General Settings

7 articles

Menu: Settings

Great to see you here! In this section we will explain how you can adjust your settings within Dreamdata and what exactly can be adjusted within each option. The image below shows our settings functi…

Updated

Allowed Domains

Keeping your account secure. By adding allowed email domains in your security settings, you can ensure that users from outside your organization don’t get invited to access your Dreamdata account. Fo…

Updated by Steen Voersaa

Learn more about the 'Ad Account' filter

The Ad Account filter enables you to see performance at an ad account level or a selection of certain ad accounts (ad account will also be an option in the group by). The filter is available in most…

Updated by Andreea Oprea

Learn more about the 'Branded Search' filter

The Brand label allows you to easily locate your branded campaigns both for filtering and grouping. The Brand label categories are made applying the following rules in order ie. if you do not match r…

Updated by Mikkel Settnes

Setting up B2B Benchmarks

Dreamdata Benchmark Data enables you to compare your company performance data with industry average performance data. This will help you to confirm, and re-evaluate, and update your current performan…

Updated by Steen Voersaa

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…

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CRM filters

This feature is available to Team, Business and Enterprise customers and works for your primary CRM. Team customers can add up to to 20 fields, Business and Enterprise have unlimited fields. CRM filt…

Updated by Mikkel Settnes