Let me tell you about my new favorite thing: funnel.io.

Data modeling, retrieval, and quality assurance can significantly impact customer hours. When something is broken or inaccurate, a simple task can lead to a huge headache.

Enter funnel.io.

They already have data sources for most of the platforms marketers use on a daily basis, and I can tell you firsthand that if there's a platform they don't support, their integration team will go to hell and back to find that custom platform create connection for you!

Today we'll start with the basics of setting up your account and data sources.

Set up your own login for Funnel.io

Once you are a funnel customer you can set up your own login. This is something I really appreciate as I usually edit MCC accounts that are full of accounts that I don't manage. It's nice to have an overview of everything you're working on. If you need to share your data with your team, you can invite them directly.

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Adding data sources to your funnel

Adding data sources to your funnel is easy. I recommend creating a different funnel group for each of your brands. Once organized, navigate to the "Data Sources" menu in the left menu and select "Add Data Source". You will get a popup with a search bar and quick buttons for available integrations.

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To establish a connection, all you have to do is log into the platform using Funnels on-screen app and choose what kind of granularity you are looking for in data retrieval. Don't worry if you're not sure about it right now. You can always reconfigure this setting later, for example if you need keyword-level data.

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The funny stuff

Once you've set up your data sources, you can start setting up your query in the Data Explorer. I love how clean and focused this setup is. When working in GSheets, it is easy to get distracted by the formatting or the latest information that I have identified as incorrect for trying to manage my data and the report template at the same time.

Now I set up my query in Funnel and export it to the GSheet of my choice or do without GSheets altogether and create my reports in Data Studio with Funnel as the data source! Everything under one roof instead of tab by tab of the platform data. I also think it's great how reliable the planned imports are. I haven't had the problems I used to have when all but 1-2 queries were updated and everything thrown away.

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Other Funnel.io notices

  • The funnel support is top notch. Can't see the platform you want to get data from? If that platform has an API, you can send a custom data source request to Funnel. They will then contact you to take the first steps. That's what they're doing for me with Spotify!
    • They asked me what metrics I want to pull
    • They asked for the available API ID information
    • They connected to Spotify's API team so I didn't have to!
  • If you find that your data source needs to be more detailed, it is better to edit the data source than add a different version.
    • For example, suppose you pulled campaign-level data for Google Ads, but later discovered that you also need to get keyword-level data. If you've created another data source for Google Ads that pulls keyword data, costs, impressions, clicks, etc. will be counted twice because you've added the account twice now.

I look forward to learning more about Funnel and its relationship with Data Studio, GSheets, and reporting in general! You'll find more tips and basics next time.


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