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  2. Tapper Vantage

Tapper Vantage

Predicted customer value sent to the ad platforms as a signal to bid on.

Getting started

  • Tapper Vantage: what it is and how it worksWhat Tapper Vantage does, how Tapper enables it for your workspace, and where you use it in the app: the CRM tab and Tapper goals.
  • Tapper goals: let Google bid on predicted conversion valueCreate a Tapper goal, which adds a conversion action and a custom goal in Google Ads, and attach it to the campaigns that should bid on it.

Connect Salesforce

  • Connect Salesforce (read-only) on the CRM tabConnect a Salesforce org on an entity's CRM tab, start syncing when you are ready, and read the click ID field and match rate.
  • Add the Click ID field to Salesforce leadsStore the Google click ID on your Salesforce leads so Tapper can tie each lead to its ad click, then check the match rate.

Troubleshooting

  • Salesforce shows Paused or Sync errorWhy the CRM tab's Salesforce chip reads Paused or Sync error, and how to start or restore syncing.
  • A Tapper goal says Not driving bidding yetWhy a Tapper goal card reads Not driving bidding yet, and how to attach it so a campaign bids on it.

Not here? Ask us.

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