AI Agents
Administration
- How to Connect and Map Salesforce Client Data to TapClicks
- How to Assign Client-Specific Currencies
- How to Set Preferences in TapClicks
- How to Customize the Message on the Login Screen
- How to Create, Edit or Inactivate a User
- Managing Client Users
Competitive Research & SEO
- How to Perform an SEO Audit on Your Website
- How to Interpret the Site Audit Report
- How to Exclude Specific Pages From a Site Audit
- How to Change Website Crawling Frequency
- How to Conduct PPC Keyword Research
- How to Conduct SEO Keyword Research
Dashboards
- How to Use Dashboard Folders
- Dashboard Design: Best Practices
- How to Create a Dashboard
- How to Edit a Dashboard
- How to Create and Export a Custom Dashboard
- How to Add a Logo and Branding to Your Dashboards
Data Sources
- How to Use Smart Connector Pre-Process Functions
- How to Pause Data Flow
- How to use Data Lookups to Enrich your Data Set
- Data Sources - How to Create and Manage Them
- Setting up an Instant On Connector
- [Video] Setting up an Instant On Connector
Google Sheets
Looker Studio (formerly Google Data Studio)
Orders & Workflow
- Buysheets Overview
- Webhooks Overview
- How to Grant Users Access to Orders & Workflow
- How to Create a New Order
- How to Manage Orders
- Understanding Orders & Workflow Flights
Relationships
Reporting
- How to Create Widgets on a Report
- How to Add an Executive Summary to Your Report
- ChatGPT Best Practices
- Report Studio Overview
- How to Create and Share Reports
- How to Create and Share Quick Reports
Smart Connectors
- How to Use Smart Connector Geo-Settings
- Smart Connector - Delivery Types Overview
- Data Files Best Practices
- SmartConnector™ Setup Guide
- [Video] Setting up a Smart Connector
- How to use Advanced Setup Options in Smart Connectors
Transform, Monitor, & Export Data
- Transformation Hub Overview
- Using Advanced Calculations for On Demand Connectors
- Smart Campaigns Overview
- Using Calculations in Channels
- How to Create Client Specific Calculations
- What Fields are Available for Each Data View?
TapClicks Mobile Apps
Widgets
- Account Manager Contact Card Widget Overview
- Bubble Chart Overview
- How to Annotate a Widget
- How to Build an On Demand Widget
- How to Create Widgets on a Dashboard
- How to Customize Widget Styles in Dashboards