How to Create and Manage Channels – TapClicks

Before you begin: A Channel is a combination of multiple Data Sources, With Channels you can define what metrics are displayed and how they are visualized in your Dashboards. There are two types of channels. There are predefined Channels which already exist within your Dashboards. They include the following:

Email Data Sources
Website/Landing Tracking Data Sources
SEO
Social Data Sources
SEM/PPC Data Sources
Lead Tracking Data Sources
Display Data Sources

There are also Custom Channels which you create by selecting multiple data sources of your choice. A common example of a Custom Channel is combining data from Google Analytics and Google AdWords.

Instructions:

How to Create a Custom Channel

Custom Channels allow you to select from among multiple Data Sources to create a new "combination" Data Source you can use in your Dashboard. By creating a Custom Channel, you will be able to generate unique insights in your Dashboards which display as a data single source.

1] On the left side menu, under Administration, in the Data Settings section, click Channels.

2] The Channels Overview page appears.

3] Click the "+" in the upper left.

4] The New Channel screen appears.

5] Enter a Channel name in the Channel name textbox.

6] Click in the Data Sources box. A list of Data Sources appears.

7] Click a Data Source to add it to the Channel.

NOTE: You must add at least two Data Sources when you create a Channel.

8] Repeats steps 6 and 7 for every Data Source you want to add to the Channel.

9] Optionally choose a color for the Channel title from the Color wheel.

10] Optionally add an Channel icon by clicking Click to select icon and choosing one from the menu.

11] If you want the system to Automatically create channel metrics, leave the checkbox checked.

NOTE: If you check this box, the system will automatically create metrics which are common between the chosen Data Sources. For example, if you select Google Ads and Facebook Ads as Data Sources, the system will automatically select common metrics like Client Name and Campaign Name without you having to do it manually.

12] Click Save Changes at the bottom of the page.

13] The Data Views portion of the screen becomes active.

How to Specify Data Views for a Channel

Data View are the type of data you would like to pull into the channel. Your choices will be depend on the Data Source you have selected.

14] To add a Data View to the Channel, click the Add data view "+".

15] The New Data View screen appears.

16] Click in the Data view name textbox and either select an available name that pops up or enter a new one.

17] For each of the Data Sources, select a Data Source view from the Select A Data Source View dropdown and click the add button.

18] Repeat step 17 for every Data Source View you want to add.

NOTE: The Data Source Views you add appear on the left. You can always remove them by clicking the remove button.

19] When you're done adding views for all your Data Sources, click Save Changes at the bottom of the page.

20] Click the back arrow in the upper left to return to the Edit Channel screen.

How to Choose Channel Metrics

Channel metrics are the metrics you want to display for a Channel you create. Channel metrics can be chosen by TapClicks, chosen by you or a combination of both. Metrics for the Channel enable you to generate Reports in your desired format.

NOTE: If you checked the Automatically create channel metrics checkbox, you will see metrics pre-populated under Data Views.

Add a metric

21] To add a Channel metric, click the "+" next to Add Metric for the desired Channel

22] The New Metric screen appears.

23] Enter a name for the metric in the Metric name textbox.

24] From the Data type dropdown, choose a data type.

NOTE: The available metrics depend on which data type you chose above.

25] Decide which Campaign(s) you want the metric to apply to. For each applicable Campaign, select a metric from the Select Metric dropdown and click add button.