Get started with Dreamdata
What is Dreamdata?
Intro to Dreamdata
Setting Up Dreamdata
Web tracking: Manual set-up
Web tracking: Google Tag Manager
Form tracking: Google Tag Manager (auto-identify script)
The Onboarding Process
Onboarding process for free customers
Onboarding for paying customers [VIDEO]
Understanding: Single sign-on (SSO)
How to invite your colleagues to Dreamdata
How to validate your data
Enable SSO with SAML
Dashboards
Home
Shared Reports
Engagement
Real-Time View
Events report
Pages report
Segmentation
Ad Spend
Performance
Content Performance
Setup Content Reporting
Content Performance - Dashboard Options
What KPI should you use to measure the effect of B2B content?
Measuring influenced pipeline for B2B content - the true conversion metric
What content generates pipeline?
Which channel performs best for different content?
Paid
Overview
Return on Ads Spend (ROAS)
Google Search Ads
Google Display Ads
LinkedIn Ads
Bing Ads
Facebook Ads
YouTube Ads
Capterra Ads
G2 Crowd
Organic
Search
Google Search
Social Media
Acquisition
ROI
Performance vs. Revenue attribution: A guide on when to use what
Journeys
Reveal
Dreamdata Reveal
Engagement Score
Contacts report
Company Journey report
Deals
Dreamdata Report for LinkedIn Engagement
Search for companies or contacts
Revenue Analytics
Content Analytics
Content Analytics - Dashboard Options
Which content influenced the MQLs created in a time period?
Revenue Reporting
Revenue Segmentation
Revenue Attribution
Attribution Models- dashboard explanation
Customer Acquisition Cost (CAC) report
Audience Hub
Syncs
Matched Audiences
Google Ads Customer Match
LinkedIn Matched Audiences
Conversions
LinkedIn Conversions (CAPI)
Google Ads Offline Conversion
Google Ads Offline Conversion: Salesforce vs Dreamdata
Google Ads Offline Conversion: Hubspot vs Dreamdata
Syncs Data Privacy
Audience Builder
Data Platform
Sources
Intent Data
Demandbase
Albacross
Snitcher
6sense
RollWorks
Dealfront Leadfeeder
ZoomInfo WebSights
Clearbit
Triblio ABM platform
Setting up Facebook Ads
Paid sources: Overview
Setting up AdRoll
Setting up X (Twitter) Ads
Setting up Bing Ads
Setting up LinkedIn Ads
Setting up Google Ads
Setting up G2
Setting up Google Search
Setting up Capterra
CRM
Setting up Microsoft Dynamics
Setting up Salesforce
Setting up Pipedrive
Setting up HubSpot
Marketing Automation
Setting up Salesforce Marketing Cloud Account Engagement (Pardot)
Setting up Marketo
Import Other
Import fixed cost data using Google Sheet
Import Events data using Google Sheet
Import cost data using Google Sheet
Custom data
Setting up Outreach
Setting up Zapier integration & Zaps for Lead Ads
Setting up Intercom
Data access
Data Warehouse
BigQuery Export: Table Schema
Google BigQuery
Connect to AWS Redshift using AWS Glue
Connect your Dreamdata data to Snowflake
Connect your Dreamdata data to Amazon Redshift
Setting up Data Export to BigQuery of CRM Properties
Build your own Revenue Attribution report in BigQuery
Streamline Your Revenue Analysis: Visualize all your revenue data in one place by using BigQuery Export
Google Bigquery Export - Why can't I see or query the data?
Cloud Storage
Google Cloud Storage
Destination AWS S3
Business Intelligence
Guides for Looker Studio Reporting
Getting Started with Looker Studio Templates
Google Connected Sheets
Company Data Enrichment
Intent data: Overview
General Settings
Tracking
Segment
Setting up tracking with Segment
Sending partial data to Dreamdata
Dreamdata Cookies
Form Tracking: Manual set-up (Recommended)
Reduce impact: Ad-blockers and Apple ITP 2.x
Form tracking: Pardot iframe
Anonymizing IP
Form tracking: Sleeknote or Drift
How to track your emails?
Cookie Bar
How does Dreamdata track all relevant on-site customer data?
Cookie Retention
Form tracking: Hubspot (auto-identify script)
Form tracking: Server Side Analytics APIs
URL query parameters
Form tracking: Calendly
Form tracking: iframes (auto-identify script)
Understanding: UTM mapping rules
Form tracking: Intercom
Form tracking: SPAs (Single Page Applications)
Web tracking: Across domain & device tracking
Form tracking: Overview
Advanced Identification of users and companies
Form tracking: Google Analytics
Form tracking: Dynamics 365 Marketing
Attribution Models
Types of Attribution Models
Data-Driven Attribution
Custom Attribution Models
Stage Models
Setup Guide: All Salesforce Opportunities entering specific Stage
Setup Guide: All Microsoft Dynamics Opportunities in a specific Stage
Setup Guide: All Pipedrive Deals entering specific Stage
Setup Guide: Creation of Opportunities/Deals
Setup Guide: Tracked sign-up events
How Dreamdata Handles Currency Exchange in Stage Models
Setup Guide: All Hubspot Deals entering specific Stage
Stage Models - Customization
Menu: Settings
Allowed Domains
Understanding: How to map UTMs in Dreamdata
Use data from your CRM to create touchpoints in customer journey
Data modeling: Update frequency
Learn more about the 'Ad Account' filter
Learn more about the 'Branded Search' filter
Setting up B2B Benchmarks
CRM-Based Channel and Source in the Absence of Tracking Activity
CRM filters
FAQ
Glossary
Understanding: Unspecified
Understanding: Conversions
Understanding: Unknown
Understanding: Monthly Tracked User (MTU)
Understanding: Source, channel and event
Understanding: session
Understanding: Referrer
What is a company?
Data retention and deletion
How is anonymous traffic linked to companies?
Can I update my company details?
Can I exclude content or websites from being tracked?
Understanding: Influenced vs Attributed Leads and Value
Understanding the Difference: Conversions vs. Stages
What does Visitors, Contacts and Companies mean?
Roles and Permissions
Understanding: First party vs. third party cookies
What is the reporting Time Zone?
Why are my dashboards empty?
Agency Partners
Welcome Partner!
Partner Tiers
Referral Guide and UTM tracking
Partner Material
Intro Template for your new clients
Ideal Customer Profile
Co-marketing and account mapping
Agency Partners - Contact Us
All Categories > Get started with Dreamdata
13 articles
Welcome to Dreamdata and great to see you here! So, management bought this product and you are being asked to use it but you don't really understand what this is and how you will benefit from it? Wel…
Updated 1 month ago
Welcome to Dreamdata! Now that you've got a better understanding of What Dreamdata is , let's give you a brief intro to the Dreamdata platform.. Watch the video In short, with Dreamdata you're able t…
Updated 1 month ago by Camilla Ostergaard
In this article, we will cover the first 3 steps of setting up Dreamdata.
Updated 3 months ago by Anton Lauritsen
In this article we'll cover the necessary steps taken to properly set up your website tracking manually. Dreamdata can track users who are visiting your webpage. We do this by adding a tiny piece of…
Updated 2 months ago by Anton Lauritsen
In this article, we'll cover the necessary steps taken to properly set up your website tracking by using Google Tag Manager. We recommend that you do two separate tags. One for the web tracking (as s…
Updated 1 month ago by Anton Lauritsen
In this article, we'll show you how to set up your form tracking using Google Tag Manager through auto-identify script. Adding Google Tag Manager via auto-identify script. We recommend that you do tw…
Updated 2 months ago by Rune Juul-Stokholm
The Onboarding Process. Within your Sales process you can choose to stay at your free package or depending on your set up upgrade to the TEAM or BUSINESS package. To help you decide on which package…
Updated 3 months ago
Welcome to Dreamdata and great to see you here! 🚀 In this short video you will get an overview of how a free customer will typically kick off with Dreamdata. 👉 Key takeaways Get to know the Customer…
Welcome to Dreamdata and great to see you here! 🚀 In this short video you will get an overview of how a paying customer will typically kick off with Dreamdata. 👉 Key takeaways Get to know the Custome…
Updated 2 years ago
This document describes how the single sign-on feature works and how to enable or disable it.
Updated 1 month ago by Steen Voersaa
Here’s how to invite your Sales team: - Click on your name in the bottom left - Select "Access Management" - Go to "Invite User". - Here you can share access with a colleague either by using their em…
Updated 2 years ago by Steen Voersaa
How to validate 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. It can take up to 48 hours for the tracking data…
Updated 6 months ago by Camilla Ostergaard
With SAML, you can connect your organization to your own identity provider (e.g. Okta, Azure AD, JumpCloud, etc). A SAML connection between your product and Dreamdata allows your employees to sign in…
Updated 1 month ago by Elise McCreary
