Logo
Sign in
Product Logo
TapWorkflowTapClicks

Streamline your Fulfillment Workflow. Automatically create and assign tasks to the right people, at the right point in the process.

users-2-1024x1024.png
tasks-4-1024x1024.png
webhooks-4-1024x1024.png
Product details

TapWorkflow is a core module of the TapClicks Marketing Operations Platform, designed to automate and streamline marketing campaign workflows. It enables marketing teams to manage task assignments, approvals, and fulfillment processes with precision and efficiency. TapWorkflow supports conditional routing, scheduled tasks, and integration with external systems, helping organizations reduce manual effort and improve operational consistency. The platform is ideal for media companies, agencies, brands, and franchises seeking scalable workflow automation. It integrates seamlessly with TapOrders and other TapClicks modules, centralizing ad operations and enhancing collaboration across teams.

Features

  • Automated Workflow Engine: Automates campaign approval and fulfillment tasks with product- and business unit-specific routing.
  • Automated Task Assignments: Assigns jobs to users based on predefined rules for orders, line items, or flight forms.
  • Scheduled Tasks: Automatically creates tasks based on key dates in campaign forms.
  • Task Manager: Supports task queues, due dates, overdue notifications, voluntary time tracking, extra task forms, and inline instructions.
  • User Availability Settings: Users can set their status (working, break, out of office) to help managers assign tasks effectively.
  • Webhooks: Send TapOrders data to external platforms like AffinityX or WideOrbit using JSON translation files.
  • Push Connectors: Ensure consistency between orders and line items; push data to platforms like Google Ad Manager, Google Ads, and Facebook Ads.
  • Centralized Ad Ops: Consolidate campaign operations and improve offer management with new connectors.

Benefits

  • Save Time: Automate repetitive tasks and approvals to reduce manual workload.
  • Improve Accuracy: Ensure consistent task routing and data handling across campaigns.
  • Boost Team Productivity: Manage workforce availability and task queues efficiently.
  • Enhance Collaboration: Centralize ad operations and streamline communication between teams.
  • Scale Operations: Support large teams and complex workflows with flexible automation.
  • Integrate Seamlessly: Connect with external platforms and TapClicks modules for unified operations.