December 2019 - Release Notes

TapReports/TapAnalytics 
 

New Metric for the Geo Widget 

While creating a Geo Widget, you have a choice of Group By fields like Client City or Client State which gives you a lot of flexibility while pulling the data. From this release, you will also have Metropolitan Area as a groupable metric in a Geo Level widget. Metropolitan is a term generally used for larger cities like New York, LA or Boston. You can group data by Metropolitan cities if your campaign is focused on those areas. 

 

New Fields and Calculations for Facebook Ads 

The following fields and calculations have been added to Facebook Ads: 

Fields: 

• On-Facebook Purchases 
• Conversion Value of Purchase on Facebook 
• Estimated Ad Recall Lift 
• Estimated Ad Recall Lift Rate Month to Date (MTD) Values 

Calculations: 

• Total Purchases = mobile app purchases + website purchases + offline purchases + on-facebook purchases 
• Total Purchase Conversion Value = mobile app purchases conversion value + website purchases conversion value + offline purchases conversion value + conversion value of purchases on facebook 

The Keyword field is now a groupable field 

The Keyword field was originally an attribute, which could be selected in a widget as a dimension. Starting with the December release, Keyword will become a Groupable field. 
 

‘Groupable/Group By’ functionality added to five Data Sources 

Groupable/Group By functionality has been added to the following Data Sources: 

• Vendasta 
• Green Banana SEO 
• Google Ad Manager 
• Facebook Ads 
• Google Analytics 

Premier Partners added to the Smart Connections Marketplace 

We’re excited to announce the arrival of Premier Partners into the Smart Connections Marketplace. Starting with the December release you will now see a new section that will highlight these new data providers. 

Using these data providers will enable you to install Smart Connector definitions directly from the source which should save you time and help maximize your success. 

To start using this feature: 

1. Log in to TapClicks and click Manage Data Sources in the left pane.
   
   2. Click Smart Connections Marketplace
   3. Find and click the data source from the list.
   4. A confirmation pop up will appear.
   5. Click Continue
   6. You will be asked to authenticate for the Data Source
   7. Enter the credentials and click Next.
   8. You will be directed to the Smart Connector Configuration Screen.
   9. On that screen, the Delivery Type and other relevant fields will be prepopulated. 10. Your Smart Connector from the Market Place is now installed on your instance.
   
   Please note that TapClicks has connections with these delivery types from both in-app and website. 

Reach out to your Customer Success Manager or customercare@tapclicks.com​for more details. 
 

Smart Connector - New Field Type handling 

When users select a number based field, the most recent or relevant value from the database for the date range will appear in the widget. 

For example, if there are two campaigns: 

Campaign A ran from Jan 1 - Jun 1 and Campaign B ran from May 1 - Dec 1 and user selects the date range May 1 - July 1 in a Grid widget, the results that will show up: 

Campaign A: the value from the database for June 1 (most recent data for the range) 

Campaign B: the value from the database for July 1 (end date in the date range with data) 

Total Row: a sum of data point from Campaign A for June 1 and data point for Campaign B for July 1 

Users who want to take advantage of this new field handling can update their Existing Smart Connector metric fields to this new type in the SC Connector Definition Screen or by creating a new Smart Connector. 

Dropbox pagination added for Smart Connectors 

Pagination has been added when listing files in the folder for users that are leveraging Dropbox for Smart Connectors. You’re going to find this very useful if you’re working with lots of files. 

New Data Sources & Field Enhancements 

The following Data Sources have been added in the December release: 

• Taboola 
• UberMedia 
• Beeswax (by request) 
  
  New Fields for Data Sources

New Data Views for Data Sources
 

TapOrders/TapWorkflow 

Order/Task Forms can now span all Business Units 

Many of our Orders and Workflow accounts have a single Order Form and single Workflow. Due to the way the system functioned previously, this required our users to create separate forms and workflows for every Business Unit. In some cases, our users needed to create duplicate forms and workflows. 

With this new enhancement, you will now be able to create an Order Form or a Workflow just once. There will be only one Form across all Business Units, like the Product Form, which spans across all Business Units. Should you need to make any changes, it can be done by making the changes only once. We look at this as a huge time-savings for you and your team by reducing the effort spent on creating duplicate forms or workflows. 
 

Improvements to the Workflow page 

The Workflow page has been updated. You will now be able to filter Active and Inactive workflows by using a toggle button added to the user interface. All the associated workflows will appear in the list with the Default workflow at the top. The Search functionality available on the page has been enhanced to be more granular. 

Improvements to Order/Task form page search 

On this page, the Order forms will appear on the top and the Task forms will follow. The Default order will be on the top for easy reference. Earlier, an order form for every Business Unit would appear, even if there are no details associated with that form or a Task form for every task, even if there are no form details associated with it, but not anymore. This new enhancement will also cease to show any blank form for any task or order that doesn’t have a form setup. All forms, having some details associated, will appear on the page only. This will help minimize the search efforts for permission. 

Improved language for Data type names in dropdowns 

Wording and language in the dropdowns has been edited to be more user-friendly. For example, Custom-Function has been changed to Custom Function. The order of the options has been rearranged as well. 

Workflows can now handle in-flight updates 

You will now have the ability to update a workflow at any time and it will not affect the active orders or lines. The workflow will keep on running with the values of the original workflow. 

Furthermore, you will be able to make workflows active and inactive. If workflows are activated or inactivated while the workflow is running, the following conditions will be applicable: 

1. Orders/lines can still finish workflows if they running it but switched to inactive before completion. 
2. Any new orders/lines Saved will enter the newest active workflow. 
   1. if new inactive workflow exists, order/line will go into the newest active workflow 
3. Any orders/lines already Saved will continue down the existing workflow
   1. Orders and Lines currently in inactive workflows will not get disturbed by Task Validate Required Fields 

Reach out to your Customer Success Manager or customercare@tapclicks.com​for more details. 
 

Order Created notifications now available 

You can sign up to receive notifications for newly created Orders in the Business Units (BU) that they have access to. If you are a Super Admin, you will receive notifications for all the BUs you are assigned to. 

To receive an email or in-app notification: 

1. Navigate to Administration >> User Management >> Roles in the left pane
2. Identify the user and click the pencil icon to edit the details
3. In the Edit window, check the box next to Order Created and click Save
4. You will start receiving notifications for the newly created order.

Ability to add or remove yourself from the Watchers list 

We have made it easier for you to add or remove yourself from the Watchers list. Simply navigate to the Orders section and open the desired order. Scroll down to the bottom and you will see a Watchers button in the User Interface. Click Watchers to add yourself to the list. 

To remove yourself, click the same button and the sign changes to indicate that you are no longer on that list. 

This feature is available for Line Items Watchers list also. You can use the same process to get added or removed from the Watchers list of Line Items.

Ability to disable My Activity notifications 

You will now have an option to disable notifications for your own actions. This feature will help in reducing notifications that you may not want to filter through. 

To select this option: 

1. Navigate to Administration >> Users
2. Click the pencil icon to open the details page
3. Scroll down the page to find Send notifications for my actions option
4. Select the desired option. By default, option No will be selected. 

Auto Assign User ID field 

We have removed the ability to add an auto-assign users to an individual task on the Tasks page as one task could be in multiple places in workflow and have different auto-assignments based on location. The Tasks page has a direct way to assign to specific users within the workflow configuration, so this field is not mandatory there. 

Please note that this functionality is still available in Workflow Tasks.