The TapClicks Interface
After you log into TapClicks, you will be directed to the main screen. The main screen is divided into three areas:
- Main menu
- Sub menu
- Dashboard
The information displayed in the Dashboard 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're a super administrator.
The Main Menu
The main menu has five entries:
- Data
- Reports
- Orders
- Raven
- Admin
The Sub Menus
Data Sub Menu
The Data sub menu, is divided into four sections:
- Connect
- Data Exploration
- Blend
- Transform
The Data sub menu is concerned with data management. Here is where you will specify data sources, connectors, channels, campaigns, margin rules and calculations.
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, alerts and manage your leads.
Orders Sub Menu
NOTE: For the time being, the Orders sub menu is part of Classic TapClicks (called TapOrders).
The Orders sub menu is concerned with entering orders from clients. Here is where 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.
Admin Sub Menu
The Admin sub menu is divided into five sections:
- Your Business
- Access
- Preferences
- Billing
- Templates & Tags
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.
