The TapClicks Interface
The interface is your gateway to accessing, visualizing, and managing your marketing data. This guide provides an in-depth overview of TapClicks’ layout and key features, empowering you to navigate the platform efficiently and maximize its potential. Whether exploring dashboards, connecting data sources, or generating reports, you’ll find everything you need to get started here.
After you log into TapClicks, you will be directed to the main screen which has three areas:
- Main menu
- Sub-menus
- Workspace
The information displayed in the workspace depends on what menu and sub-menu you've chosen. The menu/sub-menu you see immediately upon login is customizable by you if you are a Super Admin.
The Main Menu
The main menu located on the left-hand side of the screen, acts as the central hub for accessing TapClicks’ features.
| NOTE: The number of options you see will vary based on your permissions settings. |
- Favorites
- Data
- Reports
- Orders
- Raven
- Sheets
- Admin
The Sub-Menus
Favorites Sub-Menu
The Favorites sub-menu is customizable. Add dashboards and Report Studio reports by selecting the star icon on those items.
Data Sub Menu
The Data sub-menu is divided into four sections:
- Connect
- Explore
- Transform
- Export
The Data sub-menu is concerned with data management. This is where you'll integrate data sources, Smart Connectors, and campaigns, while also shaping and enhancing data through the creation of channels, margin rules, calculations, and more.
Reports Sub Menu
The Reports sub-menu is divided into four sections:
- Reporting
- Report Enhancements
- Performance Tracking
- Leads
The Reports sub-menu is concerned with reporting and analytics. Here is where you will set up your dashboards, reports, goals, alerts and manage your leads.
Orders Sub0Menu
The Orders sub-menu is concerned with entering orders from clients. You will create orders, add line items to orders, and flights to line items. You will also track orders here.
Raven Sub-Menu
The Raven sub-menu is divided into three sections:
- Welcome
- Rank Tracking & Audits
- Research
The Raven sub-menu is concerned with SEO and PPC competitive intelligence. Here is where you will conduct SEO and PPC research on your competitors, as well as perform SEO audits on your websites.
Sheets Sub-Menu
The Sheets sub-menu is where you will install, connect to and add data to Google Sheets when you use the Google Sheets Add-on for TapClicks.
Admin Sub-Menu
The Admin sub-menu is divided into seven sections:
- Your Business
- Access
- Preferences
- Billing
- Templates & Tags
- Forms
- Workflow
The Admin sub-menu is concerned with platform management. Here is where you will manage clients, business units, users, data profiles, and platform settings. It is also where you will set up billing.
Utilities
At the bottom of the main menu are three utilities:
- Search
- Help
- User settings