Skip to main content

Prepare organic social data in Funnel

Prepare data from organic social connectors for cross-channel reporting in Funnel.

Prepare data from several organic social connectors so you can compare followers, engagement, views and post types across channels.

​

Before you begin

  • Confirm that you can connect data sources and create dimensions and metrics in the Funnel workspace.

  • Confirm that you can access the organic social accounts that you want to connect.

  • Decide which key performance indicators (KPIs) you want to compare. Common KPIs include followers, impressions, engagement, views and performance by post type.

​

Connect organic social data

  1. Connect each organic social account to Funnel.

    ​

  2. Select the report types that contain the fields you need:

Connector

Report types

Facebook Pages

Post Insights and Page Non-aggregatable Insights

LinkedIn Organic

Video Metrics, Update Metrics and Follower Metrics

X Organic

Post Activity and User Insights

YouTube

Time-based

Instagram Insights

Account Insights and Media Insights

Note: You might need to connect the same account more than once. Each data source can use one report type, and the required fields can be in different report types.

​

Create standard dimensions

Organic social connectors can use different field names for similar content. Use Funnel's standard rules to create common fields for cross-channel reporting.

​

  1. Go to Dimensions.

    ​

  2. Click + Create with Standard Rules.

    ​

  3. Add these dimensions:

    • Organic Social Post Content

    • Organic Social Create Date

    • Organic Social Post ID

    ​

​

​

Create a post type dimension

Create a custom dimension to group posts by content type, such as video, text or photo.

​

  1. Create a custom dimension named Post Type.

    ​

  2. Add rules that map each connector's content type field to your common post type values.

    ​

  3. Save the dimension.

​

​

Create standard metrics

  1. Go to Metrics.

    ​

  2. Click + Create with Standard Rules.

    ​

  3. Add these metrics:

    • Organic Social Post Engagement

    • Organic Social Video Views

    ​

​

​

Create custom metrics

Create a total followers metric

  1. Create a custom metric named Total Followers.

    ​

  2. Add rules that map the follower or subscriber field from each connector to this metric.

    ​

  3. Save the metric.

​

​

Create an engagement rate metric

  1. Create a custom metric named Engagement Rate.

    ​

  2. Divide post engagements by impressions.

    ​

  3. Format the result as a percentage.

    ​

  4. Save the metric.

​

​

Verify the fields

  1. Open Data Explorer.

    ​

  2. Add the new dimensions and metrics to a view.

    ​

  3. Compare the values with the source accounts.

    ​

  4. Correct any custom rules that do not produce the expected values.

​

​

What to expect

Your workspace contains common dimensions and metrics that you can use to compare organic social performance across connected channels.

​

Next steps

Did this answer your question?