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Client Analytics

Sales Playbook #7


Manage clients analytics & performance

Welcome to the comprehensive Client Analytics Playbook, a meticulously crafted guide designed to expedite your mastery of client performance within Vision VX and TapClicks.

Our mission is to empower you with a thorough understanding of the intricacies involved in working with clients in TapClicks and equip you with the skills to seamlessly create and manage them in TapClicks.

Start Here:

 
 

Log In to TapClicks


Learn how to log in to the TapClicks platform. Understand the login process, security measures, and access your user account effectively.
Log into TapClicks

Logging into TapClicks, also known as Amplified Reports, is a straightforward process that involves a few simple steps.

Here's a step-by-step guide to help you access TapClicks seamlessly:

 

Viewing Your Client


Learn how to filter the TapClicks Dashboard to View Only Your Client's Data
Setting Up a Client in TapClicks

First step in getting your reporting via Tapclicks is making sure the client profile is set up in the Admin section of Tapclicks with the proper billing id.

This allows any new product/tactic the run to pull in through the client's dashboard.

Filtering to Your Client

Tailoring your TapClicks experience to focus on a specific client is a simple yet powerful feature. Here's a step-by-step guide on how to seamlessly filter TapClicks to display data exclusively for your desired client:

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