Highlights
TapAccess (Data Sharing) now available for all Instances
Users with Smart Connectors enabled on their instance now have a powerful new feature that will let you share data between instances. The most common use case is when you are using TapClicks and hire another agency to support your marketing activities that also uses TapClicks. Rather than login to multiple instances, you can simply pull in relevant data from the agency and display it in your instance.
There are many other use cases as well as the options are unlimited once you start sharing data between instances.
For more details about Data Sharing with TapAccess generally and a step-by-step guide, please view this support article How to share data between instances.
Multi-level Smart Connector now available for all Instances
Another huge improvement we’ve made for Smart Connector users is the ability to make relational databases through a feature called Multi-Level. This feature enables you to upload multiple files into the same Smart Connector and teach the system how to associate them together. An example is where you might have order information in one file and customer information related to those orders in a separate file. Using the Multi-Level feature will allow you to join these two separate files together and upload them as a single data source.
For more details about Multi-Level Smart Connectors, please view this support article: How to setup a Multi-Level Smart Connector.
Smart Connector
New Delivery Type: Google Cloud Storage
A Smart Connector allows you to upload data from nearly any location and using essentially every common file format. Whereas Instant-On Connectors authenticate to a specific data source, Smart Connectors enable you to bring in data from anywhere. The most common use case is when users upload .csv files directly to their instance.
When creating a Smart Connector one of the first steps is to select a location of the data you want to upload. This is called a Delivery Type. This month we are releasing a new way to upload data into the system via Google Cloud Storage. This is one of several hosted location Delivery Types where you will simply define the location of the data, authenticate your account, and then launch the connector.
For more information about Smart Connectors generally, please view this video.
If you’re interested in understanding different Delivery Types, please reference this article.
New Delivery Type: TapClicks Live Connector
Another way to bring data into TapClicks has been created using the Smart Connector. This Delivery Type will allow you to connect to any of our Live microservices. There are some connectors/data sets that are only available via the live microservice and now you can connect to those directly via the Smart Connector.
For more information about Smart Connectors generally, please view this video.
If you’re interested in understanding different Delivery Types, please reference this article.
New Smart Connector Templates in Marketplace!
When building a Smart Connector we’ve made it easier than ever to connect data from certain applications and sources with a Smart Connector Template. By using a template, you can quickly connect and map your data without having to define fields or uniqueness.
The two new Smart Connector Templates available to you starting in March 2021 are:
- Adelpic DSP
- Starista (formerly Vuble)
For more information about Smart Connector Templates, please review this helpful article.
Orders & Workflow
Usability Improvement to Product Form editing when creative attachments are required - O&W
We have updated what happens when editing a form where creative attachment fields are marked as required. This change will make it much easier to use when these kinds of required fields are present.
- It is now possible to update order, line items, and flights that have required creative fields without entering another creative every time.
- Note that at the line item level only, file fields are implemented differently and they save the filename of the file along with the file form field. These files are not taken into account as a creative, which means that at least one non-file creative has to exist if there is a required creative on that product.
- Task forms with a required creative are also handled, and if the task form has a required creative, a new creative will not have to be added if the underlying entity (client, order, line item, or flight) already has creatives.
- Validation at the order, line item, and flight level has been modified to allow completion of the task in the presence of required creative form fields."
Google Ad Manager Push Integration Updates - O&W
We recently released the Google Ads push integration along with the existing Google Ad Manager push integration. The settings that control Google Ad Manager were also improved for usability. We have now segmented the settings in Preferences to make it clear that some settings control Google Ad Manager and some settings control Google Ads.
Client forms can now have required fields - O&W
The client custom forms now allow fields to be required as part of the entry process. When configuring the form the required option is now available.
Manage Flights easier with new Bulk Move capability - O&W
Sometimes there are a large number of lines in an order with flights that need to be moved. This upgrade makes it easier for ops teams to manage flights and preserve the connection between flights and their respective Line Items when campaigns are moved.
Client Record Linking: Bring together billing and client information from separate records - O&W
This allows the clients to create a link between client records to accommodate the billing information to come from a separate client record. This connection is done through the Client billing id field. It can be linked. It is enabled with a new instance setting in the Orders & Workflow Preferences page, labeled “Show agency link for client billing id field“:
Use TapClicks IDs in Concatenation - O&W
This feature allows the Order, Line Item and Flight forms to include calculated fields that reference the id values as part of the concatenation formula. This allows us to embed the Order, Line Item or Flight id into a naming convention to automate the generation of best practice campaign names. To use the feature - add a calculated field to your form and use the $order_id placeholder within the calculation to reflect the id value.
The following keywords have been added to formulas for *calculated* and *calculated-override* fields - These behave very similar to the $default placeholder.
+Order forms+: *$order_id*
+Product (line item) forms+: *$order_id* and *$line_item_id*
+Product (flight) forms+: *$order_id*, *$line_item_id* and *$flight_id*
+Task (order) forms+: *$order_id* (calculated fields not currently supported for non-order task forms)
+Example (for a flight form)+: $this->calc->concatenate('_',*$order_id*,*$line_item_id*,*$flight_id*,'suffix')
Note that when adding an entity (order, line item or flight) , clicking the Calculate All button on the form will show the id as a “#” because the item has not yet been saved. When the item is saved, the proper id is saved and then displayed.
New Raven
Mapping Screen Updates for New Raven
We have updated the string that shows in the mapper for New Raven - Rank Tracking to allow for a clearer understanding for the user about what they are connecting.
New Connector: “Rank Tracking" for New Raven
This is a new Instant-On Connector for New Raven - Rank Tracking. This will now allow users of the Raven SEO tool to display and configure data from this system in their TapClicks Dashboards and Reports.
New Field: Issue Severity for New Raven Site Auditor
There is a new “Issue Severity” column added to the Raven Site Auditor Issue data views that indicates if the issues are “Critical”, “Need Attention” or “Warning.” By applying these buckets, users will be able to easily surface the groups of issues that they need to review with urgency.
Platform updates
Calculator feature now accepts “Most Recent Value” operator from Smart Connector
Files imported via the Smart Connector that use special operators (Most Recent Value, Sum, Average) will now be able to use these in Calculations.
Calculations are a way to add, multiply, divide, and otherwise transform data in TapClicks. Select from any field and use the calculator feature to create or modify any field.
Read more about mapping fields when using a Smart Connector here.
Read more about the Calculator feature in TapClicks here.
Default Dashboard date range is now 7 days
The default Dashboard date range has been changed from 30 days to 7 days.
Advanced Calculation: New feature to display Current Date
You can now use the Today() function to return the current date based on a cell, just as you would in Excel. You will find the Today() function in the advanced calculations list of methods. It returns the current date similar to what you see in Excel. The primary use case is when a campaign manager wants to know how many days have passed since a campaign started and then make decisions based on the performance so far.
Data Source Updates
In alphabetical order
AdRoll - Authentication updated to oAuth 2.0
The AdRoll Data Source connection process has been updated to support oAuth 2.0 which will make it easier to connect and manager for your account.
Facebook Ads - Apple iOS 14 Update
Apple requires that all apps in the App Store show a prompt to iOS 14 users that will allow users to opt-in or opt-out of data tracking. This prompt is relevant for several data sources typically connected to the platform, including Facebook.
Facebook Ads & Insights - Upgrade API to v9
API Upgrade to Facebook Ads and Insights to v9
Google Ads - New Field: Geo Extended - Avg. CPV
TapClicks added the field Avg. CPV to the Geo Extended data view. You will now be able to report on the Average Cost per Video View according to their Geo locations.
LocalIQ - New Fields: Calls over 60/90 Secs
Inherited down Campaign attributes for LocalIQ to the various lower level data views. Now clients will be able to group data on the other data views by the various Campaign attributes. This will allow them to report in a more detailed manner.
Fields Inherited:
- Campaign Type
- Campaign Source
- Campaign Start Date
- Campaign End Date
- Campaign Status
Data Views:
- Search Activity Report
- Keyword Report
- Google Search Report
- Google Keyword Report
- Display Activity Report
- Display Creative Report
- Email Details
- Call Details
- Chat Details
- Web Event Details
- GeoFence Summary Report
- ReachLocal Display
- YouTube Report
- Facebook Campaign Report
Taboola - New Field: Viewable Impressions
New fields added to the Taboola Connector:
- Visible Impression
- Conversion Value
- CPA Clicks
- CPA Views
- CPA Actions
- CPA Actions (from Clicks)
- CPA Actions (from Clicks)
Xandr Invest (Appnexus) - New Fields: Advertiser Name and ID
TapClicks added the Advertiser ID and Name fields to all data views for better filtering and grouping abilities. This will make the experience building widgets easier and better in the long run as it will be more flexible.