How-to Guides
Need help with a feature? Find Step-by-step procedures, user guides and videos.
Adminstration
- How to Customize the Message on the Login Screen
- 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
Competitive Research & SEO
- How to Interpret the Site Audit Report
- How to Conduct PPC Keyword Research
- How to Conduct SEO Keyword Research
- How to Find Related Keywords
- How to Conduct Research on PPC Competitors
- How to Conduct Research on SEO Competitors
Dashboards
- How to Create a Dashboard
- How to Edit a Dashboard
- How to create and export a Custom Dashboard
- Understanding the Data Load Status Dashboard
- How to add logo and branding to your dashboards
- How to add an Executive Summary to your Dashboard
Data Sources
- How to Map Existing Clients to a New Account
- [Video] Setting up an Instant-on Connector
- Setting up an Instant-on Connector
- Data Sources - How to create and manage
- How to Check the Connection Status of Your Data Sources
- How to use the Bulk Import / Export feature
Google Data Studio
Google Sheets
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
Reporting
Smart Connector
- Smart Connector Setup Guide
- [Video] Setting up a Smart Connector
- Smart Connector - Delivery Types overview
- Smart Connector: Manual File Upload Best Practices
- Smart Connector: How to Map Data Fields
- Uniqueness as it Applies to Smart Connector Data
Transform & Monitor Data
- What is a Smart Campaign?
- What Metrics are available for each Data View?
- What are Data Views?
- How to create Alerts in TapClicks
- How to Create and Manage Channels
- How to Create Calculations