Today is the day you take control of your marketing reports in a customizable marketing dashboard. It’s a simple task taking only 3 easy steps and leads to expert looking marketing reports that wow clients. You can simple follow along with our guide video guide or simply read the steps below.
Transcript For the TapClicks University Quick Start Guide to Setting up a Marketing Dashboard.
Welcome to TapClicks here is how to get started with 3 easy steps. Connecting a service, mapping a client and importing your data.
You can click on the data studio to import your own data (but that is another video)
1. Let’s connect a service. It’s easy.
We will connect Google Analytics
Enter your credentials and allow TapClicks access to your data. You can always unconnected a service at anytime by clicking on the plug icon on the manage service page.,
2. Step two is Mapping. Mapping is when you link a service to a client, customer or advertiser account. you can create a client account here, adding details now or coming back to that later. Once a client is create, they will show up in the drop down box as an existing client
Here you can add more account information or come back to it at a later time.
3. only have to generate the dashboard now! Click here to upload your data.
Your data is now be loaded, we will send you an email when it is readyIn the mean time , you can go back to the Services screen and connect additional service.