Before you begin: SmartStory™ is part of the TapClicks AI-powered reporting suite. It brings together SmartSlides™, SmartConnector™ Basic, and automated data warehousing to help users turn marketing data into polished, presentation-ready reports quickly.
About SmartStory™
SmartStory™ is a reporting package in TapClicks that uses AI and automation to help sales teams, account managers, and executives move from data to decisions faster. It is designed for users who need quick, high-quality reporting without extensive manual configuration. SmartStory™ generates executive-ready presentations directly from your marketing data, reducing reporting time and improving consistency across deliverables.
SmartStory™ Features
The features listed below are included in SmartStory™. To compare SmartStory™ with other packages, refer to the TapClicks Pricing Page.
- SmartSlides™: Turn data into client-ready slide decks automatically. SmartSlides™ builds PPT, PDF, or Google Slides presentations complete with visuals, insights, and key highlights. For more information, refer to How to Create a SmartSlides™ Presentation or FAQs: SmartSlides™.
- Quick Reports: Create and share reports quickly from your dashboard data. For more information, refer to How to Create and Share Quick Reports.
- Drilldowns: Click into the data in your dashboards to explore the granular details behind a metric.
- Basic Branding: Apply your logo, colors, and themes, including dark and light mode, to your dashboards and reports. For more information, refer to How to Add a Logo and Branding to Your Dashboards.
- TapData "Lite": Connect your marketing platforms with 30+ Instant On connectors that automatically fetch your data. For more information, refer to TapData Overview or Setting Up an Instant On Connector.
- SmartConnector™ Basic: A limited version of TapClicks' SmartConnector™ that allows you to create custom data connections and import data from Google Sheets, manual file uploads, and email. For more information, refer to the SmartConnector™ Setup Guide.
- Pre-Defined Channels: Use pre-built groupings of data sources, such as SEO, Social Services, and SEM/PPC Services, to view combined metrics across similar platforms. For more information, refer to How to Create and Manage Channels.
- Basic Calculator: Create calculated fields to customize and extend your data without writing code. For more information, refer to How to Create Calculations.
- Data Load Status Dashboard: Monitor the status of your data loads across connected sources in one place, so you always know when your data is current and can quickly identify any issues. For more information, refer to Understanding the Data Load Status Dashboard.
- Automated Data Warehousing: TapClicks automatically stores and manages your marketing data so it is always accessible, up to date, and ready for reporting without manual data management on your end.
Access SmartStory™
You can access SmartStory™ features throughout the platform, including in dashboards and dedicated areas in the left side menu. To learn more about using specific SmartStory™ features, refer to the linked articles above.
SmartStory™ includes 10 clients. If you have questions about usage limits or need more assistance with accessing any SmartStory™ feature, reach out to your Customer Success Manager or contact customercare@tapclicks.com.