performance for Bing Ads and Adwords at the Ad Group or even down to the Keyword. Level. In the past this was only possi
5.23
- Release Notes -
Overview TapClicks 5.23 (April Release) is set to contain the following improvements and modifications: TapReports/TapAnalytics • Categories, Revamped: Combinations of Data Now Enabled at the Most Detailed Level • Import Wizard: Added support for time format as a field type TapOrders/TapWorkflow • Added ability to bulk apply a campaign manager to orders/line items • Added ability to apply tiered and direct lookups right from the user interface Connectors • A new native connector for RTBiQ, and a multiple new fields, data views, and top metrics for our existing connectors.
TapReports/TapAnalytics New Features Categories, Revamped: Combinations of Data Now Enabled at the Most Detailed Level Our Categories feature has been a powerful way for our users to create or user our PreDefined roll up views of their data according to typically categories like SEM, or custom ones that follow the packages they offer their clients or any other way they like their data grouped. With this release, we’re taking it to a whole new level, completely revamping the feature to now enable Categories at the deepest data levels across all the marketing tools we bring into our platform. The revamp works as follows: Our existing categories users will of course maintain all of their existing settings. Going forward, however, you will now be able to combine deeper data in the following way:
Within the “Categories” page in the Admin section of the dashboard, you’ll now see the ability to add a new data view. Clicking in, you’ll be able to name the data view, and select the corresponding service level view you’d like to combine across tools:
Once you’ve gone through and identified this analogous view for each of the services grouped in your selected category, click Save Changes and you’ll be brought back to the previous screen, with the new data view you’ve created now listed:
Now -- just as was available previously at the campaign level -- you’ll be able to combine metrics for that, more detailed level, view. To do so, simply click “Add Metrics” in the corresponding row, and a new page will open much like the view available previously when combining metrics:
There, like before, you’ll be able to name the new Category metric, and select from new data view you’ve created all the corresponding metrics across services to make it available at the deeper level. As always, click Save Changes once you’re done, and you’re new combined metric at the lower level will now be listed on your Categories page. You can then “Add Metric” again and repeat as much as you want:
Most importantly, once you have done this, the data will become immediately available in the widget and other graph visualizations you build in your custom dashboards. Additionally, we’ll make it available in the Categories Overview and other Pre-Built Dashboards we provide. Classic use cases for this revamped feature include if you want to measure combined performance for Bing Ads and Adwords at the Ad Group or even down to the Keyword Level. In the past this was only possible at the Campaign Level. Now, you can
combine and group your data for roll up reporting and analytics at the deepest levels across all your marketing tools. We encourage you to try it out and see how it solves your marketing needs!
Import Wizard: Added Support for Time Format as a Field Type We’re constantly working to make our Import Wizard more user-friendly. With this release, we’re adding support for a new field type: Time. It will be available in the user interface, in the data fields section of Import Wizard setup or editing:
Alongside our other field types, you’ll now see the ability to choose “Time” as a format. This is different than the type “Date”, which we often also use for sorting by date range (by calendar day), in that it mostly focuses on fields that count hours, minutes, and/or seconds (e.g. HH:MM:SS), such as durations of calls, start and stop times of campaigns, and so on. For them, it’s very helpful we record and display their data in the dashboard in terms of hours, minutes, and/or seconds (Time Format). This field type now enables that.
TapOrders/TapWorkflow New Features Added ability to bulk apply a campaign manager to orders/line items TapOrders & TapWorkflow are all about helping you manage your operations more efficiently and effectively. With this release, we’re helping with that by enabling you to bulk apply a campaign manager to order/line items. It works as follows: Within the Orders section of the dashboard, click into any open order, and scroll down to the related line items section of that order:
There you will see all the related line items (above). For those you’d like to apply a campaign manager, simply click (they will become highlighted in blue such as the above), and you’ll see a new button at right for “Apply Campaign Manager”. Clicking that, a dialogue box will appear, allowing you to select from a dropbox of all your campaign managers the appropriate one, then click OK to apply:
You’ll then see all the Orders/Line Items from the previous view now appear the column for “Campaign Manager” now showing the campaign manager you’ve assigned!
Added ability to apply tiered and direct lookups right from the user interface To support our larger clients, we’ve long had the ability to apply tiered and direct lookups to render discounts or related items for customers and partners at different purchase levels in our backend. With this release, we are exposing the same ability in the frontend user interface. To apply, go to the Admin Section of the Dashboard, Form Content. You’ll now see the ability to add new, and/or button to “Tiered Lookups”:
Clicking “Add New” in the “Tiered Lookup” section, you’ll be able to name it, add and type, and click OK to apply. The new, tiered lookup will then show on the Tiered Lookup page, where you can further add to, edit, or remove.
The benefit of tiered lookups is to bulk find, and apply changes — such as discounts when a customer orders a lot of items — at different scale points. With this release, you’ll now be able to apply directly within the user interface at as many scale points as you wish!
Marketing Connectors New RTBiQ - Cross-Device, Cross-Format Demand-Side Platform (DSP). (www.rtbiq.com)
Enhancements • • •
DoubleClick Search – New Fields – Revenue, Transactions, Conversion Revenue, & Floodlight Revenue Vertical Response V2 Campaigns – New Field – Creative HTML Preview DFA / DCM – New Top Metrics – Media Cost, Conversions, Revenue & Related Key Metrics
•
Facebook Ads - Field Label update per Facebook’s new announced naming convention
• • • • • • •
Google Adwords - New Labels Fields and new inherited fields for Graph/Widget use Mediamath - New Inherited Fields for Graph/Widget use Bing Ads - New Inherited Fields for Graph/Widget use Moat - New Inherited Fields for Graph/Widget use The Trade Desk - Video Fields Facebook Insights – New Data View – Call to Actions* Bing Ads – New Data View – Ad Extensions*
*These fields will only be turned on for those who have requested they be turned on. If you’d like them turned on for you, let your account manager or
[email protected] know!
