Before you begin: This user guide details the steps for setting up a Smart Connector using the Email delivery type, which is a type of basic connection.
Data Source and View Settings
1] On the left side menu click Data.
2] Click Smart Connectors. You're taken to the Smart Connectors list.
3] In the upper right, click the "+" to add a Smart Connector.
4] On the New Smart Connector page, enter a name for your Smart Connector in the Name textbox. This is effectively the name of the data source, so make it memorable and relevant to the data you are adding.
5] Enter a drilldown name for the Smart Connector in the Drilldown / view name textbox.
|NOTE: The drilldown / view name will be the name of the data view you are creating. A data view is the same thing as a table in a database. You can read more about data views here:What is a Data View?
6] Slide the Is active? control to the right to ensure the Smart Connector is turned on after you save it. You can change this later if needed.
7] From the Delivery type dropdown menu, choose Email.
8] Choose the following optional features by sliding the control to the right.
- Map this SC to a single Client?
- Use Geo Data? (By request only and may not be available for all accounts.)
- Use pre-process function?
- Use Email Service? This must be turned on.
- Data does not contain Dates?
Use JSON Parsing Settings?
- Use Tab Parsing?
|NOTE: In the Email Service section, a special email address is created which is personalized to your instance. When you email a file to this address as an attachment, it will be automatically added to your database.
|NOTE: If you are uploading a JSON file, the system will automatically recognize the format, regardless of what delivery type you use. However, if you want to only pull a subset of a JSON file, you should slide the Use JSON File Config? slider to the on position. This will enable you to specify one or more arrays, subarrays, objects from a JSON file to pull into TapClicks while ignoring the rest. Learn more about the Use JSON File Config settings inthis article.
9] Click the Copy button to copy the email and save it somewhere secure for future use.
10] Optionally click Get New Email Address if you feel you need a different email address.
11] In the Download data from area, slide Attached files? to the on position to upload data by attaching it to an email.
12] In the Download data from area, slide Links from emails? to the on position to upload data by embedding links a link to a file in an email.
|NOTE: Both data download options can be activated simultaneously. This gives you the option of using either one in future data downloads. At least one of them must be set to the on position.
13] If you want to filter attached data files so that only files that contain specific text is fetched and parsed, enter that specific text in the Filename filter textbox. Click the Case sensitive checkbox if the text filter is to be case sensitive. This is also an option for Links.
14] Optionally check the Use REGEX checkbox to use a REGEX pattern as your filter. NOTE: This step is only meant for advanced users.
15] To provide sample data to TapClicks, click the Select Sample File button on the far right.
NOTE: The following file formats are allowed:
16] Navigate to the file on your local machine and click Open.
17] Click Upload.
18] The parsed data appears in the Data Fields section.
19] TapClicks does it best to guess at the field type for each field. In the event that it's wrong, you can change the field type using the Field type dropdown menu.
20] Check the Is metric? checkbox is that field should be used as a performance metric.
21] Check the Include in charts? checkbox if the performance metric specified above is to be used in the row breakdown chart and part of the Report Generator chart.
22] For fields that have field type = number, you will be given a choice of which operation to apply to the numbers in that field. Choose the applicable operation from the Operation? dropdown menu. The operation must be set for all metric based field types (i.e., number, decimal, percent, currency).
23] To remove an unwanted field, click the trash can icon on the far right.
24] Choose which field to use as the date from the Date field dropdown menu.
25] Choose which field to use for client assignment from the Assignment dropdown menu. Typically this is campaign name or client name.
26] Choose one or more unique fields from the Unique Fields dropdown menu. If you're not sure how to choose unique fields, see this article here.
27] You can remove a unique field by clicking the "x" in the upper right corner.
28] If you have a currency field and would like to use it for a margin rule, select it from the Use for margin dropdown menu.
29] From the Load sample data? dropdown menu, choose Yes. This is recommended if you’d like to use your sample file in your reporting.
30] If your data has footer rows you want TapClicks to ignore, enter the number of footer rows to skip in the # Footer rows to skip textbox.
31] Enter your email in the Email textbox to receive confirmation and service alert emails.
32] Slide the Email Errors and Warning Only slider to the on position to only receive those types of alerts.
Smart Connector Sublevels
You may have the option to set up sublevels in your Smart Connector. To learn more about sublevels, see this article here.
Advanced Fetch Settings
|NOTE: By default, every day data from the previous three days is fetched from the source. If this works for you, do nothing. But, if you want to fetch more or less than three days, you can do so. However, if you're not sure, avoid making a change as it can have a significant impact on performance.
33] To optionally change the number of fetch history days, enter the number of days (1 - 30) in the Fetch History textbox.
34] To optionally add a delay to your fetching, enter the number of minutes ( 720 max) to delay each fetch in the Fetch Delay textbox.
35] At the bottom of the page, click the Save Changes button.