Funnel

Capterra: Dimensions and metrics

Your Capterra API key comes from your Capterra account manager.

Capterra: Connection guide

Capterra

Create a custom design with text, images, and links

About

Blog

Terms & Conditions

Home

Funnel account

November release notes

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

English

Navigating your Funnel interface

Getting started with Funnel

Quickstart: Build your first Funnel setup

Quickstart guide to using Funnel

Introduction to Funnel

Define the end goals of your marketing data

System Requirements

Can I send Funnel notifications to Slack?

Does Funnel account for time zones?

Funnel support 101

Connector, platform account and data source

Reference: Platform account terminology

Understanding Funnel

Funnel AI and Funnel MCP cheatsheet

Funnel AI and MCP

Introduction to Funnel AI

Getting started with Funnel AI

Get support with Funnel AI

Schedule tasks

Integrate Funnel AI with Slack

Manage tool permissions in Funnel AI

Manage exports in Funnel AI

Manage data sources in Funnel AI

Manage client portals in Funnel AI

Connect Funnel MCP from Funnel AI

Manage skills in Funnel AI

Upload documents in Funnel AI

Manage workspace instructions in Funnel AI

Best practices for Funnel AI

Funnel AI prompt library

Funnel AI

Quick start guide: Using Funnel MCP

Connect Funnel MCP to ChatGPT

Connect Funnel MCP to Claude Code

Connect Funnel MCP to a Microsoft Copilot Studio agent

Manage portals and brands using Funnel MCP

Manage exports using Funnel MCP

Manage data sources using Funnel MCP

Create custom fields using Funnel MCP

Check Flexpoint usage using Funnel MCP

Manage budgets using Funnel MCP

View conventions using Funnel MCP

Connect Funnel MCP with a machine-to-machine system user

Manage access and credentials for system users

Connect Funnel MCP to Claude

Connect Funnel MCP using OAuth client registration

Funnel MCP

Troubleshoot Funnel MCP errors

Data

Getting Started with the Data Explorer

How to use views in Data Explorer

How to avoid double-counting

How do I change the Currency in the Data Explorer?

Unable to show your data - 'Too many rows'

Data Explorer

Connect

Data sources

Auto connects

Data requests

Funnel's standard rules

Organize

Dimensions

Metrics

Datasets

Currencies

Set up conventions

Create a budget

Plan & govern

Connector guides

Addrevenue: Dimensions and metrics

Baidu: Troubleshooting

Connector guides: A - D

ActiveCampaign

Active Agent

Adcell

AdColony

Adform

Admitad

Adrecord

AdRoll

Adtraction

Ad Up Technology

BrightEdge

Adjust

Amazon Ad Server

Amazon DSP

Ascend by Partnerize

AvantLink

Awin

CJ Affiliate

Commission Factory

Adobe Advertising Cloud

Adobe Analytics

Adservice

Adzuna

Affilinet

Ahrefs

Amazon Ads

Amazon Seller Central

Amazon Vendor Central

Apple Search Ads

Applovin

AppsFlyer

Apsis

Basis

Basis DSP