All ADvance customer data management articles – Page 2
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User guidesHow to add a catch-all renewal check effort
Subscriber Campaigns can potentially involve complex filtering and priority arrangement, and if changes are made at any stage to any area of the product set up it can sometimes have the unintended consequence of knocking orders out of qualification.
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Release notes
ADvance release notes – September 2022
Qualification settings enhancement within product metering, API updates, changes to Variant Bespoke Messaging, fixes and more.
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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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Release notes
ADvance release notes – June 2022
GA4 ecommerce tracking, bespoke reporting, increased web activity tracking, additional IFR mailing fields, frontend DD/CCC orders will not backdate, fixes and more.
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Release notes
ADvance release notes – May 2022
Download receipts and invoices on the frontend, refund options when cancelling an order, cancellation data in BI, unsubscribe newsletter recipients in ETL, changes to the ETL flow, fixes and more.
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Release notes
ADvance release notes – March 2022
Schedule when an OData BI query is published, add notes to BI queries, improvements to order search, output order ID in subscriber campaign emails, fixes and more.
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User guides
Personalise subscriber campaign emails with dynamic variables
Want to use dynamic fields from ADvance within subscriber campaigns and renewal emails? We’ve created a comprehensive list with all of the variables that can be used in Subscriber Campaigns.
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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 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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Release notes
ADvance release notes – February 2022
Change the latest email address as part of the subscription flow, protect site traffic from automated sources with ReCAPTCHA page, next payment amount data source, fixes and more.
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Release notes
ADvance release notes – December 2021
Publish Odata queries, improvements to how duplicate email addresses are handled in Campaign Monitor v4 integration, fixes and more.
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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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Release notes
ADvance release notes – November 2021
Target continuous subscribers after a failed payment in Subscriber Campaigns, set a fixed gross price when creating a variant with dynamic tax, preferred capture form and survey code ID visible on the capture form page, delivery country in Bank Transaction Detail Report, fixes and more.
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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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User guides
E-Commerce Platforms
List of all payment portals that can be integrated with Webvision Cloud and supported features.
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User guidesWeb Activity - Action types explained
Descriptions of the different action types recorded under Web Activity.
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Release notes
ADvance release notes – September 2021
Improvements to company suggestions on registration forms, track when a user drops out on a capture form, changes to headings in subscriber campaigns, general fixes and more.
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User guides
EU VAT Reporting
VAT reporting is required if a product is consumed within the EU for either print or online subscriptions. To provide the required information from ADvance you can run the Bank Transaction Detail report.
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How-to guides
Subscription Packages: The Do’s and Don’ts
Subscription packages should be reviewed and maintained carefully to ensure that any updates to your subscriptions or continuous payments can be managed efficiently. This documentation will provide some tips on how to create and maintain your product offers and avoid unnecessary further work.
