This document contains frequently asked questions that arise when working with SmartCampaigns™ in TapClicks. For more information about SmartCampaigns™ in TapClicks, please refer to SmartCampaigns™ Overview. You can quickly navigate to a particular FAQ by using the table of contents below.
How can I tell if my Dashboard is using Filtering or Grouping?
I can't see SmartCampaigns™ in my dashboard. How can I get access to it?
Can I use Channels in a Filtering SmartCampaign™?
Can I use SmartConnectors™ in a Filtering SmartCampaign™?
Why do my SmartConnector™ values show as IDs instead of names?
I’m using automated Filtering SmartCampaigns™. Why can’t I manage them in the UI?
How can I tell if my Dashboard is using Filtering or Grouping?
Go to the SmartCampaigns™ page by navigating to Data then SmartCampaigns™ in your instance. In the "Type" column, each campaign will show whether it’s using Filtering or Grouping.
You can also try creating a new SmartCampaign™:
- If you're able to select multiple data sources, you're using Filtering.
- If not, you're using Grouping.
I can't see SmartCampaigns™ in my dashboard. How can I get access to it?
If you don’t see the SmartCampaigns™ feature available in your dashboard, please reach out to your Customer Success Manager or email customercare@tapclicks.com to review your options. While this feature is available to SmartAnalytics users, access depends on your specific use case and configuration needs.
Can I use Channels in a Filtering SmartCampaign™?
Not directly, but you can include multiple data sources in your SmartCampaign™ setup, which achieves the same effect with more flexibility.
Filtering SmartCampaigns™ will still filter across all widgets in your dashboards, including those built using Channels.
Can I use SmartConnectors™ in a Filtering SmartCampaign™?
Yes, filtering SmartCampaigns™ fully support SmartConnectors™.
Why do my SmartConnector™ values show as IDs instead of names?
This is because of the default setting of your SmartConnector™. To have more friendly names shown in your SmartCampaign™, you’ll update your Display Name Settings in the SmartConnector™:
1] On the Data menu, click SmartConnectors™.
2] Navigate to the SmartConnector™ with issues and click it.
3] Under Advanced Setup Options, ensure the Display Name Toggle is on.
4] Use the Display Name Settings section to set the name you want shown.
This will update what appears in the SmartCampaigns™ page and the Campaigns page.
I’m using automated Filtering SmartCampaigns™ . Why can’t I manage them in the platform?
If your SmartCampaigns™ are generated by automated backend processes, any changes made in the platform interface will be overwritten.
To make updates or add new campaigns, ensure your backend automation is updated with the right campaign records, or work with your admin to adjust those processes.
If you have any questions about how your SmartCampaigns™ are currently configured, please contact customercare@tapclicks.com.