All ADvance customer data management articles – Page 13
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User guides
Custom Attributes Management
Manage the questions and answers you wish to add to any capture form. Custom attributes must be set up before they can be added to capture forms.
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User guides
DPA Management
DPA statements determine how you can use customer data. These statements have legal implications and must be configured appropriately before they are added to capture forms.
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User guidesCapture Forms - Basic details
The basic details page is used to determine the basic details and settings of the capture form.
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User guides
Capture Forms - Set-up
The form set up page is used to create the layout of the capture form.
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Abacus policy
Introduction to ADvance SaaS customer data platform (CDP)
The ADvance SaaS customer data platform (CDP) is a GDPR-compliant, multichannel single customer view, customer identity & access management (CIAM), and e-commerce system in one.
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Release notes
AD release notes - March 2018 - v1.3.1/2
Multiple subscription quantity option on Product Offer page; Improved e-commerce flow for Gift subscriptions; Additional codes now supported in datalayer.
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Release notes
AD release notes – February 2018 - v1.3.0
E-commerce flow; customise order confirmation page and email; GA/GTM datalayer for e-commerce.
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Release notes
AD release notes – November 2017 - v1.2.28
Manually create renewal order links; New order status of Deleted (Void); Configurable confirmation email per variant for free trial orders; Add text to VAT receipt where EU VAT has been exempted.
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Release notes
AD release notes – October 2017 - v1.2.27
Update corporate entitlements when adding orders via the backend; Impersonate a user on the frontend; Apply login restrictions by IP per user; Subscription start and end date on Liability by Client report; New gift recipient email variables; New API methods.
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Release notes
AD release notes – August 2017 - v1.2.26
IP Access for corporate orders; Improved design on login pages; New API methods added.
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Release notes
AD release notes – June 2017 - v1.2.23/24/25
Concurrent logins, Corporate order upgrade on renewal, Back-date controlled circulation orders, Datalayer (metadata exposure)
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Release notes
AD release notes – March 2017 - v1.2.22
Inline form validation against 3rd party list, Filter renewal campaigns by source code, new receipt templates
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Release notes
AD release notes – November 2016 - v1.2.20
Expire continuous orders, confirm email on capture forms, e-commerce flow improvement, BI and forms improvements
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Release notes
AD release notes – October 2016 - v1.2.19
DD default payment setting, reports and UI improvements
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Release notes
AD release notes – August 2016 - v1.2.18
Add any form type to variant, Capture multiple addresses in one form, New release revenue by IFR report
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Release notes
AD release notes – July 2016 - v1.2.17
Corporate fulfilment calculations, Improved UI (party records and addresses)
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Release notes
AD release notes – June 2016 - v1.2.16
Address management, Renewal campaign improvements, API, ETL and BI improvements
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Release notes
AD release notes – May 2016 - v1.2.15
Tracking of renewal email activity, improvements to the corporate renewal process and the corproate self-service registration flow
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Release notes
AD release notes – April 2016 - v1.2.14
Corporate self-service application for shared brands, ability to amend auto-association details on existing orders, reporting and BI improvements
