Before you begin: This article is written for TapClicks users who offer the My Marketing Portal app to their clients. The app is a mobile reporting solution that allows end clients to view dashboards, leads, and performance summaries from their mobile devices. Use this guide to help your clients install and navigate the app.
What is the My Marketing Portal App?
The My Marketing Portal mobile app gives clients on-the-go access to marketing insights. It provides a clear and simplified view of key metrics, helping users monitor campaign performance, track leads, and review marketing results anytime, anywhere.
What’s Included in the My Marketing Portal App?
The My Marketing Portal App delivers three key experiences that help clients quickly access essential data and insights:
Dashboard View: Displays overall marketing performance across channels and services. Clients can view metrics like impressions, clicks, CTR, and conversions in an easy-to-read visual layout.
Summary View: Offers a snapshot of lead quality, status, and source activity, helping clients understand where leads come from and how they’re performing.
Leads Management View: Provides detailed lead records, allowing clients to review deal information, lead sources, and contact status directly from their mobile device.
Installing the My Marketing Portal App
Clients can download the app directly from the App Store (for iOS devices) or the Google Play Store (for Android devices).
Install on iOS
1] Open the App Store on the device.
2] Search for My Marketing Portal.
3] Tap Get to download and install the app.
4] Tap Open to launch the app.
Install on Android
1] Open the Google Play Store on the device.
2] Search for My Marketing Portal.
3] Tap Install to download and install the app.
4] Tap Open to launch the app.
Logging In
Once installed, clients can log in using the same TapClicks instance URL, email address, and password they use for desktop access. If a client does not remember their login information, you can access their user profile in the Admin section to reset their password and send them a new welcome email.
Navigating the My Marketing Portal App
Dashboard View
Displays a high-level overview of marketing activity across campaigns and services. Clients can view metrics such as impressions, clicks, CTR, and conversions, and adjust date ranges using the filter icon.
Summary View
Provides quick insight into lead performance and quality. Clients can see:
- Lead counts by status (e.g., In Contact, Attempted, Closed-Won)
- Lead quality categories (High, Acceptable, Junk)
- Popular lead sources by platform or channel
Leads Management View
Helps clients manage and track leads efficiently. Each lead includes details such as source, quality, deal amount, and contact status. Clients can filter, sort, or edit leads, and may also share or add notes depending on permissions.
Best Practices for Agencies
- Confirm that client users have active login credentials and permissions for dashboards and leads.
- Provide clients with the correct instance URL.
- Recommend the app for quick access to performance summaries and lead updates between meetings or campaigns.