Video Walkthroughs
This section contains short product walkthroughs to accelerate your Funnel setup.
43 articles
- (Video) Workspace best practicesA quick video to walk you through the most common use cases for using separate workspaces in your Funnel subscription.
- (Video) Included WorkspacesA short video introducing you to Funnel's Included Workspaces feature.
- (Video) User roles and permissions in FunnelThis short video helps you learn the different user roles and permissions available in your Funnel subscription.
- (Video) Navigating the data sources pageThis video walks through navigating and managing your data sources in Funnel.
- (Video) Data freshness & import frequenciesA short video about data freshness, how to find download frequency for different platforms, and what to keep in mind when working with recent data.
- (Video) Configuring non-aggregatable sourcesLearn how to configure non-aggregatable data sources.
- (Video) How to submit a custom data requestThis video walks through the steps of submitting a custom data request and best practices and tips to efficiently get the request fulfilled.
- (Video) Data source naming conventionsA quick video covering recommended data source naming conventions and why it's important to utilize them in Funnel.
- (Video) Set up a manual File ImportA quick video walking you through how to set up a manual file import.
- (Video) Import monthly budget data with Google SheetsLearn how to import monthly budget data into Funnel using Google Sheets.
- (Video) Import budget data based on traffic sourceLearn how to import budget data per Traffic Source by connecting a Google Sheet.
- (Video) Import daily budget with Google SheetsLearn how to import a daily budget based on your monthly budget using Google Sheets.
- (Video) Google Analytics 4 (GA4) user dataA quick video to walk you through configuring user-level data for GA4.
- (Video) Import a Google Sheets data sourceA short video about importing Google Sheets data into Funnel.
- (Video) Troubleshoot a data mismatchThis video helps you learn best practices for troubleshooting a data mismatch while working in Funnel.
- (Video) Navigating the Data ExplorerThis video walks you through exploring your data sources and fields in the Data Explorer tool, along with selecting filters and currency options.
- (Video) Plan: ConventionsLearn how to use Naming Conventions in Funnel to define consistent naming structures for your marketing data, such as campaigns, ad groups, or ads.
- (Video) Creating custom dimensionsA short video on creating a custom dimension in Funnel to make meaningful groups of data for more granular insights.
- (Video) Creating custom metricsA short video on creating a custom metric in Funnel based on the fields from your data sources or other custom metrics.
- (Video) Working with non-aggregatable metricsLearn what non-aggregatable metrics are and how to work with them in Funnel.
- (Video) Rule hierarchyA short video to help you understand the importance of rule hierarchy when creating a custom field in Funnel.
- (Video) Currencies in FunnelLearn how to work with currencies in Funnel.
- (Video) GA4 Sessions in FunnelA short video to help you learn about working with GA4 sessions in Funnel.
- (Video) DatasetsLearn how to work with Datasets in Funnel to reshape data into a stored model based on the dates and dimensions you want.
- (Video) Create a ROAS metricA quick video on creating a custom metric for ROAS in Funnel.
- (Video) Lookup function for custom dimensionsLearn about using the lookup function when creating rules for a custom dimension in Funnel.
- (Video) Agency commission custom metricA short video to show you how to create a custom metric in Funnel to calculate your Agency's commission.
- (Video) 'Client' custom dimension for agenciesThis video walks you through creating a custom dimension for your various clients so you can easily organize and filter your data in Funnel.
- (Video) 'Append' logic for a custom fieldA quick video to help you learn how to use 'append' logic when creating rules for a custom field in Funnel.
- (Video) 'Convert' logic for a custom fieldA quick video to help you learn how to use 'convert' logic when creating rules for a custom field in Funnel.
- (Video) 'Set to' logic for a custom fieldA quick video to help you learn how to use 'set to' logic when creating rules for a custom field in Funnel.
- (Video) 'Value of' logic for a custom fieldA quick video to help you learn how to use 'value of' logic when creating rules for a custom field in Funnel.
- (Video) 'Split by' logic for a custom fieldA quick video to help you learn how to use 'split by' logic when creating rules for a custom field in Funnel.
- (Video) 'Truncate' logic for a custom fieldA quick video to help you learn how to use 'truncate' logic when creating rules for a custom field in Funnel.
Build marketing reports: Video walkthroughs
Learn about reporting with Funnel Dashboards through short videos.
- (Video) Create a PortalA short video explaining how to create and use Portals in Funnel.
- (Video) Working with Dashboard filtersA short video explaining the different filters in Funnel Dashboards and how they can be applied to your final reports.
- (Video) 'Client' filter in DashboardsA short video for agencies on how to work create a 'client' dimension to use as a filter in Funnel Dashboards.
- (Video) Export to a Data Warehouse or File StorageLearn how to create an export to your preferred DWH or File Storage destination.
- (Video) Activate: create a conversion upload to Google AdsSee how to create a conversion upload in Funnel to send your conversions back to Google Ads and optimize your campaigns.
- (Video) Include Ad Images in your GLS exportA quick video walkthrough showing you how to include ad images/creatives in your Google Data Studio exports.
- (Video) Parquet filesA quick video on Parquet files.
- (Video) Export to a Business Intelligence toolA quick video on how to export your data from Funnel to a Business Intelligence (BI) tool.