How-to Guides
Need help with a feature? Find step-by-step procedures, user guides, and videos.
Administration
- How to Customize the Message on the Login Screen
- How to Create, Edit or Inactivate a User
- How to Create, Add and Delete Tags in Leads Management
- Customize your Data Source names, icons, and colors
- Understanding Advanced Custom Branding Options
- How to Create and Manage Business Units
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
- How to Add a Logo and branding to Your Dashboards
- How to Add an Executive Summary to Your Dashboard
- What Happens When you "Update Dashboard"
Data Sources
- Data Sources - How to Create and Manage Them
- Setting up an Instant On Connector
- [Video] Setting up an Instant On Connector
- How to Automate Assigning
- How to Assign Existing Clients to a New Account
- How to use the Bulk Import / Export feature
Google Sheets
Looker Studio (formerly Google Data Studio)
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
- Understanding Orders & Workflow Flights
- How to Add Line Items and Flights to Orders
Reporting
- Report Studio Overview
- How to Create and Share Reports
- How to Create and Share Quick Reports
- How to Use Report Scheduler
- Goals Overview
- How to Create a New Goal
Smart Connectors
- Smart Connector Setup Guide
- [Video] Setting up a Smart Connector
- Smart Connector - Delivery Types Overview
- How to Setup a Smart Connector Using Manual Upload Delivery Type
- How to Setup a Smart Connector Using Email Delivery Type
- How to Setup a Smart Connector Using Google Sheets Delivery Type
Transform, Monitor, & Export Data
- What is a Smart Campaign?
- What Fields are Available for Each Data View?
- What are Data Views?
- Understanding the Data Load Status Dashboard
- How to Create Alerts in TapClicks
- How to Create and Manage Channels