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November 2019 - Release Notes

  • Updated

TapReports

Ability to Save Zoom State in a Widget 
TapClicks has introduced enhancements in the Geo Widget, focused more on Enterprise or local clients. Local clients requested an improvement in the Geo Widget because the current function was not able to zoom in and save a particular region in the geo widgets. For example, while creating Geo widget, if one agency wants to focus on California state, they could zoom and select it but after every refresh, the map goes back to the default size. Next time the user tries to create a widget or edit the existing widget, an earlier selection of California will not be saved. From this release, users can save the local zoom settings in the case of Geo widgets. 

Smart Connector

Multi-Level Manual Upload Support
This feature makes manual upload easier by enabling a user to upload data to any data view/drill down from the main Smart Connector Overview page. You don’t have to edit your smart connector or navigate to a specific Data View. 
 
Please note that you must have the Multi-Level Smart Connector feature enabled on your instance. Please reach out to your Customer Success Manager or Customer Care for more details.  
 
To access this feature,

  1. Click Administrator in the left pane and click Smart Connectors
  2. Click the upload icon in the right pane.
  3. Manual Upload screen appears.
  4. Select the file to be uploaded and click Upload.
  5. The file will be uploaded for the selected Smart Connector.

From here, you can select which data view you want to upload data against directly from this screen. This feature works with all Smart Connector Delivery Types.

Mapping File / Query Option

If you have Smart Connectors that have large files having more than normal data sets, you must have noticed that your mapping screen in Manage Services usually takes too much time to load. We now have a new by request only feature called Mapping File or Mapping Query, which allows you to present mapping options on screen without having to comb through files on a hosting location. This will eliminate the extra time and you mapping screen will work faster. 
This feature is available only with the following delivery types:

  • FTP
  • SFTP
  • Amazon S3 
  • MySQL
  • PostgreSQL
  • Snowflake
  • Redshift

If your smart connector is created for any delivery types other than specified above, this feature will not work.
To access this feature,

  1. Click Administrator in the left pane and click Smart Connectors 
  2. Click the pencil icon
  3. The edit page appears 
  4. Scroll down the page to find Quick Mapping.
  5. Check the box next to Activate Quick Mapping
  6. Enter the file location in case you have selected FTP
  7. Select the Data Fields you would like to map
  8. Click Save to map your file

Please note that these steps are for FTP delivery type only. The process will change for other delivery types. If you have any questions about this new feature, reach out to your customer success manager or customer care.

Connector

Parallel Fetches
The current fetch infrastructure has been upgraded to make it more granular and cost-effective. All connections from a specific integration, on a specific instance are allowed to be parallelized using a worker system. With the help of the Queue Manager, this worker system can handle these parallel connection fetches. 
New Connectors
The following connectors are added in this release with new fields and data views for services you are already connected to. Please enable them in your data profiles.
Reach out to your Account Manager or customercare@tapclicks.com for more details.
  

  • Uberall 
  • Centro Basis
  • LocalIQ 

 
Field name changed 

Field type Time has been renamed to Duration in all small connectors.

Snowflake 

Usability of Snowflake connector has been improved by: 

  • A Timeout has been increased to 30 minutes instead of 10 minutes. 
  • Error messages have been changed to convey a clear message to the users.
  • If any error messages originate from Snowflake, it will be relayed to the user directly. This will help the users in understanding the issue clearly.    
  • Migration Scripts will use temp tables instead of long table for integration. This change will help Snowflake enabled instances to have faster integration. 

Yext 

  • Site Statuses have been changed to be more user-friendly. 
  • Platform option has been added to the Group By level. Users can generate a pie graph that shows the number of terms by Platform. 

Twitter 

  1. Favorites field has been added to the main columns for Twitter.
  2. Users will be able to use Group By function for the following fields:
  • Tweet ID 
  • Tweet Lat. 
  • Tweet Long
  1. New field Twitter Social has been added to the Main Columns. 

​Simpli.fi and Simpli.fi FTP

  1. A new Data View Geo-Fencing by Campaign by Target and Conversion Fence has been added for tracking hourly performance. (By Request Only) 
  2. Keywords by Video Metrics fields have been added. (By Request Only)

ApexChat 

New fields Referrer and Original Referrer have been added to the Lead Level.
 
Facebook Ads 

  1. New fields Quality Ranking, Engagement Rate Ranking, & Conversion Rate Ranking have been added to two levels. 
  2. Carousel Data view has been added. (By Request Only) 

Display & Video 360 and Display & Video 360 IO

Margin and Markup fields are available to lower-level Data Views. Unable to get screenshot
TapAPI 

  • TapAPI has been renamed to TapAccess to be more clearly articulate that this delivery type allows you to access data that may be managed by other TapClicks entities. Please note that TapAccess is a Beta feature.
  • Export as CSV option has been added in Bulk options. Earlier, the only available option was JASON. Users will have an option to export up to 100,000 or all rows. 

Orders and Workflow

Buy-sheet  
There was an issue with the buy-sheets earlier. If any configuration changes are made to the buy-sheet configuration, those changes were not reflected in a re-generated buy-sheet. This issue has been resolved in this release. The updated configuration applies to exist order when re-generating the buy-sheet.

Live Status 
An order will automatically go into Live status if all Line Items in the order are not in rejected status and Enable Standard Live Status Logic option is turned on.  

Notifications Enhancement
The Role Notifications user interface has been upgraded. The Task column has been removed and the user interface will now have only 2 columns.
 
Line Item Watcher 
Updates about Line Item Watcher:
Any User who performs any of the following action on a particular line item will be added to that specific Line’s watch list.

  • Created Line item 
  • Assigned as Line Item Campaign Manager 
  • Was assigned a Line Item level Task by another user or by self 
  • Edited line item
  • Was added to watch list from watcher button by another user or by self
  • Commented on Line Item - coded
  • Commented on Line item task
  • Canceled line item
  • Restarted Line Item workflow
  • Updated due date of line item level task 
  • Followed line-item task 

The user can stop being a watcher only if removed himself or to be removed from the watch list using the watcher’s button.
 
Order Watcher 
Updates about Order Watcher:
Any User who performs any of the following actions on an Order at the order level will be added to that specific order’s watch list.  

  • Created Order 
  • Submitted Order 
  • Was Assigned an Order level Task by another User or by Self
  • Was Added to watcher list from watcher button by another User or by Self
  • Commented on Order
  • Commented on Order level task
  • Restarted an Order Level workflow
  • Added Order level on-demand task to Order
  • Canceled Order
  • Edited Order
  • Added line item to order 
  • Updated due date of order-level task
  • Followed Order task


The user can stop being a watcher only if removed himself or to be removed from the watch list using the watcher’s button.
Change in Field Names 
The wordings in the Editable Type field has been modified.
 
Viewer and Sales Viewer Roles
Orders and Workflow now supports two new role types; Viewer and Sales Viewer. The Viewer role has access to Orders and Line details for Business Units they have been assigned. They can see comments and tasks and history, but they will not be able to edit anything. The Sales Viewer can only view Orders and Line details for the Business Units that they have the Salesperson access rights.

Notifications Enhancement

Notifications for the following events will be supported from this release:

Order level notifications

  1. Order Created
  2. Line item added to Order
  3. Order form edit
  4. Order Status Change
  5. Order Cancelled
  6. Order Comment
  7. Order Workflow Reset
  8. Order Task Creation
  9. Order Task edit
  10. Order Task completed by others
  11. Order Task completed by me
  12. Order Task Assigned
  13. Order Task Assigned to me
  14. All Details around an order task for tasks that I follow (Order task followers)
  15. Order Task Unassigned
  16. Order Task closed
  17. Order Task priority change
  18. Order Task Rejected
  19. Order Task Failed
  20. Order Task rejection/reset
  21. Order Task Status?
  22. Order When Tagged in comment

Line Item Notifications

  1. Line Item Form Edit
  2. Line Item Status Change
  3. Line Item Cancelled
  4. Line Item Comment
  5. Line Item Workflow Reset
  6. Line Item Campaign Manager Assigned
  7. Line Item Task Creation
  8. Line Item Task edit
  9. Line Item Task completed by others
  10. Line Item Task completed by me
  11. Line Item Task Assigned
  12. Line Item Task Assigned to me
  13. All Details around a Line Item task for tasks I follow (Line task followers)
  14. Line Item Task Unassigned
  15. Line Item Task closed
  16. Line Item Task priority change
  17. Line Item Task rejected
  18. Line Item Task Failed
  19. Line Item Task rejection/reset
  20. Line Item Task Status?
  21. Line Item When Tagged in comment
  22. When a user is added to an order or line watcher list and their role is aligned with a role that has one of the event notifications assigned to it, that user should get a notification for a specific order/line if the above happens.

Icons and Fields 

Some icons in the platform have been changed to make them distinctly visible to the user. The Active and Inactive fields are also changed to get better visibility.  
 
User-friendly Dropdown content 
 
Until now, numerical values in the Dropdown were sorted alphabetically, creating confusion for the users. 

From this release, numerical values will be sorted by numerical order, making it easier for the users.


Under the My Queues and the My Tasks pages, users will now be able to see the history of those tasks that they have access to. Users will see when it was created, changed, assigned, canceled or completed and who initiated those actions. To access the task history, click the history icon on the My Tasks page.



  
Task history will appear on the page.




This feature will help in understanding the workflow and actions. 

Maintenance  

API Upgrades

Following APIs have been upgraded:

  • CallRail upgraded to v3 
  • LinkedIn upgraded to include the following fields: Reactions, Viral Reactions, Sends, Viral Comment Likes
  • Simpli.fi & Simpi.fi FTP Fetchers and Parsers

  



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