Adverity for Funnel users#

This guide is designed to help users familiar with Funnel to start using Adverity.

Introduction#

This guide explains how concepts and processes in Funnel are comparable to the features available in Adverity. Our aim is to make it as simple as possible for you to migrate from Funnel to Adverity.

To start your migration from Funnel to Adverity, take a look at the guide on our website: Adverity or Funnel?

Structure#

Adverity’s workspaces give you optimum control and flexibility when organizing the workspace structure within your organization. In Adverity, the workspaces in your organization are set up in a tree structure, with one root workspace and multiple child workspaces. These come with the following benefits:

  • Settings and elements within the platform can be used across multiple workspaces in your organization.

  • Data Mapping in Adverity helps you to harmonize data that you collect from different data sources throughout your organization.

For more information about workspaces in Adverity, see our guides to Creating workspaces and Workspace settings.

The table below compares the structures used in Funnel and Adverity. The diagram shows a visual comparison of the workspace structure in Funnel and Adverity.

Funnel structure

Adverity structure

Individual, unconnected workspaces on the same hierarchical level

Hierarchical tree structure with workspaces on different levels

Sources, custom fields and configurations typically limited to a single workspace

Configure and use datastreams, authorizations, transformations and Data Mapping across workspaces

Some content can be shared between workspaces for an additional cost

Use data and other content from child workspaces in your current workspace

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Collecting data#

In Adverity, you create authorizations that allow you to collect data from your chosen data sources. You collect this data using datastreams.

For more information about collecting data in Adverity, see our guide to Creating a datastream.

The table below summarizes the differences between Funnel and Adverity, and the advanced data collection settings that Adverity offers. The diagram shows a visual comparison of the data collection process in Funnel and Adverity.

Funnel

Adverity

Automatically pre-selects fields to collect based on selected breakdowns

Offers complete customization and control over what fields are fetched from the data source and allows you to schedule fetches to keep your data up-to-date

Creates multiple sources for the same data

Creates a single datastream to collect the selected fields

Fetches historical data fetched in the background with no configuration options

Allows you to choose how much historical data to collect, when to schedule these data fetches, and how often to collect data in future. Some data sources have limits on historical data fetches.

Authorize Adverity to access your data source using your credentials, or ask someone else (with or without an Adverity account) to authorize access for you

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Managing data#

In Adverity, you apply Data Mapping to the data you collect in order to harmonize the information you fetch from different data sources. This means you can easily compare and visualize similar data, such as costs and clicks, from different data sources.

For more information about Data Mapping, see our guide to Applying Data Mapping to a datastream.

Once you have collected your data, you can use Adverity’s transformations to transform the data to meet your needs. Adverity offers standard transformations and custom scripts, which let you completely customize the data you have fetched.

For more information about transformations, see our guides to Using standard transformations and Using custom script transformations.

The table below summarizes Funnel’s custom fields and the ways you can manage data in Adverity. The diagram shows how Data Mapping can help you create a single source of truth for all your data in Adverity.

Funnel

Adverity

Custom dimensions based on built-in rules

Complete flexibility in how you add, remove and change fields in your data

Apply custom rules to data from multiple data sources

Standard transformations - a user-friendly interface to help you transform your data

Provides a standardized, non-configurable data model

Custom script transformations - a wider range of transformation options using Python

Data Mapping harmonizes data from all your data sources

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Sending data to other tools#

After collecting your data and making sure it meets your needs using Data Mapping and transformations, use Adverity’s destinations to send your data to other tools for further analysis.

Connect a destination to Adverity to send data to a wide range of external tools and databases. When you want to load data into your destinations, you simply choose the data you want to send and load it into your choice of external tool or database. For more information, see our guide to Loading data into destinations.

The table below summarizes the options available in Funnel and Adverity when sending data to other tools.

Funnel

Adverity

Connect a destination that automatically pulls selected data from Funnel

Assign one or more destinations to each datastream to automatically load data into these destinations when you fetch new data

Proactively choose the data you want to load into an external destination

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