Navigating the TapClicks Interface

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:

1. Main menu
2. Sub-menus
3. 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.

1. Favorites
2. Data
3. Reports
4. Orders
5. Raven
6. Sheets
7. 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:

1. Connect
2. Explore
3. Transform
4. Export

The Data sub-menu is concerned with data management. This is where you'll integrate data sources, SmartConnectors™, 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:

1. Reporting
2. Report Enhancements
3. Performance Tracking
4. Leads

The Reports sub-menu is concerned with reporting and analytics. Here is where you will set up your dashboards, reports, goals, and alerts, and manage your leads.

Orders sub-menu

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:

1. Welcome
2. Rank Tracking & Audits
3. 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:

1. Your Business
2. Access
3. Preferences
4. Billing
5. Templates & Tags
6. Forms
7. 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:

1. Search
2. Help
3. User settings