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  1. TapClicks
  2. How-to Guides
  3. Administration

Administration

Includes information on how to manage Users, Clients, Business Units, Integrations, Campaigns, billing, templates, tags and preferences.

  • 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
  • How to Create, Edit, and View a Client
  • How to Bulk Import or Export Clients in TapClicks
  • What is Client Reporting Status?
  • How to Create and Edit Client Groups
  • How to Create and Manage Business Units
  • Understanding Advanced Custom Branding Options
  • Roles Management
  • How to Add Favorites to the Favorites Menu
  • How to Manage Currency Preferences
  • Setting up a Data Profile
  • Understanding Audit Logs
  • How to Customize Data Source Attributes
  • How to Manage Campaigns
  • How to Access Your Billing Information
  • How to use Leads Management
  • How to Create, Add and Delete Tags in Leads Management
  • How to Set up TapLeads to Collect Leads via Form-fill
  • Flat File Integrations
  • How to integrate Salesforce in TapOrders
  • How to Use Your Own ChatGPT API Key
  • How to Manage Your ChatGPT Prompt
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  • Website Terms of Use
  • Customer Terms

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