Navigating the TapClicks Interface

The TapClicks Interface 

After you log into TapClicks, you will be directed to the main screen. The main screen is divided into three areas:

1. Main menu
2. Sub menu
3. 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 eight options:

NOTE: The number of options you see will vary based on your permissions settings.

1. Favorites
2. Data
3. Reports
4. TapOrders
5. Projects
6. Raven
7. Sheets
8. Admin

 

The Sub Menus

Favorites Sub Menu

The Favorites sub menu is customizable. You add dashboards and Report Studio reports to it by selecting the star icon on those respective screens.

 

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. 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:

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, alerts and manage your leads.

 

TapOrders Sub Menu

NOTE: For the time being, the TapOrders sub menu is part of Classic TapClicks. You will be asked to click a button to continue. The page will refresh and display Classic TapClicks navigation for TapOrders. To navigate back, click the Go to Reports button.

The TapOrders 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.

 

Projects Sub Menu

The Projects sub menu is divided into three sections:

1. Projects
2. Work
3. Creative

 

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.