Marketing Automation

What is Dreamdata?

Intro to Dreamdata

The Onboarding Process

Setting Up Dreamdata

Onboarding for paying customers

Understanding: Single sign-on and SAML

How to invite your colleagues to Dreamdata

How to validate your data

How to set up stage models

Shared Reports

Real-Time View

Events report

Pages report

Segmentation

Ad Spend

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?

Overview

Return on Ads Spend (ROAS)

Google Search Ads

Google Display Ads

LinkedIn Ads

Bing Ads

Facebook Ads

YouTube Ads

Capterra Ads

Google Search

Organic

Acquisition

ROI

Performance vs. Revenue attribution: A guide on when to use what

Dreamdata Reveal

Engagement Score

Company Journey report

Deals

Dreamdata Report for LinkedIn Engagement

Search for companies or contacts

Funnel Stages Report

Link to the Customer Journey from your CRM

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

Time to Value Report

Evaluate how G2 Influences your Business

Overview

Web Traffic

Ad Performance

Ad Budget

Journey Metrics

Google Ads Customer Match

LinkedIn Matched Audiences

LinkedIn Conversions (CAPI)

Google Ads Enhanced Conversion For Leads

Google Ads Enhanced Conversion: Salesforce vs Dreamdata

Google Ads Enhanced Conversion: Hubspot vs Dreamdata

Syncs - Automation

Syncs - Data Privacy

Audience Builder

Audiences: Hubspot vs Dreamdata

Setting up Facebook Ads

Paid sources: Overview

Setting up NextRoll

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 LinkedIn Enhanced Engagement

Setting up Capterra

Setting up Microsoft Dynamics

Setting up Salesforce

Parent and Child Account Relationships

Setting up Pipedrive

Setting up HubSpot

Setting up Salesforce Marketing Cloud Account Engagement (Pardot)

Setting up Salesforce Marketing Cloud - Early Access

Setting up Marketo

Setting up Oracle Eloqua - Early Access

Import fixed cost data using Google Sheet

Import Events data using Google Sheet

Import cost data using Google Sheet

Upload custom Stage Objects

Upload custom Events and Web Tracking

Upload Custom CRM data

Custom Data Upload

Setting up Zapier integration & Zaps for Lead Ads

Setting up SafeBase Integration

Setting up Outreach

Setting up Intercom

Table Schemas

Google BigQuery

Connect your Dreamdata data to Snowflake

Google Cloud Storage

Destination AWS S3

Setting up Data Export to BigQuery of CRM Properties

Build your own Revenue Attribution report in BigQuery

Snowflake

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?

Automatically create Accounts not in your CRM

Facebook and Bing Audiences

How to share Signals with your Sales team

What is Reverse ETL?

Guides for Looker Studio Reporting

Getting Started with Looker Studio Templates

Google Connected Sheets

Overview

Company Data Enrichment

Dreamdata without connecting a CRM

Data Hub

Types of Attribution Models

Data-Driven Attribution

Custom Attribution Models

Attribution Exclusions

LinkedIn Impression Attribution

Creating Attribution 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

Stage Model Preview

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 Model documentation

Menu: Settings

Allowed Domains

Understanding: How to map UTMs in Dreamdata

Event Builder: Create additional events in Dreamdata

Learn more about the 'Ad Account' filter

Learn more about the 'Branded Search' filter

Data Modelling Schedule

Setting up B2B Benchmarks

CRM-Based Channel and Source in the Absence of Tracking Activity

CRM filters

Understanding: Unspecified

Understanding: Conversions

Understanding: Unknown

Understanding: Monthly Tracked User (MTU)

Understanding: Source, channel and event

Understanding: session

Understanding: Referrer

Company Logo

Understanding changes in historic reporting of attribution

Importing Historical Web Tracking Data into Dreamdata with the Event Builder

What is a company?

Understanding: Anonymous

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

Explainer for Stage Averages on the Revenue Reporting report

What does Visitors, Contacts and Companies mean?

How do we connect stage models

Roles and Permissions

Understanding: First party vs. third party cookies

Benchmarks FAQs

What is the reporting Time Zone?

Why are my dashboards empty?

Welcome Partner!

Ideal Customer Profile

Our Partner Tiers

Partner Advantages

Referral Guide and UTM tracking

Our Partner Material

Agency Partners - Contact Us

Demandbase

Albacross

Snitcher

6sense

RollWorks

Dealfront Leadfeeder

Intent data: Overview

ZoomInfo WebSights

Clearbit

Triblio ABM platform

Web tracking: Manual set-up

Web tracking: Google Tag Manager

Form tracking: Google Tag Manager (auto-identify script)

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

Version 2 documentation

Setting up tracking with Segment

Sending partial data to Dreamdata

All Categories > Data Platform > Sources > Marketing Automation

4 articles

Setting up Salesforce Marketing Cloud Account Engagement (Pardot)

On Dreamdata's main menu, click on Data Platform and then select "Sources". On the Sources page, select "Pardot", either from the Marketing Automation section or by searching for it, using the search bar.

Updated 9 months ago by Mikkel Settnes

Setting up Salesforce Marketing Cloud - Early Access

It can take up to 24 hours for the data to show in the Dreamdata app once access is confirmed. Setting up Salesforce Marketing Cloud. Please create an Installed Package with the needed data permissio…

Updated 4 months ago by Andreea Oprea

Setting up Marketo

To enable Dreamdata to access your Marketo account you will need to provide three pieces of information: Your unique Base URL. Your Client Id. Your Client Secret.. The Base URL You can find your base…

Updated 2 months ago by Mikkel Settnes

Setting up Oracle Eloqua - Early Access

It can take up to 24 hours for the data to show in the Dreamdata app once access is confirmed. Setting up Oracle Eloqua. Please create a user with the Contact export (Manage Data Export) permission e…

Updated 5 months ago by Andreea Oprea

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