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
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.|
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:
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:
- Report Enhancements
- Performance Tracking
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:
Raven Sub Menu
The Raven sub menu is divided into three sections:
- Rank Tracking & Audits
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
- 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.