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Tapclicks
About Us video
Brands and agencies face challenges in managing and scaling their growth due to the overwhelming amount of data available. The TapClicks platform aims to address these challenges by providing a solution for streamlined data management and automation. The platform offers transparency between sales and marketing operations, answering the crucial question of campaign performance. With 250+ native integrations and Smart Connector, TapClicks enables fast and easy data warehousing, extending automation to marketing workflow management. The platform promises better campaign ROI, in-depth analysis, and improved customer retention through marketing intelligence, insights, and reporting.
Tapclicks
Product Walkthrough
Tapclicks
Demo video
Accessing Dashboards in TapClicks: Navigate to TapReports in the left menu and click on dashboards. Existing dashboards can be viewed on this page, and to create a new one, click the plus sign at the top. Creating Dashboards from Templates: Choose to create a dashboard from scratch or use a template. Predefined templates, created by industry experts, cover various data sources and KPIs. Templates facilitate quick setup, and the platform guides users to connect new data sources if needed. Template Customization: After selecting a template, customize settings such as renaming, choosing a data profile, and adding a business unit. Optional data pre-filtering allows for a specific client's data selection. Styling options for font size and color are available. Creating Freehand Dashboards: Users can create freehand dashboards by providing a title, selecting data profiles, and adding business units. Options for specifying font size and chart colors aligned with branding are available. Managing and Modifying Dashboards: Once a dashboard is created or selected, important settings can be found under the three dots for more options. Users can edit the dashboard name, add or remove sections, publish to the library, and export to Report Studio. Download options (PDF, PowerPoint, Excel) are available, but with limited interaction compared to the live dashboard. Regenerate
