Before you begin: The Criteo data source provides data already organized for your use in TapClicks reporting.
Instructions:
Locate the Criteo Data Source
1] Log in to TapClicks and, on the Data menu, click Data Sources.
2] The menu of data sources appears.
3] To locate the Criteo data source, either scroll through the list of data sources or enter the data source into the search box in the upper right (results appear automatically).
Connect to the Criteo Data Source
4] On the Criteo data source, click Connect.
5] The Criteo login page appears.
NOTE: If you are already logged into Criteo, the system will authenticate with the credentials you are currently logged in with. If you need to use another account, log out before initiating the connection. |
6] Enter your email address and click Continue.
7] In the next screen, enter your password and click Log in.
8] When TapClicks requests to access your account, click Allow.
9] After you authenticate with Criteo, you will land back in TapClicks. Make sure you are on the Data Sources page.
10] Locate the Criteo data source and click Assign to Clients.
11] To assign your Criteo data to a TapClicks Client, on the left side click on the data you want to assign.
12] To assign it to a client, on the right side choose a client from the existing client dropdown (as shown) or create a new client to assign it to ty typing in the box at the right.
13] Edit General Settings, Additional Information, and Primary Contact Information for the client record as needed and then click Assign Client.
14] After the data source is connected and data is assigned, you can either click Fetch My Data or wait until the regular data fetch occurs for data to start flowing into your dashboard.
Congratulations! You have connected your Criteo data to your TapClicks client records.