This document contains frequently asked questions that arise when using Live Call widgets in TapClicks. You can quickly navigate to a particular FAQ by using the table of contents below.
How do I build a Live Call widget?
Can my client use Live Call filters in Report Studio?
Can reports created with Live Calls appear in Report Scheduler?
I can’t see the “Use Data Cloud” toggle when I make a widget--why not?
What if I need to change my client-assigned dashboard to a different client?
I see a “Request timed out” message--what is that?
When I build a widget, I can’t pick the service I want from “Data Category”--why not?
How do I build a Live Call widget?
To build a Live Call widget, please refer to this article.
Can my client use Live Call filters in Report Studio?
Yes. If a vendor (like Facebook Ads) supports your filters, then your clients can see and apply those filters on the Live Call widgets.
Can reports created with Live Calls appear in Report Scheduler?
Yes.
I can’t see the “Use Data Cloud” toggle when I make a widget--why not?
Your TapClicks instance may not be enabled with this feature at this time. Reach out to your Customer Success Manager or support@tapclicks.com for more information.
What if I need to change my client-assigned dashboard to a different client?
Widgets that were built on the client-assigned dashboard are expected to be tied to that client and their assignments. When you change the dashboard assignment you may see some messages on-screen depending on how the widget was built. The best practice is to minimize the changes to dashboards assigned to specific clients as much as possible to help minimize any required widget rebuilds.
What if I create widgets on my non-client assigned dashboard and I select specific assignments-- what does that do?
The system will still show the data for that specific assignment, but if you apply a dashboard filter for a client, client group, or business unit that doesn’t own the assignment for that widget, the widget will show a mismatch error that says “You do not have access to the assignment for this widget - please review or contact your representative for assistance”.
The reason is that these dashboards are built for scalability and not specifically for widgets tied to an individual assignment. This ensures that if the report is generated for a Tap client, client group, or business unit that doesn’t own the assignment, there is no risk of data exposure to the wrong parties.
I see a “Request timed out” message--what is that?
Since these widgets are making live calls, different APIs have different limits on how many calls you can make at a given time. When a request times out, the best practice is to try again a little later.
When I build a widget, I can’t pick the service I want from “Data Category”--why not?
There are Live Call options for 19 services:
- Facebook Ads
- Google Analytics
- Google Ads
- Microsoft Ads
- Google Analytics 4
- LinkedIn Ads
- Adobe Analytics
- Spotify Ads
- Facebook Insights
- Pinterest Ads
- Twitter Ads
- Snapchat
- Shopify
- Raven Site Auditor
- LinkedIn Company Page
- Instagram Professional
- HubSpot Analytics
- Email Campaigns-MailChimp
- AdRoll
If you’re trying to connect to another service, we may not have that available just yet. Let us know why you need Live Calls for that service (i.e., why the traditional connectors don’t work for you) and we can review it with our team.
If you have a client-assigned dashboard, the list is based on what service that Tap client is connected to. So, if that client doesn’t have data for say Google Ads, you won’t see that as an option when building a widget on the dashboard.
How come I can’t apply a filter to my Live Call widget using the “...” in the top right of the widget even though I see “filter” there?
This is because the filters for Live Call widgets are applied from inside the widget creation screen. The "..." in the upper right is for stored widgets. You can check this by editing the widget.