Learn TapClicks Faster.
Pick the right training experience for your team. Select amongst our library of courses, webinars, and workshops.
Course catalog
Choose from amongst individual courses or course bundles
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11 Courses
Getting Started with TapClicks - Course Bundle
New to TapClicks? Start here to connect data, add users, and create reports to get your TapClicks instance set up. -
TapClicks Platform Architecture
See the big picture with this TapClicks platform architecture overview. Gain the ability and confidence to manage any configuration.7 Lessons -
Creating and Managing Clients in TapClicks
When setting up TapClicks, the way in which you structure your business is important in configuring the platform. You’ll learn about the different methods to organize clients to best scale your reporting efforts.7 Lessons -
Managing Users and Adding New Team Members
How you configure users in TapClicks can help or hurt your ability to scale. This course describes the common ways to configure user hierarchies, and help you select the correct one for your business. You'll also learn how to add new users.4 Lessons -
Connecting Your Data
Data is the heart of your marketing operation. In this course you'll learn essential concepts related to data connections, terminology, and how to add more applications to your account.6 Lessons -
Managing Your Data Connections
Managing Your Data Connections prepares you to maintain all of the Data Sources you’ve connected to TapClicks. In this lesson, you will learn about some common connectivity issues that can arise and how to correct them.7 Lessons -
What Reporting Solution Is Best For You?
What's the difference between Dashboards and Report Studio? This course will help you answer that important question and determine which is best suited to your reporting need. Together they can solve your customer reporting challenges.3 Lessons -
Designing Dashboards to Visualize Your Data
Dashboards help tell your story with data. This course shows you how to design dashboards to effectively and efficiently drive insight for your clients. Great for new users.5 Lessons -
Using Report Studio to Visualize Your Data
Report Studio is a pixel-perfect reporting solution that scales. Learn how to quickly and easily create reports, and customize the templates created by the TapClicks data science team.4 Lessons -
Adding Data to Your Reports: Creating Widgets
Visualizing your data is vital to developing insights. Attain the basics of generating graphs, tables, and other building blocks of a good report.5 Lessons -
Scheduling Your Reports
Share your insights and analysis with clients. This course will describe the sharing options as well as how to configure Report Scheduler. With scheduled reports, you can keep track of important trends and automate tedious processes.6 Lessons -
Branding and White Labeling for Your Agency and Your Clients
Learn how to change the look and feel of TapClicks so you can provide a consistent brand experience to your clients. This course describes the ways to white label your instance and place your brand front & center.3 Lessons
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How much does it cost?
Most TapClicks coursework is free for users. We want you to be successful and are committed to helping your team become TapClicks experts.
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Where should I start?
The Getting Started With TapClicks course bundle is an excellent place to start. It consists of several essential courses that describe the core functions of the platform and some important decisions about user and client management that will help you scale your operations.
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Can we get custom training?
If you have a specific training need or want to recommend a course to be developed, please reach out to training@tapclicks.com with your request. We'd love to hear from you!