mop 5.27 releasenotes...
TRANSCRIPT
OverviewTapClicksversion5.27Release(AugustRelease)foryourUATenvironmentissettocontain:TapOrders/TapWorkflow
• NewTemplatesforProductForms,TaskForms,andOrderForms• NewAbilitytoScheduleCSVReportsfromTapOrders/TapWorkflowData• DFPImprovement:OrderIDsfromorderscreatedareavailable
TapReports/TapAnalytics
• SetofGraph/WidgetImprovements:o GridWidgets:New,Auto-WrappingforBetterFito PieCharts:Includepercentagesforpieslicelabelso PieCharts:Labelsnowshowbothpercentagesandvalueso MediaWidgets:NewAbilitytoAddTitleso NewOptiontoScaleChartWidgets
• AddedAbilitytoChangeClientUserTypetootherUserTypesNewNativeConnectorsforDataXu,gShift*,Convirza*,andasetoffieldenhancementsandregularfeedmaintenance.*Theseconnectorswillonlybeturnedonforclientswhorequestthem.
- ReleaseNotes-
5.27
Overview TapClicksversion5.27Release(ourAugustRelease)issettocontain:TapOrders/TapWorkflow
• NewTemplatesforProductForms,TaskForms,andOrderForms• NewAbilitytoScheduleCSVReportsfromTapOrders/TapWorkflowData• DFPImprovement:OrderIDsfromOrdersCreatedNowAvailable
TapReports/TapAnalytics
• RobustSetofGraph/WidgetImprovements:o GridWidgets:New,Auto-WrappingforBetterFito PieCharts:ExcludeorGroupSmallPieSlicesasOthero PieCharts:LabelsNowShowbothPercentagesandValueso MediaWidgets:NewAbilitytoAddTitles
• AddedAbilitytoChangeClientUserTypeNewNativeConnectorsforDataXu*,gShift*,Convirza*,andasetoffieldenhancementsandregularfeedmaintenance.*Theseconnectorswillonlybeturnedonforclientswhorequestthem.
TapOrders/TapWorkflowNewFeaturesNewTemplatesforProductForms,TaskForms,andOrderFormsTapOrdersformsarehighlyconfigurableformbuildersthatcanbeusedandconfiguredforOrderForms,Productentryforms,andTaskentryforms.Theseformscanbetailoredtomatchaclient’sexistingformsorprocesses.ThisprojectintroducestheideaofTemplatesforcommonlyusedformtypes.Thesetemplatesalsoprovideforstandardizedentryformstosupportout-of-the-box/instantonpushconnectionstoDFP,ApexChatandDataDynamix.Templatesspeedaclient’sabilitytogettheFullMarketingOperationsPlatformupandrunningforcommonusecases.Templateformscanbeusedandthenmodifiedandextendedtosupportaspecificclient’simplementation.ThiswillmakedeploymentofTapOrders/TapWorkflowmucheasierandfaster.AccesstheformtemplatesbynavigatingtotheProductsareaoftheleftnavigationandclickthe“CreateFormFromTemplate”button.
NowselectthetypeofTemplatetobeusedforthatform-Order,TaskorProduct.Onceyou’veselectedtheitemyouwanttouseforthetemplate,youcancreatethenewelementsbyaddingthenameandselectingfromtheavailabletemplates.
ThiswillcreateanewproductbasedonthedefinitionofthestoredTemplate.
NewAbilitytoScheduleCSVReportsfromTapOrders/TapWorkflowDataTapOrdersandTapWorkflowhavelongallowedforconfigurableCSVextractsofdataviatheReportingtoolintheOrderstool.Theseextractsareusedforanalysis,integrationtobillingsystems,orotherreconciliationactivitiesandcanbesavedasre-usabletemplates.Withthisrelease,wealsoallowuserstoscheduletheseextracttemplatesviatheScheduledReportssectionoftheReportstool.UserscannowautomaticallydeliverextractstoasetofemailaddressesasaCSVattachment.ReportsandextractscanbepowerfultoolsthattakeadvantageofthedepthandbreadthofinformationavailableinthefullTapClicksMarketingOperationsPlatform.Thisreleaseincludesincreasedautomationofextractstohelpyouusethemmoreefficiently.StepstoSetup:1.WithintheReportingtaboftheOrderssectionofthedashboard,createareporttemplatewithinbyselectingthedesiredcolumns,filters,andthenclickSaveTemplate.
2.WithintheReportingtaboftheReportstool,navigatetotheScheduledreportspage,thensetupaScheduledreportbyselectingthe“TapOrdersReport-<TemplateName>”thatyousaved,alongwiththedeliveryfrequency(day,week,month)anddesignatedrecipients.
Onthetimeframerequested,thisreportwillrunanddistributeautomaticallytotherecipientviaemail.
Importantnote:Withthisrelease,thereisnoneedtofillintheClientandClientGroupsectionsontheScheduledReportspageastheywillbeignoredtofacilitatetheextractsreports.
DFPImprovement:OrderIDsfromorderscreatedareavailableWhenusingtheDFPPushintegration,theTapWorkflowsystemautomaticallycreatesnewordersinDFPbasedonwhatwasorderedinTapOrders.Withthisrelease,theOrderIDcreatedinDFPwillalsobedisplayedontheTapOrderslineitemfortroubleshooting.ThismakesitmucheasierforausertofindtheorderthatwassentovertoDFPandmakeitlive,removingstepsintheprocess.Productformscanbeconfiguredtoincludetheread-onlyfieldfortheDFPOrderID.Thenwhenauserreviewsthelineitemortasksassociatedwiththelineitem,theycaneasilyseetheorderIDfromDFP. TapReports/TapAnalyticsNewFeatures
RobustSetofGraph/WidgetImprovements
• GridWidgets:New,Auto-WrappingforBetterFit
We’veimprovedthecontentlayoutforTableGridwidgets.Ifyouhaveacolumnwherethecontentisverylong(fieldslikePostContentorPageTitle),itwillnowautomaticallywraptofitnicelywithinthewidget.ProTip:Ifyou’redisplayinglotsofmetricsintheTableGrid,youmaystillseescrollbars.UsetheMove/ResizefeaturetoincreaseyourwidgetsizeortheWidgetDrawoptiontocustomizehowyou’dliketodisplayoverflowingcolumns.
• PieCharts:Excludesmallpieslicesorgroupas“Other”
We’veimprovedthecustomizationofpiecharts,andnowyoucanremovesmallwedgesthatarenegligibleandtakeawayfromtheimportantmetrics.Youcannowcustomizethewedgesandlabelsbyusingthe“Otherslice%”andthe“HideLabel%”intheWidgetDrawOptionsforyourpiecharts.
● Otherslice%-Selectedmetricswithavalueunderthisthresholdpercentagewillbegroupedintooneslice.
● HideLabel%-Labelswillnotdisplayforsliceswith
apercentvalueunderthisthreshold.
• PieCharts:Labelsnowshowbothpercentagesandvalues
We’veaddedpercentagestometricsinpiecharts.Withpercentages,youcannoweasilycomparedataslices(withouthavingtodocrazymathinyourhead)todrawbetterinsightsandanalysis.
ProTip:NoneedtosetanyWidgetDrawOptionsasthepercentagesareonbydefaultforpiecharts.
• MediaWidgets:NewAbilitytoAddTitles
We’veaddedtheabilitytoaddtitlestomediawidgets.Thismeansyoucantitlethemjustlikeyoucurrentlytitleyourdatawidgets.Here’sanexampleofhowyoucanusethemediawidgets:
• NewOptiontoScaleChartWidgets:
Nowyouhavetheabilitytocontrolwhetheryouwouldliketostartyourchartsatzerooradjustthemtoamorerelativedataset.Whenthe“ZeroScaleData”WidgetDrawOptionisenabled,thechartwillalwaysstartthey-axisatzero.Whenzeroscaleisturnedoff,thechartzoomsintothemostimportantpartofthedataset,soyoucandrawinsightsandmakerelativecomparisons.
ZeroScaleDataenabled-chartsstartwithzeroony-axis
ZeroScaleDatadisabled-chartsstartwithavaluethatismorerelevanttothedataset
AddedAbilitytoChangeClientUserType
Nowyoucanquicklyandeasilychangeusersfromthe“Client”usertypetoan“Agent,”“ClusterAdmin,”or“SuperAdmin”usertype,withouthavingtocreateanewuser.
MarketingConnectors
PubliclyAvailable
• NewConnector-DataXuo Whilethisfeedispubliclyavailable,thereareafewextrastepsthatneedtotakeplacetoget
youupandrunning.Totakeadvantageofthisconnection,[email protected].
• NewFields-DFP-Reacho Newfieldshavebeenaddedacrosstheconnectordataviewso Totakeadvantageofthesenewfields,turnthemoninapplicablereportingprofiles.
• NewFields-TapClassifiedsAuto-Campaigns-RecordCountso Newfieldshavebeenexposedtosummarizerecordcountfromlowerleveldatasets.o Totakeadvantageofthesenewfields,turnthemoninapplicablereportingprofiles.
• NewFields-AdGear-CostValueso ThisconnectorhasbeenupdatedtoacceptCostvaluesfromAdGear.o IfyouneedassistanceupdatingthisinyourAdGearreportconfiguration,reachouttoyour
[email protected] OncethedataareflowinginfromAdGear,turnCostvaluesoninapplicablereporting
profiles.• Maintenance-AdRoll-UpdateConnectorAuthenticationandpointtonewendpoints
o AsourpartnersatAdRollupdatetheirtechnology,we’repushingtostayinstepwiththem.We’veupdatedtheAdRollconnectortopointtoAdRoll’smostcurrentAPIs.
o Wehavefutureenhancementsplannedtopullinanynewfieldsthatmightbeavailable-staytuned.
ByRequestOnly**
Thefollowingvaluesareavailabletoinstancesbyrequestonly.Totakeadvantageofthese,[email protected].
• NewConnector–gShift• NewConnector-ConvirzaforAdvertisers
**Whydothesenewconnectorshavetoberequestedtobeenabledinmyinstance?Bycontrollinginitialaccesstothesedatasources,wecanmonitortheprocesstoensurethatitgoessmoothlyortakeactiontoquicklyreactifanyissuesarise.Ourprimedirectiveistoensurethatyourreportingexperiencehasnobumpsalongtheway.Differentconfigurationsforthosedatasourcescanleadtounexpectedresults,andthisapproachallowsustohandlethoseinacontrolledenvironment.