How-to Guides
Need help with a feature? Find Step-by-step procedures, user guides and videos.
Adminstration
- How to Automate Assigning
- How to Create, Edit or Delete a User
- How to add, edit, and delete Tags in Leads Management
- How to Create and Edit Client Groups
- Customize your Data Source names, icons, and colors
- How to create and manage Business Units
Data Sources
- [Video] Setting up an Instant-on Connector
- [Video] Setting up a Smart Connector
- Google Ads - User Guide
- Google Analytics - User Guide
- Facebook Ads - User Guide
- Amazon Ads - User Guide
Transform & Monitor Data
Reporting
- How to Create and Share Reports
- How to create and export a Custom Dashboard
- Report Scheduler
- What happens when you "Update Dashboard"
- How to create and share Quick Reports
- See who has access to specific Dashboards
Orders & Workflow
- How to Grant Users Access to Orders & Workflow
- How to Add a Client Who Just Placed an Order
- How to Create a New Order
- How to Manage Orders
- How to Add Line Items and Flights to Orders
- How to Work With Line Items
TapClicks for SEO
- How to Conduct Keyword Research
- How to Find Related Keywords
- How to Conduct Research on PPC Competitors
- How to Conduct Research on SEO Competitors
- How to Compare Multiple PPC Competitors
- How to Perform an SEO Audit on Your Website