Getting Started with TapClicks
New to TapClicks? Start here to connect data, add users, and create reports to get your TapClicks instance set up.
Who should take this course
You'll find this bundle of courses helpful if you're going to be using Tapclicks! From admins, to clients, these courses set a foundation for beginners.
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New TapClicks users
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New team members
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Tapclicks Partners
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Refresh your knowledge
What's included?
You can take all of these courses individually as well.
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TapClicks Platform Architecture
Course • 9 lessonsMaster the fundamentals of TapClicks platform architecture and learn how to configure the system for customized reporting. It is ideal for beginners looking to leverage TapClicks for their analytics needs.
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Creating and Managing Clients in TapClicks
Course • 7 lessonsWhen 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.
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Managing Users and Adding New Team Members
Course • 5 lessonsLearn how to manage users and add new team members in TapClicks. Perfect for admins looking to streamline team management and access controls.
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Connecting Your Data
Course • 6 lessonsData 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.
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Managing Your Data Connections
Course • 7 lessonsManaging 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.
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What Reporting Solution Is Best For You?
Course • 4 lessonsWhat'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 needs. Together they can solve your customer reporting challenges.
