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Video Walkthroughs

This section contains short product walkthroughs to accelerate your Funnel setup.

45 articles
25-minute product walkthrough videoLearn more about Funnel in this 25-minute product walkthrough video
Connect data: Video walkthroughs

(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 connector request
(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) Shopify permissions needed for FunnelA short video on the permissions you need to efficiently import your Shopify data into Funnel.
(Video) Troubleshoot a data mismatchThis video helps you learn best practices for troubleshooting a data mismatch while working in Funnel.
Organize data: Video walkthroughs

(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) Data deduplicationA short video on data deduplication in Funnel and how to create a dimension to exclude duplicated metrics in your exports.
(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.