General Settings

23 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

Understanding: How to map UTMs in Dreamdata

Note : This article is the third in a series of three articles, each covering what you need to know to fully comprehend UTMs and their usage. Check out the first article about Sources, Channels, and…

Updated by Steen Voersaa

Use data from your CRM to create touchpoints in customer journey

You can visualize meaningful touchpoints in customer journeys using data from your CRM.

Updated by Andreea Oprea

Data modeling: Update frequency

This help document provides a quick summary of various data sources' refresh rates and insights into the types of data available in real-time versus delayed time. How often do my data models run?. Da…

Updated by Anton Lauritsen

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…

Updated by Iker Camara

CRM filters

This feature is only available for business and enterprise plans. CRM filters allows you to filter directly on properties from your CRM. This allows additional control to generate the exact report ne…

Updated by Mikkel Settnes