Client Groups in TapClicks
A client group is a collection of clients that have similar interests, goals, or concerns and are attached to a single business unit. Use client groups for clients that have multiple locations and need individual reporting for each location, but also need one person to have complete data access across all locations.
You can also create a group of client groups, which includes multiple client groups attached to a single business unit. This lets you extend the reach of a client group across multiple groups. To manage large client groups, you can import and export clients in bulk with a CSV file.
How to Create a Client Group
1] In the left side menu, on the Admin menu, click Client Groups. The Client Groups page opens.
2] In the upper-right corner of the page, click the Add Client Group (plus sign) icon.
3] On the New Client Group screen, on the Settings tab, enter a name for the group in the Name field.
4] Select the Group of Clients radio button or the Group of Client Groups radio button.
5] If you selected Group of Clients, from the Clients dropdown menu, select one or more clients to add to the group. To remove a client, click the X to the right of it.
6] If you selected Group of Client Groups, from the Client Groups dropdown menu, select one or more client groups to add to the group. To remove a client group, click the X to the right of it.
7] (Optional) Enter your CRM ID in the CRM ID field.
8] From the Business Unit dropdown menu, select the business unit to associate with the group.
9] Click the Branding tab.
10] To upload a light or dark PNG logo for custom branding, click anywhere in the Logo square, navigate to the image on your computer, and click Open. This logo appears as the client group logo.
11] At the bottom of the page, click Save.
How to Bulk Upload and Download Client Groups
| Note: To create a client group of 50 or more clients, we recommend using the upload feature. You can also export your business unit in CSV format. |
Download Client Groups
12] On the Client Groups page, in the upper-right corner, click the Download Client Groups icon, and select a location to save the CSV file.
Upload Client Groups
13] On the Client Groups page, in the upper-right corner, click the Upload Client Groups icon.
14] In the Upload Client Groups pop-up window, click Download CSV Guide and save the file to your computer. Use this guide to prepare your CSV file for upload.
15] Using the guide, create a CSV file that lists the clients you want to import, and save the file.
16] In the Upload Client Groups pop-up window, click Choose File, navigate to the file on your computer, and click Open.
17] Click Upload.
How to Edit or Delete a Client Group
Edit a Client Group
18] On the Client Groups page, locate the client group you want to edit.
19] On the far right of the client group’s row, click the Edit (pencil) icon.
20] Edit the group details, and then click Save.
Delete a Client Group
21] On the Client Groups page, locate the client group you want to delete.
22] On the far right of the client group’s row, click the Delete (trash can) icon.
Note: If the Delete icon is grayed out, you cannot delete the client group for one of the following reasons:
Contact your Account Manager for more details about deleting these client groups. |
| Note: An agent can be in charge of multiple client groups through a group of client groups. |