What are Client-Specific Currencies?
Client-Specific Currencies allow you to customize the displayed currency for each client within the TapClicks platform. This feature is helpful when managing clients across different regions or countries, enabling you to present performance metrics and financial data in the client’s preferred currency. By assigning a specific currency to each client, you provide clearer, localized reports that enhance their understanding of their data.
Why Use Client-Specific Currencies?
Client-Specific Currencies ensure that your TapClicks instance is tailored to each client's local market, minimizing confusion over currency conversions and making financial data more relevant. This personalized experience improves client satisfaction and helps prevent discrepancies when interpreting performance metrics. It’s particularly beneficial when working with international clients or managing global campaigns, as it creates consistency across your reporting.
How to Assign Client-Specific Currencies
1] Log in to TapClicks and on the Admin Menu, click Clients.
2] Find the desired Client by scrolling through the list or using the search box at the top of the page.
3] Click Edit (i.e. the pencil icon) on the right side of the page for the Client to which you want to assign a currency.
4] The Edit Client page will open. From the available headers at the top, ensure that the Settings tab is selected.
5] Under General, click the Currency dropdown menu.
6] From the dropdown list, select the appropriate currency for this client.
Note: This setting changes the display currency only. It does not perform any currency conversions. |
By following these steps, you can easily assign Client-Specific Currencies within TapClicks, ensuring that each client sees performance metrics in their preferred format, which can bring more clarity and consistency to your reporting.
Best Practices for Client-Specific Currencies
To get the most out of the Client-Specific Currencies feature and ensure your reporting is accurate, there are a few important guidelines to follow:
- Run Campaigns in the Assigned Currency
- For the currency assignment to work correctly, the campaigns for each client should be run using the currency that has been assigned in TapClicks. If the campaign's currency doesn’t match the assigned currency, the reporting may not reflect the correct values.
- Segregate Clients by Groups and Business Units
- As a best practice, organize your clients into Client Groups and Business Units based on currency. This helps to keep the currencies separate and ensures your reports and dashboards display the right totals. Keeping clients organized this way makes it easier to manage different currencies and avoid confusion.
- Avoid Cross-Group Totals for Different Currencies
- Be mindful when using views that add up totals across different Groups or Business Units. Any report that aggregates totals across multiple currencies will not display correct totals. To ensure accuracy, only total within the same currency group.
By following these best practices, you can make sure that Client-Specific Currencies function properly and help provide clear, accurate reporting for each of your clients.