheets
RollWorks
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
Destinations
Connect to AWS Redshift using AWS Glue
Connect your Dreamdata data to Amazon Redshift
Connect your Dreamdata data to Snowflake
Getting Started with Looker Studio Templates
Google Ads Offline Conversion
Google BigQuery
Google Cloud Storage
Google Connected Sheets
Guides for Looker Studio Reporting
LinkedIn Offline Conversion
Company Data Enrichment
Intent data
Overview
Table Schema
General Settings
Tracking
Segment
Across domain & device tracking
Advanced Identification of users and companies
Anonymizing IP
Calendly
Cookie Bar
Cookie Retention
Dreamdata Cookies
Form Tracking
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
URL query parameters
Stage Models
Setup Guide: All Salesforce Opportunities entering specific Stage
Setup Guide: Creation of Opportunities/Deals
Setup Guide: Tracked sign-up events
Stage Models - Customization
Allowed Domains
Branded Search filter
CRM-Based Channel and Source in the Absence of Tracking Activity
Menu: Settings
UTM Mapping
FAQ
Can I exclude content or websites from being tracked?
Categories
How are activity mapped to companies?
Roles and Permissions
Some of my deals are flagged with "Unknown". What does it mean?
What does Visitors, Contacts and Companies mean?
What is a session?
What is the reporting Time Zone?
Why are my dashboards empty?
Agency Partners
Contact
Ideal Customer Profile
Intro Template for your new clients
Partner Material
Partner Tiers
Referral Guide and UTM tracking
Welcome Partner!
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
- CRM-Based Channel and Source in the Absence of Tracking Activity
CRM-Based Channel and Source in the Absence of Tracking Activity
If there is no tracking activity available prior to a stage, we rely on the original source data within the CRM to determine its channel and source.
We currently support this feature for the HubSpot and Salesforce integrations.
HubSpot
To determine the channel and source, we leverage the Analytic Source (formerly Original Source) property in addition to UTM parameters in URLs and referrer information found in the contacts, companies, and deals data. We follow the guidelines provided in HubSpot's documentation to utilize this information to map the appropriate channel and source in Dreamdata.
Salesforce
We examine the Lead Source property for Opportunities, Contacts, and Leads. However, this property is not applicable to Accounts. Therefore, when dealing with a stage model involving Accounts, we utilize the Account Source property instead. Typical values for these properties include Outbound, List Purchase, or Webinar.
The value on one of these properties is then mapped to a combination of channel and source according to the next table. For instance, if the lead source is 'G2 Crowd', we would designate the channel as 'Review Sites' and identify 'G2' as the specific source.
Lead Source/Account Source | Channel | Source |
Software Advice | Review Sites | SoftwareAdvice |
Paid Social | ||
Paid Social | ||
Drift | Chat | Drift |
G2 Crowd | Review Sites | G2 |
List Purchase | List Purchase | List Purchase |
Trade Show | Trade Show | Trade Show |
Zoominfo | Prospecting | Zoominfo |
SalesLoft | Prospecting | SalesLoft |
Intercom | Chat | Intercom |
Paid Search | ||
Bing | Paid Search | Bing |
Yahoo | Organic Search | Yahoo |
Capterra | Review Sites | Capterra |
Lusha | Prospecting | Lusha |
Prospecting | Prospecting | Prospecting |
Chat | Chat | Chat |
Phone Inquiry | Calls | Call |
Call | Calls | Call |
Webinar | Webinar | Webinar |
Conference | Events | Event |
Event | Events | Event |
Paid Event | Paid Other | Event |
Content | Content Syndication | Content Syndication |
Partner | Partners | Partners |
Outbound | Outbound | Outbound |
Inbound | Inbound | Inbound |
Emails | ||
Referral | referrer | Referrer |
Website | direct | Direct |
Web | direct | Direct |
