Setting up Microsoft Dynamics
Dreamdata needs to connect to your CRM system in order to work properly. This is used to collect data on your customer accounts and link it to the tracking data, thus being able to create attribution…
Get started with Dreamdata
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
Dashboards
Home
Engagement
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
Organic
Acquisition
ROI
Performance vs. Revenue attribution: A guide on when to use what
Journeys
Reveal
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
Revenue Analytics
Content Analytics
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
B2B Benchmarks
Audience Hub
Syncs
Matched Audiences
Conversions
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
Data Platform
Sources
Paid
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
CRM
Setting up Microsoft Dynamics
Setting up Salesforce
Parent and Child Account Relationships
Setting up Pipedrive
Setting up HubSpot
Marketing Automation
Setting up Salesforce Marketing Cloud Account Engagement (Pardot)
Setting up Salesforce Marketing Cloud - Early Access
Setting up Marketo
Setting up Oracle Eloqua - Early Access
Google Sheet
Import fixed cost data using Google Sheet
Import Events data using Google Sheet
Import cost data using Google Sheet
Custom Upload
Upload custom Stage Objects
Upload custom Events and Web Tracking
Upload Custom CRM data
Custom Data Upload
Zapier
Setting up Outreach
Setting up Intercom
Data access
Data Warehouse
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?
Reverse ETL
Automatically create Accounts not in your CRM
Facebook and Bing Audiences
How to share Signals with your Sales team
What is Reverse ETL?
Business Intelligence
Overview
Company Data Enrichment
Dreamdata without connecting a CRM
Data Hub
General Settings
Attribution Models
Types of Attribution Models
Data-Driven Attribution
Custom Attribution Models
Attribution Exclusions
LinkedIn Impression Attribution
Creating 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
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
FAQ
Glossary
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?
Agency Partners
Welcome Partner!
Ideal Customer Profile
Our Partner Tiers
Partner Advantages
Referral Guide and UTM tracking
Our Partner Material
Agency Partners - Contact Us
Tracking
Version 1.0
Intent Data
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 2.0
Segment
