Home Free Training Videos Getting Started Get Started with TapClicks in 3 Easy Steps

Get Started with TapClicks in 3 Easy Steps

Welcome to TapClicks here is how to get started with 3 easy steps. Connecting a service, mapping a client and importing your data. You can click on the import wizzard to import your own data (but that is another video) 1. Let’s connect a service. It’s easy. We will connect Google Analytics Enter your credentials and allow TapClicks access to your data. You can always unconnected a service at anytime by clicking on the plug icon on the manage service page., 2. Step two is Mapping. Mapping is when you link a service to a client, customer or advertiser account. you can create a client account here, adding details now or coming back to that later. Once a client is create, they will show up in the drop down box as an existing client Here you can add more account information or come back to it at a later time. 3. only have to generate the dashboard now! Click here to upload your data. Your data is now be loaded, we will send you an email when it is readyIn the mean time , you can go back to the Services screen and connect additional service.

Customize your reports with Reporting Profiles!

Reporting profiles are where you control the data that is generated in your Service over view page and reports. This powerful feature puts you in charge over who sees what. You can add, remove and re-order all the metrics. There is a default profile here. Let’s create a custom reporting profile. To start, only thing you need to set here on the settlings tab would be the name. Google Adwords report. The real meat of reporting profile is setup in the service tab. 1. Our example will be Google Adwords. Here on the dashboard metrics you choose the metrics you want to see…All these metrics appear on your service overview page. 2. On top metrics are viewed on your campaign page. You go to the service overview > then Google adwords and view campaign. 3. Main ColumnsAdjust your active columns Select which columns you would like to see in your Dashboard & Reports. You can add additional columns from the section on the right and remove any of the columns by clicking on the "remove" button. These are the metrics you see when you drill down into campaigns. Services Overview --> Google Adwords --> View Campaigns If you like, you can reorder your columns by dragging them. Would you like to see additional metrics in your Reports? use Detail grid: These metrics appear in your Dashboard, but are turned off by default for you Reports. Services Overview --> Google Adwords --> View Campaigns --> View AdGroups

Service overview page - Drill into your data

While your data is loading, let me show you what the service over page will look like when it has been updated. Consolidated view of your services.Save Time No need to open multiple tabs/windows to view your data from different services Custom Date ranges  and ability to Interact with your Data Take a deeper dive to see how your campaigns and clients are performing.  When you drill into the service, mention that all the metrics/KPIs that are shown here at completely customizable (via Reporting Profiles). You can control all the metrics that are being shared internally or externally.  Creating client groups is a great way to have specific views for different groups. Like sale would have one, while account managers would need another. You no longer need to log into several account to view all your accounts! This saves you time!

Creating Custom Dashboards

Creating a custom dashboard is easy! Let's walk through it. Start by clicking on the green manage dashboard button in the left top corner. We will add our first dashboard. You will name it and set the reporting profile. We can use the default profile for now. That is it! You have created a dashboard. Now we can create a widget. You'll find the dashboard we just created in the left navigation under dashboards.Click on it to add a widget. We will create a data widget. The data source will be services. The service will be Google Adwords and the data view - Campaign. Now that we have a dashboard with widgets, let's look at exporting it. You can export the dashboard into an excel, PDF or power point format. Custom dashboards are a great way to visualize your data story.

Generate Client Reports

Creating Client Reports is easy and allows you to get information from all the services into one report. 1. Click on Reporting in the left-hand navigation menu. 2. Select Generate client report. 3. Select a client from the drop down menu. 4. Select your date range. 5. Select a reporting template. 6. Select a reporting profile. Reporting profiles give you full control over the data that is included in dashboards and reports. You can create and customize a reporting profile for a specific user or segment of users, ensuring that the right information is visible to the right audience. 7. Now Generate report. 8. On the bottom left you can Click to see exporting options. It can be emailed out, saved as an excel, word doc or PFD document.

Customize your reports with Reporting Profiles!

Reporting profiles are where you control the data that is generated in your Service over view page and reports. This powerful feature puts you in charge over who sees what. You can add, remove and re-order all the metrics. There is a default profile here. Let’s create a custom reporting profile. To start, only thing you need to set here on the settlings tab would be the name. Google Adwords report. The real meat of reporting profile is setup in the service tab. 1. Our example will be Google Adwords. Here on the dashboard metrics you choose the metrics you want to see…All these metrics appear on your service overview page. 2. On top metrics are viewed on your campaign page. You go to the service overview > then Google adwords and view campaign. 3. Main ColumnsAdjust your active columns Select which columns you would like to see in your Dashboard & Reports. You can add additional columns from the section on the right and remove any of the columns by clicking on the "remove" button. These are the metrics you see when you drill down into campaigns. Services Overview --> Google Adwords --> View Campaigns If you like, you can reorder your columns by dragging them. Would you like to see additional metrics in your Reports? use Detail grid: These metrics appear in your Dashboard, but are turned off by default for you Reports. Services Overview --> Google Adwords --> View Campaigns --> View AdGroups

Creating Custom Dashboards

Creating a custom dashboard is easy! Let's walk through it. Start by clicking on the green manage dashboard button in the left top corner. We will add our first dashboard. You will name it and set the reporting profile. We can use the default profile for now. That is it! You have created a dashboard. Now we can create a widget. You'll find the dashboard we just created in the left navigation under dashboards.Click on it to add a widget. We will create a data widget. The data source will be services. The service will be Google Adwords and the data view - Campaign. Now that we have a dashboard with widgets, let's look at exporting it. You can export the dashboard into an excel, PDF or power point format. Custom dashboards are a great way to visualize your data story.

Calculations

One of the most powerful features in this release is that our Calculations feature now works with Categories. You will be able to combine multiple services and then create a Calculation that is spans across all services. This means you can control your data in whatever way you’d like. A great example of how to use this feature would be to create a Category that combines Call tracking services. You can then create Category Metrics for Total Cost and Total Calls. Once those Category Metrics are created, a Calculation can be made for Total Cost/Total Calls to create a cross-service Cost Per Call calculation.

Categories

Categories give you the ability to combine comparable metrics from different services and view them together in one place Make sure you have enabled your Categories overview page. Go to from Admin > preferences >applications. If you’re a Pro user, you will have access to our predefined categories (Email Services, Website/Landing Tracking Services, Social Services, SEM/PPC Services, Lead Tracking Services, Display Services.). Now your Categories overview page will be found under the dashboard tab. Quickly see what is trending in your primary marketing campaign

TapClicks - Categories Revamped

We have taken Categories to a new level by allowing you to combine deeper data. Whether you are creating a new category or editing an existing one, This is wear you define your data views here. I’ll work with this Paid Ads - Martech Campaign category. I created a view called Ad Groups. Similar to creating the metrics, but this is the data view. Now you will see your data view show up within the category. I want to see clicks, and then choose the metric type; number, currant, date and even time. These metrics show up in your data view. When you create a widget, find your category, there is your new data view! You can see the possibilities are endless! Have fun Mixing and matching data for each service Connect on Social Media: Twitter: https://twitter.com/TapClicks Facebook: https://www.facebook.com/TapClicks/ Linkedin: https://www.linkedin.com/company/tapclicks

Admin Preferences

Admin Preferences is where you control the look and feel of your instance, as well as setting up permissions. Under Admin> preferences you will see 4 separate tabs. 1. Branding tab is where you can upload an custom logo. You can also choose one of our preset color themes for your instance. 2. Application tab. Here you name the application. This is used in the page titles. You can also set: 1. Currency 2. Timezone 3. Set EZ login that is included in scheduled email reports 4.Set Cluster admin controls 5. Set view of service overview page 6. Hid unmapped services 7. Show categories 8. Activate feedback on widgets 9. Show data freshness date The Template tab is where you would upload a Power Point template that would be an option for downloading a dashboard into power point. The service tab allows you to rename any of the services you have connected. Lastly, the Support link is where you can designate a support URL to show up in the top navigation. You can set this on cluster admins, agencies or clients.

Calculations

Let’s walk through setting up a calculation. You will find it Under administration, Here you will see all your established calculations. We will add a new calculation. We will name this one Cost per converted click Next, you pick a data source that your calculation is for. Then the data view that the calculation is representing and lastly the data type, which is the formatting of the calculation. For cost per converted click we would use currency. Now we insert the metrics into the calculation. We will be using cost, insert that metric, divided by covered clicks, insert metric. That is it, Now you will see this in the list of calculations. Last step, you would go to your reporting profile and to make sure this new calculation is active. Find the service you created the calculation for…Scroll down to the adword , click on main columns, and at the bottom, there is the newest calculations create. You just need to add this to active columns. Saved changes. Now if you look at the google adwords service, you will see this calculation, Cost per converted click. Pretty cool! Connect on Social Media: Twitter: https://twitter.com/TapClicks Facebook: https://www.facebook.com/TapClicks/ Linkedin: https://www.linkedin.com/company/tapclicks

Manage Bulk Mapping

Manage Mappings is a feature geared towards our larger clients who have bulk mappings needs. Manage Mappings can be found on the Manage Services screen (where you connect and manage services), it is on the bottom right hand corner of the screen next to the "update your dashboard" button. Only Super Admins can use this feature. Before starting to use this feature, please note, the service you are trying to bulk map for needs to be connected in the dashboard. This is also true for the clients that you are trying to map up. They need to exist in the dashboard before being mapped. On the bottom right hand corner of the manager services page, click on the link. Next, select the service you are currently working on and export to CSV. We are exporting before we import because there are key things that we need from this file in order to import it. Once the file is done downloading open it up in Excel, Open Office, Google Sheets, or whatever you choose and we recommend freezing the first three rows (the headers) and then sorting by unmapped advertisers (or filter), campaigns, pages, etc. This will make it easier for you to see what is unmapped. From here add the client names to the corresponding Advertisers, Campaigns, pages, etc. Take all of the filters/sorts off of the file. Save or download to .csv and then on that same page select the page you just edited and upload. You will get a success or failure status and always go back to the manage services page to double check the mappings went through. Don't forget to then hit "update your dashboard!!!! Connect on Social Media: Twitter: https://twitter.com/TapClicks Facebook: https://www.facebook.com/TapClicks/ Linkedin: https://www.linkedin.com/company/tapclicks

Annotations

Annotations: This feature allows you to mark the data within widgets to help further tell the story. They are simple to add. Click on the three dots in the top right of the widget. You will see Annotate button. Choose the date or dates you want to make an annotation for In text box, make the annotation.Then Save!The saved annotation will appear and there will be a new text box for you to add another if youwant.Now you will notice two things on your widget. Circles will show on the dates selectedand a paper icon in the top right corner of the widget. You can click on either to view the annotation.

Creating a Cluster

In this video we will be going over creating a cluster. First click the administration tab in the left navigation menu and then select clusters. Here you will see all the clusters that are in the instance and you can choose to add a new cluster. First add a cluster name you can choose to give it an external cluster ID. And then select the logos associated with it. Once finished hit save and now you have successfully a new cluster.

Bulk Mapping

In this video we will be going over the bulk mapping or manage mapping feature. This is a feature geared towards our clients who have the need to map multiple clients at once. Manage mappings can be found on the manage services screen at the bottom right hand corner. It’s right next to the update dashboard button. Please note that only super admins can access this feature. Before we can start to use this feature please note that service you are trying to bulk map for needs to be connected in the dashboard. If it is not connected you will not see it appear in the drop down. This is also true for the clients you are trying to map up, they need to exist in the dashboard before being mapped. The first thing you will do when you are brought to the manage mapping screen is to select the service you would like to map. Then click download. Why are we exporting before we import? There are key things from this file that we need before we import. Once the file is downloaded, opening it on your computer. Once opened, here is where you can add all the clients you are looking to map. So in this case we will map tapclicks to the rest of these. Once we are finished mapping hit save and return to the dashboard. Now we need to upload the file we just saved, we will choose the file and select the file. Then select upload. You’ll see we get a file to download, with all the success and failures that happened throughout the mapping process. Once finished update your dashboard and you will be able to see all the new mappings that we have created.

TapClicks: Client Statuses

We created three different client statuses that allow you to mark where in the process your clients are in the lifecycle. Those statuses are Pending mapping, Active and Terminated. Pending Mapping: This is for new clients who never have had any mappings. You will see this if you have imported or created clients without mapping series. Clients in this status will not be billable clients. Active: This is for any and all clients that you are actively reporting and pulling data for. All clients in this status are billable. Terminated: All Terminated Clients’s scheduled reports and margin rules are deleted and their mappings unassigned. Their data will no longer appear in the dashboard. A terminated account can be made Active again if needed. Connect on Social Media: Twitter: https://twitter.com/TapClicks Facebook: https://www.facebook.com/TapClicks/ Linkedin: https://www.linkedin.com/company/tapclicks

TapClicks University - Creating and viewing clients and Client groups

With TapClicks dashboards, you can organize your accounts into groups. It can be set up by sales person, industry, region or anyway you need to set up client groups. Easily view a group of accounts data, See you clients perspective, exactly as they view their own dashboards.

Adding New Users

In this video we will be going over adding new users. When you would like to add a new user click the “Administration” tab in the left navigation menu. Then all the way at the bottom you will see “Users”. Once selected you will get the list of users in the instance and when you would like to add a new one, we come up to the top and select “Add User”. First you will fill out the “General Settings” of the user. So you can select the users type give the client a name. You can select a cluster, a reporting profile, client groups and as well as choosing the default home page to be used. Once the general settings are completed you can give access to user for the dashboard. You can also send them a welcome email letting them know they have access. We also have the ability to fill in additional information about the users. As well as custom branding. Once finished, click save changes and the new user is added.

Assigning Clusters

In this video we will be going over assigning a cluster. First select “Administration” tab in the left navigation menu and then select “Users”. Here you can select which user you want to assign this cluster to. You will see the drop down for cluster in the “General Settings”. Select from the drop down. Once finished hit save and now this user is assigned to the cluster.

Adding Users via Bulk User Import

In this video we will be going over the Bulk User Import. The bulk user import is a great way to quickly manage a large group of users. In this video we will be going over the bulk user import and add new users. First select the administration tab in the left navigation menu and then select “Users”. Here you are going to see all your users on the instance and when you would like to via the bulk import, come up to the top of the screen and you’ll see “Import CSV”. Once you select this option you will see 2 steps. The first being download CSV headers, select that and open that file you just downloaded. Now going across row 1, these are each headers that have to do with the user and the information about the user. The first column is the action column. This lets us know whether you're going to add a User or edit a User. When you like to add a User, just type “Add User” in a new row. Please note that this is case sensitive. And then proceed to impute any other information you would like to have about the client or agent or super admin or cluster admin. So I have an example file here, where I had about 7 users I’m adding. I put in their email and I set their password to “Password”, I’m letting them know with a notification that they are being signed up for this instance. And I also had a Company Name and Reporting Profile assigned to them. Now once that is all set up we are going to select the CSV file I’ve created, upload it into the system. And you will see your brough with a user import summary. Here we are going to list which rows have been successfully completed and which rows failed. In this instance all 7 were a success, if I close out of option ,close out this option and refresh the page, you will see that my new client users were added. We have now successfully added User via the Bulk User Importer.

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Free Training Videos

Current Topic:

Getting Started

  • Get Started with TapClicks in 3 Easy Steps
  • Customize your reports with Reporting Profiles!
  • Service overview page - Drill into your data
  • Creating Custom Dashboards
  • Generate Client Reports
Current Topic:

Visualizing Your Data

  • Customize your reports with Reporting Profiles!
  • Creating Custom Dashboards
Current Topic:

Make It Yours - All About Customization

  • Calculations
  • Categories
  • TapClicks - Categories Revamped
  • Admin Preferences
  • Calculations
  • Manage Bulk Mapping
  • Annotations
Current Topic:

User/Client Management

  • Creating a Cluster
  • Bulk Mapping
  • TapClicks: Client Statuses
  • TapClicks University - Creating and viewing clients and Client groups
  • Adding New Users
  • Assigning Clusters
  • Adding Users via Bulk User Import