Marketing Funnel Setup

Set up the Marketing Funnel

  1. From Business App > Dashboard, locate the Marketing Funnel.
    • Users can also access the Marketing Funnel via Business App > Executive Report.
  2. Click "Connect now" or "Connect Accounts."

    Note: If a user has previously connected their accounts in one of the products linked to the Marketing Funnel, such as Social Marketing or Advertising Intelligence, they will see "Connect" by individual categories instead.

  3. Connect either Facebook or Google Business Profile by clicking the icon on the top right.
  4. Click "Connect" beside any categories with this option to receive additional insights.

Activating certain products can add additional data to the Marketing Funnel.


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