TapClicks Getting Started Course

Who should take this course

You will find this bundle of courses helpful if you are going to be using the TapClicks platform regularly. From admins to clients, these courses set a foundation found in other courses and articles.

New TapClicks customers
New team members
TapClicks Partners
Refresher training

What's included?

All these courses are also available individually

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
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
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
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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Get Started

Enroll in the Getting Started With TapClicks course and become an expert

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