January 2020 Feature Release
New Knowledge Base
Become the TapClicks expert. Your team has questions. You can have the answer. We’ve made it easier than ever to learn how to use TapClicks. Find updated training coursework, a simple to use search function, and a new Getting Started Guide.
Know TapClicks better at support.tapclicks.com
New connector - WhatConverts
WhatConverts is a lightweight Leads Management built to help sales teams execute. WhatConverts collects, centralizes, and manages your leads from:
- and transactions
Connect your WhatConverts account today: Instructions
New Lead Scoring feature - BETA
Score your sales leads automatically.
Ask about the Leads Scoring feature in Leads Management. Lead Scoring uses Neural Nets to estimate the propensity for your lead to convert based on characteristics like:
- Lead source
- count of interactions
- age of lead
- call duration
Once activated, all Leads for all sources will be scored.
What is Leads Management?
Leads Management is a powerful module in the TapClicks platform that enables you to manage leads from various sources in one convenient place. In addition making it easier to view all your leads, this new capability provides a quality score based on their propensity to convert.
so that leads can be prioritized and acted on based on prioritization.
Data Source specific changes
You are now able to see Google Search Queries segmented by Direct & Discovery in Yext. This updated the way Yext data is displayed at the request of clients.
These query types are now visible separated from one another:
Google Ad Manager
The following fields have been added to several Data Views:
- AdServer CPM
- Adserver CPC
- Adserver CPD
- Adserver vCPM Revenue
These apply to the following Data Views:
- Main Columns
- Line Items
- Creative Sizes
- Master & Companion
TigerPistol - By request
You now have access to a new Data View in the TigerPistol connector: Demographics
This is available by request. Contact your Customer Success Manager.
The Twitter Social Connector now has added a field called Tweet Preview
See Twitter API documentation for this endpoint here.
The following fields have been created for several data views:
- Client Advertiser Cost
- Client Advertiser eCPC
- Client Advertiser eCPM
The Data Views where these apply are:
- Main Columns
- Ad Groups
- Geo Data
- Browsers & Devices
- Site List & Category
- Data Element
We now display the Data Source right where it’s easy to find. You can also customize a few additional pieces of data for any Delivery Type.
Here is an explanation of those configuration options:
- Data Source and View Settings section
- “Origin of Data” with 3 drop down options
- “Third-Party Software” - If this is selected, open a text box that allows a user to input a text value.
Want to learn more about Smart Connectors or Delivery Types? Try these resources:
- [VIDEO] How to setup Smart Connectors
- Smart Connector Delivery Type overview
- Smart Connector User Guide
Updated name fields
We’ve completed a few updates to the Task data field
- Minutes Spent is a metric
- Label of Action URL is now View Action URL
- Changed action of Action URL when clicked. Now shows full URL rather than “Click to Access”
Improved UX when entering zip codes for geotargeting
TapClicks now provides the ability for users to easily paste zip-codes and states for geography targeting within the United States, instead of having to manually select those.
Under the geography targeting section, users can select “Text Input” and indicate if they want to enter zip-codes or states and then they can paste the list in a csv format. After entering the values they can hit the “Apply” button and all the valid geographies would be selected and the invalid ones would be left behind in the text input box for correction or omission.