Before you begin: This support guide shows you how to build a Live Call widget for use in your Dashboard. This option enables you to present data directly from a data source in your TapClicks Dashboard, without storing the data first. Only the following services are currently supported:
- Google Analytics
- Google Analytics 4
- Google Ads
- Facebook Ads
- Facebook Insights
- Adobe Analytics
- Microsoft Ads
- Spotify Ads
- Twitter Ads
- LinkedIn Ads
- Pinterest Ads
- Snapchat
- Shopify
- Raven Site Auditor
- LinkedIn Company Page
- Instagram Professional
- HubSpot Analytics
- Email Campaigns-MailChimp
- AdRoll
Please note that you will need to be connected to these services and have clients assigned to this data in order to use Live Call widgets.
Limitations: The following is a list of enterprise features that do not yet support the Live Call widget:
- Data aggregation across level 1 assignments (mappings)
- Channels
- Calculations
- Some geo widget group bys
- Drill downs
- Dimensions for TapClicks client record attributes
- Smart Campaigns
- Goals and Pacing
- Alerts
- Leads management
Options: In using Live Call widgets, you have two options for the Dashboard you'll create:
- A single Dashboard not assigned to any one client
- A single Dashboard assigned to a specific client
Non-client assigned Dashboards are better for scale as you only need one Dashboard and then filter on clients as needed. On the other hand, a client-assigned Dashboard offers the options for client-specific customizations on your Dashboard.
Your selection here will have an impact on the functionality of the Live Call widgets. Jump to the section below for the type of Dashboard you want to create.
Use the Table of Contents below to jump to the kind of Live Call Widget you want to create:
Table of Contents:
Create a Live Call Widget for a Dashboard not Assigned to a Client
Create a Live Call Widget for a Dashboard Assigned to a Client
Create a Live Call Widget for a Dashboard not Assigned to a Client
Build the Widget
1] Login to your TapClicks Dashboard.
2] Confirm that no client is assigned. To the right of the Dashboard, the name area is blank as illustrated below.
3] Start building your Live Call widget by creating a Data Widget. If you're unsure how to do that, see How to Create Widgets.
4] In the New Widget column on the right, de-select Use Cloud Data. This changes the color of the slider to gray and changes the definition of the widget from a Stored Data Widget to Live Call Widget.
5] Enter a title for the widget in the Title textbox.
6] From the Data Category dropdown menu, choose one of the available data sources. This list will vary depending on the services that are connected in Manage Data Sources.
7] Choose a data view from the Data View dropdown menu.
8] If you want your widget to be assigned to a single assignment, select one from the Assignment dropdown menu. You can scroll through the list or search by entering the name in the search box (search results appear automatically). Assignments are not required, especially if you plan on applying Dashboard filters.
9] If you leave the assignment blank and save the widget, you will see the following message. This is expected for a non-client assigned Dashboard because you'll either be applying Dashboard level client filters before you run your reports or you'll set up Scheduled Reports for a specific client on this dashboard.
10] Continue building your widgets by choosing metrics and dimensions.
11] Click Save.
Apply Dashboard Filters
12] In the upper right, click the Dashboard filter.
13] Select either a client, a client group, or a business unit from the corresponding dropdown menu.
| NOTE: Since a client group and business unit is comprised of multiple clients, your Live Call widgets will not necessarily display on screen until you have a filter applied for a single client with a single assignment for a Live Call data source. |
14] Click Apply down at the bottom. The results of the applied filter are displayed on the Dashboard.
NOTE: If your Tap Client has multiple Assignments (which you can review in Manage Data Sources and review in bulk by using Manage Assignments), then even if you filter your Dashboard by a single client record, you will still see a message to filter further to a specific assignment. In these cases where a given client is mapped to multiple assignments for reporting or billing purposes, best practice is either:
|
Create a Live Call Widget for a Dashboard Assigned to a Client
1] Login to your TapClicks Dashboard.
2] Confirm that a client is assigned. To the right of the Dashboard name, you'll see the name of the client.
3] Start building your Live Call widget by creating a Data Widget. If you're unsure how to do that, see How to Create Widgets.
4] In the New Widget column on the right, de-select Use Cloud Data. This changes the color of the slider to gray and changes the definition of the widget from a Stored Data Widget to Live Call Widget.
5] Enter a title for the widget in the Title textbox.
6] From the Data Category dropdown menu, choose one of the available data sources. This list will vary depending on the services that are connected in Manage Data Sources..
7] Choose a data view from the Data View dropdown menu.
8] The Assignment dropdown is pre-populated with the assignment (or mapping) tied to the Tap Client that is associated with the Dashboard. Since the Dashboard is assigned to the client, the widgets built on that Dashboard are assigned to that Client’s information.
9] Continue building your widgets by choosing metrics and dimensions.
10] Click Save.