Video Walkthroughs
This section contains interactive product walkthroughs to accelerate your Funnel setup.
Navigating the Data ExplorerA quick introduction to the basics of the Data Explorer
Workspaces: Best PracticesA quick video to walk you through what are the most common use cases for using separate workspaces.
Import Frequencies
How to Request Data from New Platform
Data Source Naming ConventionsA quick video covering recommended data source naming conventions and why it's important to utilize them in Funnel.
Currencies in Funnel
Included WorkspacesA short video introducing you to the Included Workspaces feature.
Naming ConventionsA short video walking you through how to create new Naming Conventions in Funnel.
Navigating the "Data Sources" TabA quick video walking you through the different features of the Data Sources tab.
Setting Up a Manual File ImportA quick video walking you through how to set up a manual file import.
Configuring Non-Aggregatable Sources
Importing Monthly Budget with Google Sheets
Importing Budget Data Based on Traffic Source
Importing Daily Budget with Google Sheets
Google Analytics 4 (GA4) User dataA quick video walking you through how to configure user level data for GA4.
Creating a Custom DimensionThe video below will walk you through how to create a custom dimension.
Creating a Custom MetricThis quick video will walk you through the difference between rule vs formula-based metrics and a few examples creating them.
Rules HierarchyA short video explaining how rules behave within custom fields.
Data DeduplicationLearn more about data deduplication in Funnel and how to create a dimension to include in your reports to exclude duplicate data.
How to Work with Non-Aggregatable MetricsIn this video, we will cover what non-aggregatable metrics are and what to consider when working with them.
How to use the LookUp functionA short video walking you through how to use the LookUp function when transforming your data.
How to use the Split By functionA quick video showcasing how to use the Split By function when creating custom fields.
How to use the Append functionA short video walking you through how to use the Append function when transforming your data.
How to use the Truncate functionA short video walking you through how to use the Truncate function when transforming your data.
How to use the Convert functionA short video walking you through how to use the Convert function when transforming your data.
Working with Datasets
How to use the "set to" operatorA short video on how to use "set to" when creating custom fields.
How to use the "value of" operatorA short video showing you how to use the "value of" operator when creating custom fields.
Custom metric for "Commission for Agency"A video walking you through how to create a custom metric to take into account how much commission should go to the agency you work with.
Custom metric for "Return on Ad Spend" (ROAS)A quick video showing you how to create a general metric for ROAS.