Latest how to guides
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How-to guides
How to restrict and stop users from purchasing a specific offer or variant
If you have a special offer that you would like to stop people from continually purchasing or a promotion that only certain users can be eligible for, then you can use a BI filter to stop users from purchasing either an entire product offer or a specific set of product ...
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How-to guidesA/B Test Access Denied Page Messages
This quick guide shows how to use A/B testing software to run experiments on your access-denied messages. At Abacus, we’ve chosen Mida as as an example of a split testing tool for its simplicity and cost-effectiveness (free version). While competitors exist, Mida offers an intuitive, user-friendly experience that ...
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How-to guides
How to set up PayPal as a Payment Method
ADvance supports the ability to have PayPal set up as a secondary payment provider alongside your main payment provider. This will provide your subscribers with alternative ways to pay and make it easier where they already have a PayPal account configured with their cards.
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How-to guides
Updating card details on recurring subscriptions
Learn how users can update their card details on the frontend website, and how you can send automatic emails that prompt users to update their card where payment has failed or a card has expired.
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How-to guides
One-click email newsletter sign-up widget
Use the one-click email sign-up widget to let users opt in to a newsletter quickly with a single click, without the requirement of registering to the site.
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How-to guidesRelated content - layout options and order
Change the layout options and order of related content on article pages.
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How-to guides
How to send the Corporate Self-Service Link automatically to administrators
This how-to guide demonstrates how to set up a self-service invite email to be automatically sent when someone purchases a corporate order so that an administrator can access corporate self-service straight away.
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How-to guides
How to cancel a continuous payment subscription
How to cancel a continuous recurring subscription on the frontend or via the backend.
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How-to guides
Gatekeeping non-story pages
You can gatekeep non-story pages such as SPIN pages, search results and more to create new access models for your website. Such as, limiting access to search results, landing pages or your home page to registered users or even make these pages subscriber-only.
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How-to guides
How to use ETL to unsubscribe multiple users from newsletters
Using the ETL function you can unsubscribe a list of users to a newsletter or newsletters in one go. This document details the steps involved.
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How-to guides
How to use the BI Scheduler
ADvance facilitates the collection of vast amounts of user data which can be invaluable in identifying trends or actionable intelligence. A great way to leverage this data is to use a visualisation tool to create a data model and then do the relevant analysis.
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How-to guides
How to add a new email effort into a subscriber campaign & test it
This article explains how to set up a new email message on Advance and test it.
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How-to guides
How to provide additional anonymous access to links included in an email Beta
ADvance allows you to meter users based on the source of the traffic, for example where a user comes from a particular referral such as Instagram, LinkedIn, or an email. This lets you target access for anonymous users on top of the existing side-wide gating regime already set up.
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How-to guides
How is the country sales tax applied to an order determined?
Under EU laws regarding tax, VAT on Business-to-Consumer (B2C) supplies of digital services is determined by the location of the consumer. Certain goods imported into the EU are also subject to VAT and this is determined by the delivery country.
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How-to guides
OneTrust Cookie Consent
OneTrust provide a ‘Cookie Consent’ component that can be implemented with your frontend websites to offer granular cookie preference control for your users. It can be integrated with Webvision Cloud (WVC) and ADvance (AD) frontend pages, providing an effective method to manage your cookie policies and inventory, with these supporting ...
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How-to guidesSearch Engine optimisation – top tips to get the best from Webvision Cloud
Read our hints and tips to make sure you optimise your site for search engines.
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How-to guides
How to notify continuous subscribers of an expired card before their next payment
This guide explains how to set up automatic messages when a card used on a recurring payment subscription has expired. These messages can be delivered by email, letter, or a pop-up when users log in.
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How-to guides
How to notify continuous subscribers of a failed payment
Continuous payments fail for a number of reasons, for example where a customer has cancelled a direct debit or when there are insufficient funds on a card. When a payment fails, ADvance can recognise this event in a Subscriber Campaign and notify your customers automatically.
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How-to guides
How to use an email campaign to prompt users to update their personal details
Prompt users to update their personal details at least once a year. Steps on how to achieve this.
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How-to guides
Suggest company names on capture forms
Company names can be suggested to a frontend user in a number of different manners, making it easier for the user to associate themselves to the correct company record on ADvance.
