About Client Status
Client Status affects the data TapClicks brings in and displays for each client, and it is part of the TapClicks billing structure. To view each client's Client Status, navigate to Admin > Clients. To change a client's Client Status, see How to Create, Edit, and View a Client.
How Client Status Affects Billing
TapClicks bills based on the number of active clients in your instance, so it is important to keep each client's Client Status up to date. When you stop reporting for a client, change its Client Status to Terminated so the client is no longer billable.
Client Status Types
There are four Client Status options:
- Pending assignment
- Active
- Hold
- Terminated
Pending assignment
Pending assignment is for new clients that have never had an assignment.
- Clients in this status are not billable.
- Once a client moves out of Pending assignment, it cannot be moved back.
- Clients in Pending assignment appear in the existing clients dropdown menu when you create an assignment for a data source.
- Clients in Pending assignment appear in the View As menu but show a screen stating that there are no connections.
- When you create an assignment for a client in Pending assignment, TapClicks automatically changes the client's status to Active.
Active
Active is for any client you are actively reporting on and pulling data for in TapClicks.
- All clients in this status are billable.
- You can assign new campaigns to these clients, pull reports, schedule reports, and associate users with them.
Hold
Hold restricts access to a client's data while preserving the client's configuration.
- The client cannot log in.
- You cannot view any data associated with the client.
- All client data is excluded from reporting.
- Reports in the Report Scheduler that include clients in Hold status are skipped and not sent.
- The client's configuration, including assignments and the Report Scheduler, is preserved, and TapClicks continues to fetch data.
- Clients in Hold status are billed at a reduced rate.
- If the Hold option does not appear in the Client Status options, contact your Customer Success Manager (CSM) or account representative.
Terminated
Clients cannot be deleted in TapClicks. To remove a client, change its Client Status to Terminated.
- When a client is terminated, TapClicks automatically deletes its Report Scheduler entries and margin rules and removes its assignments.
- Terminated client data no longer appears in the Data Sources overview, drilldowns, widgets, reports, or the Campaigns tab.
- You can change a Terminated client back to Active if needed.
- If you change a client from Terminated back to Active, previously fetched data appears in the platform again and the client becomes billable. No new data is retrieved until you assign the client to its data sources again.
- If you try to create a new client with the same name as a Terminated client, an error message states that a company with that name already exists.
All Active View
All Active is not a Client Status option. It is a filter on the Clients page that shows all clients in both Pending assignment and Active status.