Table of contents
Do not share Adform credentials
Please do not share your login credentials to Adform between different Funnel users. Adform only allows one Funnel user account per Adform login. If you share the credentials to Adform you will end up with Token Errors.
It is ok to create multiple Adform sources using the same credentials within the same Funnel user account.
Your Adform account typically has a quota limit of 500. The Line Item and Banner report takes 20 a day per connected source and the Event report 10. The first time connecting a source historical data will be backfilled, 3 months back will consume 70 for the Line Item and Banner report and 35 for the Event report (per source). That is why there is an option when connecting you Adform account to toggle "Download all clients into the same source". This will download all clients/advertisers that the Adform user has access to and save a lot of quota compared to connecting one client per source.
Use lower download frequency
If you run into quota issues, the first step you should try is to reduce the number of downloads. There is an option in the connect dialog for Adform which is called "Use lower download frequency?", please select it to reduce the frequency to once a day. Please note that this will make the data less up-to-date.
The connect dialog can be reached if you click "Edit configuration" on your source in the Data sources view.
All advertisers in one source
If you connect a lot of Adform advertisers under one single Adform user, you run the risk of depleting your quota. To reduce that risk, you have the option to connect all advertisers as one Funnel source (Since this lets us make fewer requests towards the Adform API).
To achieve this, simply select the source with (All advertisers) in its name, after you've entered your credentials on connect.
Tracking filter (custom) conversions
Connecting a tracking filter source
This is handled by OAuth, no specific action is needed.
Viewing your tracking filter conversions
You can view Tracking Filter Conversions in two ways.
Collected under a single non-aggregatable metric named "Tracking Filter Conversions" with a Filter ID and Filter Name breakdown.
Individual conversions as pivoted metrics under the filter's name.
Please note that if you accidentally enter the wrong external API credentials, you will need to create a new Adform source in Funnel as you will not be able to reconnect the existing one.
If you are missing an advertiser from a profile in your Adform account, it might be because it is only possible to get advertisers from your default profile using the API.